Titelia

Fund shareholders of Morningstar Inc

ISIN US6177001095 · United States · LEI 529900YGNQPOVAXQ7F29

Fund shareholders
379
Of which ETFs
95 284 other funds
Value held
1.7B $ 10.3M SEK
Share of capital
26.3 % of 37.5M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 3,133529.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 3,083520.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 2,964500.1K $0.16 %0.01 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 2,866484.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,847481.3K $0.15 %0.01 %as of Mar 31, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 2,825477.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,806513.9K $0.20 %0.01 %as of Feb 28, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 2,785469.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI 2,772468.6K $0.83 %0.01 %as of Mar 31, 2026 ↗
AdvisorShares Insider Advantage ETF AdvisorShares Trust 2,720459.8K $0.95 %0.01 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 2,662449.1K $0.11 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,645447.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 2,617441.5K $3.19 %0.01 %as of Apr 30, 2026 ↗
Moderate Allocation Fund Meeder Funds 2,550431.1K $0.24 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,501422.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 2,401405.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,399404.7K $0.05 %0.01 %as of Apr 30, 2026 ↗
Invesco Bloomberg Financial Data Providers ETF Invesco Exchange-Traded Fund Trust II 2,310423.1K $0.77 %0.01 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,216374.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,201403.1K $0.05 %0.01 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 2,193401.6K $0.05 %0.01 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 2,193370K $0.01 %0.01 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,132360.4K $0.03 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 2,021341.7K $0.07 %0.01 %as of Mar 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 2,000338.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,967360.2K $0.01 %0.01 %as of Feb 28, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 1,943328.5K $0.11 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,938327K $0.01 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 1,907349.2K $0.01 %0.01 %as of Feb 28, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 1,903321.7K $0.16 %0.01 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,897320K $0.01 %0.01 %as of Apr 30, 2026 ↗
NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust 1,863314.9K $0.20 %0.00 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,839336.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 1,826334.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,809305.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF VANGUARD WELLESLEY INCOME FUND 1,798304K $0.56 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,779300.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 1,748295.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 1,736293.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 1,732292.8K $0.12 %0.00 %as of Mar 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 1,709288.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
MFS Active Mid Cap ETF MFS Active Exchange Traded Funds Trust 1,626297.8K $0.88 %0.00 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,601270.6K $0.06 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1,522257.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 1,487251.4K $0.15 %0.00 %as of Mar 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,479270.9K $0.14 %0.00 %as of Feb 28, 2026 ↗
Conservative Allocation Fund Meeder Funds 1,442243.8K $0.15 %0.00 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,436242.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,416239.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,415239.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 1,406237.7K $0.86 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 1,356229.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 1,296219.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 1,292218.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 1,194201.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 1,185199.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 1,174198.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 1,165196.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 1,140192.3K $0.07 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,119188.8K $0.07 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,118188.6K $0.04 %0.00 %as of Apr 30, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1,101185.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 1,078181.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,066180.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,032174.1K $0.04 %0.00 %as of Apr 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 1,021172.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 1,018172.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 1,002169.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 979165.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 972164.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 965163.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 951174.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 930170.3K $0.00 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 901165K $0.05 %0.00 %as of Feb 28, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 900152.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 857144.6K $0.08 %0.00 %as of Apr 30, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 827151.5K $0.13 %0.00 %as of Feb 28, 2026 ↗
Gotham Neutral Fund FundVantage Trust 802135.6K $0.12 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 800146.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 800135.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 795145.6K $0.10 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 786143.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
NAA MID GROWTH FUND New Age Alpha Funds Trust 778131.5K $0.19 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 717121.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 705129.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Global Allocation Fund Meeder Funds 684115.6K $0.30 %0.00 %as of Mar 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 664121.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 659111.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 656110.7K $0.01 %0.00 %as of Apr 30, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 629106.3K $0.21 %0.00 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 613103.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Saratoga Large Capitalization Growth Portfolio SARATOGA ADVANTAGE TRUST 600109.9K $0.32 %0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 58498.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 56996.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 54091.3K $0.11 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 53590.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 51486.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 50184.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 49183K $0.03 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 47780.6K $0.05 %0.00 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 3.46 %as of Mar 31, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 3.19 %as of Apr 30, 2026 ↗
Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust 3.08 %as of Apr 30, 2026 ↗
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 1.89 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 1.85 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 1.76 %as of Mar 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust 1.55 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 1.50 %as of Mar 31, 2026 ↗
Bright Rock Mid Cap Growth Fund Trust for Professional Managers 1.43 %as of May 31, 2026 ↗
Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. 1.39 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2378+79,871,058-6.1 %
2026Q1371-1010,516,137-4.0 %
2025Q4381-1810,954,788-10.1 %
2025Q3399+1912,186,712-2.8 %
2025Q2380+912,540,925-6.5 %
2025Q1371+113,416,925+0.5 %
2024Q4370+1913,355,792+2.4 %
2024Q3351-313,046,228+0.6 %
2024Q2354+2012,969,348+6.7 %
2024Q1334+1512,159,966+0.3 %
2023Q431912,127,903

Institutional managers

431 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.2,338,218395.3M $as of Mar 31, 2026
MORGAN STANLEY1,730,549292.5M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,662,405281M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP859,459145.3M $as of Mar 31, 2026
BAMCO INC /NY/759,515128.4M $as of Mar 31, 2026
STATE STREET CORP735,574124.3M $as of Mar 31, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC645,384109.1M $as of Mar 31, 2026
Select Equity Group, L.P.637,723107.8M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC623,629105.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC599,222101.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP517,76987.5M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC448,87075.9M $as of Mar 31, 2026
JPMORGAN CHASE & CO430,05670.8M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP394,93166.8M $as of Mar 31, 2026
JANE STREET GROUP, LLC333,86156.4M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC323,00654.6M $as of Mar 31, 2026
Invesco Ltd.285,13048.2M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/254,73942.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC213,82336.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC210,40235.6M $as of Mar 31, 2026
SEI INVESTMENTS CO189,30232M $as of Mar 31, 2026
Quantinno Capital Management LP186,94631.6M $as of Mar 31, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.186,04831.5M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/183,57531M $as of Mar 31, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC177,87230.1M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Morningstar Inc". https://titelia.com/en/stocks/morningstar-inc-US6177001095