Who owns CPLB?
NYLI MacKay Core Plus Bond ETF · New York Life
17 institutions reported holding CPLB, worth $321.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CPLB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| New York Life Investment Management LLC | New York, NY | $277.2M | 13,263,659 | +378,440 shares |
| Morgan Stanley | New York, NY | $17.8M | 851,142 | +373,052 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $10.3M | 490,739 | +62,716 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $8.6M | 411,618 | New position |
| Fortis Group Advisors, LLC | Westwood, NJ | $1.8M | 85,904 | +19,835 shares |
| Prosperity Financial Group, Inc. | San Ramon, CA | $1.2M | 55,616 | +2,486 shares |
| &Partners | Nashville, TN | $1.2M | 55,091 | New position |
| Cetera Investment Advisers | Schaumburg, IL | $895K | 42,827 | +33,229 shares |
| Keudell/Morrison Wealth Management | Salem, OR | $662K | 31,674 | +2,279 shares |
| Jane Street Group, LLC | New York, NY | $619K | 29,633 | +14,765 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CPLB?
17 institutional managers reported holding CPLB in Form 13F filings for June 30, 2026, worth $321.6M in total. The largest reported position was held by New York Life Investment Management LLC, at $277.2M.
Did institutions buy or sell CPLB last quarter?
Reported 13F value rose 8.9% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CPLB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.