Position in MORN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$635,937
+$206,043 QoQ
Shares Held
4,076
+60.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#206
of 419 holders
Holding Since
Mar 2025
5 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, 2026Integrated Wealth Concepts LLC holds $14,108,696 across 14 Financial Data & Stock Exchanges names. MORN ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
12,528 | $4,826,845 | |
| 2 | MCO |
Moodys Corp /De/
|
3,925 | $1,777,711 | |
| 3 | CME |
Cme Group Inc.
|
7,430 | $1,640,766 | |
| 4 | FDS |
Factset Research Systems Inc
|
6,100 | $1,403,488 | |
| 5 | COIN |
Coinbase Global, Inc.
|
6,518 | $952,866 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
6,859 | $844,411 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
10,116 | $797,343 | |
| 8 | MORN |
Morningstar, Inc.
This page
|
4,076 | $635,937 |
All Filings in MORN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,937 | 4,076 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $429,894 | 2,543 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $234,912 | 1,081 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $946,498 | 3,015 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $648,618 | 2,163 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||