Public record / Tickers / MORN

MORN — Morningstar, Inc.†

Both disclosure regimes on one name: who in Congress filed about MORN, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
13
all PTR rows naming MORN
Members · 12m
1
0 buys · 9 sells · by trade date
Latest PTR
06-05
filed 2026-06-05
13F holders
449
top-449 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Nancy Pelosi · $100K–$250K

SELL · traded 2020-05-08 → filed 2020-06-09. Ranked over every MORN row by the provable lower bound, never a point estimate.

1 member · 0 buys / 9 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

12 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 12 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MORN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MORN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-06-05April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 05-06 +30d$1K–$15K
2026-06-05April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 05-04 +32d$1K–$15K
2026-05-06April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 04-30 +6d$1K–$15K
2026-05-06April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 04-17 +19d$1K–$15K
2026-05-06April McClain Delaney D–MD-6SELL partial · DC (partial sale, dependent-child-owned)Traded 04-16 +20d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in MORN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing MORN in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
April McClain Delaney D–MD-69−$135K to −$9.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · MORN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · MORNINGSTAR INC

Merged timeline of congressional filings and notable-manager moves on MORN
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+69,347 sh
2026-05-14Caxton Associates 13FNEW+24,977 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of MORN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$395M1
2MORGAN STANLEY$293M1
3WELLINGTON MANAGEMENT GROUP LLP$281M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$178M1
5VANGUARD CAPITAL MANAGEMENT LLC$167M1
6TWO SIGMA INVESTMENTS, LP$145M1
7BAMCO INC /NY/$128M1
8STATE STREET CORP$124M1
9Select Equity Group, L.P.$108M1
10AQR CAPITAL MANAGEMENT LLC$105M1
11GEODE CAPITAL MANAGEMENT, LLC$101M1
12DIMENSIONAL FUND ADVISORS LP$87.5M1
13RENAISSANCE TECHNOLOGIES LLC$75.9M1
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$66.8M1
15JANE STREET GROUP, LLC$56.4M1
16MILLENNIUM MANAGEMENT LLC$54.6M1
17Invesco Ltd.$48.2M1
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/$42.9M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$36.1M1
20SEI INVESTMENTS CO$32.0M1
21Quantinno Capital Management LP$31.6M1
22BNP Paribas Asset Management Holding S.A.$31.5M1
23BANK OF AMERICA CORP /DE/$31.0M1
24VOLORIDGE INVESTMENT MANAGEMENT, LLC$30.1M1
25CONFLUENCE INVESTMENT MANAGEMENT LLC$30.0M1
26NORTHERN TRUST CORP$29.7M1
27Bank of New York Mellon Corp$29.6M1
28ROYCE & ASSOCIATES LP$29.5M1
29Point72 Asset Management, L.P.$28.9M1
30Gotham Asset Management, LLC$28.7M1
31AMERIPRISE FINANCIAL INC$26.5M1
32M&G Plc$25.3M1
33VANGUARD FIDUCIARY TRUST CO$24.1M1
34Qube Research & Technologies Ltd$23.6M1
35Copeland Capital Management, LLC$22.9M1
36Focus Partners Wealth$22.8M1
37KENSICO CAPITAL MANAGEMENT CORP$22.8M1
38AMERICAN CAPITAL MANAGEMENT INC$18.3M1
39ENVESTNET ASSET MANAGEMENT INC$18.1M1
