HolderBook

EXPION360 INC (XPON)

Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.

13
Reporting holders
$262.4K
Reported value
60.5%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+4
Holder change

Institutions report 582,134 shares against 962,335 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
KMT WEALTH MANAGEMENT, LLC$68.5K152,1520.06%newNEW
VANGUARD CAPITAL MANAGEMENT LLC$57.8K128,3560.00%2q+306.4%+$43.5K
GEODE CAPITAL MANAGEMENT, LLC$33.8K75,0530.00%6q-53.7%-$39.1K
CITADEL ADVISORS LLC$29.8K66,1140.00%newNEW
VANGUARD FIDUCIARY TRUST CO$24.0K53,3680.00%2qHELD
Ground Swell Capital, LLC$19.6K43,6500.02%newNEW
XTX Topco Ltd$8.6K19,1230.00%newNEW
StoneX Group Inc.$7.2K14,9440.00%2q-14.5%-$1.2K
NORTHERN TRUST CORP$5.3K11,8760.00%newNEW
UBS Group AG$3.9K8,7640.00%2q-31.4%-$1.8K
Tower Research Capital LLC (TRC)$2.6K5,6940.00%7qHELD
CITIGROUP INC$1.4K3,0330.00%newNEW
SBI Securities Co., Ltd.$370.00%7q+75.0%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-2813DFive Narrow Lane, LPwith 3 co-filers10.0%
2026-08-2413GFive Narrow Lane LP10.0%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-08-312026-08-25Directors or officers departed or appointedfiling

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202613$262.4K582,1346230.0%
Q1 20269$174.1K306,0663100.0%
Q4 202511$178.2K262,8053500.0%
Q3 202514$201.6K140,0267140.0%
Q2 202510$117.3K128,8503240.0%
Q1 20258$129.9K140,7953310.0%
Q4 20248$35.1K14,7006000.0%
Q3 20249$151.1K2,922,7553320.0%
Q2 202411$246.3K246,3172610.0%
Q1 202412$583.1K186,8820630.0%
Q4 202315$1.1M199,1236520.0%
Q3 202310$740.1K178,8623410.0%
Q2 20238$728.6K146,5971300.0%
Q1 20239$580.6K119,9104320.0%
Q4 20228$254.2K110,2605210.0%
Q3 20225$119.0K61,0791010.0%
Q2 20225$136.0K60,3165000.0%