Position in MORN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,099,558
-$256,152 QoQ
Shares Held
13,457
-3.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#119
of 419 holders
Holding Since
Mar 2020
26 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, 2026Advisory Services Network, LLC holds $20,462,073 across 10 Financial Data & Stock Exchanges names. MORN ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
11,295 | $4,351,972 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
26,377 | $3,247,265 | |
| 3 | COIN |
Coinbase Global, Inc.
|
21,972 | $3,212,082 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
8,927 | $2,166,311 | |
| 5 | MORN |
Morningstar, Inc.
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|
13,457 | $2,099,558 | |
| 6 | CME |
Cme Group Inc.
|
7,173 | $1,584,006 | |
| 7 | MCO |
Moodys Corp /De/
|
3,001 | $1,359,205 | |
| 8 | FDS |
Factset Research Systems Inc
|
4,420 | $1,016,952 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,099,558 | 13,457 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $2,355,710 | 13,935 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $689,522 | 3,173 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $614,129 | 2,647 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $824,065 | 2,625 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $740,077 | 2,468 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $954,038 | 2,833 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,041,925 | 3,265 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $965,949 | 3,265 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,001,584 | 3,248 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $985,523 | 3,443 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $852,398 | 3,639 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $736,437 | 3,756 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $741,871 | 3,654 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $778,856 | 3,596 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $758,618 | 3,573 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,268,880 | 5,247 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,437,965 | 5,264 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $895,328 | 2,618 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $694,717 | 2,682 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $884,457 | 3,440 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $775,486 | 3,446 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $804,935 | 3,476 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $570,163 | 3,550 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $481,973 | 3,419 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $406,641 | 3,498 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||