Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Expion Energy, Inc.

CIK 0001894954XPON· quarter ending 2026-06-30
Shares outstanding
962,335
Held by 13F filers
701,229
72.9% of shares outstanding
Holders
14
+4 vs 2026-03-31 · 6 new, 2 exited
Value
$316K
shares +108.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-10, as of 2026-08-06)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockXPON · NASDAQ962,335701,22972.9%1430218B209

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
30218B209COM NEW14701,229962,33572.9%$316K—13DGholders →
30218B308Stocknot common15——$2—prefixholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (14 of 14 · 30218B209)

change vs 2026-03-31
#FilerShares% of classValueChange
1KMT WEALTH MANAGEMENT, LLC152,15215.81%$68KNEW
2Kingsbury Capital Investment Advisors LLC152,15215.81%$68K+121,692 (+399.5%)
3VANGUARD CAPITAL MANAGEMENT LLC128,35613.34%$58K+96,776 (+306.4%)
4GEODE CAPITAL MANAGEMENT, LLC75,0537.80%$34K-86,999 (-53.7%)
5VANGUARD FIDUCIARY TRUST CO53,3685.55%$24K—
6Ground Swell Capital, LLC43,6504.54%$20KNEW
7CITADEL ADVISORS LLC33,0573.44%$15KNEW
8XTX Topco Ltd19,1231.99%$9KNEW
9StoneX Group Inc.14,9441.55%$7K-2,528 (-14.5%)
10NORTHERN TRUST CORP11,8761.23%$5KNEW
11UBS Group AG8,7640.91%$4K-4,009 (-31.4%)
12Tower Research Capital LLC (TRC)5,6940.59%$3K-1 (-0.0%)
13CITIGROUP INC3,0330.32%$1KNEW
14SBI Securities Co., Ltd.70.00%$3+3 (+75.0%)
Exited since 2026-03-31 (2 filers; largest 2 shown)
Virtu Financial LLC−23,117
Copia Wealth Management−5

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Joseph HammerSCHEDULE 13D2026-08-282026-08-2196,1379.99%
Arie RabinowitzSCHEDULE 13D2026-08-282026-08-2196,1379.99%
Five Narrow Lane General Partner, LLCSCHEDULE 13D2026-08-282026-08-2196,3179.99%
Five Narrow Lane, LPSCHEDULE 13D2026-08-282026-08-2196,3179.99%
Five Narrow Lane LPSCHEDULE 13G2026-08-242026-08-2196,1379.99%
L1 Capital Global Opportunities Master Fund, Ltd.SCHEDULE 13G/A2026-02-172025-12-31449,1934.4%
Altium Capital Management LLCSCHEDULE 13G/A2025-11-042025-09-3000%
Altium Healthcare Long Short GP LLCSCHEDULE 13G/A2025-11-042025-09-3000%
Altium Healthcare Long Short Onshore Fund LPSCHEDULE 13G/A2025-11-042025-09-3000%
S.H.N. Financial Investments Ltd.SCHEDULE 13G/A2025-03-182024-12-315,3830.13%
3i Management LLCSCHEDULE 13G/A2025-02-132024-12-31110,0874.9%
3i, LPSCHEDULE 13G/A2025-02-132024-12-31110,0874.9%
Maier Joshua TarlowSCHEDULE 13G/A2025-02-132024-12-31110,0874.9%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.