Dark
Light
System
Security
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
151 Creative Planning 185 15,000 0.00%
152 PARALLEL ADVISORS, LLC 175 13,000 0.00%
153 BRONFMAN E.L. ROTHSCHILD, L.P. 125 10,000 0.00%
154 IFP ADVISORS, INC 117 9,000 0.00%
155 CUTLER GROUP LLC / CA 122 9,000 0.00%
156 ADVANTAGE INVESTMENT MANAGEMENT, LLC 100 8,000 0.00%
157 Tower Research Capital LLC (TRC) 103 8,000 0.00%
158 BELLWETHER INVESTMENT GROUP, LLC 80 6,000 0.00%
159 Evercore Wealth Management, LLC 76 6,000 0.00%
160 Apriem Advisors 64 5,000 0.00%
161 Advisory Services Network, LLC 64 5,000 0.00%
162 DUNCKER STREETT & CO INC 63 5,000 0.00%
163 BANCO ITAU HOLDING FINANCEIRA S A 60 5,000 0.00%
164 CITY HOLDING CO 62 5,000 0.00%
165 WHITTIER TRUST CO 55 4,000 0.00%
166 CREATIVE FINANCIAL DESIGNS INC /ADV 33 3,000 0.00%
167 BENJAMIN F. EDWARDS & COMPANY, INC. 35 3,000 0.00%
168 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 33 3,000 0.00%
169 NEXT Financial Group, Inc 27 2,000 0.00%
170 QS Investors, LLC 4 1,000 0.00%
171 QUADRANT CAPITAL GROUP LLC 14 1,000 0.00%
Page 4 of 4

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.