Who Owns Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF (CDEI)?Hedge Fund & Institutional Holders
Institutional Holders
10
as of Q4 2025
Total Institutional Value
$16400030004.5T
% of Float Held
—
QoQ Change in Holders
+4 / -1
Price History
CDEI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| DAGCO, INC. | New Position | +2K | +$164.0M |
| NATURAL INVESTMENTS, LLC | New Position | +5K | +$452K |
| Ritter Daniher Financial Advisory LLC / DE | New Position | +1K | +$0 |
| FMR LLC | New Position | +1 | +$0 |
CDEI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | Decreased | -248 | -$63.3M |
| MORGAN STANLEY | Decreased | -51K | -$4.3M |
| PRINCIPAL SECURITIES, INC. | Closed Position | -815 | -$64K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DAGCO, INC. | 1,986 | $164.0M | 0.04% | Share |
| 2 | MORGAN STANLEY | 40,000 | $3.0M | 0.00% | Share |
| 3 | NATURAL INVESTMENTS, LLC | 5,473 | $452K | 0.11% | Share |
| 4 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 5 | MORGAN STANLEY | 2,079 | $0 | 0.00% | Share |
| 6 | Ritter Daniher Financial Advisory LLC / DE | 1,224 | $0 | 0.00% | Share |
| 7 | OSAIC HOLDINGS, INC. | 313 | $0 | 0.00% | Share |
| 8 | OSAIC HOLDINGS, INC. | 60 | $0 | 0.00% | Share |
| 9 | OSAIC HOLDINGS, INC. | 180 | $0 | 0.00% | Share |
| 10 | FMR LLC | 1 | $0 | 0.00% | Share |
CDEI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 6 | $167.5M | +3 |
| Q3 2025 | 3 | $70.7M | -2 |
| Q2 2025 | 5 | $243.8M | +0 |
| Q1 2025 | 5 | $13.0B | +1 |
| Q4 2024 | 4 | $77.0M | -1 |
| Q3 2024 | 5 | $21.2B | +2 |
| Q2 2024 | 3 | $30.3B | +0 |
| Q1 2024 | 3 | $27.9B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 10 institutional investors hold CDEI (Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF). The largest holder is DAGCO, INC. with $164.0M in shares. This quarter, 4 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own CDEI?
As of Q4 2025, 10 institutional investors report holding CDEI (Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF) in their 13F filings.
Who is the largest institutional holder of CDEI?
The largest institutional holder of CDEI is DAGCO, INC. with $164.0M in shares.
Is institutional ownership of CDEI increasing or decreasing?
This quarter, 4 institutions opened new positions in CDEI and 1 closed their positions.