CDEI MORGAN STANLEY ETF TRUST
FollowCALVERT US LRGCP (fund)
8 managers (8 13F filers) reported a position in CDEI shares at 2026-03-31, 49,380 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 3
- Added
- 1
- Reduced
- 4
- Sold out
- 1
- Shares held by filers
- 49,380
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 33,694 | $2.61M | <0.01% | new | 13F-HRTimelineGroup |
| NATURAL INVESTMENTS, LLC | 5,417 | $420K | 0.1% | -56 | 13F-HRTimeline |
| Sanctuary Advisors, LLC | 2,832 | $220K | <0.01% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 2,080 | $161K | <0.01% | -40,000 | 13F-HRTimelineGroup |
| DAGCO, INC. | 1,976 | $153K | 0.03% | -10 | 13F-HRTimeline |
| Smartleaf Asset Management LLC | 1,673 | $126K | <0.01% | new | 13F-HRTimeline |
| Ritter Daniher Financial Advisory LLC /… | 1,335 | $104K | 0.02% | +111 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 373 | $29K | <0.01% | -180 | 13F-HRTimelineGroup |