Wrap Ownership | Who Owns Wrap?
Wrap Ownership Summary
Wrap is owned by 7.74% institutional investors, 33.66% insiders, and 58.59% 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 1.70% of its assets in Wrap shares.
WRAP Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Wrap | 7.74% | 33.66% | 58.59% |
Sector | Technology Stocks | 44.16% | 11.78% | 44.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 1.24M | 2.70% | $2.63M |
Raymond james financial | 898.90K | 1.96% | $1.91M |
Raymond james financial services advisors | 822.76K | 1.93% | $1.65M |
Blackrock | 500.18K | 1.17% | $1.00M |
Blackrock funding, inc. /de | 509.25K | 1.11% | $1.08M |
Geode capital management | 349.60K | 0.76% | $741.33K |
Caption management | 162.46K | 0.35% | $344.42K |
Marshall wace, llp | 128.02K | 0.28% | $271.41K |
State street | 100.17K | 0.23% | $200.33K |
Morgan stanley | 98.27K | 0.23% | $196.53K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Royal capital wealth management | 84.38K | 0.13% | $168.75K |
Seelaus asset management | 30.14K | 0.06% | $63.90K |
Fny investment advisers | 30.00K | 0.03% | $63.00K |
Financial security advisor | 44.90K | 0.03% | $89.79K |
Alerus financial na | 97.76K | 0.02% | $207.25K |
Core wealth partners | 11.40K | 0.01% | $24.17K |
Gsa capital partners llp | 87.46K | 0.01% | $185.00K |
Xtx topco | 27.14K | 0.00% | $57.54K |
Two sigma securities | 15.57K | 0.00% | $33.02K |
Northrock partners | 62.34K | 0.00% | $132.17K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Raymond james financial | 898.90K | 0.00% | 898.90K |
Raymond james financial services advisors | 822.76K | 0.00% | 605.96K |
Marshall wace, llp | 128.02K | 0.00% | 128.02K |
Susquehanna group, llp | 91.49K | - | 91.49K |
Gsa capital partners llp | 87.46K | 0.01% | 57.80K |
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 |
Wolverine trading | - | - | -111.50K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Raymond james financial | 898.90K | 0.00% | 898.90K | $1.91M |
Marshall wace, llp | 128.02K | 0.00% | 128.02K | $271.41K |
Susquehanna group, llp | 91.49K | - | 91.49K | $193.96K |
Jane street group | 33.25K | - | 33.25K | $70.49K |
Fny investment advisers | 30.00K | 0.03% | 30.00K | $63.00K |
Sold Out
Holder | Change |
---|---|
Sittner & nelson | -50.00 |
Qube research | -176.00 |
Fmr | -681.00 |
Redwood wealth management group | -800.00 |
Gradient investments | -1.00K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Mar 31, 2024 | 78 | 9.86% | 5,177,693 | 34.01% | 12 | 14.79% | 40 | 17.65% | 14 | 27.27% |
Dec 31, 2023 | 71 | 20.34% | 3,863,621 | 16.50% | 9 | 14.33% | 34 | 112.50% | 11 | -21.43% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 780.73K | 1.70% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 405.13K | 0.88% | - |
Fidelity Extended Market Index | 170.19K | 0.37% | -1.37K |
iShares Micro-Cap ETF | 79.16K | 0.17% | - |
Fidelity Total Market Index | 53.38K | 0.12% | - |
Fidelity Series Total Market Index | 39.46K | 0.09% | -1.17K |
BlackRock Extended Equity Market K | 39.10K | 0.09% | -17.00 |
Extended Equity Market Fund K | 38.57K | 0.08% | -531.00 |
Bridgeway Ultra-Small Company | 38.40K | 0.08% | - |
Fidelity Nasdaq Composite Index | 38.06K | 0.08% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Oct 15, 2024 | NORRIS ELWOOD G | - | Sell | $15.40K |
Oct 14, 2024 | NORRIS ELWOOD G | - | Sell | $20.33K |
Oct 11, 2024 | NORRIS ELWOOD G | - | Sell | $19.89K |
Oct 10, 2024 | NORRIS ELWOOD G | - | Sell | $7.82K |
Oct 16, 2024 | NORRIS ELWOOD G | - | Sell | $36.20K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q3 | - | - |
2024 Q2 | - | 1 |
2024 Q1 | - | - |
2023 Q4 | - | - |
WRAP Ownership FAQ
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