SEC 13F Intelligence

MARKETWISE INC

CUSIP 57064P107

Marketwise Inc has 46 institutional holders in Filings Flow’s 13F database, together reporting 8.66M shares worth $3M as of Q4 2022. The largest reported holders are Vanguard Group Inc, Geode Capital Management, LLC, and Greenhaven Road Investment Management, L.P..

Institutional Holders
46
Q4 2022
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q2 ’21: 1Q2 ’21Q4 ’21: 38Q4 ’21Q4 ’22: 46Q4 ’22filingsflow.com
Total reported value
Q2 ’21: $6MQ2 ’21Q4 ’21: $625MQ4 ’21Q4 ’22: $3MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Eschler Asset Management LLP$100M AUM0.15%$62,908110.9KQ4 2024OLDER
Williams & Novak, LLC$151M AUM0.14%$139,047275.3KQ1 2025OLDER
Greenhaven Road Investment Management, L.P.$145M AUM0.06%$390,817688.7KQ4 2024OLDER
MTM Investment Management, LLC$316M AUM0.05%$141,582280.3KQ1 2025OLDER
Phraction Management LLC$483M AUM0.05%$135,780275.1KQ1 2025OLDER
Formidable Asset Management, LLC$648M AUM0.02%$94,554191.6KQ2 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.00%$26,81747.3KQ4 2024OLDER
Abel Hall, LLC$469M AUM0.00%$5,27110.7KQ1 2025OLDER
XTX Topco Ltd$5.8B AUM0.00%$60,310122.2KQ1 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.00%$246,800500.0KQ1 2025OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$7,37813.0KQ4 2024OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.00%$5,97912.1KQ1 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$9,21718.7KQ1 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$176,116356.8KQ1 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$6371.29MQ1 2025OLDER
Ethic Inc.$6.4B AUM0.00%$5,13410.2KQ1 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$51,828150.0KQ1 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$176356Q1 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$60,052121.7KQ1 2025OLDER
Corebridge Financial, Inc.$1.1B AUM0.00%$9,59119.4KQ1 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$19,70534.7KQ1 2025OLDER
OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM0.00%$164289Q1 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$5,37110.9KQ1 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$456,286924.3KQ1 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$27,5632.8KQ1 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$11,43823.2KQ1 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$6301.3KQ1 2025OLDER
CWM, LLC$38.1B AUM0.00%$59.7KQ1 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$132,329268.1KQ1 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$8351.7KQ1 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$1,9283.9KQ1 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$26,21953.1KQ1 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$16,67229.4KQ1 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$6,26911.0KQ4 2024OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$445784Q4 2024OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$715,6511.45MQ1 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$7,28014.4KQ1 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$60,607122.8KQ1 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$262,275531.4KQ1 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$48,24185.0KQ4 2024OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$48,26697.8KQ1 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$7,37914.9KQ1 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$612.7KQ1 2025OLDER
Nuveen Asset Management, LLC$354.1B AUM0.00%$24,26242.8KQ4 2024OLDER
Nuveen, LLC$369.3B AUM0.00%$21,10342.8KQ1 2025OLDER
UBS Group AG$666.3B AUM0.00%$31,96964.7KQ1 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$918.3KQ1 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$33,70368.3KQ1 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$13,50027.4KQ1 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$24,20949.0KQ1 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$11,41723.1KQ1 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$8,2253.0KQ1 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$6,96314.1KQ1 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$916.0KQ4 2024OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$60105Q4 2024OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$148300Q1 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3,0004.9KQ3 2025

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.