CDEI MORGAN STANLEY ETF TRUST
FollowCALVERT US LRGCP (fund)
7 managers (7 13F filers) reported a position in CDEI shares at 2026-06-30, 45,038 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 2
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 45,038
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 34,056 | $3.1M | <0.01% | +362 | 13F-HRTimelineGroup |
| NATURAL INVESTMENTS, LLC | 5,017 | $456K | 0.1% | -400 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 2,079 | $189K | <0.01% | -1 | 13F-HRTimelineGroup |
| Smartleaf Asset Management LLC | 1,673 | $151K | <0.01% | 0 | 13F-HRTimeline |
| Ritter Daniher Financial Advisory LLC /… | 1,335 | $122K | 0.02% | 0 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 532 | $48.4K | <0.01% | +159 | 13F-HRTimelineGroup |
| Ameritas Advisory Services, LLCin group Ameritas Investment Partners,… | 346 | $31.5K | <0.01% | new | 13F-HRTimelineGroup |