13F

Stock

Marketwise, Inc.

MKTW · held by 52 managers

Reported value

$15.3M

Holders

52

+6 new · −6 exited

Holders’ est. mark

$2.59M

Price effect on 42 books still in the name

Largest holder

$2.84M

BARCLAYS PLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC151.8K$2.84M$561.7KAdded$549.2K
BASS SID R135.1K$2.53M$499.5KAdded$501.7K
BlackRock, Inc.122K$2.28M$451.5KAdded$408.1K
Phraction Management LLC98.3K$1.84M$363.8KAdded$157.2K
VANGUARD CAPITAL MANAGEMENT LLC63.9K$1.2MHeld
GEODE CAPITAL MANAGEMENT, LLC49.2K$921.9K$182.2KAdded$178.3K
State Street27.8K$519.8K$102.7KAdded$88.2K
Renaissance Technologies27.2K$508.7K$73.6KAdded$209.8K
ROYCE & ASSOCIATES LP25K$468K$92.5KAdded$92.5K
MTM Investment Management, LLC19.2K$359.5K$69.8KAdded$76.3K
Formidable Asset Management, LLC15K$280.8K$55.5KAdded$55.5K
Icahn Capital13.7K$256.4KNew
NORTHERN TRUST CORP13.2K$247.3K$47KAdded$56.6K
VANGUARD FIDUCIARY TRUST CO12.1K$225.9KHeld
VANGUARD PORTFOLIO MANAGEMENT LLC9.95K$186.3KHeld
DEUTSCHE BANK AG\7.42K$138.9K$12.1KAdded$89.9K
Fidelity3.25K$60.7K$12KAdded$8.64K
Russell Investments Group, Ltd.2.79K$52.2K$7.58KAdded$21.4K
RHUMBLINE ADVISERS2.78K$52K$10.3KAdded$10.4K
UBS Group AG2.72K$51K$1.22KAdded$46K
MORGAN STANLEY2.67K$49.9K$9.87KCut−$16.5K
JONES FINANCIAL COMPANIES LLLP1.84K$35.1KNew
JPMORGAN CHASE & CO1.42K$27.6K$6.27KCut−$7.26K
Tower Research Capital LLC (TRC)1.08K$20.3K$962Added$16.4K
CWM, LLC1.08K$20.2K$14.3KAdded$20.2K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1.03K$19.3K$3.69KAdded$4.32K
BNP PARIBAS FINANCIAL MARKETS988$18.5K$2.02KAdded$10.3K
WELLS FARGO & COMPANY/MN650$12.2K$2.4KCut−$20.9K
NEW YORK STATE COMMON RETIREMENT FUND636$11.9K$2.35KAdded$2.35K
Vanguard Global Advisers, LLC554$10.4KHeld
MEEDER ASSET MANAGEMENT INC502$9.4K$1.86KAdded$1.86K
ROYAL BANK OF CANADA329$7K$2.26KCut−$2K
Steward Partners Investment Advisory, LLC194$3.63K$718Added$718
Legal & General Group Plc150$2.81K$555Added$555
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM106$1.98K$392Added$182
CITIGROUP INC81$1.52K$163Added$856
Sterling Capital Management LLC65$1.22K$241Cut−$736
Ameritas Investment Partners, Inc.63$1.18K$233Added$233
FEDERATED HERMES, INC.58$1.09K$215Added$215
Essential Partners LLC51$955$60Added$715
EverSource Wealth Advisors, LLC48$899$159Added$253
Optiver Holding B.V.37$693$137Added$137
GROUP ONE TRADING LLC20$374$74Added$74
NISA INVESTMENT ADVISORS, LLC15$281$56Added$56
True Wealth Design, LLC15$281$55Added$10
Allworth Financial LP10$188New
Arax Advisory Partners6$112$4Added$97
IFP Advisors, Inc4$75New
Sunbelt Securities, Inc.3$56$11Added$11
Root Financial Partners, LLC2$37New
Caitong International Asset Management Co., Ltd1$19New
HARBOR CAPITAL ADVISORS, INC.323$6$1Added$3

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.