MKTW
Marketwise, Inc.Company with tickers: MKTW
CIK
1805651
CUSIP
57064P206
Shares Outstanding
2,638,780
13F Activity (30d)
49 filings
44 filers
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 52
Total Value: $15,284,842
Total Shares: 816,500
Institutional Ownership Trend
Holder Concentration
Across 52 13F filers · Δ vs Dec 31, 2025Top Holder
18.6%
+0.1 pts
Top 5
70.0%
−3.8 pts
Top 10
88.1%
−2.8 pts
HHI
1,137
Broadly held
−69
Quarterly Activity
vs Dec 31, 2025
New
10
Increased
17
Decreased
13
Sold Out
7
Unchanged
12
Holder count:
+3
Institutional value:
+23.2%
Shares held:
-1.1%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large RENAISSANCE TECHNOLOGIES LLC | +7,275 | 27,174 | |
| Mega DEUTSCHE BANK AG\ | +4,159 | 7,419 | |
| Mega UBS Group AG | +2,391 | 2,722 | |
| Mid Tower Research Capital LLC (TRC) | +825 | 1,085 | |
| Large Russell Investments Group, Ltd. | +740 | 2,787 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Phraction Management LLC | −13,754 | 98,316 | |
| Mega BlackRock, Inc. | −2,891 | 122,025 | |
| Mega MORGAN STANLEY | −1,753 | 2,667 | |
| Mega WELLS FARGO & COMPANY/MN | −1,549 | 650 | |
| Mega STATE STREET CORP | −970 | 27,767 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | 63,948 | $1,197,106 | |
| Mega AQR CAPITAL MANAGEMENT LLC | 13,697 | $256,405 | |
| Mega VANGUARD FIDUCIARY TRUST CO | 12,070 | $225,950 | |
| Mega VANGUARD PORTFOLIO MANAGEMENT LLC | 9,954 | $186,338 | |
| Large JONES FINANCIAL COMPANIES LLLP | 1,836 | $34,369 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD GROUP INC | 84,595 | $1,270,616 | |
| Mid GSA CAPITAL PARTNERS LLP | 17,472 | $262,429 | |
| Mega BANK OF AMERICA CORP /DE/ | 2,567 | $38,555 | |
| Small Pinnacle Wealth Planning Services, Inc. | 436 | $6,548 | |
| Large AMALGAMATED BANK | 62 | $931 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega BARCLAYS PLC | $2,841,695 | 18.59% | 151,800 | Shares | Defined | 2026-05-15 | ||||
| Micro BASS SID R | $2,529,371 | 16.55% | 135,116 | Shares | Sole | 2026-05-11 | ||||
| Mega BlackRock, Inc. | $2,284,306 | 14.94% | 122,025 | Shares | Sole | 2026-05-13 | ||||
| Small Phraction Management LLC | $1,840,475 | 12.04% | 98,316 | Shares | Sole | 2026-04-24 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $1,197,106 | 7.83% | 63,948 | Shares | Defined | 2026-05-15 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $921,810 | 6.03% | 49,242 | Shares | Defined | 2026-05-15 | ||||
| Mega STATE STREET CORP | $519,798 | 3.40% | 27,767 | Shares | Defined | 2026-05-15 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $508,697 | 3.33% | 27,174 | Shares | Sole | 2026-05-14 | ||||
| Mid ROYCE & ASSOCIATES LP | $468,000 | 3.06% | 25,000 | Shares | Sole | 2026-05-12 | ||||
| Small MTM Investment Management, LLC | $359,498 | 2.35% | 19,204 | Shares | Sole | 2026-05-06 | ||||
| Small Formidable Asset Management, LLC | $280,781 | 1.84% | 14,999 | Shares | Sole | 2026-04-22 | ||||
| Mega AQR CAPITAL MANAGEMENT LLC | $256,405 | 1.68% | 13,697 | Shares | Other | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $247,309 | 1.62% | 13,211 | Shares | Other | 2026-05-14 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $225,950 | 1.48% | 12,070 | Shares | Defined | 2026-05-08 | ||||
| Mega VANGUARD PORTFOLIO MANAGEMENT LLC | $186,338 | 1.22% | 9,954 | Shares | Defined | 2026-05-08 | ||||
| Mega DEUTSCHE BANK AG\ Bank | $138,883 | 0.91% | 7,419 | Shares | Defined | 2026-05-06 | ||||
