Wrap Ownership | Who Owns Wrap?
Wrap Ownership Summary
Wrap is owned by 9.33% institutional investors, 31.81% insiders, and 58.86% retail investors. Vanguard group is the largest institutional shareholder, holding 2.70% of WRAP shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.13% of its assets in Wrap shares.
WRAP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wrap | 9.33% | 31.81% | 58.86% |
| Sector | Technology Stocks | 125.84% | 12.52% | -38.36% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.24M | 2.70% | $2.63M |
| Raymond james financial services advisors | 822.76K | 1.93% | $1.65M |
| Raymond james financial | 610.42K | 1.26% | $952.26K |
| Blackrock | 500.18K | 1.17% | $1.00M |
| Blackrock funding, inc. /de | 511.71K | 1.06% | $798.27K |
| Geode capital management | 349.60K | 0.76% | $741.33K |
| State street | 100.17K | 0.23% | $200.33K |
| Morgan stanley | 98.27K | 0.23% | $196.53K |
| Caption management | 101.06K | 0.21% | $157.65K |
| Susquehanna group, llp | 91.49K | 0.20% | $193.96K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Royal capital wealth management | 54.61K | 0.06% | $85.19K |
| Thompson davis | 66.15K | 0.04% | $102.96K |
| Seelaus asset management | 30.14K | 0.04% | $47.02K |
| Financial security advisor | 44.90K | 0.02% | $70.04K |
| Core wealth partners | 11.40K | 0.01% | $17.78K |
| Main street financial solutions | 57.40K | 0.01% | $89.54K |
| Northrock partners | 62.34K | 0.00% | $132.17K |
| Griffin asset management | 13.00K | 0.00% | $27.56K |
| Raymond james financial services advisors | 822.76K | 0.00% | $1.65M |
| Caption management | 101.06K | 0.00% | $157.65K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial services advisors | 822.76K | 0.00% | 605.96K |
| Susquehanna group, llp | 91.49K | - | 91.49K |
| Thompson davis | 66.15K | 0.04% | 66.15K |
| Jane street group | 33.25K | - | 33.25K |
| Ubs group | 42.97K | - | 28.87K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sculptor capital lp | - | - | -308.00K |
| Redmond asset management | - | - | -185.58K |
| Marshall wace, llp | 29.73K | 0.00% | -134.89K |
| Man group | - | - | -120.95K |
| National bank of canada /fi/ | - | - | -112.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 91.49K | - | 91.49K | $193.96K |
| Thompson davis | 66.15K | 0.04% | 66.15K | $102.96K |
| Jane street group | 33.25K | - | 33.25K | $70.49K |
| Allworth financial lp | 6.43K | - | 6.43K | $10.03K |
| Ameritas advisory services | 1.00K | 0.00% | 1.00K | $1.56K |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -6.00 |
| Sittner & nelson | -50.00 |
| Cornerstone planning group | -60.00 |
| Qube research | -176.00 |
| Larson financial group | -250.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 59 | 3.51% | 4,513,355 | 2.27% | 9 | 11.21% | 17 | -15.00% | 17 | 70.00% |
| Mar 31, 2025 | 57 | -3.39% | 4,410,107 | -8.05% | 9 | 8.33% | 19 | -29.63% | 11 | 22.22% |
| Dec 31, 2024 | 32 | -45.76% | 3,551,702 | -26.35% | 7 | 7.00% | 15 | 25.00% | 2 | -88.24% |
| Sep 30, 2024 | 59 | -13.24% | 4,822,240 | -4.51% | 10 | 7.50% | 12 | -52.00% | 17 | 6.25% |
| Jun 30, 2024 | 68 | -12.82% | 5,050,108 | -2.46% | 11 | 8.04% | 25 | -37.50% | 16 | 14.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.08M | 2.13% | -23.59K |
| Vanguard US Total Market Shares ETF | 780.73K | 1.55% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 296.47K | 0.59% | -108.66K |
| Fidelity Extended Market Index | 172.47K | 0.34% | -450.00 |
| iShares Micro-Cap ETF | 77.35K | 0.15% | - |
| Fidelity Total Market Index | 64.16K | 0.13% | - |
| Fidelity Series Total Market Index | 46.87K | 0.09% | - |
| BlackRock Extended Equity Market K | 39.10K | 0.09% | -17.00 |
| Bridgeway Ultra-Small Company | 38.40K | 0.08% | - |
| Fidelity Nasdaq Composite Index | 38.06K | 0.08% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 11, 2025 | NORRIS ELWOOD G | - | Sell | $50.41K |
| May 19, 2025 | NORRIS ELWOOD G | - | Sell | $2.23K |
| Oct 11, 2024 | NORRIS ELWOOD G | - | Sell | $19.89K |
| Oct 10, 2024 | NORRIS ELWOOD G | - | Sell | $7.82K |
| Oct 14, 2024 | NORRIS ELWOOD G | - | Sell | $20.33K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 6 |
| 2024 Q3 | - | - |
WRAP Ownership FAQ
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