Position in MORN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$190,968
-$184,543 QoQ
Shares Held
1,224
-29.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#294
of 419 holders
Holding Since
Mar 2024
9 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, 2026Diversify Advisory Services, LLC holds $13,026,244 across 7 Financial Data & Stock Exchanges names. MORN ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
40,726 | $8,993,522 | |
| 2 | MSCI |
MSCI Inc.
|
1,989 | $1,113,919 | |
| 3 | SPGI |
S&P Global Inc.
|
2,499 | $962,762 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
9,648 | $760,455 | |
| 5 | MCO |
Moodys Corp /De/
|
1,245 | $563,885 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
3,580 | $440,733 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
1,224 | $190,968 |
All Filings in MORN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,968 | 1,224 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $375,511 | 1,728 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $380,728 | 1,641 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $491,928 | 1,567 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $399,126 | 1,331 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $361,006 | 1,072 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $363,477 | 1,139 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $355,020 | 1,200 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $579,118 | 1,878 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||