| Mega FMR LLC | $60,746 | 0.40% | 3,245 | Shares | Defined | 2026-05-15 | ||||
| Large Russell Investments Group, Ltd. | $52,172 | 0.34% | 2,787 | Shares | Defined | 2026-05-08 | ||||
| Mega RHUMBLINE ADVISERS | $52,022 | 0.34% | 2,779 | Shares | Sole | 2026-05-12 | ||||
| Mega UBS Group AG | $50,955 | 0.33% | 2,722 | Shares | Defined | 2026-05-05 | ||||
| Mega MORGAN STANLEY | $49,924 | 0.33% | 2,667 | Shares | Defined | 2026-05-15 | ||||
| Large JONES FINANCIAL COMPANIES LLLP | $34,369 | 0.22% | 1,836 | Shares | Sole | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $26,543 | 0.17% | 1,418 | Shares | Defined | 2026-05-13 | ||||
| Mid Tower Research Capital LLC (TRC) | $20,311 | 0.13% | 1,085 | Shares | Defined | 2026-05-15 | ||||
| Large CWM, LLC | $20,180 | 0.13% | 1,078 | Shares | Sole | 2026-05-14 | ||||
| Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund | $19,281 | 0.13% | 1,030 | Shares | Defined | 2026-05-15 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $18,495 | 0.12% | 988 | Shares | Defined | 2026-05-12 | ||||
| Mega WELLS FARGO & COMPANY/MN | $12,168 | 0.08% | 650 | Shares | Defined | 2026-05-11 | ||||
| Large NEW YORK STATE COMMON RETIREMENT FUND Pension | $11,905 | 0.08% | 636 | Shares | Sole | 2026-05-06 | ||||
| Mega Vanguard Global Advisers, LLC | $10,370 | 0.07% | 554 | Shares | Defined | 2026-05-08 | ||||
| Mid MEEDER ASSET MANAGEMENT INC | $9,397 | 0.06% | 502 | Shares | Sole | 2026-05-07 | ||||
| Mega ROYAL BANK OF CANADA Bank | $6,157 | 0.04% | 329 | Shares | Defined | 2026-05-15 | ||||
| Mid HARBOR CAPITAL ADVISORS, INC. | $6,046 | 0.04% | 323 | Shares | Sole | 2026-04-28 | ||||
| Large Steward Partners Investment Advisory, LLC | $3,631 | 0.02% | 194 | Shares | Sole | 2026-05-08 | ||||
| Mega Legal & General Group Plc | $2,808 | 0.02% | 150 | Shares | Defined | 2026-05-08 | ||||
| Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension | $1,984 | 0.01% | 106 | Shares | Sole | 2026-05-18 | ||||
| Mega CITIGROUP INC | $1,515 | 0.01% | 81 | Shares | Defined | 2026-05-11 | ||||
| Mid Sterling Capital Management LLC | $1,216 | 0.01% | 65 | Shares | Sole | 2026-04-22 | ||||
| Mid Ameritas Investment Partners, Inc. | $1,179 | 0.01% | 63 | Shares | Other | 2026-05-13 | ||||
| Large FEDERATED HERMES, INC. | $1,085 | 0.01% | 58 | Shares | Defined | 2026-05-11 | ||||
| Small Essential Partners LLC | $954 | 0.01% | 51 | Shares | Sole | 2026-05-21 | ||||
| Mid EverSource Wealth Advisors, LLC | $897 | 0.01% | 48 | Shares | Sole | 2026-05-18 | ||||
| Mid Optiver Holding B.V. | $692 | 0.00% | 37 | Shares | Defined | 2026-06-02 | ||||
| Mid GROUP ONE TRADING LLC | $374 | 0.00% | 20 | Shares | Sole | 2026-05-13 | ||||
| Large NISA INVESTMENT ADVISORS, LLC | $280 | 0.00% | 15 | Shares | Sole | 2026-04-30 | ||||
| Micro True Wealth Design, LLC | $280 | 0.00% | 15 | Shares | Sole | 2026-04-13 | ||||
| Mid Allworth Financial LP | $187 | 0.00% | 10 | Shares | Sole | 2026-05-15 | ||||
| Mid Arax Advisory Partners | $112 | 0.00% | 6 | Shares | Sole | 2026-05-13 | ||||
| Mid IFP Advisors, Inc | $74 | 0.00% | 4 | Shares | Sole | 2026-04-13 | ||||
| Small Sunbelt Securities, Inc. Broker-Dealer | $56 | 0.00% | 3 | Shares | Sole | 2026-05-18 | ||||
| Small Root Financial Partners, LLC | $37 | 0.00% | 2 | Shares | Sole | 2026-04-24 | ||||
| Small Caitong International Asset Management Co., Ltd | $18 | 0.00% | 1 | Shares | Sole | 2026-05-11 | ||||
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