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EXP World Holdings Inc (EXPI)

CUSIP: 30212W100 | NYSE | Real Estate · Real Estate Services | Small Cap | 732 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13DGratitude 2022 Trust U/A/D 8/26/2218,037,82410.8%New 5%+ stakeSep 3, 2026No 13F filer matched
13D/APenny Sanford00.0%Fell below 5%Sep 3, 2026No 13F filer matched
13D/AGlenn Sanford41,663,78025.7%New 5%+ stakeJan 31, 2026No 13F filer matched
13DGratitude 2022 Trust U/A/D 8/26/2218,037,824
10.8% of class · Sep 3, 2026New 5%+ stake
No 13F filer matched
13D/APenny Sanford0
0.0% of class · Sep 3, 2026Fell below 5%
No 13F filer matched
13D/AGlenn Sanford41,663,780
25.7% of class · Jan 31, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP681,828
0.0% of portfolio›$2.5M
Bank of New York Mellon Corp580,078
0.0% of portfolio›$2.1M
Principal Financial Group Inc477,854
0.0% of portfolio›$1.8M
Citigroup Inc416,290
0.0% of portfolio›$1.5M
Creative Planning372,243
0.0% of portfolio›$1.4M
Baring Financial LLC300,125
0.6% of portfolio›$1.1M
Counterpoint Mutual Funds LLC201,025
0.1% of portfolio›$737.8K
OP Asset Management Ltd180,121
0.0% of portfolio›$661.0K
Inspire Investing, LLC172,980
0.0% of portfolio›$634.8K
AMG National Trust Bank108,577
0.0% of portfolio›$398.5K
Quadrant Capital Group LLC88,565
0.0% of portfolio›$317.1K
Everhart Financial Group, Inc.64,151
0.0% of portfolio›$235.4K
Thrivent Financial for Lutherans62,712
0.0% of portfolio›$230
State of Wyoming60,158
0.0% of portfolio›$220.8K
New York State Teachers Retirement System59,532
0.0% of portfolio›$218
Illinois Municipal Retirement Fund54,989
0.0% of portfolio›$201.8K
Citizens Financial Group Inc50,781
0.0% of portfolio›$186.4K
Louisiana State Employees Retirement System42,000
0.0% of portfolio›$154.1K
Linden Thomas Advisory Services, LLC34,477
0.0% of portfolio›$126.5K
AlphaCore Capital LLC32,908
0.0% of portfolio›$120.8K
Evergreen Capital Management LLC30,436
0.0% of portfolio›$111.7K
Fifth Third Bancorp29,618
0.0% of portfolio›$108.7K
Harbor Capital Advisors, Inc.28,753
0.0% of portfolio›$106
Arizona State Retirement System27,775
0.0% of portfolio›$101.9K
Strs Ohio25,900
0.0% of portfolio›$95.1K
State of Alaska, Department of Revenue25,492
0.0% of portfolio›$92
Amalgamated Bank25,454
0.0% of portfolio›$93
Yousif Capital Management, LLC24,169
0.0% of portfolio›$88.7K
Valeo Financial Advisors, LLC23,720
0.0% of portfolio›$87.1K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS23,231
0.0% of portfolio›$85.3K
Vise Technologies, Inc.22,442
0.0% of portfolio›$82.4K
Oregon Public Employees Retirement Fund22,100
0.0% of portfolio›$81.1K
ProShare Advisors LLC19,844
0.0% of portfolio›$72.8K
Compound Planning, Inc.19,326
0.0% of portfolio›$70.9K
PDS Planning, Inc19,247
0.0% of portfolio›$70.6K
SAX Wealth Advisors, LLC17,737
0.0% of portfolio›$65.1K
Symmetry Partners, LLC16,544
0.0% of portfolio›$60.7K
Pictet Asset Management Holding SA15,671
0.0% of portfolio›$57.5K
Inscription Capital, LLC14,794
0.0% of portfolio›$54.3K
Pinnacle Wealth Planning Services, Inc.14,601
0.0% of portfolio›$53.6K
PharVision Advisers, LLC13,957
2.1% of portfolio›$51.2K
Parallel Advisors, LLC13,934
0.0% of portfolio›$51.1K
Cambridge Investment Research Advisors, Inc.12,582
0.0% of portfolio›$46
EverSource Wealth Advisors, LLC12,409
