MARKETWISE INC (MKTW)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BARCLAYS PLC | $2.7M | 152,675 | 0.00% | 5q | +0.6%+$15.6K |
| BlackRock, Inc. | $2.6M | 145,952 | 0.00% | 5q | +19.6%+$426.9K |
| BASS SID R | $2.6M | 145,524 | 100.00% | 3q | +7.7%+$185.7K |
| Phraction Management LLC | $1.6M | 92,316 | 0.28% | 5q | -6.1%-$107.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.1M | 63,973 | 0.00% | 2q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $992.4K | 55,625 | 0.00% | 5q | +13.0%+$113.9K |
| STATE STREET CORP | $587.7K | 32,943 | 0.00% | 5q | +18.6%+$92.3K |
| AQR CAPITAL MANAGEMENT LLC | $572.4K | 32,085 | 0.00% | 2q | +134.2%+$328.0K |
| RENAISSANCE TECHNOLOGIES LLC | $460.3K | 25,799 | 0.00% | 5q | -5.1%-$24.5K |
| MTM Investment Management, LLC | $423.4K | 23,735 | 0.12% | 4q | +23.6%+$80.8K |
| NORTHERN TRUST CORP | $284.2K | 15,928 | 0.00% | 5q | +20.6%+$48.5K |
| Formidable Asset Management, LLC | $272.2K | 14,999 | 0.04% | 5q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $258.6K | 14,496 | 0.00% | 2q | +45.6%+$81.0K |
| VANGUARD FIDUCIARY TRUST CO | $221.1K | 12,393 | 0.00% | 2q | +2.7%+$5.8K |
| Vident Advisory, LLC | $215.7K | 12,090 | 0.00% | new | NEW |
| SkyView Investment Advisors, LLC | $178.0K | 9,959 | 0.14% | new | NEW |
| Copeland Capital Management, LLC | $134.6K | 7,545 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $131.5K | 7,370 | 0.00% | 5q | +164.4%+$81.8K |
| MORGAN STANLEY | $77.5K | 4,346 | 0.00% | 5q | +63.0%+$30.0K |
| FMR LLC | $58.3K | 3,267 | 0.00% | 5q | +0.7% |
| UBS Group AG | $48.5K | 2,718 | 0.00% | 5q | HELD |
| RHUMBLINE ADVISERS | $32.9K | 1,847 | 0.00% | 5q | -33.5%-$16.6K |
| WELLS FARGO & COMPANY/MN | $32.8K | 1,839 | 0.00% | 5q | +182.9%+$21.2K |
| ROYAL BANK OF CANADA | $25.0K | 1,428 | 0.00% | 5q | +334.0%+$19.2K |
| ACADIAN ASSET MANAGEMENT LLC | $24.0K | 1,400 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $18.3K | 1,039 | 0.00% | 5q | -26.7%-$6.7K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $18.0K | 1,010 | 0.00% | 4q | -1.9% |
| CITIGROUP INC | $18.0K | 1,009 | 0.00% | 5q | +1145.7%+$16.6K |
| Arax Advisory Partners | $13.4K | 751 | 0.00% | 4q | +12416.7%+$13.3K |
| NEW YORK STATE COMMON RETIREMENT FUND | $11.3K | 636 | 0.00% | 5q | HELD |
| Tower Research Capital LLC (TRC) | $10.8K | 604 | 0.00% | 5q | -44.3%-$8.6K |
| Vanguard Global Advisers, LLC | $9.9K | 554 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $7.4K | 417 | 0.00% | 5q | -57.8%-$10.2K |
| HARBOR CAPITAL ADVISORS, INC. | $6.0K | 328 | 0.00% | 4q | +1.5% |
| Legal & General Group Plc | $2.7K | 150 | 0.00% | 5q | HELD |
| SBI Securities Co., Ltd. | $1.9K | 107 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $1.1K | 63 | 0.00% | 6q | +31.2% |
