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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Nancy Pelosi · $100K–$250K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-06-05April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 05-06 +30d$1K–$15K
2026-06-05April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 05-04 +32d$1K–$15K
2026-05-06April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 04-30 +6d$1K–$15K
2026-05-06April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 04-17 +19d$1K–$15K
2026-05-06April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 04-16 +20d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14
Members disclosing MORN in the trailing 12 months
MemberRowsNetNet 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.CommitteesNumber 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
365VANGUARD GROUP INC$01
366WELCH & FORBES LLC$01
367ALTFEST L J & CO INC$01
368DANSKE BANK A/S$01
369HARBOUR INVESTMENTS, INC.$01
370WASATCH ADVISORS LP$01
371MONTAG A & ASSOCIATES INC$01
372COMERICA BANK$01
373CONNABLE OFFICE INC$01
374SEGALL BRYANT & HAMILL, LLC$01
375OSTERWEIS CAPITAL MANAGEMENT INC$01
376WEXFORD CAPITAL LP$01
377GREENLEAF TRUST$01
378OPPENHEIMER ASSET MANAGEMENT INC.$01
379CIBC Private Wealth Group LLC$01
380Curi Capital, LLC$01
381BROWN ADVISORY INC$01
382ProShare Advisors LLC$01
383NORGES BANK$01
384Ballentine Partners, LLC$01
385J.W. COLE ADVISORS, INC.$01
386Capital Investment Counsel, Inc$01
387CAPSTONE INVESTMENT ADVISORS, LLC$01
388Legato Capital Management LLC$01
389Verition Fund Management LLC$01
390Alberta Investment Management Corp$01
391TWO SIGMA ADVISERS, LP$01
392Voleon Capital Management LP$01
393SIMPLEX TRADING, LLC$01
394TOBAM$01
395Utah Retirement Systems$01
396COOPER INVESTORS PTY LTD$01
397Incline Global Management LLC$01
398Caprock Group, LLC$01
399WINTON GROUP Ltd$01
400USA FINANCIAL FORMULAS$01
401Squarepoint Ops LLC$01
402Krilogy Financial LLC$01
403Index Fund Advisors, Inc.$01
404Premier Fund Managers Ltd$01
405AlphaCore Capital LLC$01
406Redwood Investment Management, LLC$01
407Measured Wealth Private Client Group, LLC$01
408Crewe Advisors LLC$01
409CX Institutional$01
410AIGEN INVESTMENT MANAGEMENT, LP$01
411Machina Capital S.A.S.$01
412Global Retirement Partners, LLC$01
413Inscription Capital, LLC$01
414GREAT VALLEY ADVISOR GROUP, INC.$01
415WADDELL & ASSOCIATES, LLC$01
416Ethic Inc.$01
417CERTUITY, LLC$01
418Cadent Capital Advisors, LLC$01
419Rothschild Wealth LLC$01
420Kestra Advisory Services, LLC$01
421HUB Investment Partners, LLC$01
422B. Metzler seel. Sohn & Co. AG$01
423Optiver Holding B.V.$01
424Pallas Capital Advisors LLC$01
425Caerus Investment Advisors, LLC$01
426Focus Partners Advisor Solutions, LLC$01
427TUCKER ASSET MANAGEMENT LLC$01
428AlphaQuest LLC$01
429SageView Advisory Group, LLC$01
430AXQ CAPITAL, LP$01
431Andina Capital Management, LLC$01
432ANGELES WEALTH MANAGEMENT, LLC$01
433Dunhill Financial, LLC$01
434Caitong International Asset Management Co., Ltd$01
435Frank, Rimerman Advisors LLC$01
436NORDEN GROUP LLC$01
437QRG CAPITAL MANAGEMENT, INC.$01
438Sivia Capital Partners, LLC$01
439Diversify Advisory Services, LLC$01
440Jain Global LLC$01
441Sone Capital Management, LLC$01
442Seneschal Advisors, LLC$01
443Fieldview Capital Management, LLC$01
444Integrated Quantitative Investments LLC$01
445Bayforest Capital Ltd$01
446SummitTX Capital, L.P.$01
447OPTIMA CAPITAL LLC$01
448Longview Financial Advisors LLC$01
449Connecticut Capital Management Group, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 449 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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