40FMR LLC$18.0M1
41DF DENT & CO INC$17.3M1
42NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$15.4M1
43Janus Henderson Group Ltd.$15.2M1
44Crawford Fund Management, LLC$15.1M1
45SCHRODER INVESTMENT MANAGEMENT GROUP$13.9M1
46CONGRESS ASSET MANAGEMENT CO$13.1M1
47PRINCIPAL FINANCIAL GROUP INC$13.0M1
48Chicago Capital, LLC$12.5M1
49NORDEA INVESTMENT MANAGEMENT AB$12.3M1
50PRUDENTIAL FINANCIAL INC$12.0M1
51UBS Group AG$11.8M1
52UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11.7M1
53STIFEL FINANCIAL CORP$10.7M1
54BARLOW WEALTH PARTNERS, LLC$10.6M1
55Nuveen, LLC$10.3M1
56RAYMOND JAMES FINANCIAL INC$9.7M1
57MEEDER ASSET MANAGEMENT INC$9.4M1
58CANADA PENSION PLAN INVESTMENT BOARD$8.8M1
59Swiss National Bank$8.2M1
60River Road Asset Management, LLC$7.1M1
61ALLIANCEBERNSTEIN L.P.$6.7M1
62AMERICAN CENTURY COMPANIES INC$6.2M1
63WORLDQUANT MILLENNIUM ADVISORS LLC$6.0M1
64BENJAMIN EDWARDS INC$5.9M1
65PANAGORA ASSET MANAGEMENT INC$5.9M1
66Creative Planning$5.8M1
67CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$5.6M1
68Legal & General Group Plc$5.5M1
69Trexquant Investment LP$4.9M1
70IEQ CAPITAL, LLC$4.9M1
71Retirement Systems of Alabama$4.8M1
72BANK OF NOVA SCOTIA$4.7M1
73BARCLAYS PLC$4.7M1
74Allspring Global Investments Holdings, LLC$4.7M1
75Allianz Asset Management GmbH$4.6M1
76NICHOLAS COMPANY, INC.$4.4M1
77SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.4M1
78Holocene Advisors, LP$4.4M1
79FIRST TRUST ADVISORS LP$4.3M1
80CAXTON ASSOCIATES LLP$4.2M1
81CITADEL ADVISORS LLC$4.0M1
82STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.8M1
83OSAIC HOLDINGS, INC.$3.8M1
84ROYAL BANK OF CANADA$3.8M1
85Schonfeld Strategic Advisors LLC$3.7M1
86Vident Advisory, LLC$3.7M1
87XTX Topco Ltd$3.6M1
88Waverly Advisors, LLC$3.6M1
89WELLS FARGO & COMPANY/MN$3.4M1
90D. E. Shaw & Co., Inc.$3.4M1
91Walleye Capital LLC$3.4M1
92Corient Private Wealth LLC$3.2M1
93MidFirst Bank$3.2M1
94VANGUARD ASSET MANAGEMENT, Ltd$3.0M1
95ING GROEP NV$2.8M1
96Mariner, LLC$2.8M1
97MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.7M1
981832 Asset Management L.P.$2.7M1
99LPL Financial LLC$2.6M1
100Berkeley, Inc$2.6M1
101LAZARD ASSET MANAGEMENT LLC$2.5M1
102Cerity Partners LLC$2.5M1
103Engineers Gate Manager LP$2.4M1
104State of New Jersey Common Pension Fund D$2.3M1
105Cardinal Capital Management$2.3M1
106New Age Alpha Advisors, LLC$2.3M1
107Oak Thistle LLC$2.3M1
108Numerai GP LLC$2.2M1
109CWM, LLC$2.1M1
110OP Asset Management Ltd$2.1M1
111CITIGROUP INC$2.0M1
112MetLife Investment Management, LLC$2.0M1
113STATE OF WISCONSIN INVESTMENT BOARD$2.0M1
114Henshaw Capital LLC$2.0M1
115VOYA INVESTMENT MANAGEMENT LLC$1.8M1
116NEW YORK STATE COMMON RETIREMENT FUND$1.8M1
117HSBC HOLDINGS PLC$1.7M1
118Summit Trail Advisors, LLC$1.6M1
119LECAP ASSET MANAGEMENT LTD$1.6M1
120Y-Intercept (Hong Kong) Ltd$1.6M1
121Aurora Investment Counsel$1.6M1
122Connor, Clark & Lunn Investment Management Ltd.$1.6M1
123Vanguard Global Advisers, LLC$1.6M1
124HighTower Advisors, LLC$1.5M1
125Pathstone Holdings, LLC$1.5M1
126Zurcher Kantonalbank (Zurich Cantonalbank)$1.5M1
127MML INVESTORS SERVICES, LLC$1.5M1
128MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.5M1
129Brooklyn Investment Group$1.5M1
130DEARBORN PARTNERS LLC$1.5M1
131Headlands Technologies LLC$1.4M1
132LEVEL FOUR ADVISORY SERVICES, LLC$1.4M1
133Southeast Asset Advisors, LLC$1.3M1
134WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.3M1
135Redmond Asset Management, LLC$1.3M1
136BRIGHT ROCK CAPITAL MANAGEMENT, LLC$1.3M1
137MERCER GLOBAL ADVISORS INC /ADV$1.3M1
138CEERA INVESTMENTS, LLC$1.3M1
139TWINBEECH CAPITAL LP$1.2M1
140TRUIST FINANCIAL CORP$1.2M1
141Empire Life Investments Inc.$1.2M1
142FOX RUN MANAGEMENT, L.L.C.$1.2M1
143Vanguard Personalized Indexing Management, LLC$1.2M1
144FIFTH THIRD BANCORP$1.2M1
145Hillsdale Investment Management Inc.$1.2M1
146Arizona State Retirement System$1.1M1
147EXENCIAL WEALTH ADVISORS, LLC$1.1M1
148US BANCORP \DE\$1.1M1
149DIVERSIFY WEALTH MANAGEMENT, LLC$1.1M1
150HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.1M1
151PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.1M1
152Vanguard Investments Australia, Ltd.$1.1M1
153Fluent Financial, LLC$1.0M1
154COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$972K1
155KLP KAPITALFORVALTNING AS$947K1
156CSS LLC/IL$931K1
157STATE OF MICHIGAN RETIREMENT SYSTEM$930K1
158Sepio Capital, LP$887K1
159CenterBook Partners LP$884K1
160Tidal Investments LLC$875K1
161BANK OF MONTREAL /CAN/$872K1
162NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$869K1
163Linden Thomas Advisory Services, LLC$861K1
164Ensign Peak Advisors, Inc$853K1
165Cetera Investment Advisers$853K1
166Bradyco, Inc.$822K1
167OREGON PUBLIC EMPLOYEES RETIREMENT FUND$792K1
168Magnetar Financial LLC$781K1
169denkapparat Operations GmbH$773K1
170Epoch Investment Partners, Inc.$769K1
171Universal- Beteiligungs- und Servicegesellschaft mbH$750K1
172Brevan Howard Capital Management LP$732K1
173Callan Family Office, LLC$722K1
174Ameritas Investment Partners, Inc.$715K1
175XPONANCE LLC$714K1
176Martin Capital Advisors, LLP$710K1
177Pictet Asset Management Holding SA$696K1
178RV Capital AG$654K1
179M&T BANK CORP$611K1
180OCCUDO QUANTITATIVE STRATEGIES LP$599K1
181JOHNSON INVESTMENT COUNSEL INC$582K1
182VICTORY CAPITAL MANAGEMENT INC$580K1
183TEACHER RETIREMENT SYSTEM OF TEXAS$566K1
184Aaron Wealth Advisors LLC$562K1
185Jefferies Financial Group Inc.$534K1
186Sanctuary Advisors, LLC$520K1
187INCEPTIONR LLC$519K1
188BRADLEY FOSTER & SARGENT INC/CT$507K1
189&PARTNERS$504K1
190BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$498K1
191Keeler Thomas Management LLC$495K1
192Daiwa Securities Group Inc.$490K1
193MACKENZIE FINANCIAL CORP$475K1
194NEW YORK LIFE INVESTMENT MANAGEMENT LLC$474K1
195Capula Management Ltd$467K1
196Merit Financial Group, LLC$463K1
197Chicago Partners Investment Group LLC$456K1
198Kera Capital Partners, Inc.$440K1
199BOOTHBAY FUND MANAGEMENT, LLC$435K1
200R Squared Ltd$431K1
201Swiss Life Asset Management Ltd$426K1
202YHB Investment Advisors, Inc.$423K1
203GHP Investment Advisors, Inc.$420K1
204DRW Securities, LLC$418K1
205EntryPoint Capital, LLC$404K1
206DEUTSCHE BANK AG\$395K1
207O'SHAUGHNESSY ASSET MANAGEMENT, LLC$392K1
208CI INVESTMENTS INC.$387K1
209COMMONWEALTH EQUITY SERVICES, LLC$381K1
210PLANNING ALTERNATIVES LTD /ADV$371K1
211Atria Investments, Inc$362K1
212ExodusPoint Capital Management, LP$358K1
213Man Group plc$355K1
214KORNITZER CAPITAL MANAGEMENT INC /KS$349K1
215BLAIR WILLIAM & CO/IL$349K1
216Federation des caisses Desjardins du Quebec$328K1
217EVERGREEN CAPITAL MANAGEMENT LLC$326K1
218Quadrature Capital Ltd$325K1
219Calamos Advisors LLC$318K1
220Calamos Wealth Management LLC$318K1
221Sequoia Financial Advisors, LLC$316K1
