MORGAN STANLEY ETF TRUST (CDEI)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
6
Reporting holders
$3.6M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $3.1M | 34,056 | 0.00% | 2q | +1.1%+$33.0K |
| MORGAN STANLEY | $189.3K | 2,079 | 0.00% | 14q | HELD |
| Smartleaf Asset Management LLC | $151.0K | 1,673 | 0.00% | 2q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $121.6K | 1,335 | 0.02% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $48.4K | 532 | 0.00% | 8q | +42.6%+$14.5K |
| Ameritas Advisory Services, LLC | $31.5K | 346 | 0.00% | new | NEW |
| NATURAL INVESTMENTS, LLC | $456 | 5,017 | 0.10% | 3q | -7.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 6 | $3.6M | 40,021 | 1 | 2 | 0 | 0.0% |
| Q1 2026 | 7 | $3.4M | 43,963 | 3 | 1 | 3 | 0.0% |
| Q4 2025 | 5 | $3.8M | 45,844 | 1 | 0 | 2 | 0.0% |
| Q3 2025 | 5 | $7.7M | 97,412 | 1 | 1 | 2 | 0.0% |
| Q2 2025 | 5 | $14.5M | 194,250 | 2 | 0 | 1 | 0.0% |
| Q1 2025 | 4 | $13.0M | 192,596 | 2 | 1 | 1 | 0.0% |
| Q4 2024 | 3 | $20.9M | 305,415 | 1 | 1 | 1 | 0.0% |
| Q3 2024 | 4 | $21.2M | 300,883 | 3 | 0 | 1 | 0.0% |
| Q2 2024 | 2 | $30.3M | 448,750 | 0 | 1 | 1 | 0.0% |
| Q1 2024 | 2 | $80.2M | 1,227,290 | 0 | 1 | 1 | 0.0% |
| Q4 2023 | 3 | $51.1M | 835,053 | 2 | 1 | 0 | 0.0% |
| Q3 2023 | 1 | $21.7M | 400,000 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 2 | $22.9M | 400,004 | 1 | 0 | 0 | 0.0% |
| Q1 2023 | 2 | $20.9M | 400,390 | 2 | 0 | 0 | 0.0% |