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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
41
shares
|
$407
0.0% of portfolio
|
Q1 2025
Reduced 87.58%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
41
shares
|
$407
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
35
shares
|
$348
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
33
shares
|
$328
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
32
shares
|
$318
0.0% of portfolio
|
Q2 2025
Reduced 84.83%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
20
shares
|
$199
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
16
shares
|
$159
0.0% of portfolio
|
Q1 2025
Reduced 81.61%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
15
shares
|
$149
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
13
shares
|
$129
0.0% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
11
shares
|
$109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
10
shares
|
$99
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
8
shares
|
$79
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
7
shares
|
$69
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
6
shares
|
$59
0.0% of portfolio
|
Q1 2025
Reduced 94.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|