Expion360 Ownership | Who Owns Expion360?

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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 0.07% 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	50.81%	11.74%	37.45%
Industry	Electrical Equipment Stocks	33.20%	17.92%	48.88%
Idea	Electric Vehicle Stocks List	20.36%	16.33%	63.31%
Idea	EV Battery Stocks List	16.06%	17.79%	66.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Citadel advisors	49.89K	0.71%	$49.89K
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
Jane street group	-	-	-
Donaldson capital management	-	-	-
Blackrock	-	-	-
Cahill wealth management	-	-	-
Altium capital management lp	-	-	-

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Geode capital management	-	-	-
Commonwealth equity services	-	-	-
Blackrock	-	-	-
Tower research capital llc (trc)	-	-	-
Perritt capital management	-	-	-
Bank of america corp /de/	41.00	-	$41.00
Jane street group	-	-	-
Donaldson capital management	-	-	-
Two sigma investments, lp	15.45K	-	$15.45K
Cahill wealth management	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Citadel advisors	49.89K	-	39.33K
Two sigma investments, lp	15.45K	-	15.45K
Bank of america corp /de/	41.00	-	41.00
Jpmorgan chase	11.00	-	2.00
Morgan stanley	500.00	-	-

Top Sellers

Holder	Shares	% Assets	Change
Altium capital management lp	-	-	-2.06M
Donaldson capital management	-	-	-371.99K
Geode capital management	-	-	-242.52K
Jane street group	-	-	-95.53K
Ubs group	-	-	-90.73K

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
Cahill wealth management	-24.39K

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	2.25K	0.07%	-
Perritt Ultra MicroCap	25.00K	0.04%	6.00K
Vanguard Total Stock Mkt Idx Inv	9.38K	0.02%	-
Vanguard Institutional Extnd Mkt Idx Tr	392.00	0.01%	-
Fidelity Total Market Index	46.00	0.00%	-
Fidelity Series Total Market Index	51.00	0.00%	-
Spartan Extended Market Index Pool F	42.00	0.00%	-
Spartan Extended Market Index Pool E	42.00	0.00%	-
NT Ext Equity Mkt Idx Fd - L	39.00	0.00%	-
Northern Trust Extended Eq Market Idx	39.00	0.00%	-

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
2025 Q2	-	-
2024 Q2	-	2
2024 Q1	-	1
2023 Q4	-	3
2023 Q3	-	-

XPON Ownership FAQ

Who Owns Expion360?

Expion360 shareholders are primarily institutional investors at 8.14%, followed by 12.93% insiders and 78.93% retail investors. The average institutional ownership in Expion360's industry, Electrical Equipment Stocks, is 33.20%, which Expion360 falls below.

Who owns the most shares of Expion360?

Expion360’s largest shareholders are Citadel advisors (49.89K shares, 0.71%), Two sigma investments, lp (15.45K shares, 0.22%), and Morgan stanley (500 shares, 0.01%). Together, they hold 0.94% of Expion360’s total shares outstanding.

Does Blackrock own Expion360?

Yes, BlackRock owns 0% of Expion360, totaling 0 shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 0$. In the last quarter, BlackRock decreased its holdings by -10.132K shares, a -100.00% change.

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

Geode capital management is Expion360’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 0 Expion360 shares, valued at 0$.

Who is the top mutual fund holder of Expion360 shares?

Fidelity Extended Market Index is the top mutual fund holder of Expion360 shares, with 0.07% of its total shares outstanding invested in 2.25K Expion360 shares.

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