New York Life Investments Active ETF Trust - CPLB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 12,797,602 | 271,693 | 2.34% | 2.42% | 1 | -90,988 | -0.71% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 376,577 | 7,994 | 0.0% | 0.0% | 2 | +62,116 | 19.75% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 134,182 | 2,848 | 0.0% | — | 3 | +134,182 | New | Q4 2025 | Feb 17, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 78,405 | 1,662 | 0.28% | 0.22% | 4 | +17,732 | 29.23% | Q4 2025 | Feb 06, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 44,385 | 942 | 0.34% | 0.37% | 5 | -3,501 | -7.31% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 35,854 | 761 | 0.0% | 0.0% | 6 | +18,242 | 103.58% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 25,338 | 537 | 0.0% | — | 7 | +25,337 | 2533700.0% | Q4 2025 | Feb 13, 2026 |
| Keudell/Morrison Wealth Management | History | New | 25,120 | 533 | 0.11% | — | 8 | +25,120 | New | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,895 | 464 | 0.0% | 0.0% | 9 | +372 | 1.73% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Reduced | 16,753 | 355 | 0.01% | 0.01% | 10 | -35 | -0.21% | Q4 2025 | Mar 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,010 | 255 | 0.0% | 0.0% | 11 | -21 | -0.17% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,489 | 52 | 0.0% | 0.0% | 12 | -66 | -2.58% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,768 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,453 | -100.0% | Q3 2025 | Nov 26, 2025 |