Expion360 Ownership 2024 | Who Owns Expion360 Now?

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Institutional Ownership

0.84%

Insider Ownership

12.93%

Retail Ownership

86.23%

Institutional Holders

2.00

Expion360 Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	0.69%	-	48,559	5,732	13.38%	48,559	Jun 30, 2024
CAHILL WEALTH MANAGEMENT, LLC	0.63%	0.03%	44,387	-	-	44,387	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.49%	-	34,132	-	-	34,138	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	0.36%	0.01%	25,000	6,000	31.58%	25,000	Jun 30, 2024
UBS GROUP AG	0.24%	-	16,829	16,430	4117.79%	16,829	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	0.22%	-	15,446	15,446	100.00%	15,446	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.16%	0.00%	11,513	8,442	274.89%	11,513	Jun 30, 2024
MORGAN STANLEY	0.01%	-	500	-	-	500	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	41	41	100.00%	41	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	11	2	22.22%	11	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-30	-100.00%	-	Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC	-	-	-	-20,832	-100.00%	-	Jun 30, 2024
BLACKROCK INC.	-	-	-	-10,132	-100.00%	-	Jun 30, 2024

Expion360's largest institutional shareholder is VANGUARD GROUP INC, holding 0.69% of the company's total share outstanding, currently valued at $48.56K. The top 10 institutional shareholders own together 2.80% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CAHILL WEALTH MANAGEMENT, LLC	0.63%	0.03%	44,387	-	-	44,387	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	0.36%	0.01%	25,000	6,000	31.58%	25,000	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.16%	0.00%	11,513	8,442	274.89%	11,513	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	0.22%	-	15,446	15,446	100.00%	15,446	Jun 30, 2024
UBS GROUP AG	0.24%	-	16,829	16,430	4117.79%	16,829	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.49%	-	34,132	-	-	34,138	Jun 30, 2024
VANGUARD GROUP INC	0.69%	-	48,559	5,732	13.38%	48,559	Jun 30, 2024
MORGAN STANLEY	0.01%	-	500	-	-	500	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	41	41	100.00%	41	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	11	2	22.22%	11	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-30	-100.00%	-	Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC	-	-	-	-20,832	-100.00%	-	Jun 30, 2024
BLACKROCK INC.	-	-	-	-10,132	-100.00%	-	Jun 30, 2024

The largest Expion360 shareholder by % of total assets is CAHILL WEALTH MANAGEMENT, LLC. The company owns 44.39K shares of Expion360 (XPON), representing 0.03% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
UBS GROUP AG	0.24%	-	16,829	16,430	4117.79%	16,829	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	0.22%	-	15,446	15,446	100.00%	15,446	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.16%	0.00%	11,513	8,442	274.89%	11,513	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	0.36%	0.01%	25,000	6,000	31.58%	25,000	Jun 30, 2024
VANGUARD GROUP INC	0.69%	-	48,559	5,732	13.38%	48,559	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	41	41	100.00%	41	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	11	2	22.22%	11	Jun 30, 2024
MORGAN STANLEY	0.01%	-	500	-	-	500	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.49%	-	34,132	-	-	34,138	Jun 30, 2024
CAHILL WEALTH MANAGEMENT, LLC	0.63%	0.03%	44,387	-	-	44,387	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-30	-100.00%	-	Jun 30, 2024
BLACKROCK INC.	-	-	-	-10,132	-100.00%	-	Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC	-	-	-	-20,832	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Expion360's largest institutional buyer is UBS GROUP AG. The company purchased 16.43K stocks of XPON, valued at $16.83K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
COMMONWEALTH EQUITY SERVICES, LLC	-	-	-	-20,832	-100.00%	-	Jun 30, 2024
BLACKROCK INC.	-	-	-	-10,132	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-30	-100.00%	-	Jun 30, 2024
CAHILL WEALTH MANAGEMENT, LLC	0.63%	0.03%	44,387	-	-	44,387	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.49%	-	34,132	-	-	34,138	Jun 30, 2024
MORGAN STANLEY	0.01%	-	500	-	-	500	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	11	2	22.22%	11	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	41	41	100.00%	41	Jun 30, 2024
VANGUARD GROUP INC	0.69%	-	48,559	5,732	13.38%	48,559	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	0.36%	0.01%	25,000	6,000	31.58%	25,000	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.16%	0.00%	11,513	8,442	274.89%	11,513	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	0.22%	-	15,446	15,446	100.00%	15,446	Jun 30, 2024
UBS GROUP AG	0.24%	-	16,829	16,430	4117.79%	16,829	Jun 30, 2024

