MARKETWISE, INC. (MKTW) — Institutional Holders, Q2 2026
52 institutional investment managers reported a MKTW position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $15.9M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MKTW in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BlackRockAdded · +23,927 sh+$426.9K
- AQR CAPITAL MANAGEMENTAdded · +18,388 sh+$328.0K
- Vident AdvisoryNew · +12,090 sh+$215.7K
- BASS SID RAdded · +10,408 sh+$185.7K
- Copeland Capital ManagementNew · +7,545 sh+$134.6K
Biggest sellers
- ROYCE & ASSOCIATESSold out · -25,000 sh-$446.0K
- DEUTSCHE BANK AG\Sold out · -7,419 sh-$132.4K
- Phraction ManagementTrimmed · -6,000 sh-$107.0K
- JONES FINANCIAL COMPANIES LLLPSold out · -1,836 sh-$32.8K
- RENAISSANCE TECHNOLOGIESTrimmed · -1,375 sh-$24.5K
MKTW 13F holders ranked 1–52 of 52
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BARCLAYS PLC#1 · 152,675 sh | 152,675 | $2.7M | <0.01% | +0.6% |
| 2 | BlackRock#2 · 145,952 sh | 145,952 | $2.6M | 0.00% | +19.6% |
| 3 | BASS SID R#3 · 145,524 sh | 145,524 | $2.6M | 100.00% | +7.7% |
| 4 | Phraction Management#4 · 92,316 sh | 92,316 | $1.6M | — | -6.1% |
| 5 | VANGUARD CAPITAL MANAGEMENT#5 · 63,973 sh | 63,973 | $1.1M | 0.00% | 0.0% |
| 6 | GEODE CAPITAL MANAGEMENT#6 · 55,625 sh | 55,625 | $992.4K | <0.01% | +13.0% |
| 7 | STATE STREET#7 · 32,943 sh | 32,943 | $587.7K | 0.00% | +18.6% |
| 8 | AQR CAPITAL MANAGEMENT#8 · 32,085 sh | 32,085 | $572.4K | <0.01% | +134.2% |
| 9 | RENAISSANCE TECHNOLOGIES#9 · 25,799 sh | 25,799 | $460.3K | <0.01% | -5.1% |
| 10 | MTM Investment Management#10 · 23,735 sh | 23,735 | $423.4K | 0.12% | +23.6% |
| 11 | NORTHERN#11 · 15,928 sh | 15,928 | $284.2K | 0.00% | +20.6% |
| 12 | Formidable Asset Management#12 · 14,999 sh | 14,999 | $272.2K | 0.04% | 0.0% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT#13 · 14,496 sh | 14,496 | $258.6K | 0.00% | +45.6% |
| 14 | VANGUARD FIDUCIARY#14 · 12,393 sh | 12,393 | $221.1K | 0.00% | +2.7% |
| 15 | Vident Advisory#15 · 12,090 sh | 12,090 | $215.7K | <0.01% | New |
| 16 | SkyView Investment Advisors#16 · 9,959 sh | 9,959 | $178.0K | 0.14% | New |
| 17 | Copeland Capital Management#17 · 7,545 sh | 7,545 | $134.6K | — | New |
| 18 | Russell Investments Group, Ltd.#18 · 7,370 sh | 7,370 | $131.5K | <0.01% | +164.4% |
| 19 | MORGAN STANLEY#19 · 4,346 sh | 4,346 | $77.5K | 0.00% | +63.0% |
| 20 | FMR#20 · 3,267 sh | 3,267 | $58.3K | 0.00% | +0.7% |
| 21 | UBS Group AG#21 · 2,718 sh | 2,718 | $48.5K | 0.00% | -0.1% |
| 22 | RHUMBLINE ADVISERS#22 · 1,847 sh | 1,847 | $32.9K | 0.00% | -33.5% |
| 23 | WELLS FARGO & COMPANY#23 · 1,839 sh | 1,839 | $32.8K | 0.00% | +182.9% |