| Ameritas Investment Partners, Inc. | $1.1K | 63 | 0.00% | 5q | HELD |
| Allworth Financial LP | $1.1K | 62 | 0.00% | 2q | +520.0% |
| Essential Partners LLC | $838 | 47 | 0.00% | 5q | -7.8% |
| Sterling Capital Management LLC | $571 | 32 | 0.00% | 5q | -50.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $446 | 25 | 0.00% | 5q | -76.4%-$1.4K |
| GROUP ONE TRADING LLC | $357 | 20 | 0.00% | 5q | HELD |
| True Wealth Design, LLC | $339 | 19 | 0.00% | 5q | +26.7% |
| IFP Advisors, Inc | $285 | 16 | 0.00% | 2q | +300.0% |
| NISA INVESTMENT ADVISORS, LLC | $268 | 15 | 0.00% | 5q | HELD |
| ROTHSCHILD INVESTMENT LLC | $232 | 13 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $177 | 10 | 0.00% | new | NEW |
| SUMMIT SECURITIES GROUP LLC | $125 | 7 | 0.00% | new | NEW |
| Fortitude Family Office, LLC | $89 | 5 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $18 | 1 | 0.00% | 2q | HELD |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-08 | Stansberry Frank Porter | Director, 10% owner | Bought | 41,375 | $785.7K ×3 |
| 2026-05-14 | Stansberry Frank Porter | Director, 10% owner | Bought | 20,000 | $362.4K ×2 |
| 2026-05-20 | Stansberry Frank Porter | Director, 10% owner | Bought | 20,100 | $345.9K |
| 2026-05-11 | Stansberry Frank Porter | Director, 10% owner | Bought | 10,000 | $188.9K |
| 2026-05-12 | Stansberry Frank Porter | Director, 10% owner | Bought | 10,000 | $185.0K |
| 2026-05-22 | Stansberry Frank Porter | Director, 10% owner | Bought | 10,000 | $178.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 15 | $1.6M | 83,097 | 3 | 6 | 3 | 0.0% |
| Q2 2026 | 51 | $15.9M | 889,255 | 9 | 22 | 10 | 0.0% |
| Q1 2026 | 52 | $15.3M | 816,500 | 6 | 15 | 13 | 0.0% |
| Q4 2025 | 50 | $12.4M | 825,875 | 4 | 15 | 16 | 0.0% |
| Q3 2025 | 48 | $11.7M | 707,081 | 8 | 13 | 15 | 0.0% |
| Q2 2025 | 45 | $13.8M | 699,256 | 42 | 0 | 2 | 0.0% |
| Q1 2025 | 59 | $5.7M | 11,549,884 | 15 | 16 | 15 | 0.6% |
| Q4 2024 | 59 | $6.4M | 11,348,523 | 10 | 20 | 11 | 0.5% |
| Q3 2024 | 59 | $9.3M | 13,858,427 | 10 | 18 | 17 | 0.7% |
| Q2 2024 | 56 | $16.4M | 13,889,726 | 5 | 27 | 9 | 1.8% |
| Q1 2024 | 62 | $24.1M | 13,631,617 | 10 | 24 | 16 | 2.3% |
| Q4 2023 | 58 | $34.4M | 12,514,953 | 13 | 23 | 12 | 1.0% |
| Q3 2023 | 51 | $27.4M | 17,140,217 | 2 | 20 | 14 | 0.1% |
| Q2 2023 | 56 | $26.1M | 13,010,353 | 10 | 26 | 10 | 0.4% |
| Q1 2023 | 55 | $19.5M | 11,033,503 | 7 | 10 | 18 | 0.4% |
| Q4 2022 | 55 | $18.1M | 10,755,407 | 4 | 17 | 12 | 0.4% |
| Q3 2022 | 61 | $31.1M | 12,336,637 | 22 | 17 | 10 | 9.7% |
| Q2 2022 | 55 | $39.1M | 10,791,440 | 14 | 16 | 12 | 1.8% |
| Q1 2022 | 54 | $49.8M | 10,538,355 | 13 | 18 | 13 | 0.9% |
| Q4 2021 | 46 | $89.2M | 11,827,218 | 13 | 9 | 14 | 0.5% |
| Q3 2021 | 43 | $100.5M | 12,203,441 | 42 | 0 | 1 | 0.0% |
| Q2 2021 | 1 | $6.0M | 605,163 | 1 | 0 | 0 | 0.0% |