Morningstar, Inc. (MORN) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling MORN?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Morningstar, Inc., showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on MORN?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Morningstar, Inc..

Is institutional money flowing into MORN?

201 institutional investors hold Morningstar, Inc. (MORN). View detailed buyer/seller breakdown on HoldingsIntel.

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Track institutional sentiment and conviction scores for Morningstar, Inc. (MORN) including Smart Money Verdict and position changes on HoldingsIntel.

Morningstar, Inc.

MORN·617700109·US·equity·Financial Services - Financial Data & Stock Exchanges-13D/G

MORN (Morningstar, Inc.) is held by 201 institutional investors as of Q4 2025. Largest holders: VANGUARD GROUP INC ($516M), BlackRock, Inc. ($513.5M), MORGAN STANLEY ($436M). Net institutional sentiment: Mixed.

201

Holders

Avg rating(16 Elite)

$4.9B

Total Value

42% (218)

Fund Consensus

89 buying - 122 selling

Smart Money VerdictView all

38Weak MomentumSplit Signals

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See how MORN's score breaks down across 4 SEC sources

Held by 201 funds

16 elite

Who's Trading

ActivistThe Vanguard Group0.0%Mar 27, 2026

Insider

13F: Dec 31, 2025Insider & Congress: Updated regularly

InsiderMansueto Joseph DSell $35KFeb 26, 2026

CongressApril McClain DelaneySale $1,001 - $15,000Feb 25, 2026

InsiderMansueto Joseph DSell $69KFeb 24, 2026

CongressApril McClain DelaneySale $1,001 - $15,000Feb 19, 2026

ActivistJoseph D. Mansueto37.5%Feb 12, 2026

CongressApril McClain DelaneySale $1,001 - $15,000Feb 6, 2026

CongressApril McClain DelaneySale $1,001 - $15,000Jan 15, 2026

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VANGUARD GROUP INC	Decreased	2.4M(-9.0%)	$516M	0.0%	-42.03%	0
BlackRock, Inc.	Decreased	2.4M(-1.3%)	$513.5M	0.0%	-45.44%	0
MORGAN STANLEY	Increased	2M(+2.4%)	$436M	0.0%	-37.42%	32
Select Equity Group, L.P.	Decreased	1.5M(-27.6%)	$330.9M	1.4%	-21.83%	0
BAMCO INC /NY/	Decreased	1.2M(-12.2%)	$269.9M	0.7%	+40.24%	0
WELLINGTON MANAGEMENT GROUP LLP	Increased	1.1M(+85.4%)	$246.9M	0.0%	-27.31%	48
AQR CAPITAL MANAGEMENT LLC	Increased	900,297(+48.0%)	$195.6M	0.1%	-27.86%	50
STATE STREET CORP	Decreased	746,907(-2.1%)	$162.3M	0.0%	-36.37%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	596,982(-3.1%)	$129.8M	0.0%	-8.65%	0
DIMENSIONAL FUND ADVISORS LP	Increased	471,971(+12.3%)	$102.6M	0.0%	-17.22%	34
