CPLB NEW YORK LIFE INVTS ACTIVE E: institutional ownership and insider trading

21 funds reported holding $323M of NEW YORK LIFE INVTS ACTIVE E in their latest 13F filings; in Q2 2026 funds net bought $23.0M, with 4 new positions and 2 funds selling out.

Largest institutional holders of CPLB

  1. NEW YORK LIFE INVESTMENT MANAGEMENT LLC — $277M
  2. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $17.8M
  3. ENVESTNET ASSET MANAGEMENT INC — $10.3M
  4. FFG RETIREMENT ADVISORS LLC — $4.62M
  5. Cambridge Investment Research Advisors, Inc. — $4.30M
  6. Fortis Group Advisors, LLC — $1.80M
  7. Prosperity Financial Group, Inc. — $1.16M
  8. &PARTNERS — $1.15M
  9. Cetera Investment Advisers — $895K
  10. First Affirmative Financial Network — $697K

All CPLB 13F holders