As of Jun 30 2024, Expion360's biggest institutional seller is COMMONWEALTH EQUITY SERVICES, LLC. The company sold -20.83K shares of XPON, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
TWO SIGMA INVESTMENTS, LP	0.22%	-	15,446	15,446	100.00%	15,446	Jun 30, 2024

Expion360's largest new institutional shareholder by number of shares is TWO SIGMA INVESTMENTS, LP, purchased 15.45K shares, valued at $15.45K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
COMMONWEALTH EQUITY SERVICES, LLC	-	-	-	-20,832	-100.00%	-	Jun 30, 2024
BLACKROCK INC.	-	-	-	-10,132	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-30	-100.00%	-	Jun 30, 2024

Expion360's largest sold out institutional shareholder by shares sold is COMMONWEALTH EQUITY SERVICES, LLC, sold -20.83K shares, valued at -, as of undefined.

Expion360 Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
PERRITT FUNDS INC	0.12%	15,000	-	-	Jan 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	33,674	1,090	3.35%	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	42,827	-35,531	-45.34%	Mar 31, 2024
Dimensional ETF Trust	0.00%	2,602	2,602	-	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	688	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	9,444	-248	-2.56%	Mar 31, 2024

Expion360's largest mutual fund holder by % of total assets is "PERRITT FUNDS INC", owning 15.00K shares, compromising 0.12% of its total assets.

Expion360 Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	2	-83.33%
31 Mar, 24	12	-14.29%
31 Dec, 23	14	40.00%
30 Sep, 23	10	25.00%
30 Jun, 23	8	-11.11%
31 Mar, 23	9	12.50%
31 Dec, 22	8	60.00%
30 Sep, 22	5	-
30 Jun, 22	5	-

As of 30 Jun 24, 2 institutions are holding Expion360's shares, representing a decrease of -83.33% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	59,132	-68.19%
31 Mar, 24	185,873	7.48%
31 Dec, 23	172,935	-3.31%
30 Sep, 23	178,862	22.01%
30 Jun, 23	146,597	22.26%
31 Mar, 23	119,910	8.75%
31 Dec, 22	110,260	80.52%
30 Sep, 22	61,080	1.27%
30 Jun, 22	60,316	-

Expion360 (XPON) has 59.13K shares outstanding as of 30 Jun 24, down -68.19% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	0.84%	11.59%
31 Mar, 24	2.70%	43.09%
31 Dec, 23	2.50%	37.35%
30 Sep, 23	2.59%	55.93%
30 Jun, 23	2.15%	69.49%
31 Mar, 23	1.76%	60.12%
31 Dec, 22	1.71%	212.20%
30 Sep, 22	0.90%	108.78%
30 Jun, 22	0.91%	-

As of 30 Jun 24, Expion360 is held by 0.84% institutional shareholders, representing a 11.59% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	1	-85.71%
31 Mar, 24	7	-30.00%
31 Dec, 23	10	42.86%
30 Sep, 23	7	75.00%
30 Jun, 23	4	-42.86%
31 Mar, 23	7	-
31 Dec, 22	7	250.00%
30 Sep, 22	2	-60.00%
30 Jun, 22	5	-

1 institutional shareholders have increased their position in XPON stock as of 30 Jun 24 compared to 7 in the previous quarter (a -85.71% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	-	-100.00%
31 Mar, 24	3	50.00%
31 Dec, 23	2	100.00%
30 Sep, 23	1	-
30 Jun, 23	-	-100.00%
31 Mar, 23	2	100.00%
31 Dec, 22	1	-
30 Sep, 22	1	-
30 Jun, 22	-	-

- institutional shareholders have reduced their position in XPON stock as of 30 Jun 24 compared to 3 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	2	-83.33%	59,132	-68.19%	0.84%	11.59%	1	-85.71%	-	-100.00%
31 Mar, 24	12	-14.29%	185,873	7.48%	2.70%	43.09%	7	-30.00%	3	50.00%
31 Dec, 23	14	40.00%	172,935	-3.31%	2.50%	37.35%	10	42.86%	2	100.00%
30 Sep, 23	10	25.00%	178,862	22.01%	2.59%	55.93%	7	75.00%	1	-
30 Jun, 23	8	-11.11%	146,597	22.26%	2.15%	69.49%	4	-42.86%	-	-100.00%
31 Mar, 23	9	12.50%	119,910	8.75%	1.76%	60.12%	7	-	2	100.00%
31 Dec, 22	8	60.00%	110,260	80.52%	1.71%	212.20%	7	250.00%	1	-
30 Sep, 22	5	-	61,080	1.27%	0.90%	108.78%	2	-60.00%	1	-
30 Jun, 22	5	-	60,316	-	0.91%	-	5	-	-	-

