TOP Financial Group Ownership | Who Owns TOP Financial Group?


OverviewChart

TOP Financial Group Ownership Summary


TOP Financial Group is owned by 0.38% institutional investors, 74.02% insiders, and 25.60% retail investors. Renaissance is the largest institutional shareholder, holding 0.13% of TOP shares. Fidelity Nasdaq Composite Index is the top mutual fund, with 0.03% of its assets in TOP Financial Group shares.

TOP Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockTOP Financial Group0.38%74.02%25.60%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryCapital Markets Stocks33.12%15.10%51.78%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Renaissance48.70K0.13%$40.33K
Virtu financial38.51K0.10%$32.00K
Ubs group29.62K0.08%$24.53K
Blackrock23.62K0.07%$61.42K
Blackrock funding, inc. /de23.62K0.06%$19.56K
Xtx topco11.60K0.03%$9.60K
Geode capital management11.10K0.03%$9.19K
Bank of america corp /de/154.000.00%$400.00
Tower research capital llc (trc)36.000.00%$46.00
Two sigma securities---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Virtu financial38.51K0.00%$32.00K
Xtx topco11.60K0.00%$9.60K
Renaissance48.70K0.00%$40.33K
Blackrock23.62K-$61.42K
Tower research capital llc (trc)36.00-$46.00
Two sigma securities---
Susquehanna group, llp---
Bank of america corp /de/154.00-$400.00
Two sigma investments, lp---
Ubs group29.62K-$24.53K

Top Buyers

HolderShares% AssetsChange
Virtu financial38.51K0.00%38.51K
Ubs group29.62K-28.46K
Renaissance48.70K0.00%1.40K
Tower research capital llc (trc)36.00-36.00
Geode capital management11.10K--

Top Sellers

HolderShares% AssetsChange
Susquehanna group, llp---71.86K
Two sigma investments, lp---46.61K
Xtx topco11.60K0.00%-23.53K
Marshall wace, llp---20.33K
Two sigma securities---11.84K

Sold Out

HolderChange
Wealthcollab-384.00
Qube research-748.00
Two sigma securities-11.84K
Marshall wace, llp-20.33K
Two sigma investments, lp-46.61K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20264-33.33%140,451-26.15%-143.93%3-25.00%--
Dec 31, 20256-14.29%190,17218.78%-274.42%4---100.00%
Sep 30, 2025716.67%160,1061.23%-236.96%433.33%1-50.00%
Jun 30, 20256-25.00%158,1662.15%-244.26%3-50.00%2100.00%
Mar 31, 2025814.29%154,84019.07%-257.66%650.00%1-50.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Fidelity Nasdaq Composite Index11.10K0.03%-

Recent Insider Transactions


DateNameRoleActivityValue
Mar 14, 2014McAllister Robert PresidentBuy$40.00K
Mar 14, 2014McAllister Robert PresidentSell$40.00K

TOP Ownership FAQ


Who Owns TOP Financial Group?

TOP Financial Group shareholders are primarily institutional investors at 0.38%, followed by 74.02% insiders and 25.60% retail investors. The average institutional ownership in TOP Financial Group's industry, Capital Markets Stocks, is 33.12%, which TOP Financial Group falls below.

Who owns the most shares of TOP Financial Group?

TOP Financial Group’s largest shareholders are Renaissance (48.7K shares, 0.13%), Virtu financial (38.5K shares, 0.10%), and Ubs group (29.62K shares, 0.08%). Together, they hold 0.32% of TOP Financial Group’s total shares outstanding.

Does Blackrock own TOP Financial Group?

Yes, BlackRock owns 0.07% of TOP Financial Group, totaling 23.62K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 61.42K$. In the last quarter, BlackRock decreased its holdings by 0 shares, a 0% change.

Who is TOP Financial Group’s biggest shareholder by percentage of total assets invested?

Virtu financial is TOP Financial Group’s biggest shareholder by percentage of total assets invested, with 0.00% of its assets in 38.5K TOP Financial Group shares, valued at 32K$.

Who is the top mutual fund holder of TOP Financial Group shares?

Fidelity Nasdaq Composite Index is the top mutual fund holder of TOP Financial Group shares, with 0.03% of its total shares outstanding invested in 11.1K TOP Financial Group shares.

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