222PERSONAL CFO SOLUTIONS, LLC$311K1
223Spectrum Asset Management, Inc. (NB/CA)$308K1
224Amundi$300K1
225Blackstone Inc.$299K1
226HB Wealth Management, LLC$299K1
227COMMERCE BANK$298K1
228Gibbs Wealth Management$296K1
229SECURIAN ASSET MANAGEMENT, INC$293K1
230MIRABELLA FINANCIAL SERVICES LLP$287K1
231Verdence Capital Advisors LLC$285K1
232Procyon Advisors, LLC$284K1
233Centiva Capital, LP$275K1
234Alliance Wealth Advisors, LLC /UT$274K1
235CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$270K1
236PRINCIPAL SECURITIES, INC.$268K1
237CHOREO, LLC$263K1
238UNITED CAPITAL FINANCIAL ADVISORS, LLC$257K1
239Dempze Nancy E$253K1
240NewEdge Advisors, LLC$252K1
241Baker Avenue Asset Management, LP$245K1
242AZZAD ASSET MANAGEMENT INC /ADV$244K1
243FEDERATED HERMES, INC.$243K1
244iSAM Funds (UK) Ltd$237K1
245Frec Markets, Inc.$235K1
246Crossmark Global Holdings, Inc.$234K1
247PRELUDE CAPITAL MANAGEMENT, LLC$234K1
248Portside Wealth Group, LLC$231K1
249TWO SIGMA SECURITIES, LLC$230K1
250CIBC Asset Management Inc$229K1
251SIGNATUREFD, LLC$224K1
252DnB Asset Management AS$224K1
253ARMISTICE CAPITAL, LLC$224K1
254CIBC Bancorp USA Inc.$223K1
255Baird Financial Group, Inc.$222K1
256Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$212K1
257Maryland State Retirement & Pension System$211K1
258Abel Hall, LLC$208K1
259OPPENHEIMER & CO INC$206K1
260Tower Research Capital LLC (TRC)$167K1
261QUADRANT CAPITAL GROUP LLC$149K1
262WESTPAC BANKING CORP$141K1
263TD Waterhouse Canada Inc.$136K1
264GLOBEFLEX CAPITAL L P$132K1
265Rockefeller Capital Management L.P.$130K1
266MAI Capital Management$129K1
267HM PAYSON & CO$118K1
268State of Wyoming$106K1
269Basecamp Wealth Advisors LLC$105K1
270EXCHANGE TRADED CONCEPTS, LLC$103K1
271Quarry LP$101K1
272Aster Capital Management (DIFC) Ltd$96.6K1
273Allworth Financial LP$87.2K1
274UMB Bank, n.a.$86.0K1
275Arax Advisory Partners$78.4K1
276Eurizon Capital SGR S.p.A.$74.1K1
277Annis Gardner Whiting Capital Advisors, LLC$69.3K1
278Steward Partners Investment Advisory, LLC$63.2K1
279Larson Financial Group LLC$62.2K1
280Quantbot Technologies LP$62.2K1
281Sterling Capital Management LLC$56.5K1
282CVA Family Office, LLC$43.4K1
283Blue Trust, Inc.$40.4K1
284MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$34.7K1
285Atlantic Union Bankshares Corp$33.8K1
286WPG Advisers, LLC$30.6K1
287Cassaday & Co Wealth Management LLC$26.2K1
288ELEVATION WEALTH PARTNERS, LLC$25.5K1
289Transamerica Financial Advisors, LLC$24.6K1
290Pinnacle Wealth Planning Services, Inc.$19.8K1
291True Wealth Design, LLC$16.4K1
292Salomon & Ludwin, LLC$16.3K1
293Owl Creek Wealth Partners LLC$16.1K1
294Parkside Financial Bank & Trust$15.7K1
295PRIVATE TRUST CO NA$14.2K1
296CENTRAL TRUST Co$12.7K1
297Bell Investment Advisors, Inc$11.0K1
298Smartleaf Asset Management LLC$8.7K1
299NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.5K1
300ALGERT GLOBAL LLC$8.3K1
301THRIVENT FINANCIAL FOR LUTHERANS$7.7K1
302HRT FINANCIAL LP$7.4K1
303Manchester Capital Management LLC$6.9K1
304ASSETMARK, INC$5.6K1
305Frazier Financial Advisors, LLC$5.2K1
306Dogwood Wealth Management LLC$4.7K1
307KERR FINANCIAL PLANNING Corp$4.5K1
308SJS Investment Consulting Inc.$4.2K1
309FARMERS & MERCHANTS INVESTMENTS INC$3.7K1
310VAN ECK ASSOCIATES CORP$3.7K1
311ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$3.2K1
312NISA INVESTMENT ADVISORS, LLC$3.0K1
