SEC 13F Intelligence

EXPION360 INC

CUSIP 30218B100

Expion360 Inc has 7 institutional holders in Filings Flow’s 13F database, together reporting 2.88M shares worth $149,060 as of Q3 2024. The largest reported holders are Altium Capital Management LLC, Commonwealth Equity Services, LLC, and Ae Wealth Management LLC.

Institutional Holders
7
Q3 2024
Reported Value
$149,060
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q2 ’22: 5Q2 ’22Q3 ’22: 5Q4 ’22: 7Q4 ’22Q1 ’23: 6Q2 ’23: 4Q2 ’23Q3 ’23: 7Q4 ’23: 10Q4 ’23Q1 ’24: 9Q2 ’24: 8Q2 ’24Q3 ’24: 7filingsflow.com
Total reported value
Q2 ’22: $133,000Q2 ’22Q3 ’22: $116,000Q4 ’22: $248,013Q4 ’22Q1 ’23: $387,807Q2 ’23: $483,436Q2 ’23Q3 ’23: $559,040Q4 ’23: $784,547Q4 ’23Q1 ’24: $444,647Q2 ’24: $197,201Q2 ’24Q3 ’24: $149,060filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM0.00%$19,232372.0KQ3 2024
Cahill Wealth Management, LLC$196M AUM0.00%$1,26124.4KQ3 2024
AE Wealth Management LLC$18.5B AUM0.00%$53,33612.4KQ4 2023OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$11,51311.5KQ2 2024OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$65,00020.8KQ1 2024OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$15,44615.4KQ2 2024OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$49,88849.9KQ2 2024OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$4,93995.5KQ3 2024
UBS Group AG$666.3B AUM0.00%$4,71890.7KQ3 2024
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$12,538242.5KQ3 2024
BlackRock Finance, Inc.$4.42T AUM0.00%$31,61210.1KQ1 2024OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.