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Nyli Mackay Core Plus Bond (CPLB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
New York Life Investment Management LLC
INCREASED
Shares13,370,322 from 13,263,659
Change+106,663 (+1%)
Value$267.5M (-$9.7M)
Filed 2026-11-04
FFG Retirement Advisors LLC
NEW
Shares231,040
Change+231,040
Value$4.6M
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares202,068 from 205,809
Change-3,741 (-2%)
Value$4.0M (-$258.0K)
Filed 2026-11-02
Prosperity Financial Group, Inc.
INCREASED
Shares55,734 from 55,616
Change+118 (+0%)
Value$1.1M (-$47.1K)
Filed 2026-10-29
First Affirmative Financial Network
NEW
Shares34,853
Change+34,853
Value$697.4K
Filed 2026-10-21
Keudell ison Wealth Management
INCREASED
Shares32,949 from 31,674
Change+1,275 (+4%)
Value$659.3K (-$2.7K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$3.6K (-$161)
Filed 2026-11-05
Farther Finance Advisors, LLC
NEW
Shares15
Change+15
Value$300
Filed 2026-10-08
Morgan Stanley
N/A
Shares— from 851,142
Change-851,142 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 490,739
Change-490,739 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 85,904
Change-85,904 (-100%)
Value—
&partners
N/A
Shares— from 55,091
Change-55,091 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 42,827
Change-42,827 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 29,633
Change-29,633 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 25,200
Change-25,200 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 15,014
Change-15,014 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,560
Change-14,560 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,406
Change-14,406 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
UBS Group AG
N/A
Shares— from 222
Change-222 (-100%)
Value—
Status
New York Life Investment Management LLC
INCREASED13,370,32213,263,659+106,663+1%$277.2M$267.5M-$9.7M2026-11-04
FFG Retirement Advisors LLC
NEW231,040—+231,040——$4.6M—2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED202,068205,809-3,741-2%$4.3M$4.0M-$258.0K2026-11-02
Prosperity Financial Group, Inc.
INCREASED55,73455,616+118+0%$1.2M$1.1M-$47.1K2026-10-29
First Affirmative Financial Network
NEW34,853—+34,853——$697.4K—2026-10-21
Keudell ison Wealth Management
INCREASED32,94931,674+1,275+4%$662.0K$659.3K-$2.7K2026-10-16
Silver Grove Financial Group, Inc.
UNCHANGED18118100%$3.8K$3.6K-$1612026-11-05
Farther Finance Advisors, LLC
NEW15—+15——$300—2026-10-08
Morgan Stanley
N/A—851,142-851,142-100%$17.8M———
Envestnet Asset Management Inc
N/A—490,739-490,739-100%$10.3M———
Fortis Group Advisors, LLC
N/A—85,904-85,904-100%$1.8M———
&partners
N/A—55,091-55,091-100%$1.2M———
Cetera Investment Advisers
N/A—42,827-42,827-100%$895.1K———
Jane Street Group, LLC
N/A—29,633-29,633-100%$619.3K———
Stratos Wealth Partners, Ltd.
N/A—25,200-25,200-100%$526.7K———
Orion Porfolio Solutions, LLC
N/A—15,014-15,014-100%$313.8K———
Susquehanna International Group, LLP
N/A—14,560-14,560-100%$304.3K———
Osaic Holdings, Inc.
N/A—14,406-14,406-100%$302.0K———
Royal Bank of Canada
N/A—1,761-1,761-100%$37.0K———
UBS Group AG
N/A—222-222-100%$4.6K———
Showing 20 of 20 institutions