JANE STREET GROUP, LLC	Increased	424,271(+240.5%)	$92.2M	0.0%	-19.86%	48
TWO SIGMA INVESTMENTS, LP	Increased	382,454(+33.6%)	$83.1M	0.1%	-30.08%	46
JPMORGAN CHASE & CO	Increased	365,560(+14.8%)	$79.4M	0.0%	-37.86%	34
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	361,687(-19.9%)	$78.6M	0.0%	-33.23%	0
TWO SIGMA ADVISERS, LP	Increased	354,200(+120.3%)	$77M	0.1%	-28.00%	57
MILLENNIUM MANAGEMENT LLC	Increased	343,833(+15.1%)	$74.7M	0.0%	-37.51%	34
WASATCH ADVISORS LP	Decreased	336,065(-9.6%)	$73M	0.4%	-0.63%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	323,770(-29.7%)	$70.4M	0.1%	-14.18%	0
UBS Group AG	Increased	295,347(+88.4%)	$64.2M	0.0%	-25.39%	46
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Decreased	285,098(-1.9%)	$62M	0.0%	-36.97%	0
Invesco Ltd.	Decreased	271,999(-8.2%)	$59.1M	0.0%	-40.20%	0
Qube Research & Technologies Ltd	Increased	242,288(+20.9%)	$52.7M	0.1%	-33.11%	35
VOLORIDGE INVESTMENT MANAGEMENT, LLC	Increased	226,605(+21.1%)	$49.2M	0.2%	-25.35%	42
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	189,925(+4.7%)	$41.3M	0.0%	+6.59%	31
Quantinno Capital Management LP	Increased	188,764(+245.9%)	$41M	0.1%	-21.69%	47
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Decreased	187,931(-75.5%)	$40.8M	0.1%	+39.03%	0
NORTHERN TRUST CORP	Decreased	176,610(-8.0%)	$38.4M	0.0%	-12.86%	0
Bank of New York Mellon Corp	Decreased	169,957(-7.5%)	$36.9M	0.0%	-19.58%	0
BANK OF AMERICA CORP /DE/	Increased	164,311(+3.0%)	$35.7M	0.0%	-44.98%	30
M&G Plc	Increased	156,247(+0.7%)	$33.9M	0.2%	-40.06%	35
SCHRODER INVESTMENT MANAGEMENT GROUP	Decreased	150,872(-10.3%)	$32.9M	0.0%	-43.65%	0
FMR LLC	Decreased	149,019(-23.0%)	$32.4M	0.0%	-45.21%	0
Point72 Asset Management, L.P.	Increased	145,917(+186.6%)	$31.7M	0.0%	-26.26%	47
ROYCE & ASSOCIATES LP	Increased	143,011(+2.6%)	$31.1M	0.3%	+21.35%	35
Focus Partners Wealth	Increased	136,904(+6.3%)	$29.8M	0.0%	-22.33%	31
GOLDMAN SACHS GROUP INC	Increased	113,822(+15.6%)	$24.7M	0.0%	-40.42%	33
Gotham Asset Management, LLC	Increased	100,283(+314.6%)	$21.8M	0.1%	-20.06%	46
PRINCIPAL FINANCIAL GROUP INC	Decreased	88,071(-3.4%)	$19.1M	0.0%	-16.92%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	85,973(-22.5%)	$18.7M	0.0%	-33.68%	0
Engineers Gate Manager LP	Increased	78,179(+35.9%)	$17M	0.2%	-27.63%	44
NORDEA INVESTMENT MANAGEMENT AB	Decreased	76,524(-13.2%)	$16.7M	0.0%	-18.35%	0
CONGRESS ASSET MANAGEMENT CO	Increased	74,541(+12.7%)	$16.2M	0.1%	-37.42%	38
Nuveen, LLC	Decreased	71,087(-37.3%)	$15.4M	0.0%	-37.47%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	69,032(-7.7%)	$15M	0.0%	-28.53%	0
