Who owns NYLI MacKay Core Plus Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CPLB from SEC Form 13F filings across 17 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 17 institutions disclosed 15.2M shares of NYLI MacKay Core Plus Bond ETF worth $313.0M — about 93.2% of shares outstanding; the largest disclosed holder is New York Life Investment Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
17
13F holders
$313.0M
value, 2026 filers
93.2%
of shares outstanding (15.2M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CPLB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | New York Life Investment Management LLC | 13.3M | $277.2M | 1.9% | 81.4% | +2.9% |
| 2 | MORGAN STANLEY | 851,142 | $17.8M | 0.0% | 5.2% | +78.0% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 490,739 | $10.3M | 0.0% | 3% | +14.7% |
| 4 | Cambridge Investment Research Advisors, Inc.NEW | 205,809 | $4,301 | 0.0% | 1.3% | new |
| 5 | Fortis Group Advisors, LLC | 85,904 | $1.8M | 0.3% | 0.5% | +30.0% |
| 6 | Prosperity Financial Group, Inc. | 55,616 | $1.2M | 0.4% | 0.3% | +4.7% |
| 7 | &PARTNERSNEW | 55,091 | $1.2M | 0.0% | 0.3% | new |
| 8 | Cetera Investment Advisers | 42,827 | $895,084 | 0.0% | 0.3% | +346.2% |
| 9 | Keudell/Morrison Wealth Management | 31,674 | $661,987 | 0.1% | 0.2% | +7.8% |
| 10 | JANE STREET GROUP, LLC | 29,633 | $619,330 | 0.0% | 0.2% | +99.3% |
| 11 | Stratos Wealth Partners, LTD. | 25,200 | $526,694 | 0.0% | 0.2% | +45.2% |
| 12 | Orion Porfolio Solutions, LLC | 15,014 | $313,791 | 0.0% | 0.1% | -17.9% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,560 | $304,304 | 0.0% | 0.1% | -47.9% |
| 14 | OSAIC HOLDINGS, INC. | 14,406 | $301,957 | 0.0% | 0.1% | +307.9% |
| 15 | ROYAL BANK OF CANADANEW | 1,761 | $37,000 | 0.0% | 0% | new |
| 16 | UBS Group AG | 222 | $4,640 | 0.0% | 0% | +788.0% |
| 17 | Silver Grove Financial Group, Inc.NEW | 181 | $3,783 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.