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Marketwise Inc (MKTW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Barclays PLC
INCREASED
Shares156,197 from 152,675
Change+3,522 (+2%)
Value$3.1M (+$367.4K)
Filed 2026-11-06
Bass SID R
INCREASED
Shares147,069 from 145,524
Change+1,545 (+1%)
Value$2.9M (+$314.3K)
Filed 2026-11-06
Phraction Management LLC
DECREASED
Shares72,316 from 92,316
Change-20,000 (-22%)
Value$1.4M (-$215.8K)
Filed 2026-10-14
Geode Capital Management, LLC
DECREASED
Shares55,001 from 55,625
Change-624 (-1%)
Value$1.1M (+$96.1K)
Filed 2026-11-06
MTM Investment Management, LLC
INCREASED
Shares23,949 from 23,735
Change+214 (+1%)
Value$474.0K (+$50.5K)
Filed 2026-10-30
Formidable Asset Management, LLC
UNCHANGED
Shares14,999 from 14,999
Change0 (0%)
Value$296.8K (+$24.6K)
Filed 2026-11-03
Copeland Capital Management, LLC
INCREASED
Shares10,125 from 7,545
Change+2,580 (+34%)
Value$200.4K (+$65.8K)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares7,939 from 7,370
Change+569 (+8%)
Value$157.1K (+$25.6K)
Filed 2026-11-06
Deutsche Bank Ag\
NEW
Shares1,875
Change+1,875
Value$37.1K
Filed 2026-11-06
Harbor Capital Advisors, Inc.
DECREASED
Shares325 from 328
Change-3 (-1%)
Value$6 ($0)
Filed 2026-10-22
PNC Financial Services Group, Inc.
NEW
Shares209
Change+209
Value$4.1K
Filed 2026-11-06
Gamma Investing LLC
NEW
Shares129
Change+129
Value$2.6K
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares110 from 1,009
Change-899 (-89%)
Value$2.2K (-$15.8K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares70 from 63
Change+7 (+11%)
Value$1.4K (+$260)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$1.1K ($0)
Filed 2026-11-06
Essential Partners LLC
INCREASED
Shares52 from 47
Change+5 (+11%)
Value$1.0K (+$191)
Filed 2026-10-14
Sterling Capital Management LLC
INCREASED
Shares43 from 32
Change+11 (+34%)
Value$851 (+$280)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares35 from 16
Change+19 (+119%)
Value$693 (+$408)
Filed 2026-10-16
True Wealth Design, LLC
INCREASED
Shares21 from 19
Change+2 (+11%)
Value$416 (+$77)
Filed 2026-10-13
Nisa Investment Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$297 (+$29)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares13 from 10
Change+3 (+30%)
Value$257 (+$80)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares12
Change+12
Value$237
Filed 2026-10-21
Fortitude Family Office, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$99 (+$10)
Filed 2026-10-14
SJS Investment Consulting Inc.
NEW
Shares4
Change+4
Value$80
Filed 2026-10-26
Provenance Wealth Advisors, LLC
NEW
Shares1
Change+1
Value$20
Filed 2026-10-30
SBI Securities Co., Ltd.
DECREASED
Shares1 from 107
Change-106 (-99%)
Value$20 (-$1.9K)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$20 (+$2)
Filed 2026-10-29
Summit Securities Group LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$125)
Filed 2026-11-05
BlackRock, Inc.
N/A
Shares— from 145,952
Change-145,952 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 63,973
Change-63,973 (-100%)
Value—
State Street Corp
N/A
Shares— from 32,943
Change-32,943 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 32,085
Change-32,085 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 25,799
Change-25,799 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 15,928
Change-15,928 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 14,496
Change-14,496 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 12,393
Change-12,393 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 12,090
Change-12,090 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,267
Change-3,267 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 751
Change-751 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 636
Change-636 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 604
Change-604 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 554
Change-554 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 417
Change-417 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 150
Change-150 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 63
Change-63 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 25
Change-25 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Barclays PLC
INCREASED156,197152,675+3,522+2%$2.7M$3.1M+$367.4K2026-11-06
Bass SID R
INCREASED147,069145,524+1,545+1%$2.6M$2.9M+$314.3K2026-11-06
Phraction Management LLC
DECREASED72,31692,316-20,000-22%$1.6M$1.4M-$215.8K2026-10-14
Geode Capital Management, LLC
DECREASED55,00155,625-624-1%$992.4K$1.1M+$96.1K2026-11-06
MTM Investment Management, LLC
INCREASED23,94923,735+214+1%$423.4K$474.0K+$50.5K2026-10-30
Formidable Asset Management, LLC
UNCHANGED14,99914,99900%$272.2K$296.8K+$24.6K2026-11-03
Copeland Capital Management, LLC
INCREASED10,1257,545+2,580+34%$134.6K$200.4K+$65.8K2026-10-13
Russell Investments Group, Ltd.
