Expion360 Ownership | Who Owns Expion360?


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Expion360 Ownership Summary


Expion360 is owned by 3.52% institutional investors, 12.93% insiders, and 83.55% 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


TypeName% Inst% Insiders% Retail
StockExpion3603.52%12.93%83.55%
SectorIndustrials Stocks 61.06%10.27%28.67%
IndustryElectrical Equipment Stocks44.62%15.74%39.64%
IdeaElectric Vehicle Stocks List18.65%15.06%66.29%
IdeaEV Battery Stocks List17.86%16.49%65.65%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Citadel advisors49.89K0.71%$49.89K
Vanguard group48.56K0.69%$48.56K
Cahill wealth management44.39K0.63%$44.39K
Geode capital management34.13K0.49%$34.14K
Perritt capital management25.00K0.36%$25.00K
Ubs group16.83K0.24%$16.83K
Two sigma investments, lp15.45K0.22%$15.45K
Tower research capital llc (trc)11.51K0.16%$11.51K
Morgan stanley500.000.01%$500.00
Bank of america corp /de/41.000.00%$41.00

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Cahill wealth management44.39K0.03%$44.39K
Perritt capital management25.00K0.01%$25.00K
Tower research capital llc (trc)11.51K0.00%$11.51K
Bank of america corp /de/41.00-$41.00
Two sigma investments, lp15.45K-$15.45K
Jpmorgan chase11.00-$11.00
Ubs group16.83K-$16.83K
Citadel advisors49.89K-$49.89K
Wells fargo & company/mn---
Vanguard group48.56K-$48.56K

Top Buyers

HolderShares% AssetsChange
Citadel advisors49.89K-39.33K
Ubs group16.83K-16.43K
Two sigma investments, lp15.45K-15.45K
Tower research capital llc (trc)11.51K0.00%8.44K
Perritt capital management25.00K0.01%6.00K

Top Sellers

HolderShares% AssetsChange
Commonwealth equity services---20.83K
Blackrock---10.13K
Wells fargo & company/mn---30.00
Geode capital management34.13K--
Cahill wealth management44.39K0.03%-

New Positions

HolderShares% AssetsChangeValue
Two sigma investments, lp15.45K-15.45K$15.45K

Sold Out

HolderChange
Wells fargo & company/mn-30.00
Blackrock-10.13K
Commonwealth equity services-20.83K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202411-8.33%246,30632.51%348.27%814.29%--100.00%
Mar 31, 202412-14.29%185,8737.48%243.09%7-30.00%350.00%
Dec 31, 20231440.00%172,935-3.31%237.35%1042.86%2100.00%
Sep 30, 20231025.00%178,86222.01%255.93%775.00%1-
Jun 30, 20238-11.11%146,59722.26%269.49%4-42.86%--100.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Fidelity Extended Market Index228.82K0.41%209.01K
Vanguard Institutional Extnd Mkt Idx Tr39.18K0.07%-
Perritt Ultra MicroCap25.00K0.04%6.00K
Vanguard Total Stock Mkt Idx Inv9.38K0.02%-
Fidelity Series Total Market Index5.05K0.01%-
Fidelity Total Market Index4.55K0.01%-
Fidelity Nasdaq Composite Index4.09K0.01%-
NT Ext Equity Mkt Idx Fd - L3.89K0.01%-
Northern Trust Extended Eq Market Idx3.89K0.01%-
NT Ext Eq Mkt Indx Fd DC Lending Tier 5601.000.00%1.00

Recent Insider Transactions


DateNameRoleActivityValue
Jun 04, 2024Yozamp John Henry-Sell$8.81K
Jun 05, 2024Yozamp John Henry-Sell$46.67K
Jan 16, 2024Yozamp John Henry-Sell$108.73K
Dec 18, 2023Yozamp John Henry Business Development OfficerSell$105.96K
Nov 16, 2023Yozamp John Henry Business Development OfficerSell$90.30K

Insider Transactions Trends


DateBuySell
2024 Q2-2
2024 Q1-1
2023 Q4-3
2023 Q3--
2022 Q2--

XPON Ownership FAQ


Who Owns Expion360?

Expion360 shareholders are primarily institutional investors at 3.52%, followed by 12.93% insiders and 83.55% retail investors. The average institutional ownership in Expion360's industry, Electrical Equipment Stocks, is 44.62%, which Expion360 falls below.

Who owns the most shares of Expion360?

Expion360’s largest shareholders are Citadel advisors (49.89K shares, 0.71%), Vanguard group (48.56K shares, 0.69%), and Cahill wealth management (44.39K shares, 0.63%). Together, they hold 2.04% of Expion360’s total shares outstanding.

Does Blackrock own Expion360?

BlackRock is not among the top 10 institutional shareholders of Expion360.

Who is Expion360’s biggest shareholder by percentage of total assets invested?

Cahill wealth management is Expion360’s biggest shareholder by percentage of total assets invested, with 0.03% of its assets in 44.39K Expion360 shares, valued at 44.39K$.

Who is the top mutual fund holder of Expion360 shares?

Fidelity Extended Market Index is the top mutual fund holder of Expion360 shares, with 0.41% of its total shares outstanding invested in 228.82K Expion360 shares.

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