MORN Morningstar, Inc. logo

MORN Morningstar, Inc.

Financial Services
$176.84+0.00%OpenMarket Cap: $6.72B

As of 2026-05-26

Institutional Ownership Summary

Investors Holding

476

13F Shares

24,217,122

Ownership %

57.8%

New Positions

89

Increased Positions

236

Closed Positions

70

Reduced Positions

190

ETF Exposure
ETF SymbolETF NameShares HeldWeight %
KCEState Street SPDR S&P Capital Markets ETF37,0391.50%
XMLV51,7151.20%
CSMDCongress SMID Growth ETF29,0571.09%
NUSCNuveen ESG Small-Cap25,2910.67%
XMHQ172,7450.58%
VEXRX425,0880.45%
VEXPX425,0880.45%
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF36,9310.41%
KOC36,9310.41%
VWNEX364,2970.33%
VWNDX364,2970.33%
QGROAmerican Century U.S. Quality Growth ETF33,0960.28%
FMDEFidelity Enhanced Mid Cap ETF68,6910.19%
VSEQX76,8250.17%
IVOVVanguard S&P Mid-Cap 400 Value ETF10,0230.13%
PRFZInvesco RAFI US 1500 Small-Mid ETF20,5020.13%
IJJiShares S&P Mid-Cap 400 Value ETF59,4930.13%
NJJ59,4930.13%
IVOOVanguard S&P Mid-Cap 400 ETF36,2810.13%
VSGAX285,3380.13%