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 | 152,675 | 2,723 | 0.0% | 0.0% | 1 | +875 | 0.58% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 145,952 | 2,603 | 0.0% | 0.0% | 2 | +23,927 | 19.61% | Q2 2026 | Aug 07, 2026 |
| BASS SID R | History | Added to | 145,524 | 2,596 | 100.0% | 100.0% | 3 | +10,408 | 7.7% | Q2 2026 | Aug 06, 2026 |
| Phraction Management LLC | History | Reduced | 92,316 | 1,646 | 0.28% | 0.38% | 4 | -6,000 | -6.1% | Q2 2026 | Jul 20, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 63,973 | 1,141 | 0.0% | 0.0% | 5 | +25 | 0.04% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 55,625 | 992 | 0.0% | 0.0% | 6 | +6,383 | 12.96% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 32,943 | 587 | 0.0% | 0.0% | 7 | +5,176 | 18.64% | Q2 2026 | Sep 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,085 | 572 | 0.0% | 0.0% | 8 | +18,388 | 134.25% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 25,799 | 460 | 0.0% | 0.0% | 9 | -1,375 | -5.06% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | Added to | 23,735 | 423 | 0.12% | 0.11% | 10 | +4,531 | 23.59% | Q2 2026 | Aug 03, 2026 |
| NORTHERN TRUST CORP | History | Added to | 15,928 | 284 | 0.0% | 0.0% | 11 | +2,717 | 20.57% | Q2 2026 | Aug 13, 2026 |
| Formidable Asset Management, LLC | History | No change | 14,999 | 272 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 14,496 | 258 | 0.0% | 0.0% | 13 | +4,542 | 45.63% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 12,393 | 221 | 0.0% | 0.0% | 14 | +323 | 2.68% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | New | 12,090 | 215 | 0.0% | — | 15 | +12,090 | New | Q2 2026 | Aug 12, 2026 |
| SkyView Investment Advisors, LLC | History | New | 9,959 | 178 | 0.14% | — | 16 | +9,959 | New | Q2 2026 | Sep 14, 2026 |
| Copeland Capital Management, LLC | History | New | 7,545 | 134 | 0.0% | — | 17 | +7,545 | New | Q2 2026 | Aug 04, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 7,370 | 131 | 0.0% | 0.0% | 18 | +4,583 | 164.44% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Added to | 4,346 | 77 | 0.0% | 0.0% | 19 | +1,679 | 62.95% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 3,267 | 58 | 0.0% | 0.0% | 20 | +22 | 0.68% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 2,718 | 48 | 0.0% | 0.0% | 21 | -4 | -0.15% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,839 | 32 | 0.0% | 0.0% | 22 | +1,189 | 182.92% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 1,847 | 32 | 0.0% | 0.0% | 23 | -932 | -33.54% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,428 | 25 | 0.0% | 0.0% | 24 | +1,099 | 334.04% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 1,400 | 24 | 0.0% | — | 25 | +1,400 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 1,078 | 20 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 1,009 | 18 | 0.0% | 0.0% | 28 | +928 | 1145.68% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,039 | 18 | 0.0% | 0.0% | 27 | -379 | -26.73% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 1,010 | 18 | 0.0% | 0.0% | 29 | -20 | -1.94% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 751 | 13 | 0.0% | — | 30 | +745 | 12416.67% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 636 | 11 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 604 | 10 | 0.0% | 0.0% | 32 | -481 | -44.33% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 554 | 9 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 417 | 7 | 0.0% | 0.0% | 34 | -571 | -57.79% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 328 | 6 | 0.0% | 0.0% | 35 | +5 | 1.55% | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | No change | 150 | 2 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | New | 107 | 1 | 0.0% | — | 40 | +107 | New | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | Added to | 62 | 1 | 0.0% | — | 38 | +52 | 520.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 63 | 1 | 0.0% | — | 39 | +15 | 31.25% | Q2 2026 | Jul 24, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 63 | 1 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -7,419 | -100.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,836 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -502 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -194 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 25 | 0 | — | 0.0% | — | -81 | -76.42% | Q2 2026 | Aug 24, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 32 | 0 | — | 0.0% | — | -33 | -50.77% | Q2 2026 | Jul 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 16 | 0 | — | — | — | +12 | 300.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 17, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 03, 2026 |
| Fortitude Family Office, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | Added to | 19 | 0 | — | — | — | +4 | 26.67% | Q2 2026 | Jul 16, 2026 |
| Essential Partners LLC | History | Reduced | 47 | 0 | — | — | — | -4 | -7.84% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Jul 29, 2026 |
| GROUP ONE TRADING LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |