DOSSIER · 13F Holders · Q2 2026
CDEI

ORGAN STANLEY ETF TRUST

8 institutions still hold ORGAN STANLEY ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61774R304·8 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$4M
visible holders
Holders
8
filers reporting
Concentration
76.33%
CITADEL ADVISORS LLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported CDEI in Q2 2026. CITADEL ADVISORS LLC leads at 76.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CITADEL ADVISORS LLC
CIK 0001423053
$3M34K0.00%Q2 2026
02
NATURAL INVESTMENTS, LLC
CIK 0001800245
$420K5K0.10%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$189K2K0.00%Q2 2026
04
Smartleaf Asset Management LLC
CIK 0002010393
$151K2K0.00%Q2 2026
05
Ritter Daniher Financial Advisory LLC / DE
CIK 0001936603
$122K1K0.02%Q2 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$48K5320.00%Q2 2026
07
Ameritas Advisory Services, LLC
CIK 0001901275
$32K3460.00%Q2 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025