Expion360 Inc.
Expion360 Inc. (XPON) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · XPON · as of Sep 30, 2024
Ownership Breakdown
9
Institutional Holders
▼ 2 vs Q2
$151,145
Total Inst. Value
▼ $95,167 vs Q2
3.63M
Shares Outstanding
freeFloat 95.76%
2.92M
13F Shares Held
▲ 2.68M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
XPON largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
ALTIUM CAPITAL MANAGEMENT LP miscellaneous electrical machinery, equipment & supplies | 2.06M | 5.73% | 5.73% | $106.37M | Nov 14, 2024 | NEW |
DONALDSON CAPITAL MANAGEMENT, LLC miscellaneous electrical machinery, equipment & supplies | 372.0K | 1.04% | 1.04% | $19.23M | Oct 29, 2024 | NEW |
GEODE CAPITAL MANAGEMENT, LLC miscellaneous electrical machinery, equipment & supplies | 242.5K | 67.56% | 67.56% | $12.54M | Nov 12, 2024 | ▲ 208.4K |
JANE STREET GROUP, LLC miscellaneous electrical machinery, equipment & supplies | 95.5K | 26.61% | 26.61% | $4.94M | Nov 15, 2024 | NEW |
UBS GROUP AG miscellaneous electrical machinery, equipment & supplies | 90.7K | 25.27% | 25.27% | $4.72M | Nov 14, 2024 | ▲ 73.9K |
VANGUARD GROUP INC miscellaneous electrical machinery, equipment & supplies | 39.2K | 10.91% | 10.91% | $2.04M | Nov 13, 2024 | ▼ 9.4K |
CAHILL WEALTH MANAGEMENT, LLC miscellaneous electrical machinery, equipment & supplies | 24.4K | 6.79% | 6.79% | $1.26M | Nov 1, 2024 | ▼ 20.0K |
MORGAN STANLEY miscellaneous electrical machinery, equipment & supplies | 500 | 0.14% | 0.14% | $26,000 | May 14, 2025 | — held |
BANK OF AMERICA CORP /DE/ miscellaneous electrical machinery, equipment & supplies | 432 | 0.12% | 0.12% | $22,000 | Nov 14, 2024 | ▲ 391 |
CITADEL ADVISORS LLC miscellaneous electrical machinery, equipment & supplies | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
3
Increased
+282.7K shares3
New Positions
first time holders2
Decreased
−29.4K shares5
Sold Out
fully exitedNet shares change (top 50)
+253.3K
+282.7K / −29.4K
Net new holders
-1
3 new / 5 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
XPON insider trading · insider activity
Source: SEC Form 4
9
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Heagen Carson E. Chief Operating Officer | Oct 16, 2025 | Award | 100,000 | — | — | 148.9K | Form 4 ↗ |
Schaffner Brian Paul director | Oct 16, 2025 | Award | 100,000 | — | — | 160.5K | Form 4 ↗ |
Bowin Shawna Lee Chief Financial Officer | Oct 16, 2025 | Award | 100,000 | — | — | 104.4K | Form 4 ↗ |
Burell Scott R director | Oct 16, 2025 | Award | 40,000 | — | — | 40.0K | Form 4 ↗ |
Bowin Shawna Lee Chief Financial Officer | Oct 17, 2025 | Award | 100,000 | — | — | 104.4K | Form 4 ↗ |
Nguyen Tien Quoc director | Jul 31, 2025 | Award | 5,000 | — | — | 10.1K | Form 4 ↗ |
Nguyen Tien Quoc director | Jul 31, 2025 | Award | 5,000 | $0.93 | $4.7K | 5.0K | Form 4 ↗ |
Shum Steve director | Jul 31, 2025 | Award | 5,000 | — | — | 10.5K | Form 4 ↗ |
Shum Steve director | Jul 31, 2025 | Award | 5,000 | $0.93 | $4.7K | 5.0K | Form 4 ↗ |
Shoun Paul Thomas President | Jul 31, 2025 | Award | 46,281 | $0.77 | $35.6K | 46.3K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Expion360 Inc. (XPON) is primarily owned by institutional investors, who hold approximately 80.4% of total shares outstanding. Company insiders own approximately 4.24%, while retail and public investors account for the remaining 15.32%.
The largest institutional shareholder of Expion360 Inc. is ALTIUM CAPITAL MANAGEMENT LP, holding approximately 2.06 million shares — equal to 5.73% of outstanding shares — as of September 30, 2024.
A total of 9 institutional investors currently hold XPON stock, with a combined institutional value of approximately $151,145 as of the most recent 13F filing period.
Frequently asked questions
XPON ownershipExpion360 Inc. (XPON) is primarily owned by institutional investors, who hold approximately 80.4% of shares. The largest shareholder is ALTIUM CAPITAL MANAGEMENT LP with a 5.73% stake. Company insiders hold 4.24%. Data sourced from SEC Form 13F as of September 30, 2024.