Wrap Ownership | Who Owns Wrap?
Wrap Ownership Summary
Wrap is owned by 10.10% institutional investors, 30.46% insiders, and 59.44% retail investors. Vanguard group is the largest institutional shareholder, holding 3.28% 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 | 10.10% | 30.46% | 59.44% |
| Sector | Technology Stocks | 50.63% | 12.54% | 36.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.66M | 3.28% | $3.60M |
| Raymond james financial services advisors | 822.76K | 1.93% | $1.65M |
| Raymond james financial | 646.85K | 1.28% | $1.40M |
| Blackrock | 500.18K | 1.17% | $1.00M |
| Blackrock funding, inc. /de | 524.65K | 1.04% | $1.14M |
| Geode capital management | 400.95K | 0.79% | $870.23K |
| Marshall wace, llp | 167.98K | 0.33% | $364.52K |
| Royal bank of canada | 125.20K | 0.25% | $272.00K |
| State street | 111.57K | 0.22% | $242.10K |
| Lpl financial | 105.34K | 0.21% | $228.59K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Royal capital wealth management | 54.61K | 0.07% | $118.51K |
| Seelaus asset management | 31.14K | 0.05% | $67.57K |
| Financial security advisor | 33.90K | 0.02% | $73.55K |
| Core wealth partners | 11.40K | 0.01% | $24.74K |
| Alerus financial na | 97.76K | 0.01% | $212.14K |
| Main street financial solutions | 57.40K | 0.01% | $124.56K |
| Northrock partners | 62.34K | 0.00% | $135.29K |
| Raymond james financial services advisors | 822.76K | 0.00% | $1.65M |
| Caption management | 100.29K | 0.00% | $217.63K |
| Xtx topco | 15.42K | 0.00% | $33.46K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial services advisors | 822.76K | 0.00% | 605.96K |
| Marshall wace, llp | 167.98K | 0.00% | 138.25K |
| Vanguard group | 1.66M | 0.00% | 98.78K |
| Alerus financial na | 97.76K | 0.01% | 97.76K |
| Susquehanna group, llp | 91.49K | - | 91.49K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 91.49K | - | 91.49K | $193.96K |
| Wolverine trading | 10.92K | - | 10.92K | $24.89K |
| Allworth financial lp | 6.43K | - | 6.43K | $10.03K |
| Financial consulate | 1.00K | 0.00% | 1.00K | $2.17K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
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 | 178.56K | 0.35% | 6.09K |
| iShares Micro-Cap ETF | 76.75K | 0.15% | - |
| Fidelity Total Market Index | 64.02K | 0.13% | -136.00 |
| 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% | - |
| Extended Equity Market Fund K | 37.93K | 0.07% | -757.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 29, 2025 | Novick Jared | President and COO | Sell | $126.67K |
| Aug 29, 2025 | Cohen Scot | Executive Chairman and CEO | Sell | $126.67K |
| Jun 11, 2025 | NORRIS ELWOOD G | - | Sell | $50.41K |
| May 19, 2025 | NORRIS ELWOOD G | - | Sell | $2.23K |
| Oct 10, 2024 | NORRIS ELWOOD G | - | Sell | $7.82K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 6 |
| 2024 Q3 | - | - |
WRAP Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools