Also trades as: MKTWW (NASDAQ) · $vol 0M
MKTW Institutional Ownership
MarketWise, Inc.
1W: -1.1%
1M: +12.7%
3M: +7.7%
YTD: +34.1%
1Y: +11.8%
3Y: -10.7%
5Y: -84.6%
$20.11
+0.26 (+1.28%)
Weekly Expected Move ±5.8%
$18
$19
$20
$21
$22
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Institutional Ownership — MKTW
60
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$16M
Total Invested
10
New Positions
23
Increased
19
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (68 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BARCLAYS PLC | 152,675 | $$3M | +875 | +0.6% | 5Q | SEC ↗ |
| 2 | BlackRock, Inc. | 145,952 | $$3M | +23,927 | +19.6% | 5Q | SEC ↗ |
| 3 | BASS SID R | 145,524 | $$3M | +10,408 | +7.7% | 3Q | SEC ↗ |
| 4 | Phraction Management LLC | 92,316 | $$2M | -6,000 | -6.1% | 5Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 63,973 | $$1M | +25 | +0.0% | 2Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 55,625 | $$1M | +6,383 | +13.0% | 5Q | SEC ↗ |
| 7 | STATE STREET CORP | 32,943 | $$662K | +5,176 | +18.6% | 5Q | SEC ↗ |
| 8 | AQR CAPITAL MANAGEMENT LLC | 32,085 | $$645K | +18,388 | +134.2% | 2Q | SEC ↗ |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 25,799 | $$519K | -1,375 | -5.1% | 5Q | SEC ↗ |
| 10 | MTM Investment Management, LLC | 23,735 | $$477K | +4,531 | +23.6% | 4Q | SEC ↗ |
| 11 | NORTHERN TRUST CORP | 15,928 | $$320K | +2,717 | +20.6% | 5Q | SEC ↗ |
| 12 | Formidable Asset Management, LLC | 14,999 | $$302K | — | +0.0% | 5Q | SEC ↗ |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14,496 | $$292K | +4,542 | +45.6% | 2Q | SEC ↗ |
| 14 | VANGUARD FIDUCIARY TRUST CO | 12,393 | $$249K | +323 | +2.7% | 2Q | SEC ↗ |
| 15 | Vident Advisory, LLC NEW | 12,090 | $$243K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Copeland Capital Management, LLC NEW | 7,545 | $$152K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Russell Investments Group, Ltd. | 7,370 | $$148K | +4,583 | +164.4% | 5Q | SEC ↗ |
| 18 | MORGAN STANLEY | 4,346 | $$87K | +1,679 | +63.0% | 5Q | SEC ↗ |
| 19 | FMR LLC | 3,267 | $$66K | +22 | +0.7% | 5Q | SEC ↗ |
| 20 | UBS Group AG | 2,718 | $$55K | -4 | -0.1% | 5Q | SEC ↗ |
| 21 | RHUMBLINE ADVISERS | 1,847 | $$37K | -932 | -33.5% | 5Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 1,839 | $$37K | +1,189 | +182.9% | 5Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 1,428 | $$29K | +1,101 | +336.7% | 5Q | SEC ↗ |
| 24 | ACADIAN ASSET MANAGEMENT LLC NEW | 1,400 | $$28K | — | +0.0% | 1Q | SEC ↗ |
| 25 | CWM, LLC | 1,078 | $$22K | +311 | +40.5% | 4Q | SEC ↗ |
| 26 | JPMORGAN CHASE & CO | 1,039 | $$21K | -379 | -26.7% | 5Q | SEC ↗ |
| 27 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,010 | $$20K | -20 | -1.9% | 4Q | SEC ↗ |
| 28 | CITIGROUP INC | 1,009 | $$20K | +928 | +1145.7% | 5Q | SEC ↗ |
| 29 | MERCER GLOBAL ADVISORS INC /ADV NEW | 837 | $$17K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Arax Advisory Partners | 751 | $$15K | +745 | +12416.7% | 4Q | SEC ↗ |
| 31 | NEW YORK STATE COMMON RETIREMENT FUND | 636 | $$13K | — | +0.0% | 5Q | SEC ↗ |
| 32 | Tower Research Capital LLC (TRC) | 604 | $$12K | -481 | -44.3% | 5Q | SEC ↗ |
| 33 | Vanguard Global Advisers, LLC | 554 | $$11K | — | +0.0% | 2Q | SEC ↗ |
| 34 | BNP PARIBAS FINANCIAL MARKETS | 417 | $$8K | -571 | -57.8% | 5Q | SEC ↗ |
| 35 | HARBOR CAPITAL ADVISORS, INC. | 328 | $$7K | +5 | +1.5% | 4Q | SEC ↗ |
| 36 | Integrated Wealth Concepts LLC NEW | 220 | $$4K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Legal & General Group Plc | 150 | $$3K | — | +0.0% | 5Q | SEC ↗ |
| 38 | SBI Securities Co., Ltd. NEW | 107 | $$2K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Ameritas Investment Partners, Inc. | 63 | $$1K | — | +0.0% | 5Q | SEC ↗ |
