Position in MORN
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,759,925
+$2,501,179 QoQ
Shares Held
24,099
+223.7% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#84
of 419 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $92,223,439 across 11 Financial Data & Stock Exchanges names. MORN ranks #10 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
46,713 | $17,998,447 | |
| 2 | CME |
Cme Group Inc.
|
68,290 | $15,080,480 | |
| 3 | MCO |
Moodys Corp /De/
|
31,397 | $14,220,329 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
117,643 | $9,272,621 | |
| 5 | FDS |
Factset Research Systems Inc
|
32,742 | $7,533,279 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
56,182 | $6,916,566 | |
| 7 | MSCI |
MSCI Inc.
|
10,852 | $6,077,554 | |
| 8 | COIN |
Coinbase Global, Inc.
|
34,774 | $5,083,611 |
All Filings in MORN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,759,925 | 24,099 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,258,746 | 7,446 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,186,355 | 10,061 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $922,703 | 3,977 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $702,575 | 2,238 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $209,309 | 698 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $406,239 | 1,273 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $282,832 | 956 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $308,370 | 1,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $305,131 | 1,066 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $228,852 | 977 | Shares | Sole | 2023-11-15 | |
| 2022-06-30 | $201,202 | 832 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||