CDEI · Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF ETF
$94.30
-0.56 (-0.59%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 5
Total Value: $3,523,401
Total Shares: 38,686
Institutional Ownership Trend
14 quarters
Holder Concentration
Across 5 13F filers · Δ vs Mar 31, 2026Top Holder
88.0%
+19.8 pts
Top 5
100.0%
+6.8 pts
Top 10
100.0%
0.0 pts
HHI
7,800
Highly concentrated+2,938
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
2
Decreased
1
Sold Out
4
Unchanged
1
Holder count:
-3
Institutional value:
-8.0%
Shares held:
-21.7%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +362 | 34,056 | |
| Large OSAIC HOLDINGS, INC. | +159 | 532 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | −1 | 2,079 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid Ameritas Advisory Services, LLC | 346 | $31,512 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small NATURAL INVESTMENTS, LLC | 5,417 | $420,315 | |
| Large Sanctuary Advisors, LLC | 2,832 | $219,740 | |
| Small DAGCO, INC. | 1,976 | $153,321 | |
| Small Ritter Daniher Financial Advisory LLC / DE | 1,335 | $103,585 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC | $3,101,718 | 88.03% | 34,056 | Shares | 2026-09-02 | |
| Mega MORGAN STANLEY | $189,349 | 5.37% | 2,079 | Shares | 2026-08-13 | |
| Mid Smartleaf Asset Management LLC | $152,371 | 4.32% | 1,673 | Shares | 2026-08-12 | |
| Large OSAIC HOLDINGS, INC. | $48,451 | 1.38% | 532 | Shares | 2026-08-14 | |
| Mid Ameritas Advisory Services, LLC | $31,512 | 0.89% | 346 | Shares | 2026-08-14 |