FIRST TRUST ADVISORS LP	Increased	64,175(+583.4%)	$13.9M	0.0%	-20.33%	45
RHUMBLINE ADVISERS	Decreased	63,229(-3.1%)	$13.7M	0.0%	-8.39%	0
CAPITAL FUND MANAGEMENT S.A.	Increased	61,209(+99.3%)	$13.3M	0.0%	-25.45%	45
SEI INVESTMENTS CO	Decreased	59,267(-28.5%)	$12.9M	0.0%	-2.73%	0
JANUS HENDERSON GROUP PLC	Increased	57,589(+29.3%)	$12.5M	0.0%	-29.58%	35
IEQ CAPITAL, LLC	Increased	51,607(+673.8%)	$11.2M	0.0%	-19.64%	45
Swiss National Bank	Decreased	50,000(-6.2%)	$10.9M	0.0%	+19.16%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	48,266(+10.5%)	$10.5M	0.0%	-25.25%	31
Corient Private Wealth LLC	Increased	260,978(+1196.5%)	$9.3M	0.0%	-16.18%	45
PRUDENTIAL FINANCIAL INC	Decreased	42,164(-12.3%)	$9.2M	0.0%	-31.24%	0
Legal & General Group Plc	Decreased	39,093(-16.3%)	$8.5M	0.0%	-20.34%	0
PANAGORA ASSET MANAGEMENT INC	Decreased	38,809(-33.2%)	$8.4M	0.0%	-38.08%	0
Verition Fund Management LLC	Increased	37,343(+87.8%)	$8.1M	0.0%	-27.46%	43
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	Increased	35,469(+2.6%)	$7.7M	0.0%	+7.25%	28
CI INVESTMENTS INC.	Decreased	35,128(-22.8%)	$7.6M	0.0%	-19.01%	0
Squarepoint Ops LLC	Decreased	34,267(-27.4%)	$7.4M	0.0%	-29.24%	0
BANK OF NOVA SCOTIA	Increased	34,200(+643.5%)	$7.4M	0.0%	-20.78%	44
RAYMOND JAMES FINANCIAL INC	Increased	30,778(+130.4%)	$6.7M	0.0%	-31.23%	44
XTX Topco Ltd	Increased	30,112(+1007.1%)	$6.5M	0.2%	-18.81%	53
Creative Planning	Increased	29,578(+273.2%)	$6.4M	0.0%	-18.42%	44
Retirement Systems of Alabama	Decreased	28,629(-3.2%)	$6.2M	0.0%	-21.68%	0
WORLDQUANT MILLENNIUM ADVISORS LLC	Increased	28,125(+142.7%)	$6.1M	0.0%	-21.34%	44
ALLIANCEBERNSTEIN L.P.	Decreased	26,216(-17.8%)	$5.7M	0.0%	-16.39%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Decreased	25,407(-0.3%)	$5.5M	0.0%	+30.20%	0
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	Decreased	23,600(-34.8%)	$5.1M	0.0%	-41.73%	0
BARCLAYS PLC	Decreased	23,252(-43.4%)	$5.1M	0.0%	-27.35%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	23,144(-8.7%)	$5M	0.0%	-41.80%	0
D. E. Shaw & Co., Inc.	Decreased	22,767(-22.5%)	$4.9M	0.0%	-35.47%	0
WELLS FARGO & COMPANY/MN	Decreased	22,763(-68.9%)	$4.9M	0.0%	-21.43%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Decreased	22,680(-3.6%)	$4.9M	0.0%	+67.36%	0
Trexquant Investment LP	Increased	20,323(+403.2%)	$4.4M	0.0%	-18.56%	43
AMERIPRISE FINANCIAL INC	Decreased	19,781(-8.4%)	$4.3M	0.0%	-28.94%	0
BNP PARIBAS FINANCIAL MARKETS	Increased	19,761(+17.7%)	$4.3M	0.0%	-36.60%	31
CANADA PENSION PLAN INVESTMENT BOARD	Decreased	18,900(-67.2%)	$4.1M	0.0%	-21.79%	0
OSAIC HOLDINGS, INC.	Decreased	17,813(-5.8%)	$3.9M	0.0%	-25.49%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	17,784(-4.1%)	$3.9M	0.0%	-22.90%	0
Mariner, LLC	Increased	16,979(+151.3%)	$3.7M	0.0%	-22.77%	43
Cerity Partners LLC	Increased	16,678(+133.1%)	$3.6M	0.0%	-24.41%	43
Allianz Asset Management GmbH	Decreased	16,593(-0.9%)	$3.6M	0.0%	-41.38%	0
Jain Global LLC	Decreased	15,612(-9.4%)	$3.4M	0.0%	-21.79%	0
Vident Advisory, LLC	Increased	14,429(+4.5%)	$3.1M	0.0%	-35.21%	28
STIFEL FINANCIAL CORP	Decreased	13,483(-9.2%)	$2.9M	0.0%	+18.45%	0
MML INVESTORS SERVICES, LLC	Increased	13,251(+61.5%)	$2.9M	0.0%	-26.44%	38
Connor, Clark & Lunn Investment Management Ltd.	Decreased	13,035(-26.3%)	$2.8M	0.0%	-21.79%	0
HighTower Advisors, LLC	Decreased	12,914(-6.0%)	$2.8M	0.0%	-34.52%	0
NEW YORK STATE COMMON RETIREMENT FUND	Unchanged	12,641	$2.7M	0.0%	+20.78%	0
CITIGROUP INC	Decreased	12,386(-51.3%)	$2.7M	0.0%	-39.02%	0
MetLife Investment Management, LLC	Decreased	12,376(-6.9%)	$2.7M	0.0%	-24.74%	0
LAZARD ASSET MANAGEMENT LLC	Decreased	11,917(-81.9%)	$2.6M	0.0%	-37.02%	0
VOYA INVESTMENT MANAGEMENT LLC	Decreased	11,686(-2.3%)	$2.5M	0.0%	-26.86%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	11,545(-82.7%)	$2.5M	0.0%	-38.35%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	11,200(+105.8%)	$2.4M	0.0%	-23.70%	42
Schonfeld Strategic Advisors LLC	Decreased	10,712(-55.8%)	$2.3M	0.0%	-32.63%	0
State of New Jersey Common Pension Fund D	Increased	10,278(+25.0%)	$2.2M	0.0%	-24.78%	32
LPL Financial LLC	Increased	10,184(+16.9%)	$2.2M	0.0%	-27.39%	30
MERCER GLOBAL ADVISORS INC /ADV	Increased	10,061(+153.0%)	$2.2M	0.0%	-23.99%	42
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	Decreased	9,928(-12.1%)	$2.2M	0.0%	-20.93%	0
HSBC HOLDINGS PLC	Decreased	9,920(-64.2%)	$2.2M	0.0%	-26.91%	0
Police & Firemen's Retirement System of New Jersey	Decreased	9,764(-5.5%)	$2.1M	0.0%	-43.19%	0
Man Group plc	Decreased	9,536(-11.9%)	$2.1M	0.0%	-23.17%	0
State of Tennessee, Department of Treasury	Decreased	10,031(-4.1%)	$2M	0.0%	-35.40%	0
STATE OF WISCONSIN INVESTMENT BOARD	Increased	8,907(+17.6%)	$1.9M	0.0%	-25.23%	30
Universal- Beteiligungs- und Servicegesellschaft mbH	Increased	8,764(+27.7%)	$1.9M	0.0%	-36.43%	32
ROYAL BANK OF CANADA	Decreased	8,747(-74.6%)	$1.9M	0.0%	-41.58%	0
Jefferies Financial Group Inc.	Increased	8,499(+239.0%)	$1.8M	0.0%	-17.92%	42
Russell Investments Group, Ltd.	Decreased	8,453(-29.9%)	$1.8M	0.0%	-25.22%	0
US BANCORP \DE\	Increased	7,969(+2.4%)	$1.7M	0.0%	+37.16%	26
