Expion360 Ownership | Who Owns Expion360?
Expion360 Ownership Summary
Expion360 is owned by 8.14% institutional investors, 12.93% insiders, and 78.93% retail investors. Citadel advisors is the largest institutional shareholder, holding 0.71% of XPON shares. Fidelity Extended Market Index is the top mutual fund, with 0.41% of its assets in Expion360 shares.
XPON Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Expion360 | 8.14% | 12.93% | 78.93% |
| Sector | Industrials Stocks | 60.63% | 10.30% | 29.07% |
| Industry | Electrical Equipment Stocks | 42.79% | 15.74% | 41.47% |
| Idea | Electric Vehicle Stocks List | 19.11% | 15.53% | 65.36% |
| Idea | EV Battery Stocks List | 18.15% | 16.46% | 65.39% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Citadel advisors | 49.89K | 0.71% | $49.89K |
| Vanguard group | 48.56K | 0.69% | $48.56K |
| Cahill wealth management | 44.39K | 0.63% | $44.39K |
| Geode capital management | 34.13K | 0.49% | $34.14K |
| Ubs group | 16.83K | 0.24% | $16.83K |
| Two sigma investments, lp | 15.45K | 0.22% | $15.45K |
| Morgan stanley | 500.00 | 0.01% | $500.00 |
| Bank of america corp /de/ | 41.00 | 0.00% | $41.00 |
| Jpmorgan chase | 11.00 | 0.00% | $11.00 |
| Wells fargo & company/mn | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cahill wealth management | 44.39K | 0.03% | $44.39K |
| Commonwealth equity services | - | - | - |
| Blackrock | - | - | - |
| Tower research capital llc (trc) | - | - | - |
| Perritt capital management | - | - | - |
| Bank of america corp /de/ | 41.00 | - | $41.00 |
| Two sigma investments, lp | 15.45K | - | $15.45K |
| Jpmorgan chase | 11.00 | - | $11.00 |
| Ubs group | 16.83K | - | $16.83K |
| Citadel advisors | 49.89K | - | $49.89K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Citadel advisors | 49.89K | - | 39.33K |
| Ubs group | 16.83K | - | 16.43K |
| Two sigma investments, lp | 15.45K | - | 15.45K |
| Vanguard group | 48.56K | - | 5.73K |
| Bank of america corp /de/ | 41.00 | - | 41.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Perritt capital management | - | - | -25.00K |
| Commonwealth equity services | - | - | -20.83K |
| Tower research capital llc (trc) | - | - | -11.51K |
| Blackrock | - | - | -10.13K |
| Wells fargo & company/mn | - | - | -30.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Two sigma investments, lp | 15.45K | - | 15.45K | $15.45K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -30.00 |
| Blackrock | -10.13K |
| Tower research capital llc (trc) | -11.51K |
| Commonwealth equity services | -20.83K |
| Perritt capital management | -25.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 9 | -18.18% | 2,922,755 | 1086.64% | 8 | 65.88% | 6 | -25.00% | 2 | - |
| Jun 30, 2024 | 11 | -8.33% | 246,306 | 32.51% | 3 | 48.27% | 8 | 14.29% | - | -100.00% |
| Mar 31, 2024 | 12 | -14.29% | 185,873 | 7.48% | 2 | 43.09% | 7 | -30.00% | 3 | 50.00% |
| Dec 31, 2023 | 14 | 40.00% | 172,935 | -3.31% | 2 | 37.35% | 10 | 42.86% | 2 | 100.00% |
| Sep 30, 2023 | 10 | 25.00% | 178,862 | 22.01% | 2 | 55.93% | 7 | 75.00% | 1 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Extended Market Index | 228.82K | 0.41% | 209.01K |
| Vanguard Institutional Extnd Mkt Idx Tr | 39.18K | 0.07% | - |
| Perritt Ultra MicroCap | 25.00K | 0.04% | 6.00K |
| Vanguard Total Stock Mkt Idx Inv | 9.38K | 0.02% | - |
| Fidelity Series Total Market Index | 5.05K | 0.01% | - |
| Fidelity Total Market Index | 4.55K | 0.01% | - |
| Fidelity Nasdaq Composite Index | 4.09K | 0.01% | - |
| NT Ext Equity Mkt Idx Fd - L | 3.89K | 0.01% | - |
| Northern Trust Extended Eq Market Idx | 3.89K | 0.01% | - |
| NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 601.00 | 0.00% | 1.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 04, 2024 | Yozamp John Henry | - | Sell | $8.81K |
| Jun 05, 2024 | Yozamp John Henry | - | Sell | $46.67K |
| Jan 16, 2024 | Yozamp John Henry | - | Sell | $108.73K |
| Dec 18, 2023 | Yozamp John Henry | Business Development Officer | Sell | $105.96K |
| Nov 16, 2023 | Yozamp John Henry | Business Development Officer | Sell | $90.30K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | 3 |
| 2023 Q3 | - | - |
| 2022 Q2 | - | - |
XPON Ownership FAQ
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