Who Owns NextPlat Stock?
NASDAQ: NXPLTechnologySoftware - ApplicationUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 4.85%
- Held by insiders
- 44.47%
- Institutional holders
- 10
- Institutions 4.9%
- Insiders 44.5%
- Public and other 50.7%
Who owns NextPlat stock?
Institutional investors own about 4.9% of NextPlat's shares, spread across 10 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 44.47% of NXPL.
The largest institutional holders are Eversource Wealth Advisors, Llc (2.14%), Geode Capital Management, LLC (0.81%) and Vanguard Capital Management LLC (0.79%). Together, the top 9 institutions control 4.8% of shares outstanding. In their latest filings, 5 of the top 9 institutions increased their NXPL positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of NXPL
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Eversource Wealth Advisors, Llc | 58.07K | 2.14% | -90.0% |
| Geode Capital Management, LLC | 21.99K | 0.81% | +100.0% |
| Vanguard Capital Management LLC | 21.42K | 0.79% | +45.0% |
| Citadel Advisors Llc | 18.58K | 0.68% | +100.0% |
| Vanguard Fiduciary Trust Co | 9.06K | 0.33% | 0.0% |
| Tower Research Capital LLC (TRC) | 642 | 0.02% | +148.8% |
| Vanguard Global Advisers, LLC | 264 | 0.01% | -0.4% |
| SBI Securities Co., Ltd. | 5 | 0.00% | -90.0% |
| UBS Group AG | 1 | 0.00% | +100.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of NXPL
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 16.97K | 0.63% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 7.06K | 0.26% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 4.45K | 0.16% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 4.12K | 0.15% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 3.40K | 0.13% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 2.27K | 0.08% |
| Dimensional ETF Trust-Dimensional US Core Equity 1 ETF | 210 | 0.01% |
Frequently asked questions
Who is the largest shareholder of NextPlat?
Eversource Wealth Advisors, Llc is the largest institutional shareholder of NXPL, owning 2.14% of shares outstanding (58.07K shares) as of its latest 13F filing.
What percentage of NextPlat is owned by institutions?
Institutions own about 4.9% of NXPL shares and 8.7% of the public float.
How much of NextPlat do insiders own?
Insiders, such as officers and directors, own about 44.47% of NXPL shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.