NextPlat Ownership | Who Owns NextPlat?
NextPlat Ownership Summary
NextPlat is owned by 5.25% institutional investors, 46.98% insiders, and 47.78% retail investors. Simplicity wealth is the largest institutional shareholder, holding 2.31% of NXPL shares. Fidelity Extended Market Index is the top mutual fund, with 0.36% of its assets in NextPlat shares.
NXPL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NextPlat | 5.25% | 46.98% | 47.78% |
| Sector | Technology Stocks | 50.72% | 12.57% | 36.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Simplicity wealth | 600.00K | 2.31% | $496.92K |
| Vanguard group | 241.89K | 0.93% | $201.98K |
| Geode capital management | 224.46K | 0.86% | $187.35K |
| Omnia family wealth | 90.23K | 0.35% | $75.31K |
| Northern trust | 45.54K | 0.18% | $37.72K |
| State street | 25.66K | 0.10% | $21.41K |
| Renaissance | 19.60K | 0.08% | $16.23K |
| Xtx topco | 16.02K | 0.06% | $13.37K |
| Barclays | 35.00 | 0.00% | $29.00 |
| Mai capital management | 14.00 | 0.00% | $12.00 |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Simplicity wealth | 600.00K | 0.03% | $496.92K |
| Omnia family wealth | 90.23K | 0.02% | $75.31K |
| Xtx topco | 16.02K | 0.00% | $13.37K |
| Tower research capital llc (trc) | - | - | - |
| Advisor group | - | - | - |
| Jane street group | - | - | - |
| Barclays | 35.00 | - | $29.00 |
| Northern trust | 45.54K | - | $37.72K |
| Millennium management | - | - | - |
| Two sigma securities | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Simplicity wealth | 600.00K | 0.03% | 600.00K |
| Vanguard group | 241.89K | - | 153.34K |
| Northern trust | 45.54K | - | 25.61K |
| Geode capital management | 224.46K | - | 1.16K |
| Renaissance | 19.60K | - | 600.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cresset asset management | - | - | -50.00K |
| North capital | - | - | -30.86K |
| Jane street group | - | - | -18.29K |
| Millennium management | - | - | -17.00K |
| Two sigma securities | - | - | -13.65K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Simplicity wealth | 600.00K | 0.03% | 600.00K | $496.92K |
| Barclays | 35.00 | - | 35.00 | $29.00 |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -21.00 |
| Advisor group | -1.80K |
| Raymond james financial | -2.04K |
| Tower research capital llc (trc) | -2.07K |
| Ubs group | -3.31K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 13 | -13.33% | 1,362,215 | 124.46% | 5 | 60.54% | 7 | -22.22% | 3 | 200.00% |
| Jun 30, 2025 | 15 | -11.76% | 606,876 | 8.35% | 2 | 39.88% | 9 | -25.00% | 1 | -75.00% |
| Mar 31, 2025 | 17 | 30.77% | 560,127 | 24.59% | 2 | 48.44% | 12 | 20.00% | 4 | - |
| Dec 31, 2024 | 5 | -50.00% | 334,144 | -12.00% | 1 | 43.99% | 3 | -57.14% | - | -100.00% |
| Sep 30, 2024 | 10 | 42.86% | 379,710 | 84.79% | 2 | 167.87% | 7 | 133.33% | 1 | -66.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Extended Market Index | 94.12K | 0.36% | -663.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 80.94K | 0.31% | 40.52K |
| Vanguard US Total Market Shares ETF | 45.48K | 0.18% | - |
| Vanguard Total Stock Mkt Idx Inv | 44.51K | 0.17% | -972.00 |
| Fidelity Total Market Index | 41.43K | 0.16% | - |
| Fidelity Nasdaq Composite Index | 37.69K | 0.15% | - |
| Fidelity Series Total Market Index | 22.75K | 0.09% | - |
| SSgA U.S. Extended Market Index Class I | 15.60K | 0.08% | - |
| Spartan Extended Market Index Pool F | 19.97K | 0.08% | 663.00 |
| NT Ext Equity Mkt Idx Fd - L | 19.93K | 0.08% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 16, 2024 | Miller John Edward | - | Buy | $35.75M |
| Jan 28, 2022 | Miller John Edward | - | Buy | $29.33M |
| Dec 14, 2022 | Phipps David | President/CEO of Global Ops | Buy | $1.42B |
| Dec 14, 2022 | Phipps David | President/CEO of Global Ops | Buy | - |
| Dec 14, 2022 | Fernandez Charles M. | Chairman & CEO | Buy | $2.06T |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2023 Q2 | - | - |
| 2022 Q4 | 6 | - |
NXPL Ownership FAQ
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