SIMPLEX TRADING, LLC

Position in MORN — Morningstar, Inc.

CIK 1488542 CHICAGO, IL

Position in MORN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$115,298

+$23,159 QoQ

Shares Held

739

+74.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#306

of 419 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SIMPLEX TRADING, LLC holds $24,746,039 across 8 Financial Data & Stock Exchanges names. MORN ranks #6 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc.	129,499	$18,931,458
2	CBOE	Cboe Global Markets, Inc.	8,462	$2,053,473
3	ICE	Intercontinental Exchange, Inc.	15,522	$1,910,913
4	MSCI	MSCI Inc.	1,855	$1,038,874
5	SPGI	S&P Global Inc.	1,665	$641,434
6	MORN	Morningstar, Inc. This page	739	$115,298
7	DTCX	Datacentrex, Inc.	29,376	$52,289
8	FDS	Factset Research Systems Inc	10	$2,300

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$115,298	739	+74.3%	Shares	Sole	2026-08-12
2025-12-31	$92,139	424	+606.7%	Shares	Sole	2026-02-11
2025-09-30	$13,920	60	+445.5%	Shares	Sole	2025-11-12
2024-12-31	$3	11	+266.7%	Shares	Sole	2025-02-11
2024-06-30	$887	3	-99.2%	Shares	Sole	2024-07-25
2022-09-30	$83,866	395	+887.5%	Shares	Sole	2022-11-04
2021-12-31	$13,679	40	-83.2%	Shares	Sole	2022-02-23
2021-09-30	$61,649	238	0.0%	Shares	Sole	2021-10-28
2021-06-30	$61,192	238	-48.8%	Shares	Sole	2021-08-12
2021-03-31	$104,643	465	+0.6%	Shares	Sole	2021-04-26
2020-06-30	$65,128	462	+10.5%	Shares	Sole	2020-07-13
2020-03-31	$48,592	418	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.