Who Owns Expion Energy Stock?
NASDAQ: XPONMiscellaneousIndustrial Machinery/ComponentsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 5.77%
- Held by insiders
- 37.26%
- Institutional holders
- 14
- Institutions 5.8%
- Insiders 37.3%
- Public and other 57.0%
Who owns Expion Energy stock?
Institutional investors own about 5.8% of Expion Energy's shares, spread across 14 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 37.26% of XPON.
The largest institutional holders are Kmt Wealth Management, LLC (1.25%), Kingsbury Capital Investment Advisors LLC (1.25%) and Vanguard Capital Management LLC (1.06%). Together, the top 10 institutions control 5.6% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their XPON positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of XPON
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Kmt Wealth Management, LLC | 12.68K | 1.25% | +100.0% |
| Kingsbury Capital Investment Advisors LLC | 12.68K | 1.25% | +399.6% |
| Vanguard Capital Management LLC | 10.70K | 1.06% | +306.4% |
| Geode Capital Management, LLC | 6.25K | 0.62% | -53.7% |
| Vanguard Fiduciary Trust Co | 4.45K | 0.44% | 0.0% |
| Ground Swell Capital, LLC | 3.64K | 0.36% | +100.0% |
| Citadel Advisors Llc | 2.75K | 0.27% | +100.0% |
| Xtx Topco Ltd | 1.59K | 0.16% | +100.0% |
| Stonex Group Inc. | 1.25K | 0.12% | -14.5% |
| Northern Trust Corporation | 990 | 0.10% | +100.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of XPON
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 10.70K | 1.06% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 5.14K | 0.51% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 652 | 0.06% |
Frequently asked questions
Who is the largest shareholder of Expion Energy?
Kmt Wealth Management, LLC is the largest institutional shareholder of XPON, owning 1.25% of shares outstanding (12.68K shares) as of its latest 13F filing.
What percentage of Expion Energy is owned by institutions?
Institutions own about 5.8% of XPON shares and 9.2% of the public float.
How much of Expion Energy do insiders own?
Insiders, such as officers and directors, own about 37.26% of XPON shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.