Expion360 Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 06, 2024	Yozamp John Henry	10 percent owner	-	S-Sale	Sell	5,273	$1.67	$8.81K	1,721,909
Jun 06, 2024	Yozamp John Henry	10 percent owner	-	S-Sale	Sell	29,727	$1.57	$46.67K	1,692,182
Jan 17, 2024	Yozamp John Henry	10 percent owner	-	S-Sale	Sell	23,035	$4.72	$108.73K	1,727,182
Dec 19, 2023	Yozamp John Henry	10 percent owner, officer	Business Development Officer	S-Sale	Sell	23,035	$4.60	$105.96K	1,685,552
Nov 17, 2023	Yozamp John Henry	10 percent owner, officer	Business Development Officer	S-Sale	Sell	23,035	$3.92	$90.30K	1,708,587
Nov 17, 2023	Yozamp John Henry	10 percent owner, officer	Business Development Officer	S-Sale	Sell	23,035	$3.92	$90.30K	1,708,587

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 06, 2024	Yozamp John Henry	10 percent owner	-	S-Sale	Sell	5,273	$1.67	$8.81K	1,721,909
Jun 06, 2024	Yozamp John Henry	10 percent owner	-	S-Sale	Sell	29,727	$1.57	$46.67K	1,692,182
Jan 17, 2024	Yozamp John Henry	10 percent owner	-	S-Sale	Sell	23,035	$4.72	$108.73K	1,727,182
Jan 17, 2024	Shoun Paul Thomas	director, officer	Chief Operating Officer	A-Award	Sell	2,977	-	-	351,423
Jan 17, 2024	Shoun Paul Thomas	director, officer	Chief Operating Officer	A-Award	Sell	2,643	-	-	348,446
Jan 17, 2024	Schaffner Brian Paul	director, officer	Chief Executive Officer	A-Award	Sell	2,977	-	-	163,952
Jan 17, 2024	Schaffner Brian Paul	director, officer	Chief Executive Officer	A-Award	Sell	2,643	-	-	160,975
Jan 17, 2024	Aydelott Gregory Scott	officer	Chief Financial Officer	A-Award	Sell	1,982	-	-	65,740
Jan 17, 2024	Aydelott Gregory Scott	officer	Chief Financial Officer	A-Award	Sell	2,643	-	-	63,758
Dec 19, 2023	Yozamp John Henry	10 percent owner, officer	Business Development Officer	S-Sale	Sell	23,035	$4.60	$105.96K	1,685,552
Nov 17, 2023	Yozamp John Henry	10 percent owner, officer	Business Development Officer	S-Sale	Sell	23,035	$3.92	$90.30K	1,708,587
Nov 17, 2023	Yozamp John Henry	10 percent owner, officer	Business Development Officer	S-Sale	Sell	23,035	$3.92	$90.30K	1,708,587

