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CDEI MORGAN STANLEY ETF TRUST

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CALVERT US LRGCP (fund)

6 managers (6 13F filers) reported a position in CDEI shares at 2025-12-31, 51,317 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
6
13F filers
6
New
2
Added
0
Reduced
3
Sold out
1
Shares held by filers
51,317

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY42,080$3.48M<0.01%-50,50013F-HR/ATimelineGroup
NATURAL INVESTMENTS, LLC5,473$452K0.11%new13F-HRTimeline
DAGCO, INC.1,986$164K0.04%-613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,224$101K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.553$45.7K<0.01%-24813F-HRTimelineGroup
FMR LLCin group FMR LLC1$83<0.01%new13F-HRTimelineGroup