Calvert US L-C Dei Index ETFCDEIETF
13F holders, Q2 2025 (June 30)6holders +1
2new positions
1sold out
$74.82avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding Calvert US L-C Dei Index ETF (CDEI) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($14.2M), Natural Investments, LLC ($432K) and Dagco, Inc. ($149K).
- Company
- Calvert US L-C Dei Index ETF
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2025)
- CUSIP
- 61774R304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $175K |
| Exits | 1 | $67 |
All 13F filers, Q1 2025 → Q2 2025: 2,338 shares bought and 2,476 shares sold, net −138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Morgan Stanley | 0.00% | No change | 190,001 | $14.2M |
| Natural Investments, LLC | 0.11% | Reduce -23.7% | 5,782 | $432K |
| Dagco, Inc. | 0.04% | New | 1,992 | $149K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 1,260 | $94K |
| Osaic Holdings, Inc. | 0.00% | Reduce -51.2% | 651 | $49K |
| Ameritas Advisory Services, LLC | 0.00% | New | 346 | $26K |
"% 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.