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 06, 2024	Yozamp John Henry	10 percent owner	-	S-Sale	Sell	5,273	$1.67	$8.81K	1,721,909
Jun 06, 2024	Yozamp John Henry	10 percent owner	-	S-Sale	Sell	29,727	$1.57	$46.67K	1,692,182
Jan 17, 2024	Yozamp John Henry	10 percent owner	-	S-Sale	Sell	23,035	$4.72	$108.73K	1,727,182
Jan 17, 2024	Shoun Paul Thomas	director, officer	Chief Operating Officer	A-Award	Sell	2,977	-	-	351,423
Jan 17, 2024	Shoun Paul Thomas	director, officer	Chief Operating Officer	A-Award	Sell	2,643	-	-	348,446
Jan 17, 2024	Schaffner Brian Paul	director, officer	Chief Executive Officer	A-Award	Sell	2,977	-	-	163,952
Jan 17, 2024	Schaffner Brian Paul	director, officer	Chief Executive Officer	A-Award	Sell	2,643	-	-	160,975
Jan 17, 2024	Aydelott Gregory Scott	officer	Chief Financial Officer	A-Award	Sell	1,982	-	-	65,740
Jan 17, 2024	Aydelott Gregory Scott	officer	Chief Financial Officer	A-Award	Sell	2,643	-	-	63,758
Dec 19, 2023	Yozamp John Henry	10 percent owner, officer	Business Development Officer	S-Sale	Sell	23,035	$4.60	$105.96K	1,685,552
Nov 17, 2023	Yozamp John Henry	10 percent owner, officer	Business Development Officer	S-Sale	Sell	23,035	$3.92	$90.30K	1,708,587
Nov 17, 2023	Yozamp John Henry	10 percent owner, officer	Business Development Officer	S-Sale	Sell	23,035	$3.92	$90.30K	1,708,587
Aug 28, 2023	Nguyen Tien Quoc	director	-	A-Award	Buy	12,195	-	-	12,195
Aug 28, 2023	Nguyen Tien Quoc	director			Buy	-	-	-	-
Aug 28, 2023	Yozamp John Henry	10 percent owner, officer	Business Development Officer	A-Award	Buy	70,500	$4.92	$346.86K	70,500
Aug 28, 2023	Shum Steve	director	-	A-Award	Buy	12,195	-	-	12,195
Aug 28, 2023	Aydelott Gregory Scott	officer	Chief Financial Officer	A-Award	Buy	50,000	$4.92	$246.00K	50,000
Aug 28, 2023	Shoun Paul Thomas	director, officer	Chief Operating Officer	A-Award	Buy	50,000	$4.92	$246.00K	50,000
Aug 28, 2023	Lefevre George	director	-	A-Award	Buy	12,195	-	-	12,195
Aug 28, 2023	Schaffner Brian Paul	director, officer	Chief Operating Officer	A-Award	Buy	50,000	$4.92	$246.00K	50,000

The last insider sell of Expion360's stock was made by Yozamp John Henry on Jun 06 2024, selling 5,273 shares at $1.67 per share (valued at $8.81K).

Expion360 Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	2	-
Q1 2024	-	7	-
Q4 2023	-	3	-
Q3 2023	7	-	-
Q2 2022	8	4	200.00%
Q1 2022	-	1	-

0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by Expion360's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	2	-
Q1 2024	-	1	-
Q4 2023	-	3	-
Q3 2023	-	-	-
Q2 2022	-	-	-
Q1 2022	-	-	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Expion360's stocks.

Expion360 Peer Ownership

Ticker	Company
MVST	Microvast Holdings, Inc.
AMPX	Amprius Technologies, Inc.
ENVX	Enovix Corporation
EOSE	Eos Energy Enterprises, Inc.
PPSI	Pioneer Power Solutions, Inc.
HOLI	Hollysys Automation Technologies Ltd.
CBAT	CBAK Energy Technology, Inc.
NEOV	NeoVolta Inc.
FREY	FREYR Battery
IPWR	Ideal Power Inc.
GWH	ESS Tech, Inc.

XPON Ownership FAQ

Who Owns Expion360?

Expion360 is owned by institutional shareholders (0.84%), insiders (12.93%), and public (86.23%). The largest institutional shareholder of Expion360 is VANGUARD GROUP INC (0.69% of total shares) and the top mutual fund owner is PERRITT FUNDS INC (0.12% of total shares).

Who are the major institutional shareholders of Expion360?

Expion360's major institutional shareholders are VANGUARD GROUP INC, CAHILL WEALTH MANAGEMENT, LLC, GEODE CAPITAL MANAGEMENT, LLC, PERRITT CAPITAL MANAGEMENT INC, and UBS GROUP AG. The top five shareholders own together 2.41% of the company's share outstanding.

How many Expion360 shareholders are there?

As of Jun 2024, there are 2 institutional shareholders of Expion360.

What percentage of Expion360 is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 48.56K shares of Expion360, representing 0.69% of the company's total shares outstanding, valued at $48.56K (as of Jun 2024).

What percentage of Expion360 is owned by CAHILL WEALTH MANAGEMENT, LLC?

As of Jun 2024, CAHILL WEALTH MANAGEMENT, LLC holds 44.39K shares of Expion360 (XPON), compromising 0.63% of the company, valued at $44.39K.

What percentage of Expion360 is owned by GEODE CAPITAL MANAGEMENT, LLC?

GEODE CAPITAL MANAGEMENT, LLC is the third largest holder of Expion360. The company owns 34.13K of the company's shares outstanding (worth $34.14K).