§ EQUITY
USDCPLB
NYLIM MACKAY CORE PLUS BOND
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
15 increased/new, 2 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| New York Life Investment Management LLC | 12.9M | 2.3% | +1% |
| Morgan Stanley | 478K | 0.0% | +843% |
| ENVESTNET ASSET MANAGEMENT INC | 428K | 0.0% | +14% |
| Fortis Group Advisors, LLC | 66K | 0.2% | −16% |
| Prosperity Financial Group, Inc. | 53K | 0.4% | +20% |
| Citadel Advisors | 37K | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for CPLB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER96.3% · 12 holders
DEALER / BANK3.5% · 3 holders
TACTICAL / MACRO0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CPLB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CPLB yet.