Tracked funds
8Unique WSM-tracked managers; table rows may include common shares and optionsMORN
Ticker case file
MORN
MORNINGSTAR INC
$180.73-2.51%NMS
Politicians active
2Recent transactions disclosed via House Clerk / Senate eFD13F notional
$337.6M2026-03-31Top conviction
0.12%max % across any fund's portfolioThis page is the WSM tracked universe, not market-wide ownership. 13F rows are quarterly snapshots, about 45 days delayed; PTR rows are event-based public disclosures.
13F filing
Funds holding this ticker
| Manager | 13F value | Conviction | Class | Option | Reported | SEC filing |
|---|---|---|---|---|---|---|
| Two Sigma Investments, LPOther | $145.3M | 0.12% | SH | — | 2026-03-31 | SEC filing |
| Renaissance Technologies LLCOther | $75.9M | 0.12% | SH | — | 2026-03-31 | SEC filing |
| Millennium Management LLCOther | $54.6M | 0.02% | SH | — | 2026-03-31 | SEC filing |
| Point72 Asset Management, L.P.Other | $28.9M | 0.04% | SH | — | 2026-03-31 | SEC filing |
| FMR LLCOther | $18M | 0.00% | SH | — | 2026-03-31 | SEC filing |
| Loomis, Sayles & Company, L.P.Other | $8.3M | 0.01% | SH | — | 2026-03-31 | SEC filing |
| Citadel Advisors LLCOther | $4M | 0.00% | SH | — | 2026-03-31 | SEC filing |
| Citadel Advisors LLCHedge | $1.5M | 0.00% | SH | PUT | 2026-03-31 | SEC filing |
| Citadel Advisors LLCOther | $591.7K | 0.00% | SH | CALL | 2026-03-31 | SEC filing |
| ClearBridge Investments, LLCOther | $536K | 0.00% | SH | — | 2026-03-31 | SEC filing |
Politician
Politician PTR activity
| Public date | Politician | Action | Owner | Amount range | Filing |
|---|---|---|---|---|---|
| 2026-05-06 | April Mcclain Delaney HouseholdD · MD-06 | Sale (Partial) | Self | $1K–$15K | 20034487 |
| 2026-05-06 | April Mcclain Delaney HouseholdD · MD-06 | Sale (Partial) | Self | $1K–$15K | 20034487 |
| 2026-03-10 | April Mcclain Delaney HouseholdD · MD-06 | Sale (Partial) | Self | $1K–$15K | 20034159 |
| 2026-03-10 | April Mcclain Delaney HouseholdD · MD-06 | Sale (Partial) | Self | $1K–$15K | 20034159 |
| 2026-03-10 | April Mcclain Delaney HouseholdD · MD-06 | Sale (Partial) | Self | $1K–$15K | 20034159 |
| 2026-02-02 | April Mcclain Delaney HouseholdD · MD-06 | Sale (Partial) | Self | $1K–$15K | 20033921 |
| 2025-09-12 | Lisa Mcclain HouseholdR · MI-09 | Sale | Self | $1K–$15K | 20030932 |
| 2025-09-02 | April Mcclain Delaney HouseholdD · MD-06 | Purchase | Self | $15K–$50K | 20031013 |
| 2025-08-13 | Lisa Mcclain HouseholdR · MI-09 | Purchase | Self | $1K–$15K | 20030891 |
Combined activity
13F filings + PTR transactions, newest first
- 13F filing2026-05-15Two Sigma Investments, LP · $145.3M↗
- 13F filing2026-05-15Millennium Management LLC · $54.6M↗
- 13F filing2026-05-15Point72 Asset Management, L.P. · $28.9M↗
- 13F filing2026-05-15FMR LLC · $18M↗
- 13F filing2026-05-15Citadel Advisors LLC · $4M↗
- 13F filing2026-05-15Citadel Advisors LLC · $1.5M↗
- 13F filing2026-05-15Citadel Advisors LLC · $591.7K↗
- 13F filing2026-05-14Renaissance Technologies LLC · $75.9M↗
- 13F filing2026-05-14Loomis, Sayles & Company, L.P. · $8.3M↗
- 13F filing2026-05-13ClearBridge Investments, LLC · $536K↗
- PTR2026-05-06April Mcclain Delaney Household · Sale (Partial) · $1K–$15K↗
- PTR2026-05-06April Mcclain Delaney Household · Sale (Partial) · $1K–$15K↗
- PTR2026-03-10April Mcclain Delaney Household · Sale (Partial) · $1K–$15K↗
- PTR2026-03-10April Mcclain Delaney Household · Sale (Partial) · $1K–$15K↗
- PTR2026-03-10April Mcclain Delaney Household · Sale (Partial) · $1K–$15K↗
- PTR2026-02-02April Mcclain Delaney Household · Sale (Partial) · $1K–$15K↗
- PTR2025-09-12Lisa Mcclain Household · Sale · $1K–$15K↗
- PTR2025-09-02April Mcclain Delaney Household · Purchase · $15K–$50K↗
- PTR2025-08-13Lisa Mcclain Household · Purchase · $1K–$15K↗
Often co-held with