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Calvert US L-C DEI Index ETF (CDEI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Smartleaf Asset Management LLC
INCREASED
Shares5,346 from 1,673
Change+3,673 (+220%)
Value$501.1K (+$350.1K)
Filed 2026-11-10
Natural Investments, LLC
DECREASED
Shares4,418 from 5,017
Change-599 (-12%)
Value$414.6K (+$414.1K)
Filed 2026-11-06
UBS Group AG
NEW
Shares178
Change+178
Value$16.7K
Filed 2026-11-10
Citadel Advisors LLC
N/A
Shares— from 34,056
Change-34,056 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 532
Change-532 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Status
Smartleaf Asset Management LLC
INCREASED5,3461,673+3,673+220%$151.0K$501.1K+$350.1K2026-11-10
Natural Investments, LLC
DECREASED4,4185,017-599-12%$456$414.6K+$414.1K2026-11-06
UBS Group AG
NEW178—+178——$16.7K—2026-11-10
Citadel Advisors LLC
N/A—34,056-34,056-100%$3.1M———
Morgan Stanley
N/A—2,079-2,079-100%$189.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,335-1,335-100%$121.6K———
Osaic Holdings, Inc.
N/A—532-532-100%$48.4K———
Ameritas Advisory Services, LLC
N/A—346-346-100%$31.5K———
Showing 8 of 8 institutions