| 40 | EverSource Wealth Advisors, LLC | 63 | $$1K | +15 | +31.2% | 6Q | SEC ↗ |
| 41 | Allworth Financial LP | 62 | $$1K | +52 | +520.0% | 2Q | SEC ↗ |
| 42 | Essential Partners LLC | 47 | $$1K | -4 | -7.8% | 5Q | SEC ↗ |
| 43 | Sterling Capital Management LLC | 32 | $$1K | -33 | -50.8% | 5Q | SEC ↗ |
| 44 | CALIFORNIA STATE TEACHERS RETIREMENT S | 25 | $$1K | -81 | -76.4% | 5Q | SEC ↗ |
| 45 | GROUP ONE TRADING LLC | 20 | $$0K | — | +0.0% | 5Q | SEC ↗ |
| 46 | True Wealth Design, LLC | 19 | $$0K | +4 | +26.7% | 5Q | SEC ↗ |
| 47 | IFP Advisors, Inc | 16 | $$0K | +12 | +300.0% | 2Q | SEC ↗ |
| 48 | NISA INVESTMENT ADVISORS, LLC | 15 | $$0K | — | +0.0% | 5Q | SEC ↗ |
| 49 | ROTHSCHILD INVESTMENT LLC NEW | 13 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Farther Finance Advisors, LLC NEW | 10 | $$0K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Vident Advisory, LLC | 12,090 | $$243K |
| Copeland Capital Management, LLC | 7,545 | $$152K |
| ACADIAN ASSET MANAGEMENT LLC | 1,400 | $$28K |
| MERCER GLOBAL ADVISORS INC /ADV | 837 | $$17K |
| Integrated Wealth Concepts LLC | 220 | $$4K |
| SBI Securities Co., Ltd. | 107 | $$2K |
| ROTHSCHILD INVESTMENT LLC | 13 | $$0K |
| Farther Finance Advisors, LLC | 10 | $$0K |
| SUMMIT SECURITIES GROUP LLC | 7 | $$0K |
| Fortitude Family Office, LLC | 5 | $$0K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ROYCE & ASSOCIATES LP | 25,000 | $$503K |
| GSA CAPITAL PARTNERS LLP | 17,472 | $$351K |
| DEUTSCHE BANK AG | 7,419 | $$149K |
| BANK OF AMERICA CORP /DE | 2,567 | $$52K |
| JONES FINANCIAL COMPANIES LLLP | 1,836 | $$37K |
| MEEDER ASSET MANAGEMENT INC | 502 | $$10K |
| Pinnacle Wealth Planning Services, | 436 | $$9K |
| Steward Partners Investment Advisor | 194 | $$4K |
| AMALGAMATED BANK | 62 | $$1K |
| FEDERATED HERMES, INC. | 58 | $$1K |
| Optiver Holding B.V. | 37 | $$1K |
| Torren Management, LLC | 16 | $$0K |
| PNC Financial Services Group, Inc. | 5 | $$0K |
| Root Financial Partners, LLC | 2 | $$0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +23,927 | +19.6% | 145,952 |
| AQR CAPITAL MANAGEMENT LLC | +18,388 | +134.2% | 32,085 |
| BASS SID R | +10,408 | +7.7% | 145,524 |
| GEODE CAPITAL MANAGEMENT, LLC | +6,383 | +13.0% | 55,625 |
| STATE STREET CORP | +5,176 | +18.6% | 32,943 |
| Russell Investments Group, Ltd. | +4,583 | +164.4% | 7,370 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +4,542 | +45.6% | 14,496 |
| MTM Investment Management, LLC | +4,531 | +23.6% | 23,735 |
| NORTHERN TRUST CORP | +2,717 | +20.6% | 15,928 |
| MORGAN STANLEY | +1,679 | +63.0% | 4,346 |
| WELLS FARGO & COMPANY/MN | +1,189 | +182.9% | 1,839 |
| ROYAL BANK OF CANADA | +1,101 | +336.7% | 1,428 |
| CITIGROUP INC | +928 | +1145.7% | 1,009 |
| BARCLAYS PLC | +875 | +0.6% | 152,675 |
| Arax Advisory Partners | +745 | +12416.7% | 751 |
| VANGUARD FIDUCIARY TRUST CO | +323 | +2.7% | 12,393 |
| CWM, LLC | +311 | +40.5% | 1,078 |
| Allworth Financial LP | +52 | +520.0% | 62 |
| VANGUARD CAPITAL MANAGEMENT LLC | +25 | +0.0% | 63,973 |
| FMR LLC | +22 | +0.7% | 3,267 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Phraction Management LLC | -6,000 | -6.1% | 92,316 |
| RENAISSANCE TECHNOLOGIES LLC | -1,375 | -5.1% | 25,799 |
| RHUMBLINE ADVISERS | -932 | -33.5% | 1,847 |
| BNP PARIBAS FINANCIAL MARKETS | -571 | -57.8% | 417 |
| Tower Research Capital LLC (TRC) | -481 | -44.3% | 604 |
| JPMORGAN CHASE & CO | -379 | -26.7% | 1,039 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -81 | -76.4% | 25 |
| Sterling Capital Management LLC | -33 | -50.8% | 32 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | -20 | -1.9% | 1,010 |
| Essential Partners LLC | -4 | -7.8% | 47 |
| UBS Group AG | -4 | -0.1% | 2,718 |