313Sachetta, LLC$3.0K1
314CANADA LIFE ASSURANCE Co$2.9K1
315State of Alaska, Department of Revenue$2.9K1
316CBIZ Investment Advisory Services, LLC$2.7K1
317Atlantic Private Wealth, LLC$2.7K1
318Mitsubishi UFJ Asset Management Co., Ltd.$2.5K1
319NATIXIS ADVISORS, LLC$2.5K1
320Keating Financial Advisory Services, Inc.$2.4K1
321Asset Dedication, LLC$2.2K1
322WOLFF WIESE MAGANA LLC$2.0K1
323AMALGAMATED BANK$1.8K1
324INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.7K1
325Marquette Asset Management, LLC$1.7K1
326Treasurer of the State of North Carolina$1.5K1
327SouthState Bank Corp$1.5K1
328Clearstead Advisors, LLC$1.4K1
329TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.3K1
330MV CAPITAL MANAGEMENT, INC.$1.2K1
331Kilter Group LLC$1.2K1
332Activest Wealth Management$1.1K1
333Hunter Perkins Capital Management, LLC$1.0K1
334Private Wealth Management Group, LLC$1.0K1
335WEDBUSH SECURITIES INC$9931
336JFS WEALTH ADVISORS, LLC$8461
337Physician Wealth Advisors, Inc.$8461
338Financial Network Wealth Advisors LLC$8451
339Burk Holdings LLC$8451
340NEW YORK STATE TEACHERS RETIREMENT SYSTEM$8011
341HARBOR CAPITAL ADVISORS, INC.$7271
342Quaker Wealth Management, LLC$6771
343American Capital Advisory, LLC$6771
344PARK AVENUE SECURITIES LLC$6561
345Spire Wealth Management$6171
346GSA CAPITAL PARTNERS LLP$6051
347Signature Equity Partners, LLC$5101
348Breakwater Investment Management$5081
349Rialto Wealth Management, LLC$5081
350LSV ASSET MANAGEMENT$4731
351ACADIAN ASSET MANAGEMENT LLC$4641
352PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4401
353AMICA MUTUAL INSURANCE CO$3941
354DiNuzzo Private Wealth, Inc.$3391
355SHP Wealth Management$3381
356SBI Securities Co., Ltd.$3381
357Cromwell Holdings LLC$3381
358Wealth Enhancement Trust Services, Inc.$1691
359KBC Group NV$1111
360Employees Retirement System of Texas$311
361Centerpoint Advisors, LLC$181
362Capital Advisors, Ltd. LLC$81
363Avion Wealth$31
364FRANKLIN RESOURCES INC— value not disclosed1
365VANGUARD GROUP INC— value not disclosed1
366WELCH & FORBES LLC— value not disclosed1
367ALTFEST L J & CO INC— value not disclosed1
368DANSKE BANK A/S— value not disclosed1
369HARBOUR INVESTMENTS, INC.— value not disclosed1
370WASATCH ADVISORS LP— value not disclosed1
371MONTAG A & ASSOCIATES INC— value not disclosed1
372COMERICA BANK— value not disclosed1
373CONNABLE OFFICE INC— value not disclosed1
374SEGALL BRYANT & HAMILL, LLC— value not disclosed1
375OSTERWEIS CAPITAL MANAGEMENT INC— value not disclosed1
376WEXFORD CAPITAL LP— value not disclosed1
377GREENLEAF TRUST— value not disclosed1
378OPPENHEIMER ASSET MANAGEMENT INC.— value not disclosed1
379CIBC Private Wealth Group LLC— value not disclosed1
380Curi Capital, LLC— value not disclosed1
381BROWN ADVISORY INC— value not disclosed1
382ProShare Advisors LLC— value not disclosed1
383NORGES BANK— value not disclosed1
384Ballentine Partners, LLC— value not disclosed1
385J.W. COLE ADVISORS, INC.— value not disclosed1
386Capital Investment Counsel, Inc— value not disclosed1
387CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
388Legato Capital Management LLC— value not disclosed1
389Verition Fund Management LLC— value not disclosed1
390Alberta Investment Management Corp— value not disclosed1
391TWO SIGMA ADVISERS, LP— value not disclosed1
392Voleon Capital Management LP— value not disclosed1
