MarketWise Ownership | Who Owns MarketWise?
MarketWise Ownership Summary
MarketWise is owned by 28.00% institutional investors, 31.94% insiders, and 40.06% retail investors. Barclays is the largest institutional shareholder, holding 6.05% 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 | 28.00% | 31.94% | 40.06% |
| Sector | Technology Stocks | 50.72% | 12.57% | 36.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Barclays | 142.67K | 6.05% | $2.36M |
| Blackrock | 2.18M | 5.95% | $2.53M |
| Blackrock funding, inc. /de | 122.55K | 5.20% | $2.03M |
| Phraction management | 112.07K | 4.75% | $1.85M |
| Vanguard group | 83.63K | 3.55% | $1.38M |
| Geode capital management | 50.74K | 2.15% | $838.87K |
| State street | 27.32K | 1.16% | $451.65K |
| Royce & associates lp | 25.00K | 1.06% | $413.25K |
| Mtm investment management | 21.71K | 0.92% | $358.92K |
| Renaissance | 19.00K | 0.81% | $314.05K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Phraction management | 112.07K | 0.53% | $1.85M |
| Mtm investment management | 21.71K | 0.11% | $358.92K |
| Formidable asset management | 15.00K | 0.04% | $247.93K |
| Gsa capital partners llp | 15.58K | 0.02% | $258.00K |
| Oliver lagore vanvalin investment group | 18.20K | 0.01% | $21.12K |
| Royce & associates lp | 25.00K | 0.00% | $413.25K |
| Barclays | 142.67K | 0.00% | $2.36M |
| Tower research capital llc (trc) | 1.11K | 0.00% | $18.33K |
| Renaissance | 19.00K | 0.00% | $314.05K |
| Harbor capital advisors | 200.00 | 0.00% | $3.00K |
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 | 30.38K | - | 30.38K |
| Mtm investment management | 21.71K | 0.11% | 21.71K |
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 |
|---|---|---|---|---|
| Mtm investment management | 21.71K | 0.11% | 21.71K | $358.92K |
| Mirae asset global etfs | 952.00 | - | 952.00 | $15.74K |
| Harbor capital advisors | 200.00 | 0.00% | 200.00 | $3.00K |
| Srs capital advisors | 69.00 | - | 69.00 | $1.14K |
| Optiver b.v. | 36.00 | - | 36.00 | $595.00 |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Northwestern mutual wealth management | -19.00 |
| Amalgamated bank | -29.00 |
| Capital performance advisors llp | -29.00 |
| Harbor investment advisory | -650.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 57 | -5.00% | 10,635,090 | -22.87% | 27 | 2.18% | 32 | 6.67% | 9 | -47.06% |
| Sep 30, 2024 | 60 | 5.26% | 13,787,659 | -0.50% | 35 | 2.49% | 30 | -14.29% | 17 | 88.89% |
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 |
|---|---|---|---|---|
| Jun 17, 2025 | Mickels Erik | Chief Financial Officer | Buy | $16.86K |
| Sep 17, 2024 | Tongue Glenn H | - | Buy | $5.59K |
| Sep 18, 2024 | Tongue Glenn H | - | Buy | $3.50K |
| Sep 17, 2024 | Tongue Glenn H | - | Buy | $1.93K |
| May 17, 2024 | Greenhaven Road Investment Management, L.P. | - | Sell | $88.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 3 | - |
MKTW Ownership FAQ
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