ETFs Morningstar, Inc.

MORN

US6177001095

Professional Information Services

Market Closed - Nasdaq 01:00:00 07/11/2026 +04			5-day change	1st Jan Change
244.15 ^USD	-1.22%		+7.94%	+12.35%

12:42pm	Morningstar Insider Sold Shares Worth $1,790,590, According to a Recent SEC Filing	MT
11-06	Humana lifts annual profit forecast as medical costs ease	RE

ETFs positioned on Morningstar, Inc.

Name	YTD change	Weight	AuM
DIMENSIONAL WORLD EQUITY ETF - USD	+9.79%	-	1,674 M€
FUNDX FLEXIBLE ETF - USD	+0.74%	-	51 M€
MOTLEY FOOL MID-CAP GROWTH ETF - USD	-5.30%	-	119 M€
FIDELITY ALL IN ONE EQUITY ETF	+13.29%	-	4,105 M€
FIDELITY ALL IN ONE EQUITY ETF	-.--%	-	1,683 M€
STATE STREET SPDR S&P CAPITAL MARKETS ETF - USD	+4.30%	1.43%	473 M€
INVESCO S&P MIDCAP LOW VOLATILITY ETF - USD	+6.25%	1.12%	746 M€
CONGRESS SMID GROWTH ETF - USD	+4.11%	1.01%	488 M€
FIRST TRUST SMID GROWTH STRENGTH ETF - USD	+5.81%	0.93%	32 M€
PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF - USD	+3.49%	0.91%	55 M€
FIRST TRUST SMID CAPITAL STRENGTH ETF - USD	+4.22%	0.89%	59 M€
WISDOMTREE U.S. MIDCAP QUALITY GROWTH FUND - USD	+4.31%	0.82%	2 M€
INVESCO BLOOMBERG FINANCIAL DATA PROVIDERS ETF - USD	+22.98%	0.77%	44 M€
INVESCO S&P MIDCAP QUALITY ETF - USD	+14.96%	0.75%	5,653 M€
FIRST TRUST FINANCIALS ALPHADEX FUND ETF - USD	+7.27%	0.58%	1,128 M€
STATE STREET SPDR S&P 400 MID CAP GROWTH ETF - USD	+9.29%	0.57%	2,959 M€
ISHARES S&P MID-CAP 400 GROWTH ETF - USD	+9.29%	0.56%	11,225 M€
VANGUARD S&P MID-CAP 400 GROWTH ETF - USD	+10.10%	0.56%	1,713 M€
ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF - USD	-0.88%	0.45%	1,374 M€
VIDENT U.S. EQUITY STRATEGY ETF - USD	+5.03%	0.37%	690 M€
VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF - USD	+6.02%	0.34%	24,702 M€
ISHARES RUSSELL MID-CAP GROWTH ETF - USD	-9.44%	0.31%	21,034 M€
GOTHAM 1000 VALUE ETF - USD	+17.77%	0.31%	255 M€
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST - USD	+9.04%	0.31%	27,376 M€
BMO S&P US MID CAP INDEX ETF - CAD	+12.56%	0.3%	231 M€
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF - USD	+9.08%	0.3%	19,026 M€
ISHARES S&P U.S. MID-CAP INDEX ETF - USD	+9.45%	0.29%	29 M€
WISDOMTREE US VALUE UCITS ETF - USD	+24.66%	0.25%	13 M€
HSBC MSCI WORLD SMALL CAP SCREENED UCITS ETF (ACC) - USD	+18.43%	0.24%	160 M€
FIRST TRUST MID CAP CORE ALPHADEX FUND ETF - USD	+10.37%	0.23%	1,411 M€
STATE STREET SPDR S&P 400 U.S. MID CAP UCITS ETF DIST - EUR HEDGED	+6.04%	0.23%	90 M€
ISHARES S&P MIDCAP ETF - AUD	+5.44%	0.23%	361 M€
INVESCO S&P MIDCAP 400 QVM MULTI-FACTOR ETF - USD	+10.05%	0.21%	443 M€
FIDELITY ENHANCED MID CAP ETF - USD	+11.93%	0.2%	8,320 M€
CI U.S. MIDCAP DIVIDEND INDEX ETF - CAD	-.--%	0.19%	3 M€
FIRST TRUST NASDAQ BUYWRITE INCOME ETF - USD	-1.10%	0.18%	949 M€
WISDOMTREE GLOBAL VALUE UCITS ETF - USD	+24.96%	0.17%	4 M€

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Morningstar, Inc. is a provider of investment research, data, analytics, and financial services. The Company's segments include Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The Morningstar Direct Platform provides data, research, insights, and investment analysis solutions for investors and financial professionals. PitchBook provides data, research, analytics, and software covering private capital markets, including venture capital, private equity, private credit, bank loans, and mergers and acquisitions (M&A). Morningstar Credit provides credit ratings, research, data, and credit analytics solutions. Its Morningstar Wealth offers investment products, investor tools, and advisory platform solutions supported by research and data. Morningstar Retirement provides products and services designed to support retirement planning and investment management.

Employees

10,973

Sector

Professional Information Services

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