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 271 institutions that hold shares in the stock, with a total of 62 Million shares, which have been reported (via 13F filing form) to have a value of $617 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
200
shares
|
$1,989
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
200
shares
|
$1,989
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
200
shares
|
$1,989
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
174
shares
|
$1,731
0.0% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
172
shares
|
$1,711
0.0% of portfolio
|
Q1 2025
Added 102.35%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
162
shares
|
$1,611
0.0% of portfolio
|
Q2 2025
Added 376.47%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
151
shares
|
$1,502
0.0% of portfolio
|
Q1 2025
Added 69.66%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
150
shares
|
$1,492
0.0% of portfolio
|
Q1 2025
Reduced 85.07%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
139
shares
|
$1,383
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
137
shares
|
$1,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
136
shares
|
$1,353
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
136
shares
|
$1,353
0.0% of portfolio
|
Q1 2025
Added 18.26%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
130
shares
|
$1,293
0.0% of portfolio
|
Q4 2021
Reduced 72.92%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
119
shares
|
$1,184
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
113
shares
|
$1,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
109
shares
|
$1,084
0.0% of portfolio
|
Q1 2025
Added 45.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
107
shares
|
$1,064
0.0% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
83
shares
|
$825
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
81
shares
|
$805
0.0% of portfolio
|
Q2 2022
Reduced 98.71%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
75
shares
|
$746
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
71
shares
|
$706
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
70
shares
|
$696
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
66
shares
|
$656
0.0% of portfolio
|
Q1 2025
Reduced 99.39%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
57
shares
|
$567
0.0% of portfolio
|
Q1 2025
Added 256.25%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
50
shares
|
$497
0.0% of portfolio
|
Q3 2023
New holding
|