CDEI Institutional Ownership
Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF
1W: -0.3%
1M: +0.6%
3M: +2.6%
YTD: +14.4%
1Y: +18.5%
3Y: +79.6%
$94.46
+0.63 (+0.67%)
Weekly Expected Move ±1.6%
$91
$93
$94
$96
$98
Overview
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Institutional Ownership — CDEI
9
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
1
New Positions
2
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | 34,056 | 3M | +362 | +1.1% | 2Q | SEC ↗ |
| 2 | NATURAL INVESTMENTS, LLC | 5,017 | 474K | -400 | -7.4% | 3Q | SEC ↗ |
| 3 | MORGAN STANLEY | 2,079 | 196K | -1 | -0.0% | 14Q | SEC ↗ |
| 4 | Smartleaf Asset Management LLC | 1,673 | 158K | — | +0.0% | 2Q | SEC ↗ |
| 5 | Ritter Daniher Financial Advisory LLC | 1,335 | 126K | — | +0.0% | 6Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 532 | 50K | +159 | +42.6% | 8Q | SEC ↗ |
| 7 | Ameritas Advisory Services, LLC NEW | 346 | 33K | — | +0.0% | 1Q | SEC ↗ |
| 8 | FMR LLC | 0 | 0K | -1 | -100.0% | 1Q | SEC ↗ |
| 9 | DAGCO, INC. | 0 | 0K | -1,976 | -100.0% | 4Q | SEC ↗ |
| 10 | Sanctuary Advisors, LLC | 0 | 0K | -2,832 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Ameritas Advisory Services, LLC | 346 | 33K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Sanctuary Advisors, LLC | 2,832 | 268K |
| DAGCO, INC. | 1,976 | 187K |
| FMR LLC | 1 | 0K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +362 | +1.1% | 34,056 |
| OSAIC HOLDINGS, INC. | +159 | +42.6% | 532 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NATURAL INVESTMENTS, LLC | -400 | -7.4% | 5,017 |
| MORGAN STANLEY | -1 | -0.0% | 2,079 |