MarketWise Ownership | Who Owns MarketWise?
MarketWise Ownership Summary
MarketWise is owned by 15.85% institutional investors, 21.48% insiders, and 62.67% retail investors. Barclays is the largest institutional shareholder, holding 6.51% of MKTW shares. Fidelity Small Cap Index is the top mutual fund, with 0.12% of its assets in MarketWise shares.
MKTW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MarketWise | 15.85% | 21.48% | 62.67% |
| Sector | Technology Stocks | 36.93% | 14.89% | 48.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Barclays | 151.80K | 6.51% | $2.84M |
| Blackrock | 2.18M | 5.95% | $2.53M |
| Bass sid r | 135.12K | 5.79% | $2.53M |
| Blackrock funding, inc. /de | 122.03K | 5.23% | $2.28M |
| Phraction management | 98.32K | 4.21% | $1.84M |
| Vanguard group | 84.59K | 3.40% | $1.27M |
| Geode capital management | 49.24K | 2.11% | $921.88K |
| State street | 27.77K | 1.19% | $519.80K |
| Renaissance | 27.17K | 1.16% | $508.70K |
| Royce & associates lp | 25.00K | 1.07% | $468.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bass sid r | 135.12K | 100.00% | $2.53M |
| Phraction management | 98.32K | 0.38% | $1.84M |
| Mtm investment management | 19.20K | 0.11% | $359.51K |
| Formidable asset management | 15.00K | 0.04% | $280.78K |
| Eversource wealth advisors | 2.43K | 0.01% | $359.57K |
| Oliver lagore vanvalin investment group | 18.20K | 0.01% | $21.12K |
| Royce & associates lp | 25.00K | 0.00% | $468.00K |
| Renaissance | 27.17K | 0.00% | $508.70K |
| Barclays | 151.80K | 0.00% | $2.84M |
| Harbor capital advisors | 323.00 | 0.00% | $6.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 2.18M | 0.00% | 347.64K |
| Goldman sachs group | 147.02K | - | 72.92K |
| Susquehanna group, llp | 55.26K | - | 37.90K |
| Aqr capital management | 13.70K | 0.00% | 13.70K |
| Vanguard fiduciary trust | 12.07K | 0.00% | 12.07K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Greenhaven road investment management | - | - | -688.66K |
| Cerity partners | - | - | -442.40K |
| Williams & novak | - | - | -275.34K |
| Skyview investment advisors | - | - | -199.20K |
| Allianz asset management gmbh | - | - | -150.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 12.07K | 0.00% | 12.07K | $225.95K |
| Jones financial companies lllp | 1.84K | - | 1.84K | $35.12K |
| Vanguard global advisers | 554.00 | - | 554.00 | $10.37K |
| Allworth financial lp | 10.00 | - | 10.00 | $188.00 |
| Ifp advisors | 4.00 | - | 4.00 | $75.00 |
Sold Out
| Holder | Change |
|---|---|
| Clearstead advisors | -1.00 |
| Sbi securities | -2.00 |
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Pnc financial services group | -5.00 |
| Northwestern mutual wealth management | -19.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 25 | -47.92% | 369,785 | -55.22% | 15 | 1.44% | 14 | -33.33% | 4 | -73.33% |
| Dec 31, 2025 | 37 | -19.57% | 667,880 | -5.12% | 26 | 3.01% | 14 | -30.00% | 12 | -25.00% |
| Sep 30, 2025 | 35 | -16.67% | 659,938 | -4.57% | 27 | 3.25% | 15 | 36.36% | 10 | -67.74% |
| Jun 30, 2025 | 26 | -55.17% | 587,926 | -94.78% | 24 | 3.30% | 8 | -73.33% | 18 | 12.50% |
| Mar 31, 2025 | 57 | -3.39% | 11,200,806 | 0.49% | 1 | 0.18% | 28 | -12.50% | 17 | 54.55% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Small Cap Index | 382.85K | 0.12% | 382.85K |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 160.06K | 0.05% | 160.06K |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 160.06K | 0.05% | 160.06K |
| Schwab Small Cap Index | 97.78K | 0.03% | 97.78K |
| NT R2000 Index Fund - NL | 97.20K | 0.03% | 97.20K |
| NT R2000 Index Fund - DC - NL - 3 | 77.65K | 0.02% | 77.65K |
| NT R2000 Index Fund - DC - NL - 2 | 77.65K | 0.02% | 77.65K |
| Fidelity Small Cap Value Index | 44.74K | 0.01% | 44.74K |
| Spartan Small Cap Index Pool | 43.87K | 0.01% | 43.87K |
| Nuveen Small Cap Blend Idx R6 | 42.75K | 0.01% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 22, 2026 | Stansberry Frank Porter | Buy | $178.80K | |
| May 20, 2026 | Stansberry Frank Porter | Buy | $345.92K | |
| May 18, 2026 | Stansberry Frank Porter | Buy | $1.65K | |
| May 15, 2026 | Stansberry Frank Porter | Buy | $183.81 | |
| May 18, 2026 | Stansberry Frank Porter | Buy | $58.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 11 | - |
| 2026 Q1 | 3 | 5 |
| 2025 Q3 | - | - |
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
MKTW Ownership FAQ
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