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 Symbol | ETF Name | Shares Held | Weight % |
|---|---|---|---|
| State Street SPDR S&P Capital Markets ETF | 37,039 | 1.50% | |
| 51,715 | 1.20% | ||
| Congress SMID Growth ETF | 29,057 | 1.09% | |
| Nuveen ESG Small-Cap | 25,291 | 0.67% | |
| 172,745 | 0.58% | ||
| 425,088 | 0.45% | ||
| 425,088 | 0.45% | ||
| iShares U.S. Broker-Dealers & Securities Exchanges ETF | 36,931 | 0.41% | |
| 36,931 | 0.41% | ||
| 364,297 | 0.33% | ||
| 364,297 | 0.33% | ||
| American Century U.S. Quality Growth ETF | 33,096 | 0.28% | |
| Fidelity Enhanced Mid Cap ETF | 68,691 | 0.19% | |
| 76,825 | 0.17% | ||
| Vanguard S&P Mid-Cap 400 Value ETF | 10,023 | 0.13% | |
| Invesco RAFI US 1500 Small-Mid ETF | 20,502 | 0.13% | |
| iShares S&P Mid-Cap 400 Value ETF | 59,493 | 0.13% | |
| 59,493 | 0.13% | ||
| Vanguard S&P Mid-Cap 400 ETF | 36,281 | 0.13% | |
| 285,338 | 0.13% |