New York Life Invts Active E (CPLB): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow CPLB for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 17

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$20.9

-0.4% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of CPLB (all 13F filers)

New York Life Investment Management13.3 MType not verified+378 K
Morgan Stanley851 KBank or trading desk+373 K
Envestnet Asset Management491 KWealth adviser+63 K
Cambridge Investment Research Advisors206 KWealth adviser+206 K
Fortis Group Advisors86 KType not verified+20 K
Prosperity Financial Group56 KType not verified+2,486
&partners55 KType not verified+55 K
Cetera Investment Advisers43 KWealth adviser+33 K
Keudell/Morrison Wealth Management32 KWealth adviser+2,279
Jane Street Group30 KBank or trading desk+15 K

Filer	Type
New York Life Investment Management	Type not verified	13.3 M	+378 K	$277M
Morgan Stanley	Bank or trading desk	851 K	+373 K	$17.8M
Envestnet Asset Management	Wealth adviser	491 K	+63 K	$10.3M
Cambridge Investment Research Advisors	Wealth adviser	206 K	+206 K	$4.3M
Fortis Group Advisors	Type not verified	86 K	+20 K	$1.8M
Prosperity Financial Group	Type not verified	56 K	+2,486	$1.2M
&partners	Type not verified	55 K	+55 K	$1.2M
Cetera Investment Advisers	Wealth adviser	43 K	+33 K	$895K
Keudell/Morrison Wealth Management	Wealth adviser	32 K	+2,279	$662K
Jane Street Group	Bank or trading desk	30 K	+15 K	$619K

New York Life Investment Management
Shares
13.3 M
Change
+378 K
See more
Type
Type not verified
Value
$277M
Morgan Stanley
Shares
851 K
Change
+373 K
See more
Type
Bank or trading desk
Value
$17.8M
Envestnet Asset Management
Shares
491 K
Change
+63 K
See more
Type
Wealth adviser
Value
$10.3M
Cambridge Investment Research Advisors
Shares
206 K
Change
+206 K
See more
Type
Wealth adviser
Value
$4.3M
Fortis Group Advisors
Shares
86 K
Change
+20 K
See more
Type
Type not verified
Value
$1.8M
Prosperity Financial Group
Shares
56 K
Change
+2,486
See more
Type
Type not verified
Value
$1.2M
&partners
Shares
55 K
Change
+55 K
See more
Type
Type not verified
Value
$1.2M
Cetera Investment Advisers
Shares
43 K
Change
+33 K
See more
Type
Wealth adviser
Value
$895K
Keudell/Morrison Wealth Management
Shares
32 K
Change
+2,279
See more
Type
Wealth adviser
Value
$662K
Jane Street Group
Shares
30 K
Change
+15 K
See more
Type
Bank or trading desk
Value
$619K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