| Phraction Management LLC |
| 92K |
| $1.6M |
| -6.1% |
| 3.498% |
| 0.28% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 64K | $1.1M | +0.0% | 2.424% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 56K | $992K | +13.0% | 2.108% | 0.00% |
| 7 | STATE STREET CORP | 33K | $588K | +18.6% | 1.248% | 0.00% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 32K | $572K | +134.3% | 1.216% | 0.00% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 26K | $460K | -5.1% | 0.978% | 0.00% |
| 10 | MTM Investment Management, LLC | 24K | $423K | +23.6% | 0.899% | 0.12% |
| 11 | NORTHERN TRUST CORP | 16K | $284K | +20.6% | 0.604% | 0.00% |
| 12 | Formidable Asset Management, LLC | 15K | $272K | 0.0% | 0.568% | 0.04% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14K | $259K | +45.6% | 0.549% | 0.00% |
| 14 | VANGUARD FIDUCIARY TRUST CO | 12K | $221K | +2.7% | 0.470% | 0.00% |
| 15 | Vident Advisory, LLC | 12K | $216K | — | 0.458% | 0.00% |
| 16 | Copeland Capital Management, LLC | 8K | $135K | — | 0.286% | 0.00% |
| 17 | Russell Investments Group, Ltd. | 7K | $131K | +164.4% | 0.279% | 0.00% |
| 18 | MORGAN STANLEY | 4K | $78K | +62.9% | 0.165% | 0.00% |
| 19 | FMR LLC | 3K | $58K | +0.7% | 0.124% | 0.00% |
| 20 | UBS Group AG | 3K | $48K | -0.1% | 0.103% | 0.00% |
| 21 | RHUMBLINE ADVISERS | 2K | $33K | -33.5% | 0.070% | 0.00% |
| 22 | WELLS FARGO & COMPANY/MN | 2K | $33K | +182.9% | 0.070% | 0.00% |
| 23 | ROYAL BANK OF CANADA | 1K | $25K | +334.0% | 0.054% | 0.00% |
| 24 | JPMORGAN CHASE & CO | 1K | $18K | -26.7% | 0.039% | 0.00% |
| 25 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1K | $18K | -1.9% | 0.038% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MKTW — a direct measure of their conviction.
| 22.07% |
| 3.07 pp |
| $5M |
| 17% |
| Q4 2024 | 57 | 5.0% | 25.14% | 8.35 pp | $6M | 36% |
| Q3 2024 | 60 | — | 33.49% | — | $9M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
MKTW institutional ownership rose by 0.49 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 87.8% of all reported 13F value in MKTW, and the top 25 account for 99.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
MarketWise, Inc. (MKTW) Institutional Ownership