CPLB institutional holders
NEW YORK LIFE INVTS ACTIVE E · 13F, 2026Q2
| Managers holding | 17 |
|---|---|
| Shares held | 15,389,247 |
| Reported value | $321.6m |
| Quarter flows | 4 new, 11 added, 2 trimmed, 3 exited |
Top 17 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| New York Life Investment Management LLC | 13,263,659 | $277.2m | 1.9% |
| MORGAN STANLEY | 851,142 | $17.8m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 490,739 | $10.3m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 411,618 | $8.6m | 0.0% |
| Fortis Group Advisors, LLC | 85,904 | $1.8m | 0.3% |
| Prosperity Financial Group, Inc. | 55,616 | $1.2m | 0.4% |
| &PARTNERS | 55,091 | $1.2m | 0.0% |
| Cetera Investment Advisers | 42,827 | $895,084 | 0.0% |
| Keudell/Morrison Wealth Management | 31,674 | $661,987 | 0.1% |
| JANE STREET GROUP, LLC | 29,633 | $619,330 | 0.0% |
| Stratos Wealth Partners, LTD. | 25,200 | $526,694 | 0.0% |
| Orion Porfolio Solutions, LLC | 15,014 | $313,791 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,560 | $304,304 | 0.0% |
| OSAIC HOLDINGS, INC. | 14,406 | $301,957 | 0.0% |
| ROYAL BANK OF CANADA | 1,761 | $37,000 | 0.0% |
| UBS Group AG | 222 | $4,640 | 0.0% |
| Silver Grove Financial Group, Inc. | 181 | $3,783 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("CPLB"). CPLB price history · All 13F data