CPLB Institutional Ownership
NYLI MacKay Core Plus Bond ETF
1W: -0.8%
1M: -3.0%
3M: -4.5%
YTD: -4.9%
1Y: -5.6%
3Y: +12.9%
5Y: -4.1%
$19.97
-0.03 (-0.15%)
Weekly Expected Move ±0.6%
$20
$20
$20
$20
$20
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CPLB
19
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
317M
Total Invested
4
New Positions
11
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (22 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | New York Life Investment Management LL | 13,263,659 | $265M | +378,440 | +2.9% | 18Q | SEC ↗ |
| 2 | MORGAN STANLEY | 851,142 | $17M | +373,052 | +78.0% | 6Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 490,739 | $10M | +62,716 | +14.7% | 7Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors NEW | 205,809 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Fortis Group Advisors, LLC | 85,904 | $2M | +19,835 | +30.0% | 4Q | SEC ↗ |
| 6 | Prosperity Financial Group, Inc. | 55,616 | $1M | +2,486 | +4.7% | 6Q | SEC ↗ |
| 7 | &PARTNERS NEW | 55,091 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 42,827 | $855K | +33,229 | +346.2% | 2Q | SEC ↗ |
| 9 | First Affirmative Financial Network NEW | 34,853 | $696K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Keudell/Morrison Wealth Management | 31,674 | $633K | +2,279 | +7.8% | 3Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 29,633 | $592K | +14,765 | +99.3% | 6Q | SEC ↗ |
| 12 | Stratos Wealth Partners, LTD. | 25,200 | $503K | +7,850 | +45.2% | 2Q | SEC ↗ |
| 13 | Orion Porfolio Solutions, LLC | 15,014 | $300K | -3,274 | -17.9% | 10Q | SEC ↗ |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,560 | $291K | -13,368 | -47.9% | 3Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 14,406 | $288K | +10,874 | +307.9% | 5Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA NEW | 1,761 | $35K | — | +0.0% | 1Q | SEC ↗ |
| 17 | UBS Group AG | 222 | $4K | +197 | +788.0% | 2Q | SEC ↗ |
| 18 | Silver Grove Financial Group, Inc. NEW | 181 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Steward Partners Investment Advisory, | 0 | $0K | -2,489 | -100.0% | 3Q | SEC ↗ |
| 20 | CITADEL ADVISORS LLC | 0 | $0K | -37,421 | -100.0% | 1Q | SEC ↗ |
| 21 | World Investment Advisors | 0 | $0K | -16,753 | -100.0% | 2Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 0 | $0K | -14,911 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Cambridge Investment Research Advis | 205,809 | $4M |
| &PARTNERS | 55,091 | $1M |
| First Affirmative Financial Network | 34,853 | $696K |
| ROYAL BANK OF CANADA | 1,761 | $35K |
| Silver Grove Financial Group, Inc. | 181 | $4K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 37,421 | $747K |
| World Investment Advisors | 16,753 | $335K |
| GOLDMAN SACHS GROUP INC | 14,911 | $298K |
| Steward Partners Investment Advisor | 2,489 | $50K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| New York Life Investment Management | +378,440 | +2.9% | 13,263,659 |
| MORGAN STANLEY | +373,052 | +78.0% | 851,142 |
| ENVESTNET ASSET MANAGEMENT INC | +62,716 | +14.7% | 490,739 |
| Cetera Investment Advisers | +33,229 | +346.2% | 42,827 |
| Fortis Group Advisors, LLC | +19,835 | +30.0% | 85,904 |
| JANE STREET GROUP, LLC | +14,765 | +99.3% | 29,633 |
| OSAIC HOLDINGS, INC. | +10,874 | +307.9% | 14,406 |
| Stratos Wealth Partners, LTD. | +7,850 | +45.2% | 25,200 |
| Prosperity Financial Group, Inc. | +2,486 | +4.7% | 55,616 |
| Keudell/Morrison Wealth Management | +2,279 | +7.8% | 31,674 |
| UBS Group AG | +197 | +788.0% | 222 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -13,368 | -47.9% | 14,560 |
| Orion Porfolio Solutions, LLC | -3,274 | -17.9% | 15,014 |