Who Owns NYLI MacKay Core Plus Bond ETF (CPLB)?Hedge Fund & Institutional Holders
Institutional Holders
13
as of Q4 2025
Total Institutional Value
$2.0000001662000938e+35T
% of Float Held
—
QoQ Change in Holders
+3 / -3
Price History
CPLB — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +134K | +$2.0B |
| Keudell/Morrison Wealth Management | New Position | +25K | +$533.0M |
| Fortis Group Advisors, LLC | Increased | +18K | +$364.3M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +377K | +$7.0M |
| MORGAN STANLEY | Increased | +25K | +$0 |
| JANE STREET GROUP, LLC | Increased | +18K | +$-376.6M |
| Orion Porfolio Solutions, LLC | Increased | +372 | +$-460.3M |
CPLB — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | Decreased | -91K | -$275.3B |
| First Affirmative Financial Network | Closed Position | -130K | -$2.8B |
| CITADEL ADVISORS LLC | Closed Position | -41K | -$871.8M |
| World Investment Advisors | Decreased | -35 | -$358.6M |
| OSAIC HOLDINGS, INC. | Decreased | -21 | -$257.3M |
| Prosperity Financial Group, Inc. | Decreased | -4K | -$82.0M |
| JPMORGAN CHASE & CO | Closed Position | -3K | -$73.0M |
| Steward Partners Investment Advisory, LLC | Decreased | -66 | -$54.6M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 134,182 | $2.0B | 0.00% | Share |
| 2 | Fortis Group Advisors, LLC | 78,405 | $1.7B | 0.28% | Share |
| 3 | Prosperity Financial Group, Inc. | 44,385 | $942.0M | 0.34% | Share |
| 4 | Keudell/Morrison Wealth Management | 25,120 | $533.0M | 0.11% | Share |
| 5 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 12,797,602 | $271.0M | 2.34% | Share |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 376,577 | $7.0M | 0.00% | Share |
| 7 | World Investment Advisors | 16,753 | $355K | 0.01% | Share |
| 8 | Orion Porfolio Solutions, LLC | 21,895 | $0 | 0.00% | Share |
| 9 | Steward Partners Investment Advisory, LLC | 2,489 | $0 | 0.00% | Share |
| 10 | MORGAN STANLEY | 25,338 | $0 | 0.00% | Share |
| 11 | OSAIC HOLDINGS, INC. | 2,867 | $0 | 0.00% | Share |
| 12 | OSAIC HOLDINGS, INC. | 9,143 | $0 | 0.00% | Share |
| 13 | JANE STREET GROUP, LLC | 35,854 | $0 | 0.00% | Share |
CPLB Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $5.4B | +0 |
| Q3 2025 | 12 | $283.2B | +2 |
| Q2 2025 | 10 | $289.3B | +1 |
| Q1 2025 | 9 | $278.7B | +3 |
| Q4 2024 | 6 | $294.2B | -2 |
| Q3 2024 | 8 | $778.6B | -1 |
| Q2 2024 | 9 | $1.2T | +5 |
| Q1 2024 | 4 | $1.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 13 institutional investors hold CPLB (NYLI MacKay Core Plus Bond ETF). The largest holder is SUSQUEHANNA INTERNATIONAL GROUP, LLP with $2.0B in shares. This quarter, 3 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own CPLB?
As of Q4 2025, 13 institutional investors report holding CPLB (NYLI MacKay Core Plus Bond ETF) in their 13F filings.
Who is the largest institutional holder of CPLB?
The largest institutional holder of CPLB is SUSQUEHANNA INTERNATIONAL GROUP, LLP with $2.0B in shares.
Is institutional ownership of CPLB increasing or decreasing?
This quarter, 3 institutions opened new positions in CPLB and 3 closed their positions.