NEW YORK LIFE INVTS ACTIVE E (CPLB)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
16
Reporting holders
$313.0M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | $277.2M | 13,263,659 | 1.94% | 18q | +2.9%+$7.9M |
| MORGAN STANLEY | $17.8M | 851,142 | 0.00% | 6q | +78.0%+$7.8M |
| ENVESTNET ASSET MANAGEMENT INC | $10.3M | 490,739 | 0.00% | 7q | +14.7%+$1.3M |
| Fortis Group Advisors, LLC | $1.8M | 85,904 | 0.29% | 4q | +30.0%+$414.6K |
| Prosperity Financial Group, Inc. | $1.2M | 55,616 | 0.36% | 6q | +4.7%+$52.0K |
| &PARTNERS | $1.2M | 55,091 | 0.00% | new | NEW |
| Cetera Investment Advisers | $895.1K | 42,827 | 0.00% | 2q | +346.2%+$694.5K |
| Keudell/Morrison Wealth Management | $662.0K | 31,674 | 0.13% | 13q | +7.8%+$47.6K |
| JANE STREET GROUP, LLC | $619.3K | 29,633 | 0.00% | 6q | +99.3%+$308.6K |
| Stratos Wealth Partners, LTD. | $526.7K | 25,200 | 0.01% | 2q | +45.2%+$164.1K |
| Orion Porfolio Solutions, LLC | $313.8K | 15,014 | 0.00% | 10q | -17.9%-$68.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $304.3K | 14,560 | 0.00% | 3q | -47.9%-$279.4K |
| OSAIC HOLDINGS, INC. | $302.0K | 14,406 | 0.00% | 5q | +307.9%+$227.9K |
| ROYAL BANK OF CANADA | $37.0K | 1,761 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $8.6K | 411,618 | 0.01% | new | NEW |
| UBS Group AG | $4.6K | 222 | 0.00% | 2q | +788.0%+$4.1K |
| Silver Grove Financial Group, Inc. | $3.8K | 181 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 16 | $313.0M | 14,977,629 | 3 | 11 | 2 | 0.0% |
| Q1 2026 | 16 | $296.2M | 14,118,700 | 5 | 6 | 5 | 0.0% |
| Q4 2025 | 12 | $288.1M | 13,570,610 | 1 | 5 | 4 | 0.0% |
| Q3 2025 | 13 | $287.9M | 13,462,847 | 3 | 4 | 6 | 0.0% |
| Q2 2025 | 12 | $288.5M | 13,530,341 | 3 | 5 | 4 | 0.0% |
| Q1 2025 | 10 | $280.2M | 13,188,700 | 4 | 5 | 1 | 0.0% |
| Q4 2024 | 8 | $299.7M | 14,404,739 | 2 | 2 | 4 | 0.0% |
| Q3 2024 | 9 | $165.8M | 7,621,953 | 0 | 0 | 7 | 0.0% |
| Q2 2024 | 10 | $165.5M | 7,920,969 | 5 | 4 | 1 | 0.0% |
| Q1 2024 | 5 | $213.7M | 10,176,482 | 2 | 1 | 2 | 0.0% |
| Q4 2023 | 5 | $225.3M | 10,692,265 | 2 | 1 | 2 | 0.0% |
| Q3 2023 | 3 | $228.5M | 11,424,618 | 0 | 3 | 0 | 0.0% |
| Q2 2023 | 4 | $236.0M | 11,341,573 | 0 | 1 | 3 | 0.0% |
| Q1 2023 | 5 | $251.4M | 11,882,116 | 2 | 2 | 1 | 0.0% |
| Q4 2022 | 3 | $246.4M | 11,933,399 | 1 | 2 | 0 | 0.0% |
| Q3 2022 | 2 | $178.4M | 8,660,979 | 0 | 2 | 0 | 0.0% |
| Q2 2022 | 3 | $176.9M | 8,116,612 | 0 | 2 | 1 | 0.0% |
| Q1 2022 | 3 | $62.9M | 2,692,333 | 1 | 1 | 1 | 0.0% |
| Q4 2021 | 3 | $26.1M | 1,051,073 | 0 | 0 | 1 | 0.0% |
| Q3 2021 | 3 | $26.3M | 1,053,131 | 2 | 1 | 0 | 0.0% |
| Q2 2021 | 1 | $20.0M | 800,000 | 1 | 0 | 0 | 0.0% |