19 institutions reported holding $317.3M of NEW YORK LIFE INVTS ACTIVE E (CPLB) in SEC 13F filings for 2026-06-30. Largest institutional holders: NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($277.2M), MORGAN STANLEY ($17.8M), ENVESTNET ASSET MANAGEMENT INC ($10.3M), Cambridge Investment Research Advisors, Inc. ($4.3M), Fortis Group Advisors, LLC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $277.2M | 13.3M | Added |
| 2 | MORGAN STANLEY | $17.8M | 851,142 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $10.3M | 490,739 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $4.3M | 205,809 | New |
| 5 | Fortis Group Advisors, LLC | $1.8M | 85,904 | Added |
| 6 | Prosperity Financial Group, Inc. | $1.2M | 55,616 | Added |
| 7 | &PARTNERS | $1.2M | 55,091 | New |
| 8 | Cetera Investment Advisers | $895,084 | 42,827 | Added |
| 9 | Keudell/Morrison Wealth Management | $661,987 | 31,674 | Added |
| 10 | JANE STREET GROUP, LLC | $619,330 | 29,633 | Added |
| 11 | Stratos Wealth Partners, LTD. | $526,694 | 25,200 | Added |
| 12 | Orion Porfolio Solutions, LLC | $313,791 | 15,014 | Trimmed |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $304,304 | 14,560 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $301,957 | 14,406 | Added |
| 15 | Royal Bank of Canada | $37,000 | 1,761 | New |
| 16 | UBS Group AG | $4,640 | 222 | Added |
| 17 | Silver Grove Financial Group, Inc. | $3,783 | 181 | New |
| 18 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 19 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30