PARK AVENUE SECURITIES LLC

Broker-Dealer

Position in MORN — Morningstar, Inc.

CIK 1071640 NEW YORK, NY

Position in MORN

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$654,971

-$1,450 QoQ

Shares Held

4,198

+8.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#205

of 419 holders

Holding Since

Dec 2021

14 quarters on record

Financial Services · as of Jun 30, 2026

PARK AVENUE SECURITIES LLC holds $17,529,626 across 10 Financial Data & Stock Exchanges names. MORN ranks #8 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	27,239	$6,015,188
2	CBOE	Cboe Global Markets, Inc.	12,602	$3,058,127
3	SPGI	S&P Global Inc.	6,232	$2,271,717
4	ICE	Intercontinental Exchange, Inc.	12,557	$1,545,892
5	MCO	Moodys Corp /De/	3,103	$1,405,410
6	NDAQ	Nasdaq, Inc.	11,250	$886,725
7	MSCI	MSCI Inc.	1,553	$869,742
8	MORN	Morningstar, Inc. This page	4,198	$654,971

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$654,971	4,198	+8.1%	Shares	Sole	2026-07-20
2026-03-31	$656,421	3,883	-1.0%	Shares	Sole	2026-04-07
2025-12-31	$852,289	3,922	+45.5%	Shares	Sole	2026-01-05
2025-09-30	$625,266	2,695	+56.6%	Shares	Sole	2025-10-23
2025-06-30	$540,273	1,721	+5.6%	Shares	Sole	2025-07-14
2025-03-31	$488,488	1,629	+11.3%	Shares	Sole	2025-04-14
2024-12-31	$493,016	1,464	+41.4%	Shares	Sole	2025-01-14
2024-09-30	$330,289	1,035	-9.2%	Shares	Sole	2024-10-03
2024-06-30	$337,269	1,140	-31.5%	Shares	Sole	2024-07-09
2024-03-31	$513,436	1,665	-6.0%	Shares	Sole	2024-04-10
2023-12-31	$506,931	1,771	+48.4%	Shares	Sole	2024-01-10
2023-09-30	$279,448	1,193	+40.9%	Shares	Sole	2023-10-26
2022-06-30	$204,830	847	+22.8%	Shares	Sole	2022-07-27
2021-12-31	$235,973	690	—	Shares	Sole	2022-04-08
No filing history on record for this holder in this stock.