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EXPI Holdings Changes image
This page summarizes the EXPI holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether EXPI is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing EXPI Share Count
Allspring Global Investments Holdings LLC 1,847 12,042 +10,195 +551.98%
Nordea Investment Management AB 276,242 412,393 +136,151 +49.29%
BNP Paribas Arbitrage SA 118,322 166,553 +48,231 +40.76%
Parkside Financial Bank & Trust 9 12 +3 +33.33%
CWM LLC 1,271 1,523 +252 +19.83%
GAMMA Investing LLC 1,185 1,261 +76 +6.41%
Fifth Third Bancorp 1,656 1,745 +89 +5.37%
Raymond James & Associates 81,586 83,307 +1,721 +2.11%
Copeland Capital Management LLC 3,866,710 3,941,876 +75,166 +1.94%
Stratos Wealth Partners LTD. 14,738 14,996 +258 +1.75%
Valeo Financial Advisors LLC 56,005 56,920 +915 +1.63%
Proequities Inc. 1,763 1,789 +26 +1.47%
First Horizon Advisors Inc. 2,382 2,410 +28 +1.18%
Principal Financial Group Inc. 399,318 400,029 +711 +0.18%
Nisa Investment Advisors LLC 128,779 128,819 +40 +0.03%
13F Filers Reporting New Positions In EXPI
NBC Securities Inc. 0 20 +20 +100%
UMB Bank N A MO 0 40 +40 +100%
Palisade Asset Management LLC 0 700 +700 +100%
Sigma Planning Corp 0 25,671 +25,671 +100%
IMC Chicago LLC 0 78,145 +78,145 +100%
Harbor Investment Advisory LLC 0 93 +93 +100%
Simplex Trading LLC 0 35,175 +35,175 +100%
Nelson Van Denburg & Campbell Wealth Management Group LLC 0 15 +15 +100%
FNY Investment Advisers LLC 0 600 +600 +100%
Precision Wealth Strategies LLC 0 10,908 +10,908 +100%
Global Assets Advisory LLC 0 10,120 +10,120 +100%
nVerses Capital LLC 0 4,500 +4,500 +100%
Foguth Wealth Management LLC. 0 22,389 +22,389 +100%
13F Filers With Unchanged Share Count
Farmers & Merchants Investments Inc. 50 50 UNCH 0.00%
Zurcher Kantonalbank Zurich Cantonalbank 13,099 13,099 UNCH 0.00%
Benjamin F. Edwards & Company Inc. 201 201 UNCH 0.00%
Signaturefd LLC 157 157 UNCH 0.00%
Mirae Asset Global Investments Co. Ltd. 30,921 30,921 UNCH 0.00%
Tradewinds Capital Management LLC 279 279 UNCH 0.00%
Sound Income Strategies LLC 250 250 UNCH 0.00%
Larson Financial Group LLC 70 70 UNCH 0.00%
Centerpoint Advisors LLC 999 999 UNCH 0.00%
Global Retirement Partners LLC 230 230 UNCH 0.00%
Geneos Wealth Management Inc. 4,220 4,220 UNCH 0.00%
Maryland State Retirement & Pension System 28,286 28,286 UNCH 0.00%
Center for Financial Planning Inc. 174 174 UNCH 0.00%
Wolff Wiese Magana LLC 308 308 UNCH 0.00%
GoalVest Advisory LLC 580 580 UNCH 0.00%
Spire Wealth Management 200 200 UNCH 0.00%
Byrne Asset Management LLC 20 20 UNCH 0.00%
Quent Capital LLC 314 314 UNCH 0.00%
13F Filers Decreasing EXPI Share Count
Private Wealth Management Group LLC 64 32 -32 -50.00%
Ronald Blue Trust Inc. 2,926 1,804 -1,122 -38.35%
BOK Financial Private Wealth Inc. 321 204 -117 -36.45%
Hexagon Capital Partners LLC 239 162 -77 -32.22%
Commonwealth Equity Services LLC 32,053 22,128 -9,925 -30.96%
Amalgamated Bank 32,775 24,779 -7,996 -24.40%
Yousif Capital Management LLC 42,872 34,788 -8,084 -18.86%
Bank of New York Mellon Corp 803,906 673,859 -130,047 -16.18%
Signal Advisors Wealth LLC 24,942 22,389 -2,553 -10.24%
Oregon Public Employees Retirement Fund 22,500 20,600 -1,900 -8.44%
Victory Capital Management Inc. 25,762 24,271 -1,491 -5.79%
New York State Teachers Retirement System 69,880 66,136 -3,744 -5.36%
Allworth Financial LP 66 63 -3 -4.55%
Wealth Enhancement Advisory Services LLC 29,032 27,975 -1,057 -3.64%
Mutual of America Capital Management LLC 13,459 13,248 -211 -1.57%
Louisiana State Employees Retirement System 38,500 38,100 -400 -1.04%
State of Alaska Department of Revenue 47,309 46,846 -463 -0.98%
13F Filers Exiting EXPI
Turtle Creek Wealth Advisors LLC 374 0 -374 -100.00%
Arlington Trust Co LLC 198 0 -198 -100.00%
International Assets Investment Management LLC 3,104 0 -3,104 -100.00%
Financial Advocates Investment Management 10,480 0 -10,480 -100.00%
Capital Advisors Ltd. LLC 7 0 -7 -100.00%
Exchange Traded Concepts LLC 1,007 0 -1,007 -100.00%
DekaBank Deutsche Girozentrale 3,120 0 -3,120 -100.00%
Cambridge Investment Research Advisors Inc. 12,692 0 -12,692 -100.00%
Robeco Institutional Asset Management B.V. 2,816 0 -2,816 -100.00%
ST Germain D J Co. Inc. 37 0 -37 -100.00%

See Summary: Institutional Holders of EXPI
See Details: Top 10 Hedge Funds Holding EXPI
Also See: EXPI Insider Buying

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