Smartleaf Asset Management’s Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF CDEI Stock Holding History

Smartleaf Asset Management’s Portfolio CDEI Stock Details CDEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$126K	Buy	+1,673	New	+$136K	﹤0.01%	997

Other funds holding CDEI

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Smartleaf Asset Management's CDEI Position: Q1 2026 in Review

Smartleaf Asset Management opened a new position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) in Q1 2026: 1,673 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings.

8 funds tracked by Wall St. Rank hold CDEI as of Q1 2026.

Smartleaf Asset Management held 1,673 shares of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF worth $126K as of Q1 2026.
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF was a new Smartleaf Asset Management position in Q1 2026.
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #997 holding.
8 funds tracked by Wall St. Rank held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.