Calvert US L-C Dei Index ETFCDEIETF

13F holders, Q4 2025 (December 31)
6holders +1
2new positions
1sold out
$82.70avg. 13F price*

At the end of Q4 2025, 6 institutions reported holding Calvert US L-C Dei Index ETF (CDEI) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($3.5M), Natural Investments, LLC ($452K) and Dagco, Inc. ($164K).

Company
Calvert US L-C Dei Index ETF
Filed as
MORGAN STANLEY ETF TRUST (Q4 2025)
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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$452K
Exits1$65K

All 13F filers, Q3 2025 → Q4 2025: 5,474 shares bought and 51,569 shares sold, net −46,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Morgan Stanley 0.00% Reduce -54.5% 42,080 $3.5M
Natural Investments, LLC 0.11% New 5,473 $452K
Dagco, Inc. 0.04% Reduce -0.3% 1,986 $164K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 1,224 $101K
Osaic Holdings, Inc. 0.00% Reduce -31.0% 553 $46K
FMR LLC 0.00% New 1 $83

"% 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.