MARKETWISE INC MKTW
$18.86
-1.5% 52w: $12.76 – $20.14
Latest 13F among current holders filed 33 days ago (Jun 2, 2026)
Price — last 12 months
research preview data12.7616.4520.14
Jun 20, 2025 Jul 2, 2026
Institutional holders
52
+3 QoQ
13F value
$15.3M
+23.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MKTW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BARCLAYS PLC | Bank broker | 151.8K | $2.8M | 0.0% | -0.5% |
| BASS SID R ★2 | Fundamental diversified | 135.1K | $2.5M | 100.0% | +0.1% |
| BlackRock, Inc. | Index provider | 122.0K | $2.3M | 0.0% | -2.3% |
| Phraction Management LLC ★2 | Fundamental diversified | 98.3K | $1.8M | 0.5% | -12.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 63.9K | $1.2M | 0.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 49.2K | $922K | 0.0% | -0.5% |
| STATE STREET CORP | Index provider | 27.8K | $520K | 0.0% | -3.4% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 27.2K | $509K | 0.0% | +36.6% |
| ROYCE & ASSOCIATES LP | Other | 25.0K | $468K | 0.0% | Held |
| MTM Investment Management, LLC | Other | 19.2K | $360K | 0.1% | +1.9% |
| Formidable Asset Management, LLC | Other | 15.0K | $281K | 0.0% | Held |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 13.7K | $256K | 0.0% | New |
| NORTHERN TRUST CORP | Index provider | 13.2K | $247K | 0.0% | +4.1% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 12.1K | $226K | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 10.0K | $186K | 0.0% | — |
| DEUTSCHE BANK AG\ | Bank broker | 7.4K | $139K | 0.0% | +127.6% |
| FMR LLC | Long only active | 3.2K | $61K | 0.0% | -6.5% |
| Russell Investments Group, Ltd. | Diversified mechanical | 2.8K | $52K | 0.0% | +36.2% |
| RHUMBLINE ADVISERS | Diversified mechanical | 2.8K | $52K | 0.0% | +0.3% |
| UBS Group AG | Bank broker | 2.7K | $51K | 0.0% | +722.4% |
| MORGAN STANLEY | Bank broker | 2.7K | $50K | 0.0% | -39.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.8K | $35K | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 1.4K | $28K | 0.0% | -38.9% |
| Tower Research Capital LLC (TRC) | Market maker | 1.1K | $20K | 0.0% | +317.3% |
| CWM, LLC | Wealth advisor | 1.1K | $20K | 0.0% | +40.5% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 1.0K | $19K | 0.0% | +3.4% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 988 | $18K | 0.0% | +80.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 650 | $12K | 0.0% | -70.4% |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 636 | $12K | 0.0% | Held |
| Vanguard Global Advisers, LLC | Diversified mechanical | 554 | $10K | 0.0% | — |
| MEEDER ASSET MANAGEMENT INC | Other | 502 | $9K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 329 | $7K | 0.0% | -47.4% |
| HARBOR CAPITAL ADVISORS, INC. | Diversified mechanical | 323 | $6K | 0.0% | +64.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 194 | $4K | 0.0% | Held |
| Legal & General Group Plc | Diversified mechanical | 150 | $3K | 0.0% | Held |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Pension sovereign | 106 | $2K | 0.0% | -11.7% |
| CITIGROUP INC | Bank broker | 81 | $2K | 0.0% | +84.1% |
| Sterling Capital Management LLC | Diversified mechanical | 65 | $1K | 0.0% | -50.0% |
| Ameritas Investment Partners, Inc. | Diversified mechanical | 63 | $1K | 0.0% | Held |
| FEDERATED HERMES, INC. | Diversified mechanical | 58 | $1K | 0.0% | Held |
| Essential Partners LLC | Diversified mechanical | 51 | $955 | 0.0% | +218.8% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 48 | $899 | 0.0% | +11.6% |
| Optiver Holding B.V. | Market maker | 37 | $693 | 0.0% | Held |
| GROUP ONE TRADING LLC | Market maker | 20 | $374 | 0.0% | Held |
| NISA INVESTMENT ADVISORS, LLC | Diversified mechanical | 15 | $281 | 0.0% | Held |
| True Wealth Design, LLC | Wealth advisor | 15 | $281 | 0.0% | -16.7% |
| Allworth Financial LP | Wealth advisor | 10 | $188 | 0.0% | New |
| Arax Advisory Partners | Wealth advisor | 6 | $112 | 0.0% | +500.0% |
| IFP Advisors, Inc | Wealth advisor | 4 | $75 | 0.0% | New |
| Sunbelt Securities, Inc. | Diversified mechanical | 3 | $56 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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