MKTW MarketWise, Inc.
MarketWise, Inc. (MKTW) Institutional Ownership
What the institutions did with MKTW last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BARCLAYS PLC | 152.7K | 17.4% |
| BlackRock, Inc. | 146.0K | 16.6% |
| BASS SID R | 145.5K | 16.6% |
| Phraction Management LLC | 92.3K | 10.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 64.0K | 7.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 55.6K | 6.3% |
| STATE STREET CORP | 32.9K | 3.7% |
| AQR CAPITAL MANAGEMENT LLC | 32.1K | 3.6% |
| RENAISSANCE TECHNOLOGIES LLC | 25.8K | 2.9% |
| MTM Investment Management, LLC | 23.7K | 2.7% |
| NORTHERN TRUST CORP | 15.9K | 1.8% |
| Formidable Asset Management, LLC | 15.0K | 1.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14.5K | 1.6% |
| VANGUARD FIDUCIARY TRUST CO | 12.4K | 1.4% |
| Vident Advisory, LLC | 12.1K | 1.4% |
| Copeland Capital Management, LLC | 7.5K | 0.9% |
| Russell Investments Group, Ltd. | 7.4K | 0.8% |
| MORGAN STANLEY | 4.3K | 0.5% |
| FMR LLC | 3.3K | 0.4% |
| UBS Group AG | 2.7K | 0.3% |
| RHUMBLINE ADVISERS | 1.8K | 0.2% |
| WELLS FARGO & COMPANY/MN | 1.8K | 0.2% |
| ROYAL BANK OF CANADA | 1.4K | 0.2% |
| ACADIAN ASSET MANAGEMENT LLC | 1.4K | 0.2% |
| JPMORGAN CHASE & CO | 1.0K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | Sold Out | 25.0K | 0 | -25.0K |
| BlackRock, Inc. | Increased | 122.0K | 146.0K | +23.9K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 13.7K | 32.1K | +18.4K |
| Vident Advisory, LLC | New | 0 | 12.1K | +12.1K |
| BASS SID R | Increased | 135.1K | 145.5K | +10.4K |
| Copeland Capital Management, LLC | New | 0 | 7.5K | +7.5K |
| DEUTSCHE BANK AG\ | Sold Out | 7.4K | 0 | -7.4K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 49.2K | 55.6K | +6.4K |
| Phraction Management LLC | Reduced | 98.3K | 92.3K | -6.0K |
| STATE STREET CORP | Increased | 27.8K | 32.9K | +5.2K |
| Russell Investments Group, Ltd. | Increased | 2.8K | 7.4K | +4.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 10.0K | 14.5K | +4.5K |
| MTM Investment Management, LLC | Increased | 19.2K | 23.7K | +4.5K |
| NORTHERN TRUST CORP | Increased | 13.2K | 15.9K | +2.7K |
| JONES FINANCIAL COMPANIES LLLP | Sold Out | 1.8K | 0 | -1.8K |
| MORGAN STANLEY | Increased | 2.7K | 4.3K | +1.7K |
| ACADIAN ASSET MANAGEMENT LLC | New | 0 | 1.4K | +1.4K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 27.2K | 25.8K | -1.4K |
| WELLS FARGO & COMPANY/MN | Increased | 650 | 1.8K | +1.2K |
| ROYAL BANK OF CANADA | Increased | 329 | 1.4K | +1.1K |
| RHUMBLINE ADVISERS | Reduced | 2.8K | 1.8K | -932 |
| CITIGROUP INC | Increased | 81 | 1.0K | +928 |
| BARCLAYS PLC | Increased | 151.8K | 152.7K | +875 |
| Arax Advisory Partners | Increased | 6 | 751 | +745 |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 988 | 417 | -571 |
| MEEDER ASSET MANAGEMENT INC | Sold Out | 502 | 0 | -502 |
| Tower Research Capital LLC (TRC) | Reduced | 1.1K | 604 | -481 |
| JPMORGAN CHASE & CO | Reduced | 1.4K | 1.0K | -379 |
| VANGUARD FIDUCIARY TRUST CO | Increased | 12.1K | 12.4K | +323 |
| Steward Partners Investment Advisory, LLC | Sold Out | 194 | 0 | -194 |
| SBI Securities Co., Ltd. | New | 0 | 107 | +107 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Reduced | 106 | 25 | -81 |
| FEDERATED HERMES, INC. | Sold Out | 58 | 0 | -58 |
| Allworth Financial LP | Increased | 10 | 62 | +52 |
| Optiver Holding B.V. | Sold Out | 37 | 0 | -37 |
| Sterling Capital Management LLC | Reduced | 65 | 32 | -33 |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 63.9K | 64.0K | +25 |
| FMR LLC | Increased | 3.2K | 3.3K | +22 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Reduced | 1.0K | 1.0K | -20 |
| EverSource Wealth Advisors, LLC | Increased | 48 | 63 | +15 |
| ROTHSCHILD INVESTMENT LLC | New | 0 | 13 | +13 |
| IFP Advisors, Inc | Increased | 4 | 16 | +12 |
| Farther Finance Advisors, LLC | New | 0 | 10 | +10 |
| SUMMIT SECURITIES GROUP LLC | New | 0 | 7 | +7 |
| Fortitude Family Office, LLC | New | 0 | 5 | +5 |
| HARBOR CAPITAL ADVISORS, INC. | Increased | 323 | 328 | +5 |
| True Wealth Design, LLC | Increased | 15 | 19 | +4 |
| Essential Partners LLC | Reduced | 51 | 47 | -4 |
| UBS Group AG | Reduced | 2.7K | 2.7K | -4 |
| Root Financial Partners, LLC | Sold Out | 2 | 0 | -2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.