Wrap Ownership | Who Owns Wrap?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wrap | 4.83% | 28.80% | 66.37% |
| Sector | Technology Stocks | 36.01% | 15.20% | 48.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.73M | 3.38% | $4.11M |
| Vanguard capital management | 1.55M | 2.86% | $2.00M |
| Raymond james financial services advisors | 822.76K | 1.93% | $1.65M |
| Raymond james financial | 683.40K | 1.27% | $881.58K |
| Blackrock | 500.18K | 1.17% | $1.00M |
| Blackrock funding, inc. /de | 569.37K | 1.05% | $734.49K |
| Geode capital management | 432.84K | 0.80% | $558.72K |
| Renaissance | 358.10K | 0.66% | $461.95K |
| Platform technology partners | 234.61K | 0.43% | $302.64K |
| Vanguard fiduciary trust | 222.27K | 0.41% | $286.73K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Royal capital wealth management | 89.52K | 0.06% | $115.48K |
| Platform technology partners | 234.61K | 0.05% | $302.64K |
| Seelaus asset management | 29.86K | 0.03% | $38.52K |
| R squared | 20.09K | 0.01% | $25.91K |
| Core wealth partners | 11.40K | 0.01% | $14.71K |
| Alerus financial na | 97.76K | 0.01% | $126.11K |
| Main street financial solutions | 47.40K | 0.00% | $61.15K |
| Financial security advisor | 16.99K | 0.00% | $21.91K |
| Raymond james financial services advisors | 822.76K | 0.00% | $1.65M |
| Hurley capital | 1.91K | 0.00% | $2.46K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial services advisors | 822.76K | 0.00% | 605.96K |
| Platform technology partners | 234.61K | 0.05% | 234.61K |
| Vanguard group | 1.73M | 0.00% | 65.83K |
| Citadel advisors | 163.08K | - | 57.97K |
| Blackrock funding, inc. /de | 569.37K | - | 44.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sculptor capital lp | - | - | -308.00K |
| Redmond asset management | - | - | -185.58K |
| Blair william & co/il | - | - | -133.33K |
| Man group | - | - | -120.95K |
| National bank of canada /fi/ | - | - | -112.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Platform technology partners | 234.61K | 0.05% | 234.61K | $302.64K |
| Squarepoint ops | 27.17K | - | 27.17K | $35.05K |
| Sixth street partners management company | 21.52K | - | 21.52K | $27.75K |
| R squared | 20.09K | 0.01% | 20.09K | $25.91K |
| Centiva capital, lp | 11.03K | 0.00% | 11.03K | $14.22K |
Sold Out
| Holder | Change |
|---|---|
| Mai capital management | -1.00 |
| Citigroup | -1.00 |
| Northwestern mutual wealth management | -6.00 |
| Sittner & nelson | -50.00 |
| Cornerstone planning group | -60.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 30 | -53.13% | 2,434,956 | -55.06% | 4 | 4.30% | 12 | -50.00% | 3 | -76.92% |
| Dec 31, 2025 | 45 | -22.41% | 4,220,616 | -17.51% | 8 | 8.08% | 17 | -15.00% | 7 | -36.36% |
| Sep 30, 2025 | 56 | -1.75% | 5,109,628 | 15.56% | 10 | 12.09% | 20 | 17.65% | 11 | -21.43% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.10M | 1.97% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.10M | 1.97% | - |
| Vanguard US Total Market Shares ETF | 780.73K | 1.55% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 409.44K | 0.73% | - |
| Fidelity Extended Market Index | 203.19K | 0.36% | -3.74K |
| iShares Micro-Cap ETF | 131.47K | 0.24% | -1.75K |
| Fidelity Total Market Index | 63.49K | 0.11% | - |
| Spartan Extended Market Index Pool F | 55.24K | 0.10% | 298.00 |
| Fidelity Series Total Market Index | 55.09K | 0.10% | - |
| BlackRock Extended Equity Market K | 39.10K | 0.09% | -17.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 08, 2026 | Cohen Scot | Executive Chairman and CEO | Buy | $230.29K |
| Jul 08, 2026 | SHULMAN JOHN D | - | Buy | $110.00K |
| Jul 08, 2026 | Cohen Scot | Executive Chairman and CEO | Buy | $23.91K |
| Feb 03, 2026 | NORRIS ELWOOD G | - | Sell | $44.02K |
| Feb 06, 2026 | NORRIS ELWOOD G | - | Sell | $140.57K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 3 | - |
| 2026 Q2 | - | - |
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 2 |
WRAP Ownership FAQ
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