Position in MORN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$228,569
-$128,905 QoQ
Shares Held
1,465
-10.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#284
of 416 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $2,988,880 across 7 Financial Data & Stock Exchanges names. MORN ranks #7 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,161 | $787,549 | |
| 2 | MCO |
Moodys Corp /De/
|
1,380 | $625,029 | |
| 3 | COIN |
Coinbase Global, Inc.
|
3,508 | $512,834 | |
| 4 | CME |
Cme Group Inc.
|
1,401 | $309,382 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,339 | $287,954 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
3,014 | $237,563 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
1,465 | $228,569 |
All Filings in MORN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,569 | 1,465 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $357,474 | 1,645 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $438,498 | 1,890 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $662,392 | 2,110 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $632,425 | 2,109 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||