NEW YORK LIFE INVTS ACTIVE E CPLB
NYLI MACKAY CORE · ETP · CUSIP 45409F785
17
institutional holders
+1 vs Q1 2026
15.4m
shares reported held*
$321.6mreported value*
4 new
11 added
2 reduced
2 sold out
net bought ≈ $27.3m (+1.3m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $20.90.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 4 |
| Q4 2022 | 5 |
| Q1 2023 | 7 |
| Q2 2023 | 5 |
| Q3 2023 | 4 |
| Q4 2023 | 6 |
| Q1 2024 | 6 |
| Q2 2024 | 11 |
| Q3 2024 | 10 |
| Q4 2024 | 9 |
| Q1 2025 | 11 |
| Q2 2025 | 13 |
| Q3 2025 | 13 |
| Q4 2025 | 12 |
| Q1 2026 | 16 |
| Q2 2026 | 17 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 0 | 9 |
| Q4 2024 | 4 | 7 |
| Q1 2025 | 9 | 3 |
| Q2 2025 | 8 | 4 |
| Q3 2025 | 7 | 7 |
| Q4 2025 | 6 | 7 |
| Q1 2026 | 10 | 7 |
| Q2 2026 | 15 | 4 |
Biggest buyers
| Cambridge Investment Research Advisors, Inc. | New | +411.6k |
| New York Life Investment Management LLC | Added | +378.4k |
| MORGAN STANLEY | Added | +373.1k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +62.7k |
| &PARTNERS | New | +55.1k |
| Cetera Investment Advisers | Added | +33.2k |
| Fortis Group Advisors, LLC | Added | +19.8k |
| JANE STREET GROUP, LLC | Added | +14.8k |
| OSAIC HOLDINGS, INC. | Added | +10.9k |
| Stratos Wealth Partners, LTD. | Added | +7.8k |
Biggest sellers
| CITADEL ADVISORS LLC | Sold out | -37.4k |
| GOLDMAN SACHS GROUP INC | Sold out | -14.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -13.4k |
| Orion Porfolio Solutions, LLC | Reduced | -3.3k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| New York Life Investment Management LLC 1.94% of their portfolio | 13.3m $277.2m | Added +378.4k |
| MORGAN STANLEY 0.00% of their portfolio | 851.1k $17.8m | Added +373.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 490.7k $10.3m | Added +62.7k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 411.6k $8.6m | New |
| Fortis Group Advisors, LLC 0.29% of their portfolio | 85.9k $1.8m | Added +19.8k |
| Prosperity Financial Group, Inc. 0.36% of their portfolio | 55.6k $1.2m | Added +2.5k |
| &PARTNERS 0.00% of their portfolio | 55.1k $1.2m | New |
| Cetera Investment Advisers 0.00% of their portfolio | 42.8k $895.1k | Added +33.2k |
| Keudell/Morrison Wealth Management 0.13% of their portfolio | 31.7k $662.0k | Added +2.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 29.6k $619.3k | Added +14.8k |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 25.2k $526.7k | Added +7.8k |
| Orion Porfolio Solutions, LLC 0.00% of their portfolio | 15.0k $313.8k | Reduced -3.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 14.6k $304.3k | Reduced -13.4k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 14.4k $302.0k | Added +10.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.8k $37.0k | New |
| UBS Group AG 0.00% of their portfolio | 222 $4.6k | Added +197 |
| Silver Grove Financial Group, Inc. 0.00% of their portfolio | 181 $3.8k | New |