INCREASED7,9397,370+569+8%$131.5K$157.1K+$25.6K2026-11-06
Deutsche Bank Ag\
NEW1,875—+1,875——$37.1K—2026-11-06
Harbor Capital Advisors, Inc.
DECREASED325328-3-1%$6$6$02026-10-22
PNC Financial Services Group, Inc.
NEW209—+209——$4.1K—2026-11-06
Gamma Investing LLC
NEW129—+129——$2.6K—2026-10-08
Citigroup Inc
DECREASED1101,009-899-89%$18.0K$2.2K-$15.8K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED7063+7+11%$1.1K$1.4K+$2602026-11-04
Allworth Financial LP
UNCHANGED626200%$1.1K$1.1K$02026-11-06
Essential Partners LLC
INCREASED5247+5+11%$838$1.0K+$1912026-10-14
Sterling Capital Management LLC
INCREASED4332+11+34%$571$851+$2802026-10-22
IFP Advisors, Inc
INCREASED3516+19+119%$285$693+$4082026-10-16
True Wealth Design, LLC
INCREASED2119+2+11%$339$416+$772026-10-13
Nisa Investment Advisors, LLC
UNCHANGED151500%$268$297+$292026-10-20
Farther Finance Advisors, LLC
INCREASED1310+3+30%$177$257+$802026-10-08
Root Financial Partners, LLC
NEW12—+12——$237—2026-10-21
Fortitude Family Office, LLC
UNCHANGED5500%$89$99+$102026-10-14
SJS Investment Consulting Inc.
NEW4—+4——$80—2026-10-26
Provenance Wealth Advisors, LLC
NEW1—+1——$20—2026-10-30
SBI Securities Co., Ltd.
DECREASED1107-106-99%$1.9K$20-$1.9K2026-10-22
Caitong International Asset Management Co., Ltd
UNCHANGED1100%$18$20+$22026-10-29
Summit Securities Group LLC
CLOSED07-7-100%$125$0-$1252026-11-05
BlackRock, Inc.
N/A—145,952-145,952-100%$2.6M———
Vanguard Capital Management LLC
N/A—63,973-63,973-100%$1.1M———
State Street Corp
N/A—32,943-32,943-100%$587.7K———
AQR Capital Management LLC
N/A—32,085-32,085-100%$572.4K———
Renaissance Technologies LLC
N/A—25,799-25,799-100%$460.3K———
Northern Trust Corp
N/A—15,928-15,928-100%$284.2K———
Vanguard Portfolio Management LLC
N/A—14,496-14,496-100%$258.6K———
Vanguard Fiduciary Trust Co
N/A—12,393-12,393-100%$221.1K———
Vident Advisory, LLC
N/A—12,090-12,090-100%$215.7K———
Morgan Stanley
N/A—4,346-4,346-100%$77.5K———
FMR LLC
N/A—3,267-3,267-100%$58.3K———
UBS Group AG
N/A—2,718-2,718-100%$48.5K———
Rhumbline Advisers
N/A—1,847-1,847-100%$32.9K———
Wells Fargo & Company
N/A—1,839-1,839-100%$32.8K———
Royal Bank of Canada
N/A—1,428-1,428-100%$25.0K———
Acadian Asset Management LLC
N/A—1,400-1,400-100%$24———
JPMorgan Chase & Co
N/A—1,039-1,039-100%$18.3K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,010-1,010-100%$18.0K———
Arax Advisory Partners
N/A—751-751-100%$13.4K———
New York State Common Retirement Fund
N/A—636-636-100%$11.3K———
Tower Research Capital LLC (TRC)
N/A—604-604-100%$10.8K———
Vanguard Global Advisers, LLC
N/A—554-554-100%$9.9K———
BNP Paribas Financial Markets
N/A—417-417-100%$7.4K———
Legal & General Group Plc
N/A—150-150-100%$2.7K———
Ameritas Investment Partners, Inc.
N/A—63-63-100%$1.1K———
California State Teachers Retirement System
N/A—25-25-100%$446———
Group One Trading LLC
N/A—20-20-100%$357———
Rothschild Investment LLC
N/A—13-13-100%$232———
Showing 56 of 56 institutions