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As of 2026-08-25, Morningstar, Inc. (MORN) has a 3-month relative strength percentile of 82 within the TickerStance CS+ADRC universe (~5,000 tickers). Its Power rating (absolute 1–99) is 53. The current market Stance is 52.9 (Neutral). Sector: Financials, ranked 4 of 11. Average daily range 3.6%, relative volume 0.54×. TickerStance reports observed regime conditions across the full CS+ADRC universe; band assignment reflects current breadth, momentum, and macro inputs computed at the daily close. Percentile ranks run from 1 (weakest) to 99 (strongest) relative to all universe members on the same date.
Relative strength across horizons plus the leadership score.
Accumulation rating, relative volume, U/D ratio, breakout-day proof.
Diluted EPS, last 8 quarters. Positive EPS uses YoY change.
MORN is held by 41 ETFs as of May 2026. Top owner: SCHM at 0.08% weight, $11M notional. Top 3 carry $25M.
Held by 126 ETFs · $792M across latest filings · largest weight 3.19% (SMLL).
Top 10 by value, from SEC N-PORT-P filings dated May 2026.
| ETF | Weight | Value | Δ |
|---|---|---|---|
| SCHMSchwab U.S. Mid-Cap ETF | 0.08% | $11M | — |
| VFHVanguard Financials ETF | 0.05% | $7M | — |
| IVOO | 0.12% | $7M | — |
| FNDA | 0.07% | $7M | +0.02 pp |
| QGRO | 0.27% | $6M | new |
Strong relative strength, but attention is quiet relative to this name’s own recent norm. Academic work links low public attention to better forward returns on average — context to weigh, not a forecast.
Measures how unusual this name’s public attention is against its own 90-day history — a surprise reading, not a ranking of how watched it is versus other stocks. Intel, not a signal.
Daily range, ATR, beta, and the math for a 1-ADR stop.
YoY sales growth, last 8 quarters. Sales must back the earnings story.
TTM operating margin. Expansion = real operating leverage.
YoY common shares outstanding. Down = buyback tailwind. Up > 2% = dilution flag.
Reported figures from SEC filings. No analyst estimates or forward guidance.
| 0.01% |
| $4M |
| — |
| VONGVanguard Russell 1000 Growth ETF | 0.01% | $4M | — |
| VUSE | 0.50% | $3M | +0.16 pp |
| SCHBSchwab U.S. Broad Market ETF | 0.01% | $3M | — |
| SCHVSchwab U.S. Large-Cap Value ETF | 0.01% | $2M | — |
Showing 10 of 41 ETF owners.
As filed in N-PORT — quarterly holdings with up to ~60-day publication lag. Not live positioning.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MORN Jan avg: 0.07% median: -2.42% win: 25% σ: 8.33% n: 4 2022-04-12 → 2026-07-31 | MORN Feb avg: -5.41% median: -6.96% win: 25% σ: 9.19% n: 4 2022-04-12 → 2026-07-31 | MORN Mar avg: -2.73% median: -3.24% win: 25% σ: 4.62% n: 4 2022-04-12 → 2026-07-31 | MORN Apr avg: -6.24% median: -5.43% win: 0% σ: 4.42% n: 5 2022-04-12 → 2026-07-31 | MORN May avg: 6.90% median: 7.89% win: 100% σ: 5.45% n: 5 2022-04-12 → 2026-07-31 | MORN Jun avg: -4.00% median: -4.22% win: 40% σ: 6.84% n: 5 2022-04-12 → 2026-07-31 | MORN Jul avg: 8.40% median: 7.37% win: 80% σ: 13.53% n: 5 2022-04-12 → 2026-07-31 | MORN Aug avg: -4.02% median: -3.15% win: 25% σ: 5.11% n: 4 2022-04-12 → 2026-07-31 (current) | MORN Sep avg: -4.02% median: -3.10% win: 50% σ: 6.33% n: 4 2022-04-12 → 2026-07-31 | MORN Oct avg: 2.94% median: 5.46% win: 75% σ: 8.14% n: 4 2022-04-12 → 2026-07-31 | MORN Nov avg: 6.66% median: 6.77% win: 100% σ: 4.47% n: 4 2022-04-12 → 2026-07-31 | MORN Dec avg: -3.60% median: -1.95% win: 50% σ: 6.06% n: 4 2022-04-12 → 2026-07-31 |