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Marketwise Inc (MKTW)

CUSIP: 57064P206 | NYSE | Financial Services · Financial Data & Stock Exchanges | Micro Cap | 78 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AMonument & Cathedral Holdings, LLC6,983,62074.3%UnchangedFeb 17, 2026No 13F filer matched
13D/AMonument & Cathedral Holdings, LLC6,983,620

Institutional Holders — Q3 2026

Phraction Management LLC72,316
0.3% of portfolio›$1.4M
MTM Investment Management, LLC23,949
0.1% of portfolio›$474.0K
Formidable Asset Management, LLC14,999
0.0% of portfolio›$296.8K
Copeland Capital Management, LLC10,125
0.0% of portfolio›$200.4K
Harbor Capital Advisors, Inc.325
0.0% of portfolio›$6
Gamma Investing LLC129
0.0% of portfolio›$2.6K
Citigroup Inc110
0.0% of portfolio›$2.2K
EverSource Wealth Advisors, LLC70
0.0% of portfolio›$1.4K
Essential Partners LLC52
0.0% of portfolio›$1.0K
Sterling Capital Management LLC43
0.0% of portfolio›$851
IFP Advisors, Inc35
0.0% of portfolio›$693
True Wealth Design, LLC21
0.0% of portfolio›$416
Nisa Investment Advisors, LLC15
0.0% of portfolio›$297
Farther Finance Advisors, LLC13
0.0% of portfolio›$257
Root Financial Partners, LLC12
0.0% of portfolio›$237
Fortitude Family Office, LLC5
0.0% of portfolio›$99
SJS Investment Consulting Inc.4
0.0% of portfolio›$80
SBI Securities Co., Ltd.1
0.0% of portfolio›$20
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$20
Provenance Wealth Advisors, LLC1
0.0% of portfolio›$20
StyleTurnoverLocationFiled
Phraction Management LLC
72,316$1.4M0.3%GrowthLowColchester, CT2026-10-14
MTM Investment Management, LLC
23,949$474.0K0.1%CoreVery LowSpartanburg, SC2026-10-30
Formidable Asset Management, LLC
14,999$296.8K0.0%CoreLowCincinnati, OH2026-11-03
Copeland Capital Management, LLC
10,125$200.4K0.0%ValueMediumConshohocken, PA2026-10-13
Harbor Capital Advisors, Inc.
325$60.0%ValueHighChicago, IL2026-10-22
Gamma Investing LLC
129$2.6K0.0%IndexVery LowFoster City, CA2026-10-08
Citigroup Inc
110$2.2K0.0%CoreMediumNew York, NY2026-11-04
EverSource Wealth Advisors, LLC
70$1.4K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
52$1.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Sterling Capital Management LLC
43$8510.0%GARPMediumCharlotte, NC2026-10-22
IFP Advisors, Inc
35$6930.0%GrowthLowTampa, FL2026-10-16
True Wealth Design, LLC
21$4160.0%ETFMediumAkron, OH2026-10-13
Nisa Investment Advisors, LLC
15$2970.0%IndexVery LowSt. Louis, MO2026-10-20
Farther Finance Advisors, LLC
13$2570.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
12$2370.0%ETFMediumEncinitas, CA2026-10-21
Fortitude Family Office, LLC
5$990.0%ETFMediumScottsdale, AZ2026-10-14
SJS Investment Consulting Inc.
4$800.0%ETFVery LowSylvania, OH2026-10-26
SBI Securities Co., Ltd.
1$200.0%Agg GrowthLowTokyo, Mexico2026-10-22
Caitong International Asset Management Co., Ltd
1$200.0%GrowthVery HighHong Kong, South Korea2026-10-29
Provenance Wealth Advisors, LLC
1$200.0%ETFLowFort Lauderdale, FL2026-10-30
74.3% of class · Feb 17, 2026
Unchanged
No 13F filer matched