MARKETWISE INC (MKTW)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
49
Reporting holders
$15.7M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BARCLAYS PLC | $2.7M | 152,675 | 0.00% | 5q | +0.6%+$15.6K |
| BlackRock, Inc. | $2.6M | 145,952 | 0.00% | 5q | +19.6%+$426.9K |
| BASS SID R | $2.6M | 145,524 | 100.00% | 3q | +7.7%+$185.7K |
| Phraction Management LLC | $1.6M | 92,316 | 0.28% | 5q | -6.1%-$107.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.1M | 63,973 | 0.00% | 2q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $992.4K | 55,625 | 0.00% | 5q | +13.0%+$113.9K |
| STATE STREET CORP | $587.7K | 32,943 | 0.00% | 5q | +18.6%+$92.3K |
| AQR CAPITAL MANAGEMENT LLC | $572.4K | 32,085 | 0.00% | 2q | +134.2%+$328.0K |
| RENAISSANCE TECHNOLOGIES LLC | $460.3K | 25,799 | 0.00% | 5q | -5.1%-$24.5K |
| MTM Investment Management, LLC | $423.4K | 23,735 | 0.12% | 4q | +23.6%+$80.8K |
| NORTHERN TRUST CORP | $284.2K | 15,928 | 0.00% | 5q | +20.6%+$48.5K |
| Formidable Asset Management, LLC | $272.2K | 14,999 | 0.04% | 5q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $258.6K | 14,496 | 0.00% | 2q | +45.6%+$81.0K |
| VANGUARD FIDUCIARY TRUST CO | $221.1K | 12,393 | 0.00% | 2q | +2.7%+$5.8K |
| Vident Advisory, LLC | $215.7K | 12,090 | 0.00% | new | NEW |
| Copeland Capital Management, LLC | $134.6K | 7,545 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $131.5K | 7,370 | 0.00% | 5q | +164.4%+$81.8K |
| MORGAN STANLEY | $77.5K | 4,346 | 0.00% | 5q | +63.0%+$30.0K |
| FMR LLC | $58.3K | 3,267 | 0.00% | 5q | +0.7% |
| UBS Group AG | $48.5K | 2,718 | 0.00% | 5q | HELD |
| RHUMBLINE ADVISERS | $32.9K | 1,847 | 0.00% | 5q | -33.5%-$16.6K |
| WELLS FARGO & COMPANY/MN | $32.8K | 1,839 | 0.00% | 5q | +41.5%+$9.6K |
| ROYAL BANK OF CANADA | $25.0K | 1,428 | 0.00% | 5q | +336.7%+$19.3K |
| JPMORGAN CHASE & CO | $18.3K | 1,039 | 0.00% | 5q | -26.7%-$6.7K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $18.0K | 1,010 | 0.00% | 4q | -1.9% |
| CITIGROUP INC | $18.0K | 1,009 | 0.00% | 5q | +1145.7%+$16.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $14.9K | 837 | 0.00% | new | NEW |
| Arax Advisory Partners | $13.4K | 751 | 0.00% | 4q | +12416.7%+$13.3K |
| NEW YORK STATE COMMON RETIREMENT FUND | $11.3K | 636 | 0.00% | 5q | HELD |
| Tower Research Capital LLC (TRC) | $10.8K | 604 | 0.00% | 5q | -44.3%-$8.6K |
| Vanguard Global Advisers, LLC | $9.9K | 554 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $7.4K | 417 | 0.00% | 5q | -57.8%-$10.2K |
| Integrated Wealth Concepts LLC | $3.9K | 220 | 0.00% | new | NEW |
| Legal & General Group Plc | $2.7K | 150 | 0.00% | 5q | HELD |
| SBI Securities Co., Ltd. | $1.9K | 107 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $1.1K | 63 | 0.00% | 6q | +31.2% |
| Ameritas Investment Partners, Inc. | $1.1K | 63 | 0.00% | 5q | HELD |
| Allworth Financial LP | $1.1K | 62 | 0.00% | 2q | +520.0% |
| Essential Partners LLC | $838 | 47 | 0.00% | 5q | -7.8% |
| Sterling Capital Management LLC | $571 | 32 | 0.00% | 5q | -50.8% |
| GROUP ONE TRADING LLC | $357 | 20 | 0.00% | 5q | HELD |
| True Wealth Design, LLC | $339 | 19 | 0.00% | 5q | +26.7% |
| IFP Advisors, Inc | $285 | 16 | 0.00% | 2q | +300.0% |
| NISA INVESTMENT ADVISORS, LLC | $268 | 15 | 0.00% | 5q | HELD |
| ROTHSCHILD INVESTMENT LLC | $232 | 13 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $177 | 10 | 0.00% | new | NEW |
| SUMMIT SECURITIES GROUP LLC | $125 | 7 | 0.00% | new | NEW |
| Fortitude Family Office, LLC | $89 | 5 | 0.00% | new | NEW |
| ACADIAN ASSET MANAGEMENT LLC | $24 | 1,400 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $18 | 1 | 0.00% | 2q | HELD |
| HARBOR CAPITAL ADVISORS, INC. | $6 | 328 | 0.00% | 4q | +1.5% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-17 | 13G/A | Kelly Jared M INDIVIDUAL | 4.7% |
| 2026-07-29 | 13G | BlackRock, Inc. | 5.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 49 | $15.7M | 878,600 | 9 | 21 | 9 | 0.0% |
| Q1 2026 | 51 | $15.3M | 816,825 | 6 | 14 | 13 | 0.0% |
| Q4 2025 | 45 | $12.1M | 807,197 | 3 | 14 | 14 | 0.0% |
| Q3 2025 | 44 | $11.4M | 690,312 | 7 | 13 | 13 | 0.0% |
| Q2 2025 | 41 | $13.5M | 680,585 | 38 | 0 | 2 | 0.0% |
| Q1 2025 | 53 | $5.4M | 10,931,099 | 13 | 13 | 15 | 0.4% |
| Q4 2024 | 52 | $6.3M | 11,047,359 | 6 | 19 | 11 | 0.5% |
| Q3 2024 | 55 | $9.1M | 13,605,574 | 7 | 18 | 17 | 0.7% |
| Q2 2024 | 53 | $16.1M | 13,667,387 | 5 | 26 | 9 | 1.6% |
| Q1 2024 | 57 | $22.7M | 12,887,931 | 8 | 22 | 14 | 1.8% |
| Q4 2023 | 55 | $33.4M | 12,135,553 | 13 | 21 | 10 | 1.0% |
| Q3 2023 | 46 | $12.2M | 7,663,967 | 1 | 16 | 14 | 0.2% |
| Q2 2023 | 50 | $15.4M | 7,630,679 | 9 | 23 | 8 | 0.7% |
| Q1 2023 | 47 | $10.8M | 5,821,003 | 7 | 8 | 15 | 0.6% |
| Q4 2022 | 43 | $8.8M | 5,195,656 | 3 | 14 | 8 | 0.6% |
| Q3 2022 | 61 | $31.1M | 12,336,637 | 22 | 17 | 10 | 9.7% |
| Q2 2022 | 55 | $39.1M | 10,791,440 | 14 | 16 | 12 | 1.8% |
| Q1 2022 | 54 | $49.8M | 10,538,355 | 13 | 19 | 12 | 0.9% |
| Q4 2021 | 46 | $86.4M | 11,400,212 | 13 | 10 | 14 | 0.5% |
| Q3 2021 | 43 | $100.5M | 12,203,441 | 42 | 0 | 1 | 0.0% |
| Q2 2021 | 1 | $6.0M | 605,163 | 1 | 0 | 0 | 0.0% |