Wrap Ownership | Who Owns Wrap?


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Wrap Ownership Summary


Wrap is owned by 8.26% institutional investors, 29.81% insiders, and 61.93% 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 2.01% of its assets in Wrap shares.

WRAP Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockWrap8.26%29.81%61.93%
SectorTechnology Stocks 35.26%13.15%51.59%

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 financial646.85K1.28%$1.40M
Blackrock500.18K1.17%$1.00M
Blackrock funding, inc. /de519.62K1.02%$1.24M
Geode capital management407.29K0.80%$969.93K
Ubs group219.85K0.43%$523.25K
Marshall wace, llp167.98K0.33%$364.52K
Renaissance156.90K0.31%$373.42K
Royal bank of canada125.20K0.25%$272.00K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Royal capital wealth management54.61K0.07%$118.51K
Seelaus asset management31.14K0.06%$74.11K
Financial security advisor33.90K0.02%$80.67K
Core wealth partners11.40K0.01%$24.74K
Alerus financial na97.76K0.01%$212.14K
Main street financial solutions57.40K0.01%$124.56K
Northrock partners62.34K0.00%$135.29K
Raymond james financial services advisors822.76K0.00%$1.65M
Robertson stephens wealth management36.20K0.00%$86.15K
Caption management100.29K0.00%$217.63K

Top Buyers

HolderShares% AssetsChange
Raymond james financial services advisors822.76K0.00%605.96K
Ubs group219.85K0.00%177.28K
Marshall wace, llp167.98K0.00%138.25K
Renaissance156.90K0.00%110.20K
Alerus financial na97.76K0.01%97.76K

Top Sellers

HolderShares% AssetsChange
Sculptor capital lp---308.00K
Redmond asset management---185.58K
Man group---120.95K
National bank of canada /fi/---112.30K
Thompson davis---66.15K

New Positions

HolderShares% AssetsChangeValue
Susquehanna group, llp91.49K-91.49K$193.96K
Barclays40.24K-40.24K$95.78K
Robertson stephens wealth management36.20K0.00%36.20K$86.15K
Hrt financial lp11.75K0.00%11.75K$27.00K
Wolverine trading10.92K-10.92K$24.89K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 202432-45.76%3,551,702-26.35%77.00%1525.00%2-88.24%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.10M2.01%19.30K
Vanguard US Total Market Shares ETF780.73K1.55%-
Vanguard Institutional Extnd Mkt Idx Tr375.77K0.69%-
Fidelity Extended Market Index189.77K0.35%-366.00
iShares Micro-Cap ETF93.06K0.17%28.55K
Fidelity Total Market Index63.49K0.12%-
Fidelity Series Total Market Index46.87K0.09%-
BlackRock Extended Equity Market K39.10K0.09%-17.00
Bridgeway Ultra-Small Company38.40K0.08%-
Blackrock Extended Mkt Fund CF44.86K0.08%44.86K

Recent Insider Transactions


DateNameRoleActivityValue
Jan 29, 2026NORRIS ELWOOD G-Sell$176.56K
Jan 28, 2026NORRIS ELWOOD G-Sell$167.46K
Oct 03, 2025NORRIS ELWOOD G-Sell$141.11K
Jun 13, 2025NORRIS ELWOOD G-Sell$17.10K
Jul 10, 2025NORRIS ELWOOD G-Sell$22.50K

Insider Transactions Trends


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

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 (646.85K shares, 1.28%). Together, they hold 6.59% 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 0.07% of its assets in 54.61K Wrap shares, valued at 118.51K$.

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 2.01% of its total shares outstanding invested in 1.1M Wrap shares.

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