TRUIST FINANCIAL CORP	Increased	7,907(+47.9%)	$1.7M	0.0%	-29.01%	35
Pathstone Holdings, LLC	Decreased	7,726(-4.6%)	$1.7M	0.0%	-37.20%	0
Zurcher Kantonalbank (Zurich Cantonalbank)	Unchanged	7,674	$1.7M	0.0%	-25.80%	0
LOOMIS SAYLES & CO L P	Unchanged	7,631	$1.7M	0.0%	-42.82%	0
Epoch Investment Partners, Inc.	New	7,631	$1.7M	0.0%	-16.18%	36
Arizona State Retirement System	Decreased	7,090(-12.6%)	$1.5M	0.0%	+11.56%	0
YOUSIF CAPITAL MANAGEMENT, LLC	Decreased	7,350(-3.9%)	$1.5M	0.0%	-20.93%	0
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Decreased	6,957(-5.7%)	$1.5M	0.0%	+12.66%	0
Ensign Peak Advisors, Inc	Increased	6,475(+77.6%)	$1.4M	0.0%	-24.93%	39
COMERICA BANK	Decreased	6,453(-10.0%)	$1.4M	0.0%	-20.93%	0
Alberta Investment Management Corp	New	6,300	$1.4M	0.0%	-16.18%	35
TEACHER RETIREMENT SYSTEM OF TEXAS	Decreased	6,086(-77.7%)	$1.3M	0.0%	-41.23%	0
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Decreased	5,969(-4.9%)	$1.3M	0.0%	-25.85%	0
Merit Financial Group, LLC	Increased	5,896(+91.4%)	$1.3M	0.0%	-25.14%	40
Cetera Investment Advisers	Decreased	5,864(-3.5%)	$1.3M	0.0%	-27.86%	0
STATE OF MICHIGAN RETIREMENT SYSTEM	Decreased	5,600(-3.5%)	$1.2M	0.0%	-22.44%	0
B. Metzler seel. Sohn & Co. AG	Increased	5,410(+14.4%)	$1.2M	0.0%	-28.02%	29
KLP KAPITALFORVALTNING AS	Decreased	5,400(-5.3%)	$1.2M	0.0%	-45.35%	0
Vanguard Personalized Indexing Management, LLC	Increased	5,219(+38.1%)	$1.1M	0.0%	-32.30%	33
BANK OF MONTREAL /CAN/	Decreased	4,818(-57.3%)	$1M	0.0%	-41.86%	0
BENJAMIN EDWARDS INC	Increased	4,714(+64.2%)	$1M	0.0%	-26.99%	37
TUDOR INVESTMENT CORP ET AL	Decreased	4,710(-47.8%)	$1M	0.0%	-38.17%	0
Pictet Asset Management Holding SA	Increased	3,881(+6.5%)	$843,380	0.0%	-27.69%	26
XPONANCE LLC	Decreased	3,739(-11.6%)	$812,522	0.0%	-10.84%	0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	Decreased	3,661(-17.3%)	$795,475	0.0%	-31.43%	0
JOHNSON INVESTMENT COUNSEL INC	Decreased	3,542(-19.5%)	$769,712	0.0%	+35.29%	0
VICTORY CAPITAL MANAGEMENT INC	Decreased	3,538(-59.6%)	$768,843	0.0%	-11.43%	0
MARSHALL WACE, LLP	New	3,454	$750,589	0.0%	-16.18%	34
HB Wealth Management, LLC	Increased	3,322(+16.1%)	$721,904	0.0%	-34.85%	28
CAPSTONE INVESTMENT ADVISORS, LLC	New	3,049	$662,578	0.0%	-16.18%	34
Neuberger Berman Group LLC	Decreased	3,028(-67.7%)	$658,015	0.0%	-7.82%	0
Sequoia Financial Advisors, LLC	Increased	2,960(+179.0%)	$643,238	0.0%	-25.34%	39
Pacer Advisors, Inc.	Decreased	2,884(-37.7%)	$626,722	0.0%	-24.97%	0
MACKENZIE FINANCIAL CORP	Decreased	2,860(-18.3%)	$622,253	0.0%	-43.61%	0
Tidal Investments LLC	Increased	2,835(+15.2%)	$614,656	0.0%	-30.16%	28
Brevan Howard Capital Management LP	Decreased	2,529(-84.5%)	$549,577	0.0%	-33.11%	0
BLAIR WILLIAM & CO/IL	Decreased	2,384(-11.2%)	$518,057	0.0%	+73.58%	0
Sanctuary Advisors, LLC	Increased	2,378(+36.4%)	$516,824	0.0%	-33.20%	31
COMMERCE BANK	Decreased	2,296(-77.1%)	$498,943	0.0%	+22.45%	0
BROWN ADVISORY INC	New	2,217	$481,877	0.0%	-16.18%	33
DEUTSCHE BANK AG\	Decreased	2,210(-11.4%)	$480,255	0.0%	-28.53%	0
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	New	2,209	$480,038	0.0%	-16.18%	33
Federation des caisses Desjardins du Quebec	Increased	1,929(+14.1%)	$419,191	0.0%	-21.14%	27
PINEBRIDGE INVESTMENTS LLC	New	1,922	$417,670	0.0%	-16.18%	33
FEDERATED HERMES, INC.	Decreased	1,918(-12.2%)	$416,801	0.0%	-21.37%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1,805(-90.8%)	$392,190	0.0%	-22.11%	0
Kestra Advisory Services, LLC	Increased	1,792(+48.6%)	$389,371	0.0%	-29.96%	33
AMERICAN CENTURY COMPANIES INC	Decreased	1,766(-91.3%)	$383,775	0.0%	-35.47%	0
CIBC Private Wealth Group LLC	Decreased	1,738(-57.8%)	$377,711	0.0%	-23.76%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	1,724(-19.9%)	$374,642	0.0%	-36.29%	0
FRANKLIN RESOURCES INC	Decreased	1,564(-1.1%)	$339,873	0.0%	-19.59%	0
&PARTNERS	Decreased	1,401(-55.8%)	$307,369	0.0%	-42.99%	0
Amundi	New	1,398	$303,799	0.0%	-16.18%	32
CIBC Asset Management Inc	Unchanged	1,355	$294,455	0.0%	-37.05%	0
GREENLEAF TRUST	New	1,340	$291,195	0.0%	-16.18%	32
Allspring Global Investments Holdings, LLC	New	1,321	$285,125	0.0%	-16.18%	32
Utah Retirement Systems	Unchanged	1,243	$270,116	0.0%	+25.54%	0
Swiss Life Asset Management Ltd	Decreased	1,205(-4.7%)	$261,859	0.0%	-34.29%	0
NewEdge Advisors, LLC	Increased	1,133(+1352.6%)	$246,156	0.0%	-16.38%	37
M&T BANK CORP	Decreased	1,672(-76.7%)	$238,939	0.0%	+5.60%	0
Integrated Wealth Concepts LLC	New	1,081	$234,912	0.0%	-16.18%	32
QRG CAPITAL MANAGEMENT, INC.	Decreased	1,080(-4.2%)	$234,695	0.0%	-38.80%	0
ProShare Advisors LLC	Decreased	956(-8.1%)	$207,749	0.0%	-23.89%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	871(-15.3%)	$189,277	0.0%	-32.91%	0
Farther Finance Advisors, LLC	Increased	733(+75.8%)	$159,353	0.0%	-32.88%	34
Allworth Financial LP	Increased	732(+173.1%)	$159,071	0.0%	-20.07%	36
STRS OHIO	Decreased	541(-2.4%)	$117,565	0.0%	-41.42%	0
EXCHANGE TRADED CONCEPTS, LLC	New	515	$111,915	0.0%	-16.18%	30
BROWN BROTHERS HARRIMAN & CO	Increased	508(+77.0%)	$110,393	0.0%	-25.21%	33
Eurizon Capital SGR S.p.A.	New	448	$97,548	0.0%	-16.18%	30
