Intrua Financial »

Morningstar shares owned by Intrua Financial

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

Historical chart of Intrua Financial investment in Morningstar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morningstar by Intrua Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $421k 2.7k 156.02

More positions owned by Intrua Financial

Spdr Series Trust St Str P500etf (SPYM)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
American Centy Etf Tr Us Quality Grow (QGRO)
Spdr Gold Tr Gold Shs (GLD)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Select Sector Spdr Tr St Str Indl Etf (XLI)

View all positions for Intrua Financial

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