Inst. Holders
11 funds
CP
CPLB
NEW YORK LIFE INVTS ACTIVE E
$20.00 ▼ -0.05%
Prev close $20.015 New Institutional Positions
Snapshot
The big-picture read on CPLB right now — valuation, ownership and activity at a glance.
Inst. Value
$308.9M
Inst. Activity
5 buys / 1 sells
Price chart 30d -2.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Aug 21, 2026 ftd
FTD: CPLB — 26,347 shares ($0.5M) failed to deliver
Settlement: 20260821, Price: $20.73, FTD Value: $546,173.31, NEW YORK LIFE INV ACT ETF TR N
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
851,142 shares ($17.8M)
Jun 30, 2026 Inst.
Cetera Investment Advisers — DOUBLED
42,827 shares ($895.1K)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 21, 2026
ftd
FTD: CPLB — 26,347 shares ($0.5M) failed to deliver
Settlement: 20260821, Price: $20.73, FTD Value: $546,173.31, NEW YORK LIFE INV ACT ETF TR N
Aug 20, 2026
ftd
FTD: CPLB — 60,433 shares ($1.3M) failed to deliver
Settlement: 20260820, Price: $20.80, FTD Value: $1,257,006.4, NEW YORK LIFE INV ACT ETF TR N
Aug 19, 2026
ftd
FTD: CPLB — 25,396 shares ($0.5M) failed to deliver
Settlement: 20260819, Price: $20.71, FTD Value: $525,951.16, NEW YORK LIFE INV ACT ETF TR N
Aug 14, 2026
ftd
FTD: CPLB — 26,336 shares ($0.5M) failed to deliver
Settlement: 20260814, Price: $20.76, FTD Value: $546,735.36, NEW YORK LIFE INV ACT ETF TR N
Jul 24, 2026
short_volume
Short Volume: CPLB — 98.2% short (0.8M / 0.8M)
Short: 799,135 | Exempt: 0 | TRF Vol: 813,817 | Short Ratio: 98.2% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own CPLB (from quarterly 13F filings) and who is adding or trimming.
11 institutional holders with $308.9M total value (14,779,054 shares) as of 2026-Q2. Top holders: NEW, MORGAN, ENVESTNET. Net buying activity: 5 institutions added/increased vs 1 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 13,263,659 | $277.2M | 89.7% | — |
| MORGAN STANLEY | 851,142 | $17.8M | 5.8% | ADD +78.0% |
| ENVESTNET ASSET MANAGEMENT INC | 490,739 | $10.3M | 3.3% | DOUBLED +291.2% |
| &PARTNERS | 55,091 | $1.2M | 0.4% | — |
| Cetera Investment Advisers | 42,827 | $895.1K | 0.3% | DOUBLED +346.2% |
| JANE STREET GROUP, LLC | 29,633 | $619.3K | 0.2% | ADD +99.3% |
| Orion Porfolio Solutions, LLC | 15,014 | $313.8K | 0.1% | TRIM -37.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,560 | $304.3K | 0.1% | TRIM -47.9% |
| OSAIC HOLDINGS, INC. | 14,406 | $302.0K | 0.1% | DOUBLED +307.9% |
| ROYAL BANK OF CANADA | 1,761 | $37.0K | 0.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 478,090 | 851,142 | +78.0% | $17.8M |
| Cetera Investment Advisers | DOUBLED | 9,598 | 42,827 | +346.2% | $895.1K |
| JANE STREET GROUP, LLC | ADD | 14,868 | 29,633 | +99.3% | $619.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | TRIM | 27,928 | 14,560 | -47.9% | $304.3K |
| OSAIC HOLDINGS, INC. | DOUBLED | 3,532 | 14,406 | +307.9% | $302.0K |
| UBS Group AG | DOUBLED | 25 | 222 | +788.0% | $4.6K |
| MORGAN STANLEY | DOUBLED | 25,338 | 478,090 | +1786.8% | $10.0M |
| JANE STREET GROUP, LLC | TRIM | 35,854 | 14,868 | -58.5% | $311.9K |
| OSAIC HOLDINGS, INC. | TRIM | 12,010 | 3,532 | -70.6% | $74.1K |
| JANE STREET GROUP, LLC | DOUBLED | 17,612 | 35,854 | +103.6% | $761.2K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CPLB.
Shares short
35,717
Settlement Sep 15, 2026
Change vs prior
-5.5%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume