NYLI MACKAY CORE PLUS BOND CPLB
$20.89
+0.0% 52w: $19.84 – $21.07
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data19.8420.4521.07
Jun 20, 2025 Jul 2, 2026
Institutional holders
16
+4 QoQ
13F value
$296.2M
+2.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CPLB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | Insurance | 12.9M | $270.3M | 2.3% | +0.7% |
| MORGAN STANLEY | Bank broker | 478.1K | $10.0M | 0.0% | +1786.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 428.0K | $9.0M | 0.0% | +13.7% |
| Fortis Group Advisors, LLC | Wealth advisor | 66.1K | $1.4M | 0.2% | -15.7% |
| Prosperity Financial Group, Inc. | Wealth advisor | 53.1K | $1.1M | 0.4% | +19.7% |
| CITADEL ADVISORS LLC | Multistrat pod | 37.4K | $785K | 0.0% | New |
| First Affirmative Financial Network | Other | 34.9K | $731K | 0.3% | — |
| Keudell/Morrison Wealth Management | Wealth advisor | 29.4K | $617K | 0.1% | +17.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 27.9K | $586K | 0.0% | -79.2% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 18.3K | $384K | 0.0% | -16.5% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 17.4K | $364K | 0.0% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 14.9K | $313K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 14.9K | $312K | 0.0% | -58.5% |
| Cetera Investment Advisers | Wealth advisor | 9.6K | $201K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.5K | $74K | 0.0% | -70.6% |
| UBS Group AG | Bank broker | 25 | $525 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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