Morgan Stanley ETF Trust - CDEI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | History | Added to | 34,056 | 3,101 | 0.0% | 0.0% | 1 | +362 | 1.07% | Q2 2026 | Sep 02, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 5,017 | 456 | 0.1% | 0.1% | 2 | -400 | -7.38% | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | Reduced | 2,079 | 189 | 0.0% | 0.0% | 3 | -1 | -0.05% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,673 | 151 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,335 | 121 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 532 | 48 | 0.0% | 0.0% | 6 | +159 | 42.63% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 346 | 31 | 0.0% | — | 7 | +346 | New | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,832 | -100.0% | Q2 2026 | Aug 13, 2026 |
| DAGCO, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,976 | -100.0% | Q2 2026 | Jul 10, 2026 |