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 272 institutions that hold shares in the stock, with a total of 62.1 Million shares, which have been reported (via 13F filing form) to have a value of $469 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$7,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,000
shares
|
$7,560
0.0% of portfolio
|
Q1 2025
Reduced 70.24%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
998
shares
|
$7,544
0.01% of portfolio
|
Q1 2025
Added 8216.67%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
925
shares
|
$6,993
0.0% of portfolio
|
Q1 2025
Added 2469.44%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
895
shares
|
$6,766
0.0% of portfolio
|
Q1 2025
Reduced 98.82%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
779
shares
|
$5,889
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
710
shares
|
$5,367
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
630
shares
|
$4,762
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
580
shares
|
$4,384
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
577
shares
|
$4,362
0.0% of portfolio
|
Q1 2025
Reduced 41.42%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
381
shares
|
$2,880
0.0% of portfolio
|
Q1 2025
Added 710.64%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
376
shares
|
$2,842
0.0% of portfolio
|
Q2 2022
Added 916.22%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
362
shares
|
$2,736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
359
shares
|
$2,714
0.0% of portfolio
|
Q1 2025
Reduced 31.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
342
shares
|
$2,585
0.0% of portfolio
|
Q1 2025
Reduced 58.19%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
318
shares
|
$2,404
0.0% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
308
shares
|
$2,328
0.0% of portfolio
|
Q2 2022
Added 185.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
280
shares
|
$2,116
0.0% of portfolio
|
Q1 2023
Reduced 26.32%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
275
shares
|
$2,079
0.0% of portfolio
|
Q1 2025
Reduced 47.72%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
273
shares
|
$2,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
270
shares
|
$2,041
0.0% of portfolio
|
Q4 2023
Reduced 17.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
262
shares
|
$1,980
0.0% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
250
shares
|
$1,890
0.0% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
229
shares
|
$1,731
0.0% of portfolio
|
Q1 2025
Reduced 91.47%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
211
shares
|
$1,595
0.0% of portfolio
|
Q1 2025
Added 11.05%
|