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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
51 Swiss National Bank 31,600 2,484,000 0.19%
52 VOYA INVESTMENT MANAGEMENT LLC 30,235 2,377,000 0.18%
53 FIRST TRUST ADVISORS LP 29,280 2,301,000 0.17%
54 Palo Capital, Inc. 28,665 2,253,000 0.17% SH
55 D. E. Shaw & Co., Inc. 28,298 2,224,000 0.17%
56 Zebra Capital Management LLC 23,699 1,863,000 0.14%
57 Nationwide Fund Advisors 22,851 1,796,000 0.14%
58 LEUTHOLD GROUP, LLC 22,586 1,775,000 0.13%
59 FIRST QUADRANT LLC/CA 22,077 1,735,000 0.13%
60 PRICE T ROWE ASSOCIATES INC /MD/ 20,843 1,638,000 0.12%
61 KORNITZER CAPITAL MANAGEMENT INC /KS 20,442 1,607,000 0.12%
62 PANAGORA ASSET MANAGEMENT INC 19,916 1,565,000 0.12%
63 YHB Investment Advisors, Inc. 19,701 1,441,000 0.11%
64 Invesco Ltd. 18,170 1,428,000 0.11%
65 CIGNA INVESTMENT ADVISORY CO INC 16,280 1,280,000 0.10%
66 CREDIT SUISSE AG/ 15,786 1,241,000 0.09%
67 US BANCORP \DE\ 15,108 1,187,000 0.09%
68 TDAM USA INC. 14,546 1,143,000 0.09%
69 TWIN CAPITAL MANAGEMENT INC 12,190 958,000 0.07%
70 UBS Group AG 12,100 951,000 0.07%
71 Cardinal Capital Management 11,377 894,000 0.07%
72 ALLIANCEBERNSTEIN L.P. 11,064 870,000 0.07%
73 Magnetar Financial LLC 10,614 834,000 0.06%
74 GLOBEFLEX CAPITAL L P 10,200 802,000 0.06%
75 Neuberger Berman Group LLC 9,931 781,000 0.06%
76 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,016 776,000 0.06%
77 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 9,196 722,805 0.05%
78 Piermont Capital Management Inc. 9,180 722,000 0.05%
79 FDx Advisors, Inc. 8,840 695,000 0.05%
80 Aperio Group, LLC 8,708 684,000 0.05%
81 Karp Capital Management Corp 8,708 684,000 0.05%
82 HIGHBRIDGE CAPITAL MANAGEMENT LLC 8,578 674,000 0.05%
83 CITIGROUP INC 7,968 626,000 0.05%
84 DEUTSCHE BANK AG\ 7,846 616,000 0.05%
85 Legal & General Group Plc 7,517 591,000 0.04%
86 INVICTUS RG 6,822 536,000 0.04%
87 Virtu KCG Holdings LLC 6,388 502,000 0.04%
88 RAMSEY QUANTITATIVE SYSTEMS 9,541 488,000 0.04%
89 PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 6,025 474,000 0.04%
90 ALPS ADVISORS INC 6,002 472,000 0.04%
91 BANK OF NOVA SCOTIA 5,760 453,000 0.03%
92 Horizon Kinetics LLC 5,171 406,000 0.03%
93 PEAK6 Group LLC 5,000 393,000 0.03% Put
94 Dynamic Technology Lab Private Ltd 4,888 384,000 0.03%
95 AMERIPRISE FINANCIAL INC 4,574 360,000 0.03%
96 R&F CAPITAL ADVISORS LP 4,522 355,000 0.03%
97 BARCLAYS PLC 4,449 350,000 0.03%
98 GUGGENHEIM CAPITAL LLC 4,394 345,000 0.03%
99 M&T BANK CORP 4,085 320,000 0.02%
100 GLENMEDE TRUST CO NA 4,066 318,000 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.