Institutional Ownership Exp World Holdings, Inc. (EXPI)
This table provides information about the institutional ownership of Exp World Holdings, Inc. (EXPI). We have compiled data on the 264 institutions that hold shares in the stock, with a total of 61.1 Million shares, which have been reported (via 13F filing form) to have a value of $575 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
111
shares
|
$981
0.0% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
100
shares
|
$884
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
89
shares
|
$786
0.0% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
85
shares
|
$751
0.0% of portfolio
|
Q3 2024
Added 88.89%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
83
shares
|
$733
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
81
shares
|
$716
0.0% of portfolio
|
Q2 2022
Reduced 98.71%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
75
shares
|
$663
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
75
shares
|
$663
0.0% of portfolio
|
Q2 2024
Added 7.14%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
70
shares
|
$618
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
64
shares
|
$565
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
50
shares
|
$442
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
47
shares
|
$415
0.0% of portfolio
|
Q2 2024
Added 291.67%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
35
shares
|
$309
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
34
shares
|
$300
0.0% of portfolio
|
Q1 2025
Added 161.54%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
33
shares
|
$291
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
20
shares
|
$176
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
16
shares
|
$141
0.0% of portfolio
|
Q1 2025
Reduced 81.61%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
16
shares
|
$141
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
15
shares
|
$132
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
14
shares
|
$123
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
13
shares
|
$114
0.0% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
12
shares
|
$106
0.0% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
10
shares
|
$88
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
10
shares
|
$88
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
8
shares
|
$70
0.0% of portfolio
|
Q4 2023
New holding
|