Position in MORN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,226,513
-$640,535 QoQ
Shares Held
33,499
-3.5% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#72
of 419 holders
Holding Since
Dec 2022
15 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, 2026BENJAMIN EDWARDS INC holds $120,648,622 across 10 Financial Data & Stock Exchanges names. MORN ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
148,464 | $32,785,304 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
391,614 | $30,867,015 | |
| 3 | SPGI |
S&P Global Inc.
|
82,981 | $30,248,204 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
49,788 | $12,082,053 | |
| 5 | MCO |
Moodys Corp /De/
|
13,105 | $5,935,515 | |
| 6 | MORN |
Morningstar, Inc.
This page
|
33,499 | $5,226,513 | |
| 7 | COIN |
Coinbase Global, Inc.
|
9,826 | $1,436,462 | |
| 8 | FDS |
Factset Research Systems Inc
|
3,324 | $764,785 |
All Filings in MORN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,226,513 | 33,499 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $5,867,048 | 34,706 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,024,398 | 4,714 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $666,099 | 2,871 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $689,703 | 2,197 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $602,438 | 2,009 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $572,491 | 1,700 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $498,464 | 1,562 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $264,785 | 895 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $452,378 | 1,467 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $301,124 | 1,052 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $219,482 | 937 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $130,778 | 667 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $63,751 | 314 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $26,640 | 123 | Shares | Defined | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||