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MORNINGSTAR INC
MORNINGSTAR INC. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 171 Institutional holders with a total value of $1,317,076,718.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 QUADRANT CAPITAL GROUP LLC 14 1,000 0.00%
2 QS Investors, LLC 4 1,000 0.00%
3 NEXT Financial Group, Inc 27 2,000 0.00%
4 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 33 3,000 0.00%
5 CREATIVE FINANCIAL DESIGNS INC /ADV 33 3,000 0.00%
6 BENJAMIN F. EDWARDS & COMPANY, INC. 35 3,000 0.00%
7 WHITTIER TRUST CO 55 4,000 0.00%
8 DUNCKER STREETT & CO INC 63 5,000 0.00%
9 CITY HOLDING CO 62 5,000 0.00%
10 Advisory Services Network, LLC 64 5,000 0.00%
11 BANCO ITAU HOLDING FINANCEIRA S A 60 5,000 0.00%
12 Apriem Advisors 64 5,000 0.00%
13 BELLWETHER INVESTMENT GROUP, LLC 80 6,000 0.00%
14 Evercore Wealth Management, LLC 76 6,000 0.00%
15 ADVANTAGE INVESTMENT MANAGEMENT, LLC 100 8,000 0.00%
16 Tower Research Capital LLC (TRC) 103 8,000 0.00%
17 CUTLER GROUP LLC / CA 122 9,000 0.00%
18 IFP ADVISORS, INC 117 9,000 0.00%
19 BRONFMAN E.L. ROTHSCHILD, L.P. 125 10,000 0.00%
20 PARALLEL ADVISORS, LLC 175 13,000 0.00%
21 Creative Planning 185 15,000 0.00%
22 PROFICIO CAPITAL PARTNERS LLC 216 16,000 0.00%
23 North Star Investment Management Corp. 200 16,000 0.00%
24 VERSANT CAPITAL MANAGEMENT, INC 221 17,000 0.00%
25 BROWN BROTHERS HARRIMAN & CO 238 19,000 0.00%
26 Ledyard National Bank 245 19,000 0.00%
27 Kistler-Tiffany Companies, LLC 267 21,000 0.00%
28 MEEDER ASSET MANAGEMENT INC 398 31,000 0.00%
29 AMERICAN INTERNATIONAL GROUP, INC. 407 32,000 0.00%
30 Zurcher Kantonalbank (Zurich Cantonalbank) 563 44,000 0.00%
31 TLP GROUP LLC 603 47,000 0.00%
32 ADVISOR GROUP, INC. 608 48,000 0.00%
33 BNP PARIBAS FINANCIAL MARKETS 691 54,313 0.00%
34 FULLER & THALER ASSET MANAGEMENT, INC. 695 55,000 0.00%
35 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 866 68,000 0.01%
36 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 896 70,000 0.01%
37 PEAK6 Group LLC 920 72,000 0.01%
38 PARADIGM ASSET MANAGEMENT CO LLC 1,000 78,600 0.01%
39 FIFTH THIRD BANCORP 1,120 88,000 0.01%
40 METROPOLITAN LIFE INSURANCE CO/NY 1,228 97,000 0.01%
41 FIRST MANHATTAN CO. LLC. 1,269 99,000 0.01%
42 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,412 111,000 0.01%
43 CANADA LIFE ASSURANCE Co 1,554 122,000 0.01%
44 PNC FINANCIAL SERVICES GROUP, INC. 1,826 143,000 0.01%
45 PACER ADVISORS, INC. 2,068 163,000 0.01%
46 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,117 166,000 0.01%
47 SYNOVUS FINANCIAL CORP 2,121 169,000 0.01%
48 ROYAL BANK OF CANADA 2,152 170,000 0.01%
49 HUNTINGTON NATIONAL BANK 2,437 192,000 0.01%
50 AMALGAMATED BANK 2,613 205,000 0.02%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.