Position in MORN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,567,153
New position
Shares Held
16,454
first reported quarter
Ownership
0.044%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#103
of 419 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $4,859,802 across 6 Financial Data & Stock Exchanges names. MORN ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MORN |
Morningstar, Inc.
This page
|
16,454 | $2,567,153 | |
| 2 | COIN |
Coinbase Global, Inc.
|
5,429 | $793,665 | |
| 3 | SPGI |
S&P Global Inc.
|
1,681 | $647,543 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
3,029 | $372,900 | |
| 5 | MSCI |
MSCI Inc.
|
484 | $271,059 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
855 | $207,482 |
All Filings in MORN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,567,153 | 16,454 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||