Calvert US L-C Dei Index ETFCDEIETF

13F holders, Q2 2026 (June 30)
7holders −1
1new positions
2sold out
1famous investor
$91.03avg. 13F price*

At the end of Q2 2026, 7 institutions reported holding Calvert US L-C Dei Index ETF (CDEI) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 2 sold out. The largest holders were Citadel Advisors ($3.1M), Natural Investments, LLC ($456K) and Morgan Stanley ($189K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Calvert US L-C Dei Index ETF
Filed as
MORGAN STANLEY ETF TRUST (Q2 2026)
CUSIP
61774R304
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 5Q1 2025Q2 2025: 6Q2 2025Q3 2025: 5Q3 2025Q4 2025: 6Q4 2025Q1 2026: 8Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$32K
Exits2$373K

All 13F filers, Q1 2026 → Q2 2026: 867 shares bought and 5,209 shares sold, net −4,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Citadel Advisors 0.00% Add +1.1% 34,056 $3.1M
Natural Investments, LLC 0.10% Reduce -7.4% 5,017 $456K
Morgan Stanley 0.00% Reduce -0.1% 2,079 $189K
Smartleaf Asset Management LLC 0.00% No change 1,673 $151K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 1,335 $122K
Osaic Holdings, Inc. 0.00% Add +42.6% 532 $48K
Ameritas Advisory Services, LLC 0.00% New 346 $32K

"% of holder's portfolio" is CDEI's weight in each manager's 13F, not the share of Calvert US L-C Dei Index ETF the manager owns.