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AdvisorShares Investments LLC

Position in MORN — Morningstar, Inc.

CIK 1425930 BETHESDA, MD

Position in MORN

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$424,374
-$35,442 QoQ
Shares Held
2,720
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#232
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, 2026

AdvisorShares Investments LLC holds $14,524,648 across 5 Financial Data & Stock Exchanges names. MORN ranks #5 (2.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 MORN
Morningstar, Inc.
This page
2,720 $424,374

All Filings in MORN

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $424,374 2,720
2026-03-31 $459,816 2,720
2025-12-31 $482,428 2,220
2025-06-30 $468,069 1,491
2025-03-31 $452,803 1,510