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 247 institutions that hold shares in the stock, with a total of 63.1 Million shares, which have been reported (via 13F filing form) to have a value of $680 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
200
shares
|
$2,158
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
200
shares
|
$2,158
0.0% of portfolio
|
Q2 2025
Reduced 23.66%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
200
shares
|
$2,158
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
178
shares
|
$1,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
174
shares
|
$1,877
0.0% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
172
shares
|
$1,855
0.0% of portfolio
|
Q1 2025
Added 102.35%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
162
shares
|
$1,747
0.0% of portfolio
|
Q2 2025
Added 376.47%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
155
shares
|
$1,672
0.0% of portfolio
|
Q3 2025
Reduced 38.49%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
152
shares
|
$1,640
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
150
shares
|
$1,618
0.0% of portfolio
|
Q3 2025
Reduced 57.14%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
130
shares
|
$1,402
0.0% of portfolio
|
Q4 2021
Reduced 72.92%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
119
shares
|
$1,284
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
116
shares
|
$1,251
0.0% of portfolio
|
Q3 2025
Reduced 50.43%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
114
shares
|
$1,230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
113
shares
|
$1,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
81
shares
|
$873
0.0% of portfolio
|
Q2 2022
Reduced 98.71%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
71
shares
|
$766
0.0% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
70
shares
|
$755
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
56
shares
|
$604
0.0% of portfolio
|
Q2 2025
Added 273.33%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
55
shares
|
$593
0.0% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
52
shares
|
$561
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
52
shares
|
$561
0.0% of portfolio
|
Q3 2025
Reduced 84.97%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
50
shares
|
$539
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
41
shares
|
$442
0.0% of portfolio
|
Q1 2025
Reduced 87.58%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
41
shares
|
$442
0.0% of portfolio
|
Q2 2025
New holding
|
|