SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in MKTW — Marketwise, Inc.
CIK 1531593
NEW YORK, NY
Position in MKTW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$124
New position
Shares Held
7
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 50 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $307,350 across 10 Financial Data & Stock Exchanges names. MKTW ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
466 | $211,060 | |
| 2 | SPGI |
S&P Global Inc.
|
74 | $28,508 | |
| 3 | CME |
Cme Group Inc.
|
84 | $18,549 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
131 | $16,127 | |
| 5 | MSCI |
MSCI Inc.
|
17 | $9,520 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
104 | $8,197 | |
| 7 | COIN |
Coinbase Global, Inc.
|
52 | $7,601 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
24 | $5,824 |
All Filings in MKTW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124 | 7 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||