EXENCIAL WEALTH ADVISORS, LLC

Position in MORN — Morningstar, Inc.

CIK 1576151 OKLAHOMA CITY, OK

Position in MORN

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,138,720

New position

Shares Held

6,736

first reported quarter

Ownership

0.018%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $39,818,193 across 5 Financial Data & Stock Exchanges names. MORN ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	147,023	$23,123,777
2	SPGI	S&P Global Inc.	28,724	$11,558,613
3	TRU	TransUnion	41,618	$2,879,549
4	MORN	Morningstar, Inc. This page	6,736	$1,138,720
5	CBOE	Cboe Global Markets, Inc.	3,976	$1,117,534

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,138,720	6,736	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.