Wrap Ownership | Who Owns Wrap?


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Wrap Ownership Summary


Wrap is owned by 4.83% institutional investors, 28.80% insiders, and 66.37% retail investors. Vanguard group is the largest institutional shareholder, holding 3.38% of WRAP shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.97% of its assets in Wrap shares.

WRAP Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockWrap4.83%28.80%66.37%
SectorTechnology Stocks 37.90%13.77%48.33%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group1.73M3.38%$4.11M
Raymond james financial services advisors822.76K1.93%$1.65M
Raymond james financial691.57K1.37%$1.07M
Blackrock500.18K1.17%$1.00M
Blackrock funding, inc. /de524.70K1.04%$808.03K
Geode capital management471.82K0.94%$727.00K
Renaissance316.76K0.63%$487.81K
Vanguard fiduciary trust220.73K0.44%$339.92K
Lpl financial204.59K0.41%$315.08K
Marshall wace, llp203.40K0.40%$313.23K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Royal capital wealth management89.52K0.09%$137.86K
Seelaus asset management30.94K0.03%$47.65K
Core wealth partners11.40K0.01%$17.56K
Main street financial solutions57.40K0.01%$124.56K
Alerus financial na97.76K0.01%$150.55K
Catalyst funds management pty22.10K0.01%$34.03K
Financial security advisor16.99K0.00%$26.16K
Virtu financial36.15K0.00%$56.00K
Raymond james financial services advisors822.76K0.00%$1.65M
Robertson stephens wealth management38.65K0.00%$59.52K

Top Buyers

HolderShares% AssetsChange
Raymond james financial services advisors822.76K0.00%605.96K
Vanguard fiduciary trust220.73K0.00%220.73K
Marshall wace, llp203.40K0.00%169.64K
Renaissance316.76K0.00%159.86K
Blair william & co/il133.33K0.00%133.33K

Top Sellers

HolderShares% AssetsChange
Sculptor capital lp---308.00K
Redmond asset management---185.58K
Ubs group82.12K--137.74K
Man group---120.95K
Susquehanna group, llp121.70K--112.38K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust220.73K0.00%220.73K$339.92K
Blair william & co/il133.33K0.00%133.33K$205.33K
Imc-chicago39.88K-39.88K$61.42M
Virtu financial36.15K0.00%36.15K$56.00K
Catalyst funds management pty22.10K0.01%22.10K$34.03K

Sold Out

HolderChange
Northwestern mutual wealth management-6.00
Sittner & nelson-50.00
Cornerstone planning group-60.00
Jessup wealth management-150.00
Larson financial group-250.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202630-53.13%2,434,956-55.06%44.30%12-50.00%3-76.92%
Dec 31, 202545-22.41%4,220,616-17.51%88.08%17-15.00%7-36.36%
Sep 30, 202556-1.75%5,109,62815.56%1012.09%2017.65%11-21.43%
Jun 30, 2025593.51%4,513,3552.27%911.21%17-15.00%1770.00%
Mar 31, 202557-3.39%4,410,107-8.05%98.33%19-29.63%1122.22%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.10M1.97%-
Vanguard US Total Market Shares ETF780.73K1.55%-
Vanguard Institutional Extnd Mkt Idx Tr382.49K0.69%6.71K
Fidelity Extended Market Index232.13K0.42%43.82K
iShares Micro-Cap ETF92.45K0.17%-
Fidelity Total Market Index63.49K0.11%-
Fidelity Series Total Market Index55.09K0.10%4.98K
Spartan Extended Market Index Pool F54.10K0.10%12.54K
BlackRock Extended Equity Market K39.10K0.09%-17.00
Bridgeway Ultra-Small Company38.40K0.08%-

Recent Insider Transactions


DateNameRoleActivityValue
Feb 09, 2026NORRIS ELWOOD G-Sell$63.57K
Feb 03, 2026NORRIS ELWOOD G-Sell$44.02K
Feb 02, 2026NORRIS ELWOOD G-Sell$66.44K
Feb 06, 2026NORRIS ELWOOD G-Sell$140.57K
Feb 10, 2026NORRIS ELWOOD G-Sell$49.29K

Insider Transactions Trends


DateBuySell
2026 Q2--
2026 Q1-2
2025 Q4--
2025 Q3-2
2025 Q2-2

WRAP Ownership FAQ


Who owns the most shares of Wrap?

Wrap’s largest shareholders are Vanguard group (1.73M shares, 3.38%), Raymond james financial services advisors (822.76K shares, 1.93%), and Raymond james financial (691.57K shares, 1.37%). Together, they hold 6.68% of Wrap’s total shares outstanding.

Does Blackrock own Wrap?

Yes, BlackRock owns 1.17% of Wrap, totaling 500.18K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1M$. In the last quarter, BlackRock increased its holdings by 3.48K shares, a 0.70% change.

Who is Wrap’s biggest shareholder by percentage of total assets invested?

Royal capital wealth management is Wrap’s biggest shareholder by percentage of total assets invested, with 0.09% of its assets in 89.52K Wrap shares, valued at 137.86K$.

Who is the top mutual fund holder of Wrap shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Wrap shares, with 1.97% of its total shares outstanding invested in 1.1M Wrap shares.

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