393SIMPLEX TRADING, LLC— value not disclosed1
394TOBAM— value not disclosed1
395Utah Retirement Systems— value not disclosed1
396COOPER INVESTORS PTY LTD— value not disclosed1
397Incline Global Management LLC— value not disclosed1
398Caprock Group, LLC— value not disclosed1
399WINTON GROUP Ltd— value not disclosed1
400USA FINANCIAL FORMULAS— value not disclosed1
401Squarepoint Ops LLC— value not disclosed1
402Krilogy Financial LLC— value not disclosed1
403Index Fund Advisors, Inc.— value not disclosed1
404Premier Fund Managers Ltd— value not disclosed1
405AlphaCore Capital LLC— value not disclosed1
406Redwood Investment Management, LLC— value not disclosed1
407Measured Wealth Private Client Group, LLC— value not disclosed1
408Crewe Advisors LLC— value not disclosed1
409CX Institutional— value not disclosed1
410AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
411Machina Capital S.A.S.— value not disclosed1
412Global Retirement Partners, LLC— value not disclosed1
413Inscription Capital, LLC— value not disclosed1
414GREAT VALLEY ADVISOR GROUP, INC.— value not disclosed1
415WADDELL & ASSOCIATES, LLC— value not disclosed1
416Ethic Inc.— value not disclosed1
417CERTUITY, LLC— value not disclosed1
418Cadent Capital Advisors, LLC— value not disclosed1
419Rothschild Wealth LLC— value not disclosed1
420Kestra Advisory Services, LLC— value not disclosed1
421HUB Investment Partners, LLC— value not disclosed1
422B. Metzler seel. Sohn & Co. AG— value not disclosed1
423Optiver Holding B.V.— value not disclosed1
424Pallas Capital Advisors LLC— value not disclosed1
425Caerus Investment Advisors, LLC— value not disclosed1
426Focus Partners Advisor Solutions, LLC— value not disclosed1
427TUCKER ASSET MANAGEMENT LLC— value not disclosed1
428AlphaQuest LLC— value not disclosed1
429SageView Advisory Group, LLC— value not disclosed1
430AXQ CAPITAL, LP— value not disclosed1
431Andina Capital Management, LLC— value not disclosed1
432ANGELES WEALTH MANAGEMENT, LLC— value not disclosed1
433Dunhill Financial, LLC— value not disclosed1
434Caitong International Asset Management Co., Ltd— value not disclosed1
435Frank, Rimerman Advisors LLC— value not disclosed1
436NORDEN GROUP LLC— value not disclosed1
437QRG CAPITAL MANAGEMENT, INC.— value not disclosed1
438Sivia Capital Partners, LLC— value not disclosed1
439Diversify Advisory Services, LLC— value not disclosed1
440Jain Global LLC— value not disclosed1
441Sone Capital Management, LLC— value not disclosed1
442Seneschal Advisors, LLC— value not disclosed1
443Fieldview Capital Management, LLC— value not disclosed1
444Integrated Quantitative Investments LLC— value not disclosed1
445Bayforest Capital Ltd— value not disclosed1
446SummitTX Capital, L.P.— value not disclosed1
447OPTIMA CAPITAL LLC— value not disclosed1
448Longview Financial Advisors LLC— value not disclosed1
449Connecticut Capital Management Group, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 363 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 9 sell
Congress net ($ bound)−$135K to −$9.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MORN

RETAINED WINDOW · ACTIVE HITS

Zero hits on MORN in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for MORN · financials and macro

Financials — as filed PLANNED

MORN's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MORN on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing