Steward Partners Investment Advisory, LLC
Position in MKTW — Marketwise, Inc.
CIK 1723397
STAMFORD, CT
Position in MKTW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,631
+$718 QoQ
Shares Held
194
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MKTW Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $71,527,831 across 13 Financial Data & Stock Exchanges names. MKTW ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
85,704 | $25,312,676 | |
| 2 | SPGI |
S&P Global Inc.
|
44,940 | $19,114,778 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
111,561 | $17,546,314 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
24,413 | $2,072,419 | |
| 5 | COIN |
Coinbase Global, Inc.
|
10,590 | $1,849,119 | |
| 6 | MSCI |
MSCI Inc.
|
2,523 | $1,359,922 | |
| 7 | MCO |
Moodys Corp /De/
|
3,022 | $1,318,347 | |
| 8 | FDS |
Factset Research Systems Inc
|
5,970 | $1,295,430 |
All Filings in MKTW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,631 | 194 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,913 | 194 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,206 | 194 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,839 | 194 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||