Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MORNINGSTAR INVESTMENT SERVICES LLC 11-14-2023 09-30-2023 275 7,806,283,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
COMPASS MINERALS INTL INC COM 101 $19,729,000 714,835 0.25 0.26 115,648 19.30 09-30-2023
INGREDION INC COM 102 $19,473,000 197,995 0.25 0.26 3,137 1.61 09-30-2023
SCHWAB STRATEGIC TR INT-TRM U.S TRES 103 $18,847,000 393,293 0.24 393,293 +Inf 09-30-2023
BROADRIDGE FINL SOLUTIONS IN COM 104 $17,552,000 96,974 0.22 0.20 1,105 1.15 09-30-2023
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