18 institutions reported holding $296.2M of NEW YORK LIFE INVTS ACTIVE E (CPLB) in SEC 13F filings for 2026-03-31. Largest institutional holders: NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($270.3M), MORGAN STANLEY ($10.0M), ENVESTNET ASSET MANAGEMENT INC ($9.0M), Fortis Group Advisors, LLC ($1.4M), Prosperity Financial Group, Inc. ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $270.3M | 12.9M | Added |
| 2 | MORGAN STANLEY | $10.0M | 478,090 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $9.0M | 428,023 | Added |
| 4 | Fortis Group Advisors, LLC | $1.4M | 66,069 | Trimmed |
| 5 | Prosperity Financial Group, Inc. | $1.1M | 53,130 | Added |
| 6 | CITADEL ADVISORS LLC | $785,093 | 37,421 | New |
| 7 | First Affirmative Financial Network | $731,207 | 34,853 | Added |
| 8 | Keudell/Morrison Wealth Management | $616,707 | 29,395 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $585,929 | 27,928 | Trimmed |
| 10 | Orion Porfolio Solutions, LLC | $383,686 | 18,288 | Trimmed |
| 11 | Stratos Wealth Partners, LTD. | $364,004 | 17,350 | New |
| 12 | GOLDMAN SACHS GROUP INC | $312,833 | 14,911 | New |
| 13 | JANE STREET GROUP, LLC | $311,931 | 14,868 | Trimmed |
| 14 | Cetera Investment Advisers | $201,366 | 9,598 | New |
| 15 | OSAIC HOLDINGS, INC. | $74,100 | 3,532 | Trimmed |
| 16 | UBS Group AG | $525 | 25 | New |
| 17 | Steward Partners Investment Advisory, LLC | $0 | 0 | Exited |
| 18 | World Investment Advisors | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31