SIMPLEX TRADING, LLC	Increased	424(+606.7%)	$92,139	0.0%	-17.02%	35
JONES FINANCIAL COMPANIES LLLP	Increased	415(+346.2%)	$90,184	0.0%	-17.51%	35
Steward Partners Investment Advisory, LLC	Unchanged	389	$84,534	0.0%	-29.21%	0
Rockefeller Capital Management L.P.	Increased	387(+9.6%)	$84,223	0.0%	-21.33%	24
FIFTH THIRD BANCORP	Decreased	312(-18.8%)	$67,801	0.0%	-36.77%	0
DANSKE BANK A/S	Decreased	300(-88.3%)	$65,193	0.0%	-37.98%	0
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	251(+49.4%)	$54,718	0.0%	-32.20%	29
WHITTIER TRUST CO	Decreased	130(-63.4%)	$28,032	0.0%	-32.84%	0
HRT FINANCIAL LP	Increased	128,956(+31.2%)	$28,023	0.1%	-26.22%	25
MAI Capital Management	Decreased	114(-37.7%)	$24,774	0.0%	-42.95%	0
LOS ANGELES CAPITAL MANAGEMENT LLC	New	111	$23,802	0.0%	-16.18%	26
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	75(-15.7%)	$16,298	0.0%	-31.72%	0
NISA INVESTMENT ADVISORS, LLC	Decreased	63(-6.0%)	$13,691	0.0%	-21.34%	0
ASSETMARK, INC	Decreased	34(-20.9%)	$7,389	0.0%	-23.58%	0
BNP Paribas Asset Management Holding S.A.	Increased	26,844(+60.3%)	$5,834	0.0%	-9.73%	22
PRICE T ROWE ASSOCIATES INC /MD/	Decreased	21,777(-67.7%)	$4,733	0.0%	-19.99%	0
HUNTINGTON NATIONAL BANK	Increased	21(+5.0%)	$4,563	0.0%	-35.66%	11
Mitsubishi UFJ Asset Management Co., Ltd.	Unchanged	15	$3,156	0.0%	-20.93%	0
Optiver Holding B.V.	Decreased	1(-97.8%)	$217	0.0%	-37.98%	0
INTECH INVESTMENT MANAGEMENT LLC	Exited	0(-100.0%)	$1.7M	0.0%	-6.70%	0
Virtu Financial LLC	Exited	0(-100.0%)	$459	0.0%	-30.11%	0
Savant Capital, LLC	Exited	0(-100.0%)	$210,434	0.0%	-6.70%	0
NATIONAL BANK OF CANADA /FI/	Exited	0(-100.0%)	$39,672	0.0%	-26.61%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$19.6M	0.0%	-19.41%	0
Empowered Funds, LLC	Exited	0(-100.0%)	$1.1M	0.0%	-27.94%	0
Quadrature Capital Ltd	Exited	0(-100.0%)	$2.2M	0.0%	-6.70%	0
1832 Asset Management L.P.	Exited	0(-100.0%)	$3.9M	0.0%	-20.35%	0
Holocene Advisors, LP	Exited	0(-100.0%)	$7.9M	0.0%	-27.91%	0
Magnetar Financial LLC	Exited	0(-100.0%)	$6.5M	0.0%	-27.57%	0
Cresset Asset Management, LLC	Exited	0(-100.0%)	$213,686	0.0%	-28.32%	0
PARNASSUS INVESTMENTS, LLC	Exited	0(-100.0%)	$9.9M	0.0%	+38.27%	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$6,264	0.0%	-6.70%	0
VIRGINIA RETIREMENT SYSTEMS ET Al	Exited	0(-100.0%)	$556,824	0.0%	-6.70%	0
Freestone Grove Partners LP	Exited	0(-100.0%)	$728,511	0.0%	-30.11%	0
EP Wealth Advisors, LLC	Exited	0(-100.0%)	$223,355	0.0%	-30.11%	0
SHELTON CAPITAL MANAGEMENT	Exited	0(-100.0%)	$225,050	0.0%	-22.93%	0

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