Calvert US L-C Dei Index ETFCDEIETF
13F holders, Q1 2026 (March 31)8holders +2
3new positions
1sold out
1famous investor
$77.51avg. 13F price*
At the end of Q1 2026, 8 institutions reported holding Calvert US L-C Dei Index ETF (CDEI) in their 13F filings, up 2 from Q4 2025. 3 opened new positions and 1 sold out. The largest holders were Citadel Advisors ($2.6M), Natural Investments, LLC ($420K) and Sanctuary Advisors, LLC ($220K). 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 (Q1 2026)
- CUSIP
- 61774R304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $3.0M |
| Exits | 1 | $83 |
All 13F filers, Q4 2025 → Q1 2026: 38,310 shares bought and 40,247 shares sold, net −1,937 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Citadel Advisors | 0.00% | New | 33,694 | $2.6M |
| Natural Investments, LLC | 0.10% | Reduce -1.0% | 5,417 | $420K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,832 | $220K |
| Morgan Stanley | 0.00% | Reduce -95.1% | 2,080 | $161K |
| Dagco, Inc. | 0.03% | Reduce -0.5% | 1,976 | $153K |
| Smartleaf Asset Management LLC | 0.00% | New | 1,673 | $126K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Add +9.1% | 1,335 | $104K |
| Osaic Holdings, Inc. | 0.00% | Reduce -32.5% | 373 | $29K |
"% 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.