Position in MORN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,569,269
-$97,425 QoQ
Shares Held
22,877
+5.5% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#87
of 416 holders
Holding Since
Jun 2024
7 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, 2026Vident Advisory, LLC holds $55,479,808 across 11 Financial Data & Stock Exchanges names. MORN ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
33,167 | $15,021,995 | |
| 2 | COIN |
Coinbase Global, Inc.
|
52,206 | $7,631,992 | |
| 3 | CME |
Cme Group Inc.
|
28,985 | $6,400,755 | |
| 4 | SPGI |
S&P Global Inc.
|
15,291 | $5,891,420 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
23,406 | $5,679,932 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
45,687 | $5,624,525 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
22,877 | $3,569,269 | |
| 8 | MSCI |
MSCI Inc.
|
4,506 | $2,523,539 |
All Filings in MORN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,569,269 | 22,877 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,666,694 | 21,690 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,135,565 | 14,429 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,202,201 | 13,802 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,510,992 | 11,184 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,896,743 | 9,660 | Shares | Defined | 2025-05-15 | |
| 2024-06-30 | $246,738 | 834 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||