| 24 | ROYAL BANK OF CANADA#24 · 1,428 sh | 1,428 | $25.0K | 0.00% | +334.0% |
| 25 | ACADIAN ASSET MANAGEMENT#25 · 1,400 sh | 1,400 | $24.0K | 0.00% | New |
| 26 | JPMORGAN CHASE#26 · 1,039 sh | 1,039 | $18.3K | 0.00% | -26.7% |
| 27 | MIRAE ASSET GLOBAL ETFS Ltd.#27 · 1,010 sh | 1,010 | $18.0K | 0.00% | -1.9% |
| 28 | CITIGROUP#28 · 1,009 sh | 1,009 | $18.0K | 0.00% | +1145.7% |
| 29 | SRS Capital Advisors#29 · 751 sh | 751 | $13.4K | <0.01% | New |
| 30 | NEW YORK STATE COMMON RETIREMENT FUND#30 · 636 sh | 636 | $11.3K | 0.00% | 0.0% |
| 31 | Tower Research Capital (TRC)#31 · 604 sh | 604 | $10.8K | <0.01% | -44.3% |
| 32 | Vanguard Global Advisers#32 · 554 sh | 554 | $9.9K | 0.00% | 0.0% |
| 33 | BNP PARIBAS FINANCIAL MARKETS#33 · 417 sh | 417 | $7.4K | 0.00% | -57.8% |
| 34 | HARBOR CAPITAL ADVISORS#34 · 328 sh | 328 | $6.0K | — | +1.5% |
| 35 | Integrated Wealth Concepts#35 · 220 sh | 220 | $3.9K | 0.00% | New |
| 36 | Legal & General Group Plc#36 · 150 sh | 150 | $2.7K | 0.00% | 0.0% |
| 37 | SBI Securities , Ltd.#37 · 107 sh | 107 | $1.9K | — | New |
| 38 | EverSource Wealth Advisors#38 · 63 sh | 63 | $1.1K | 0.00% | -97.4% |
| 39 | Ameritas Investment Partners#39 · 63 sh | 63 | $1.1K | 0.00% | 0.0% |
| 40 | Allworth Financial#40 · 62 sh | 62 | $1.1K | 0.00% | +520.0% |
| 41 | Essential Partners#41 · 47 sh | 47 | $838.00 | — | -7.8% |
| 42 | Sterling Capital Management#42 · 32 sh | 32 | $571.00 | — | -50.8% |
| 43 | GROUP ONE TRADING, L.P.#43 · 20 sh | 20 | $357.00 | 0.00% | 0.0% |
| 44 | True Wealth Design#44 · 19 sh | 19 | $339.00 | — | +26.7% |
| 45 | IFP Advisors#45 · 16 sh | 16 | $285.00 | — | +300.0% |
| 46 | NISA INVESTMENT ADVISORS#46 · 15 sh | 15 | $268.00 | — | 0.0% |
| 47 | ROTHSCHILD INVESTMENT#47 · 13 sh | 13 | $232.00 | 0.00% | New |
| 48 | Farther Finance Advisors#48 · 10 sh | 10 | $177.00 | — | New |
| 49 | SUMMIT SECURITIES GROUP#49 · 7 sh | 7 | $125.00 | 0.00% | New |
| 50 | Fortitude Family Office#50 · 5 sh | 5 | $89.00 | — | New |
| 51 | Caitong International Asset Management , Ltd#51 · 1 sh | 1 | $18.00 | 0.00% | 0.0% |
| 52 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#52 · 25 sh | 25 | — | — | -76.4% |
Funds that sold out of MKTW in Q2 2026 (8)
Held MKTW at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| ROYCE & ASSOCIATES25,000 sh | 25,000 | $468.0K |
| DEUTSCHE BANK AG\7,419 sh | 7,419 | $138.9K |
| JONES FINANCIAL COMPANIES LLLP1,836 sh | 1,836 | $35.1K |
| MEEDER ASSET MANAGEMENT502 sh | 502 | $9.4K |
| Steward Partners Investment Advisory194 sh | 194 | $3.6K |
| FEDERATED HERMES58 sh | 58 | $1.1K |
| Optiver Holding B.V.37 sh | 37 | $693.00 |
| Root Financial Partners2 sh | 2 | $37.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.