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 $590 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
490
shares
|
$4,885
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
376
shares
|
$3,748
0.0% of portfolio
|
Q2 2022
Added 916.22%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
330
shares
|
$3,290
0.0% of portfolio
|
Q4 2024
Reduced 98.99%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
308
shares
|
$3,070
0.0% of portfolio
|
Q2 2022
Added 185.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
280
shares
|
$2,791
0.0% of portfolio
|
Q1 2023
Reduced 26.32%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
270
shares
|
$2,691
0.0% of portfolio
|
Q4 2023
Reduced 17.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
262
shares
|
$2,612
0.0% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
250
shares
|
$2,492
0.0% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
205
shares
|
$2,043
0.0% of portfolio
|
Q1 2020
Reduced 51.22%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
205
shares
|
$2,043
0.0% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
203
shares
|
$2,023
0.0% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
203
shares
|
$2,023
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
200
shares
|
$1,994
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
200
shares
|
$1,994
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
200
shares
|
$1,994
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
190
shares
|
$1,894
0.0% of portfolio
|
Q3 2024
Added 79.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
186
shares
|
$1,854
0.0% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
174
shares
|
$1,734
0.0% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
132
shares
|
$1,316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
130
shares
|
$1,296
0.0% of portfolio
|
Q4 2021
Reduced 72.92%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
123
shares
|
$1,226
0.0% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
119
shares
|
$1,186
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
115
shares
|
$1,146
0.0% of portfolio
|
Q4 2024
Added 38.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
113
shares
|
$1,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
111
shares
|
$1,106
0.0% of portfolio
|
Q3 2024
Added 5.71%
|