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 |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,000
shares
|
$9,950
0.0% of portfolio
|
Q1 2025
Reduced 70.24%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
998
shares
|
$9,930
0.01% of portfolio
|
Q1 2025
Added 8216.67%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
895
shares
|
$8,905
0.0% of portfolio
|
Q1 2025
Reduced 98.82%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
710
shares
|
$7,064
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
630
shares
|
$6,268
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
580
shares
|
$5,771
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
577
shares
|
$5,741
0.0% of portfolio
|
Q1 2025
Reduced 41.42%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
381
shares
|
$3,790
0.0% of portfolio
|
Q1 2025
Added 710.64%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
376
shares
|
$3,741
0.0% of portfolio
|
Q2 2022
Added 916.22%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
362
shares
|
$3,601
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
359
shares
|
$3,572
0.0% of portfolio
|
Q1 2025
Reduced 31.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
342
shares
|
$3,402
0.0% of portfolio
|
Q1 2025
Reduced 58.19%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
318
shares
|
$3,164
0.0% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
308
shares
|
$3,064
0.0% of portfolio
|
Q2 2022
Added 185.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
280
shares
|
$2,786
0.0% of portfolio
|
Q1 2023
Reduced 26.32%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
275
shares
|
$2,736
0.0% of portfolio
|
Q1 2025
Reduced 47.72%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
273
shares
|
$2,716
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
270
shares
|
$2,686
0.0% of portfolio
|
Q4 2023
Reduced 17.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
262
shares
|
$2,606
0.0% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
252
shares
|
$2,507
0.0% of portfolio
|
Q2 2025
Reduced 67.65%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
250
shares
|
$2,487
0.0% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
234
shares
|
$2,328
0.0% of portfolio
|
Q2 2025
Reduced 82.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
205
shares
|
$2,039
0.0% of portfolio
|
Q1 2020
Reduced 51.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
204
shares
|
$2,029
0.0% of portfolio
|
Q1 2025
Reduced 72.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
203
shares
|
$2,019
0.0% of portfolio
|
Q2 2024
Added 1.0%
|