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Morningstar shares owned by Advisors Preferred

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Advisors Preferred from 13F filings

Historical chart of Advisors Preferred investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by Advisors Preferred consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Advisors Preferred

Quarter filed Position value Share count Share price at filing
2026-06-30 $707k 4.3k 165.94
2025-06-30 $364k 1.2k 311.89
2023-12-31 $2.6M 9.3k 277.60

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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF Etf (XHLF)
Vanguard Dividend Appreciation ETF USD Class Etf (VIG)
State Street Financial Select Sector SPDR ETF USD Class Etf (XLF)
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Invesco S&P 500 Equal Weight ETF USD Class Etf (RSP)
Vanguard Russell 1000 Growth ETF Etf (VONG)
iShares MSCI Emerging Markets ETF USD Class Etf (EEM)
State Street Industrial Select Sector SPDR ETF USD Class Etf (XLI)
NVIDIA Corporation (NVDA)
BNY Mellon US Large Cap Core Equity ETF USD Class Etf (BKLC)
Costco Wholesale Corporation (COST)
Vanguard Morningstar Value ETF Class A Etf (VTV)

View all positions for Advisors Preferred

Top funds holding Morningstar

Bamco
BlackRock
Morgan Stanley
Wellington Management Company
AQR Capital Management
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Thomas Stevens, CFA"
Two Sigma Investments
Jane Street
Arrowstreet Capital, Limited Partnership
Kensico Capital Management Corp

View all funds holding Morningstar