MARKETWISE, INC. - MKTW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BARCLAYS PLC | History | Added to | 152,631 | 2,292 | 0.0% | 0.0% | 1 | +9,961 | 6.98% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 124,916 | 1,876 | 0.0% | 0.0% | 2 | +2,371 | 1.93% | Q4 2025 | Feb 12, 2026 |
| Phraction Management LLC | History | No change | 112,070 | 1,683 | 0.45% | 0.53% | 3 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VANGUARD GROUP INC | History | Added to | 84,595 | 1,270 | 0.0% | 0.0% | 4 | +968 | 1.16% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 49,505 | 743 | 0.0% | 0.0% | 5 | -1,240 | -2.44% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 28,737 | 431 | 0.0% | 0.0% | 6 | +1,414 | 5.18% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 25,000 | 375 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 19,899 | 298 | 0.0% | 0.0% | 8 | +900 | 4.74% | Q4 2025 | Feb 12, 2026 |
| MTM Investment Management, LLC | History | Reduced | 18,852 | 283 | 0.09% | 0.11% | 9 | -2,861 | -13.18% | Q4 2025 | Feb 09, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 17,472 | 262 | 0.02% | 0.02% | 10 | +1,892 | 12.14% | Q4 2025 | Feb 06, 2026 |
| Formidable Asset Management, LLC | History | No change | 14,999 | 225 | 0.03% | 0.04% | 11 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NORTHERN TRUST CORP | History | Added to | 12,694 | 190 | 0.0% | 0.0% | 12 | +323 | 2.61% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 4,420 | 66 | 0.0% | 0.0% | 13 | +404 | 10.06% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 3,469 | 52 | 0.0% | 0.0% | 14 | +431 | 14.19% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 3,260 | 48 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 2,771 | 41 | 0.0% | 0.0% | 16 | -386 | -12.23% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,567 | 38 | 0.0% | 0.0% | 17 | +677 | 35.82% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,319 | 34 | 0.0% | 0.0% | 18 | -637 | -21.55% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,199 | 33 | 0.0% | 0.0% | 19 | +757 | 52.5% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,047 | 30 | 0.0% | 0.0% | 20 | +773 | 60.68% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 996 | 14 | 0.0% | 0.0% | 21 | +44 | 4.62% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 767 | 12 | 0.0% | 0.0% | 22 | -42 | -5.19% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 625 | 9 | 0.0% | — | 24 | +625 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 636 | 9 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 547 | 8 | 0.0% | 0.0% | 25 | +108 | 24.6% | Q4 2025 | Feb 10, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 502 | 7 | 0.0% | — | 26 | +502 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 436 | 6 | 0.0% | — | 27 | +436 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 331 | 4 | 0.0% | 0.0% | 28 | -6,185 | -94.92% | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 260 | 3 | 0.0% | 0.0% | 30 | -849 | -76.56% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 197 | 3 | 0.0% | 0.0% | 29 | -3 | -1.5% | Q4 2025 | Jan 20, 2026 |
| Legal & General Group Plc | History | No change | 150 | 2 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 194 | 2 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Added to | 62 | 1 | 0.0% | — | 33 | +33 | 113.79% | Q4 2025 | Feb 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 120 | 1 | 0.0% | 0.0% | 34 | -20 | -14.29% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | No change | 130 | 1 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,571 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,965 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Reduced | 44 | 0 | — | 0.0% | — | -150 | -77.32% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 1 | 0 | — | 0.0% | — | -68 | -98.55% | Q4 2025 | Feb 13, 2026 |
| Torren Management, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 43 | 0 | — | — | — | -7 | -14.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 18 | 0 | — | — | — | -7 | -28.0% | Q4 2025 | Jan 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 06, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 20 | 0 | — | — | — | -2 | -9.09% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Optiver Holding B.V. | History | Added to | 37 | 0 | — | — | — | +1 | 2.78% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 63 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FEDERATED HERMES, INC. | History | No change | 58 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |