MKTWMARKETWISE INC
CUSIP 57064P206 · Yahoo Finance ↗ · Google Finance ↗
Marketwise Inc (MKTW) has 52 institutional holders in Filings Flow’s 13F database, together reporting 818.2K shares worth $15M as of Q1 2026. The largest reported holders are Barclays PLC, Bass Sid R, and Blackrock, Inc..
Institutional Holders
52
Q1 2026
Reported Value
$15M
Ticker
MKTW
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Phraction Management LLC$483M AUM | 0.38% | $2M | 98.3K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.11% | $359,507 | 19.2K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.04% | $280,781 | 15.0K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.00% | $468,000 | 25.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $508,697 | 27.2K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $6,549 | 436 | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3M | 151.8K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.00% | $9,397 | 502 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $20,311 | 1.1K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $336 | 17 | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $241 | 16 | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $256,402 | 13.7K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $281 | 15 | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $225,950 | 12.1K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $921,876 | 49.2K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $52,165 | 2.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $20,180 | 1.1K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $138,884 | 7.4K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $52,016 | 2.8K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 122.0K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $1,179 | 63 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $247,310 | 13.2K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $1M | 63.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $899 | 48 | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $19,282 | 1.0K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $1,217 | 65 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $191,269 | 11.6K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $3,632 | 194 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $1M | 84.6K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $519,798 | 27.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $35,123 | 1.8K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $11,906 | 636 | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $186,339 | 10.0K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $18,495 | 988 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $50,956 | 2.7K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $10,371 | 554 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $66,388 | 4.4K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $56 | 3 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $19 | 1 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $60,746 | 3.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $112 | 6 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $38,556 | 2.6K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12,168 | 650 | Q2 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $1,984 | 106 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $27,566 | 1.4K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $1,086 | 58 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $37 | 2 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $75 | 4 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7,000 | 329 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $281 | 15 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $33 | 2 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $188 | 10 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $374 | 20 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $2,808 | 150 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1,517 | 81 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $693 | 37 | Q2 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $17 | 1 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $75 | 5 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.