Netcapital Ownership | Who Owns Netcapital?
Netcapital Ownership Summary
Netcapital is owned by 15.31% institutional investors, 7.70% insiders, and 76.99% retail investors. Susquehanna group, llp is the largest institutional shareholder, holding 0.82% of NCPL shares. Fidelity Extended Market Index is the top mutual fund, with 0.15% of its assets in Netcapital shares.
NCPL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Netcapital | 15.31% | 7.70% | 76.99% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Capital Markets Stocks | 43.37% | 15.77% | 40.86% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Susquehanna group, llp | 94.00K | 0.82% | $10.26K |
| Geode capital management | 49.92K | 0.44% | $5.45K |
| Ubs group | 34.08K | 0.30% | $3.71K |
| Morgan stanley | 397.00 | 0.00% | $43.00 |
| Bank of america corp /de/ | 150.00 | 0.00% | $16.00 |
| Traynor capital management | - | - | - |
| Virtu financial | - | - | - |
| Citadel advisors | - | - | - |
| Xtx topco | - | - | - |
| Sheets smith wealth management | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Geode capital management | 49.92K | - | $5.45K |
| Tower research capital llc (trc) | - | - | - |
| Susquehanna group, llp | 94.00K | - | $10.26K |
| Bank of america corp /de/ | 150.00 | - | $16.00 |
| Jane street group | - | - | - |
| Bard associates | - | - | - |
| Ci private wealth | - | - | - |
| Traynor capital management | - | - | - |
| Virtu financial | - | - | - |
| Ubs group | 34.08K | - | $3.71K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 94.00K | - | 71.97K |
| Ubs group | 34.08K | - | 34.08K |
| Bank of america corp /de/ | 150.00 | - | 150.00 |
| Geode capital management | 49.92K | - | - |
| Wells fargo & company/mn | - | - | -59.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Armistice capital | - | - | -1.51M |
| Bard associates | - | - | -1.12M |
| Jane street group | - | - | -110.16K |
| Traynor capital management | - | - | -95.00K |
| Winthrop advisory group | - | - | -91.20K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ubs group | 34.08K | - | 34.08K | $3.71K |
| Bank of america corp /de/ | 150.00 | - | 150.00 | $16.00 |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -59.00 |
| Ci private wealth | -10.00K |
| Xtx topco | -10.34K |
| Hrt financial lp | -13.45K |
| Warberg asset management | -25.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 13 | -18.75% | 1,755,668 | -43.25% | 15 | 2.10% | 6 | -25.00% | 2 | 100.00% |
| Mar 31, 2024 | 16 | 23.08% | 3,093,553 | 33.00% | 26 | 4.44% | 8 | 33.33% | 1 | - |
| Dec 31, 2023 | 13 | - | 2,325,902 | 24.29% | 24 | 3.93% | 6 | - | 1 | -50.00% |
| Sep 30, 2023 | 13 | 8.33% | 1,871,398 | 1.40% | 25 | 1.96% | 6 | -14.29% | 2 | - |
| Jun 30, 2023 | 12 | 9.09% | 1,845,472 | 28.14% | 35 | 4.60% | 7 | 16.67% | 2 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Extended Market Index | 1.63K | 0.15% | -493.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 755.00 | 0.07% | - |
| Northern Trust Extended Eq Market Idx | 95.00 | 0.01% | 1.00 |
| NT Ext Equity Mkt Idx Fd - L | 95.00 | 0.01% | 1.00 |
| Fidelity Series Total Market Index | 68.00 | 0.01% | - |
| NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 15.00 | 0.00% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 24, 2024 | Geary Steven F | - | Buy | $31.68K |
| Sep 09, 2019 | Lenk Cecilia | CEO, Chair of Board | Buy | $300.00K |
| Sep 09, 2019 | Kraysler Coreen Sarah | CFO | Buy | $300.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | 1 | - |
| 2023 Q2 | - | - |
| 2023 Q1 | - | - |
| 2022 Q4 | - | - |
| 2022 Q2 | - | - |
NCPL Ownership FAQ
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