Position in MORN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$940,956
-$52,212 QoQ
Shares Held
6,031
+2.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#177
of 419 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WEDBUSH SECURITIES INC holds $9,686,676 across 8 Financial Data & Stock Exchanges names. MORN ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
6,917 | $2,665,109 | |
| 2 | CME |
Cme Group Inc.
|
8,501 | $1,877,275 | |
| 3 | FDS |
Factset Research Systems Inc
|
7,248 | $1,667,619 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
7,828 | $963,705 | |
| 5 | MORN |
Morningstar, Inc.
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|
6,031 | $940,956 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,823 | $685,057 | |
| 7 | COIN |
Coinbase Global, Inc.
|
3,948 | $577,158 | |
| 8 | MCO |
Moodys Corp /De/
|
684 | $309,797 |
All Filings in MORN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $940,956 | 6,031 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $993,168 | 5,875 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||