Also trades as: MKTWW (NASDAQ) · $vol 0M
MKTW NASDAQ
MarketWise, Inc.
1W: +5.1%
1M: +1.3%
3M: +20.9%
YTD: +17.9%
1Y: +31.9%
3Y: -33.3%
5Y: -88.6%
$17.99
+0.31 (+1.75%)
Weekly Expected Move ±15.1%
$12
$14
$17
$19
$22
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — MKTW
58
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
$13M
Total Invested
9
New Positions
15
Increased
24
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (64 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BARCLAYS PLC | 151,800 | $$3M | -831 | -0.5% | 4Q | SEC ↗ |
| 2 | BASS SID R NEW | 135,000 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 127,896 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | BlackRock, Inc. | 122,025 | $$2M | -2,891 | -2.3% | 4Q | SEC ↗ |
| 5 | Phraction Management LLC | 98,316 | $$2M | -13,754 | -12.3% | 4Q | SEC ↗ |
| 6 | VANGUARD GROUP INC | 84,595 | $$2M | +968 | +1.2% | 3Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 49,242 | $$886K | -263 | -0.5% | 4Q | SEC ↗ |
| 8 | STATE STREET CORP | 27,767 | $$500K | -970 | -3.4% | 4Q | SEC ↗ |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 27,174 | $$489K | +7,275 | +36.6% | 4Q | SEC ↗ |
| 10 | ROYCE & ASSOCIATES LP | 25,000 | $$450K | — | +0.0% | 4Q | SEC ↗ |
| 11 | MTM Investment Management, LLC | 19,204 | $$345K | +352 | +1.9% | 3Q | SEC ↗ |
| 12 | Formidable Asset Management, LLC | 14,999 | $$270K | — | +0.0% | 4Q | SEC ↗ |
| 13 | AQR CAPITAL MANAGEMENT LLC NEW | 13,697 | $$246K | — | +0.0% | 1Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 13,211 | $$238K | +517 | +4.1% | 4Q | SEC ↗ |
| 15 | VANGUARD FIDUCIARY TRUST CO NEW | 12,070 | $$217K | — | +0.0% | 1Q | SEC ↗ |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 9,954 | $$179K | — | +0.0% | 1Q | SEC ↗ |
| 17 | DEUTSCHE BANK AG | 7,419 | $$133K | +4,159 | +127.6% | 4Q | SEC ↗ |
| 18 | MORGAN STANLEY | 4,420 | $$80K | +404 | +10.1% | 3Q | SEC ↗ |
| 19 | FMR LLC | 3,245 | $$58K | -224 | -6.5% | 4Q | SEC ↗ |
| 20 | Russell Investments Group, Ltd. | 2,787 | $$50K | +740 | +36.2% | 4Q | SEC ↗ |
| 21 | RHUMBLINE ADVISERS | 2,779 | $$50K | +8 | +0.3% | 4Q | SEC ↗ |
| 22 | UBS Group AG | 2,722 | $$49K | +2,391 | +722.4% | 4Q | SEC ↗ |
| 23 | EverSource Wealth Advisors, LLC | 2,480 | $$45K | +2,437 | +5667.4% | 5Q | SEC ↗ |
| 24 | WELLS FARGO & COMPANY/MN | 2,199 | $$40K | +757 | +52.5% | 3Q | SEC ↗ |
| 25 | JONES FINANCIAL COMPANIES LLLP NEW | 1,836 | $$33K | — | +0.0% | 1Q | SEC ↗ |
| 26 | JPMORGAN CHASE & CO | 1,418 | $$26K | -901 | -38.9% | 4Q | SEC ↗ |
| 27 | Tower Research Capital LLC (TRC) | 1,085 | $$20K | +825 | +317.3% | 4Q | SEC ↗ |
| 28 | CWM, LLC | 1,078 | $$19K | +311 | +40.5% | 4Q | SEC ↗ |
| 29 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,030 | $$19K | +34 | +3.4% | 3Q | SEC ↗ |
| 30 | BNP PARIBAS FINANCIAL MARKETS | 988 | $$18K | +441 | +80.6% | 4Q | SEC ↗ |
| 31 | NEW YORK STATE COMMON RETIREMENT FUND | 636 | $$11K | — | +0.0% | 4Q | SEC ↗ |
| 32 | Vanguard Global Advisers, LLC NEW | 554 | $$10K | — | +0.0% | 1Q | SEC ↗ |
| 33 | MEEDER ASSET MANAGEMENT INC | 502 | $$9K | — | +0.0% | 2Q | SEC ↗ |
| 34 | Pinnacle Wealth Planning Services, Inc NEW | 436 | $$8K | — | +0.0% | 1Q | SEC ↗ |
| 35 | ROYAL BANK OF CANADA | 327 | $$6K | -279 | -46.0% | 4Q | SEC ↗ |
| 36 | HARBOR CAPITAL ADVISORS, INC. | 323 | $$6K | +126 | +64.0% | 3Q | SEC ↗ |
| 37 | Steward Partners Investment Advisory, | 194 | $$3K | — | +0.0% | 4Q | SEC ↗ |
| 38 | Legal & General Group Plc | 150 | $$3K | — | +0.0% | 4Q | SEC ↗ |
| 39 | CALIFORNIA STATE TEACHERS RETIREMENT S | 106 | $$2K | -14 | -11.7% | 4Q | SEC ↗ |
| 40 | Sterling Capital Management LLC | 65 | $$1K | -65 | -50.0% | 4Q | SEC ↗ |
| 41 | Ameritas Investment Partners, Inc. | 63 | $$1K | — | +0.0% | 4Q | SEC ↗ |
| 42 | FEDERATED HERMES, INC. | 58 | $$1K | — | +0.0% | 3Q | SEC ↗ |
| 43 | Essential Partners LLC | 51 | $$1K | +35 | +218.8% | 1Q | SEC ↗ |
| 44 | CITIGROUP INC | 44 | $$1K | -150 | -77.3% | 3Q | SEC ↗ |
| 45 | Optiver Holding B.V. | 37 | $$1K | +1 | +2.8% | 2Q | SEC ↗ |
| 46 | GROUP ONE TRADING LLC | 20 | $$0K | — | +0.0% | 4Q | SEC ↗ |
| 47 | NISA INVESTMENT ADVISORS, LLC | 15 | $$0K | — | +0.0% | 4Q | SEC ↗ |
| 48 | True Wealth Design, LLC | 15 | $$0K | -3 | -16.7% | 4Q | SEC ↗ |
| 49 | Allworth Financial LP NEW | 10 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Arax Advisory Partners | 6 | $$0K | +5 | +500.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| BASS SID R | 135,000 | $$2M |
| VANGUARD CAPITAL MANAGEMENT LLC | 127,896 | $$2M |
| AQR CAPITAL MANAGEMENT LLC | 13,697 | $$246K |
| VANGUARD FIDUCIARY TRUST CO | 12,070 | $$217K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,954 | $$179K |
| JONES FINANCIAL COMPANIES LLLP | 1,836 | $$33K |
| Vanguard Global Advisers, LLC | 554 | $$10K |
| Pinnacle Wealth Planning Services, | 436 | $$8K |
| Allworth Financial LP | 10 | $$0K |
| IFP Advisors, Inc | 4 | $$0K |
| Root Financial Partners, LLC | 2 | $$0K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GSA CAPITAL PARTNERS LLP | 17,472 | $$314K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,571 | $$208K |
| RAYMOND JAMES FINANCIAL INC | 11,438 | $$206K |
| BANK OF AMERICA CORP /DE | 2,567 | $$46K |
| HARBOR INVESTMENT ADVISORY, LLC | 650 | $$12K |
| AMALGAMATED BANK | 62 | $$1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 19 | $$0K |
| Torren Management, LLC | 16 | $$0K |
| PNC Financial Services Group, Inc. | 5 | $$0K |
| SBI Securities Co., Ltd. | 2 | $$0K |
| Clearstead Advisors, LLC | 1 | $$0K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | +7,275 | +36.6% | 27,174 |
| DEUTSCHE BANK AG | +4,159 | +127.6% | 7,419 |
| EverSource Wealth Advisors, LLC | +2,437 | +5667.4% | 2,480 |
| UBS Group AG | +2,391 | +722.4% | 2,722 |
| VANGUARD GROUP INC | +968 | +1.2% | 84,595 |
| Tower Research Capital LLC (TRC) | +825 | +317.3% | 1,085 |
| WELLS FARGO & COMPANY/MN | +757 | +52.5% | 2,199 |
| Russell Investments Group, Ltd. | +740 | +36.2% | 2,787 |
| NORTHERN TRUST CORP | +517 | +4.1% | 13,211 |
| BNP PARIBAS FINANCIAL MARKETS | +441 | +80.6% | 988 |
| MORGAN STANLEY | +404 | +10.1% | 4,420 |
| MTM Investment Management, LLC | +352 | +1.9% | 19,204 |
| CWM, LLC | +311 | +40.5% | 1,078 |
| HARBOR CAPITAL ADVISORS, INC. | +126 | +64.0% | 323 |
| Essential Partners LLC | +35 | +218.8% | 51 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +34 | +3.4% | 1,030 |
| RHUMBLINE ADVISERS | +8 | +0.3% | 2,779 |
| Arax Advisory Partners | +5 | +500.0% | 6 |
| Optiver Holding B.V. | +1 | +2.8% | 37 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Phraction Management LLC | -13,754 | -12.3% | 98,316 |
| BlackRock, Inc. | -2,891 | -2.3% | 122,025 |
| STATE STREET CORP | -970 | -3.4% | 27,767 |
| JPMORGAN CHASE & CO | -901 | -38.9% | 1,418 |
| BARCLAYS PLC | -831 | -0.5% | 151,800 |
| ROYAL BANK OF CANADA | -279 | -46.0% | 327 |
| GEODE CAPITAL MANAGEMENT, LLC | -263 | -0.5% | 49,242 |
| FMR LLC | -224 | -6.5% | 3,245 |
| CITIGROUP INC | -150 | -77.3% | 44 |
| Sterling Capital Management LLC | -65 | -50.0% | 65 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -14 | -11.7% | 106 |
| True Wealth Design, LLC | -3 | -16.7% | 15 |