MKTW · Company research
MarketWise, Inc. Class A Common Stock (MKTW): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
73records availableTechnology
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31392 | 560036 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Copeland Capital Management, LLC | 1541743 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7545 | 134602 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14496 | 258609 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 54 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MTM Investment Management, LLC | 1831416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23735 | 423427 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3267 | 58283 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 882 | 15735 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 554 | 9883 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 837 | 14935 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2716 | 48453 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150 | 2676 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107 | 1909 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1198 | 21000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63973 | 1141278 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1847 | 32944 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 268 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1839 | 32808 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32943 | 587703 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1010 | 18018 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BASS SID R | 1242829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145524 | 2596148 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 328 | 6 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Vident Advisory, LLC | 1744347 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12090 | 215686 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Formidable Asset Management, LLC | 1592613 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14999 | 272232 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 18 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 751 | 13398 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152460 | 2719886 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 417 | 7439 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 636 | 11346 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47303 | 843952 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62 | 1107 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 356 | 6351 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 339 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 177 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 604 | 10775 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 357 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SUMMIT SECURITIES GROUP LLC | 1531593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 125 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Essential Partners LLC | 2136442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47 | 838 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25799 | 460254 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 446 | 25 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98027 | 1748802 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12393 | 221091 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63 | 1124 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32943 | 587703000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| Phraction Management LLC | 1907803 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92316 | 1646917 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 356 | 6351000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 909 | 16007 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1260 | 22478000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 882 | 15735000 | — | — | — | Aug 3, 2026 | SEC_13F_HR |
| Fortitude Family Office, LLC | 1950506 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 89 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 161 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 285 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 232 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5914 | 105504 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 571 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| ACADIAN ASSET MANAGEMENT LLC | 916542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1400 | 24 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 220 | 3930 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27767 | 519798000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 356 | 6664000 | — | — | — | May 14, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1260 | 23587000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 19000 | — | — | — | May 11, 2026 | SEC_13F_HR |
| Federated Hermes, Inc. | 1056288 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58 | 1086000 | — | — | — | May 11, 2026 | SEC_13F_HR |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 650 | 12168 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37 | 693 | — | — | — | Jun 2, 2026 | SEC_13F_DATASET |
| Northern Trust Corp | 73124 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 356 | 5347000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 28737 | 431630000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 44 | 661000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Federated Hermes, Inc. | 1056288 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 58 | 871000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 1260 | 18925000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| PNC Financial Services Group | 713676 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 75000 | — | — | — | Feb 6, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 27323 | 451649000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 882 | 14579000 | — | — | — | Nov 12, 2025 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 171 | 2827000 | — | — | — | Nov 10, 2025 | SEC_13F_HR |
| Militia Capital Partners, LP | 1837496 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 71616 | 35350 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.