Position in MORN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,414,049
-$401,440 QoQ
Shares Held
34,701
+0.9% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#70
of 419 holders
Holding Since
Jun 2020
25 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, 2026Creative Planning holds $170,316,620 across 11 Financial Data & Stock Exchanges names. MORN ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
118,401 | $45,619,634 | |
| 2 | MCO |
Moodys Corp /De/
|
51,572 | $23,357,989 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
184,209 | $22,677,969 | |
| 4 | CME |
Cme Group Inc.
|
94,635 | $20,898,246 | |
| 5 | FDS |
Factset Research Systems Inc
|
60,404 | $13,897,752 | |
| 6 | MSCI |
MSCI Inc.
|
22,182 | $12,422,806 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
136,276 | $10,741,273 | |
| 8 | COIN |
Coinbase Global, Inc.
|
57,319 | $8,379,464 |
All Filings in MORN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,414,049 | 34,701 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,815,489 | 34,401 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,427,595 | 29,578 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,838,910 | 7,926 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,414,567 | 4,506 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $770,665 | 2,570 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $905,884 | 2,690 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $865,772 | 2,713 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $868,021 | 2,934 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $872,994 | 2,831 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $770,844 | 2,693 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $569,437 | 2,431 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $463,117 | 2,362 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $450,320 | 2,218 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $439,894 | 2,031 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $417,633 | 1,967 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $408,450 | 1,689 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $408,389 | 1,495 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $504,093 | 1,474 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $364,196 | 1,406 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $358,411 | 1,394 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $337,785 | 1,501 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $322,808 | 1,394 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $228,066 | 1,420 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $200,177 | 1,420 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||