Funds holding MarketWise Inc
ISIN US57064P2065 · United States
- Fund holders
- 73
- Of which ETFs
- 15 58 other funds
- Value held
- 4.7M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| iShares Russell 2000 ETF iShares Trust | 70,853 | 1.3M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 43,145 | 769.7K $ | as of Jun 30, 2026 ↗ | |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 26,101 | 514.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 20,828 | 371.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 19,281 | 344K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 12,090 | 215.7K $ | 0.24 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 10,044 | 173.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,681 | 149.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 7,599 | 135.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 3,989 | 78.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 3,391 | 60.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 3,174 | 56.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 2,948 | 50.8K $ | as of May 31, 2026 ↗ | |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 2,842 | 49K $ | as of May 31, 2026 ↗ | |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 2,137 | 42.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 1,834 | 32.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 1,747 | 31.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,479 | 25.5K $ | 0.00 % | as of May 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,280 | 22.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 1,275 | 22.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 1,168 | 20.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 1,057 | 20.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 1,041 | 18.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 985 | 17.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 886 | 15.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 837 | 16.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 777 | 15.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 753 | 13.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 731 | 14.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 706 | 13.9K $ | as of Jul 31, 2026 ↗ | |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 702 | 13.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 678 | 12.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 640 | 12.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 609 | 10.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 603 | 10.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 569 | 10.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 501 | 8.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 500 | 9.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 481 | 9.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 395 | 7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 365 | 6.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 356 | 6.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 325 | 6.4K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 318 | 6.3K $ | as of Jul 31, 2026 ↗ | |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 305 | 5.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 203 | 3.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 198 | 3.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 181 | 3.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 153 | 2.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 150 | 2.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 149 | 2.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 102 | 2K $ | as of Jul 31, 2026 ↗ | |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 93 | 1.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 80 | 1.4K $ | 0.00 % | as of May 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 75 | 1.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 63 | 1.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 63 | 1.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 63 | 1.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 62 | 1.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 53 | 1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 49 | 874.2 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 46 | 820.6 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 28 | 551.6 $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 16 | 275.8 $ | as of May 31, 2026 ↗ | |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 12 | 214.1 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 11 | 218.7 $ | 0.00 % | as of Jul 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 9 | 160.6 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 6 | 107 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 5 | 89.2 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 3 | 53.5 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 2 | 39.4 $ | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 2 | 34.5 $ | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 1 | 17.8 $ | 0.00 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Acuitas Small Cap Active ETF Series Portfolios Trust | 0.24 % | as of Jun 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 0.05 % | as of Jul 31, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 0.00 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 73 | +6 | 262,884 | +19.7 % |
| 2026Q2 | 67 | +2 | 219,528 | -1.6 % |
| 2026Q1 | 65 | +3 | 223,180 | +0.7 % |
| 2025Q4 | 62 | -1 | 221,614 | -3.2 % |
| 2025Q3 | 63 | +50 | 229,023 | +615.3 % |
| 2025Q2 | 13 | 32,018 |
Institutional managers
48 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BARCLAYS PLC | 151,800 | 2.8M $ | as of Mar 31, 2026 |
| BASS SID R | 135,116 | 2.5M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 122,025 | 2.3M $ | as of Mar 31, 2026 |
| Phraction Management LLC | 98,316 | 1.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 49,242 | 921.9K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 27,767 | 519.8K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 27,174 | 508.7K $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 25,000 | 468K $ | as of Mar 31, 2026 |
| MTM Investment Management, LLC | 19,204 | 359.5K $ | as of Mar 31, 2026 |
| Formidable Asset Management, LLC | 14,999 | 280.8K $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 13,697 | 256.4K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 13,211 | 247.3K $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 7,419 | 138.9K $ | as of Mar 31, 2026 |
| FMR LLC | 3,245 | 60.7K $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 2,787 | 52.2K $ | as of Mar 31, 2026 |
| RHUMBLINE ADVISERS | 2,779 | 52K $ | as of Mar 31, 2026 |
| UBS Group AG | 2,722 | 51K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,667 | 49.9K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 1,836 | 35.1K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,418 | 27.6K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 1,085 | 20.3K $ | as of Mar 31, 2026 |
| CWM, LLC | 1,078 | 20.2K $ | as of Mar 31, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,030 | 19.3K $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 988 | 18.5K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 650 | 12.2K $ | as of Mar 31, 2026 |
Declared shareholders of MarketWise Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 5.50 % | 145,766 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding MarketWise Inc". https://titelia.com/en/stocks/marketwise-inc-US57064P2065