MORN

Morningstar, Inc.

StockFinancial ServicesFinancial - Data & Stock ExchangesUS$7.8B market cap

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MORN total return with dividends reinvested, from daily closes

Held by ETFs: $16M; in funds that list it in their top 10
Share of the company: ≈0.2%; of Morningstar held through ETFs
Top-10 holding in: 5 ETFs; one of their ten biggest
Built on MORN alone: 0 ETFs; […]
Most per dollar · basket: […]; […]
Biggest holder: KCE $8M; of MORN, 1.8% of the fund

Every ETF Theme Built Around MORN

YTD

Heaviest MORN Baskets

YTD

$54per $1,000 in SMLL

SMLL5.4%+13.2%LSAT3.7%+26.1%MVFD2.8%+20.8%KCE1.8%+6.3%BUYO1.1%+20.9%

Corner: MORN weight · MORN is the biggest slice

End-of-day Nov 4, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in MORN Sits

Today

52%in Sectors funds

Sectors $8MIncome $4MOther $3MUS Stock Styles $738K

KCE$8M · 1.8%MVFD$4M · 2.8%LSAT$3M · 3.7%BUYOSMLL

Tile size = dollars of MORN held% = MORN’s weight in the fund

End-of-day Nov 4, 2026 · $16M across funds that list MORN in their top 10

Open in desk

More of It

Most MORN per $1,000

Today

$54of MORN per $1,000 in SMLL, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1SMLLHarbor Active Small Cap ETF (SMLL)Harbor$54+13.2%Open

2LSATLeaderShares AlphaFactor Tactical Focused ETFLeader Shares$37+26.1%Open

3MVFDMonarch Volume Factor Dividend Tree ETFMonarch$28+20.8%Open

4KCEState Street SPDR S&P Capital Markets ETFState Street$18+6.3%Open

5BUYOKraneShares Man Buyout Beta Index ETFKraneShares$11+20.9%Open

End-of-day Nov 4, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding MORN

Today

$54in SMLL, the heaviest basket

FundPer $1,000YTD

SMLL$54+13.2%

LSAT$37+26.1%

MVFD$28+20.8%

KCE$18+6.3%

BUYO$11+20.9%

End-of-day Nov 4, 2026 · bars run to $200

Income from It

Income Strategies Holding MORN

YTD

$4Mof MORN held by 1 income fund · MVFD is the largest

StrategyFundNameMORN per $1,000YieldYTDAssets

Dividend stocksMVFDMonarch Volume Factor Dividend Tree ETF$281.3%+20.8%$142M

On $10KMVFD $131/yr

End-of-day Nov 4, 2026 · $4M = income funds that list MORN in their top 10 · trailing yield