0.0% of portfolio›$45.5K
Gamma Investing LLC12,298
0.0% of portfolio›$45.1K
CenterBook Partners LP12,246
0.0% of portfolio›$44.9K
Mutual of America Capital Management LLC11,250
0.0% of portfolio›$41.3K
Signaturefd, LLC11,083
0.0% of portfolio›$40.7K
CIBC Asset Management Inc10,884
0.0% of portfolio›$39.9K
Anchyra Partners LLC10,764
0.0% of portfolio›$39.5K
Sage Rhino Capital LLC10,194
0.0% of portfolio›$37.4K
Fortitude Family Office, LLC8,002
0.0% of portfolio›$29.4K
Farther Finance Advisors, LLC6,769
0.0% of portfolio›$24.8K
MassMutual Private Wealth & Trust, FSB5,536
0.0% of portfolio›$20.3K
TD Waterhouse Canada Inc.5,109
0.0% of portfolio›$18.1K
Heritage Family Offices, LLP4,170
0.0% of portfolio›$15.3K
SBI Securities Co., Ltd.3,227
0.0% of portfolio›$11.8K
Main Street Group, LTD3,116
0.0% of portfolio›$11.4K
Sterling Capital Management LLC3,106
0.0% of portfolio›$11.4K
Covestor Ltd2,297
0.0% of portfolio›$8
Tradewinds Capital Management, LLC1,649
0.0% of portfolio›$6.1K
Buck Wealth Strategies, LLC1,590
0.0% of portfolio›$5.8K
CoreCap Advisors, LLC1,546
0.0% of portfolio›$5.7K
Reyes Financial Architecture, Inc.1,009
0.0% of portfolio›$3.7K
Nisa Investment Advisors, LLC948
0.0% of portfolio›$3.5K
US Bancorp \de\926
0.0% of portfolio›$3.4K
Elyxium Wealth, LLC692
0.0% of portfolio›$2.5K
Golden State Wealth Management, LLC648
0.0% of portfolio›$2.4K
GoalVest Advisory LLC580
0.0% of portfolio›$2.1K
Parkside Financial Bank & Trust539
0.0% of portfolio›$2.0K
IFP Advisors, Inc326
0.0% of portfolio›$1.2K
Caitong International Asset Management Co., Ltd245
0.0% of portfolio›$899
Triumph Capital Management200
0.0% of portfolio›$710
Center for Financial Planning, Inc.174
0.0% of portfolio›$638
SJS Investment Consulting Inc.131
0.0% of portfolio›$481
UMB Private Wealth Management, LLC112
0.0% of portfolio›$411
Farmers & Merchants Investments Inc90
0.0% of portfolio›$330
Proathlete Wealth Management LLC88
0.0% of portfolio›$322
Assetmark, Inc81
0.0% of portfolio›$297
TD Private Client Wealth LLC75
0.0% of portfolio›$275
Physician Wealth Advisors, Inc.71
0.0% of portfolio›$261
Essential Partners LLC67
0.0% of portfolio›$246
Larson Financial Group LLC66
0.0% of portfolio›$242
Meriwether Wealth & Planning, LLC62
0.0% of portfolio›$228
JFS Wealth Advisors, LLC53
0.0% of portfolio›$195
Retirement Wealth Solutions LLC39
0.0% of portfolio›$145
Root Financial Partners, LLC31
0.0% of portfolio›$114
Davis Capital Management28
0.0% of portfolio›$103
Abound Wealth Management13
0.0% of portfolio›$48
Plante Moran Financial Advisors, LLC10
0.0% of portfolio›$37
Blue Trust, Inc.8
0.0% of portfolio›$31
DiNuzzo Private Wealth, Inc.7
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
681,828$2.5M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
580,078$2.1M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
477,854$1.8M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
416,290$1.5M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
372,243$1.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Baring Financial LLC
300,125$1.1M0.6%ETFLowBellingham, WA2026-10-07
Counterpoint Mutual Funds LLC
201,025$737.8K0.1%Deep ValueVery HighSan Diego, CA2026-10-16
OP Asset Management Ltd
180,121$661.0K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Inspire Investing, LLC
172,980$634.8K0.0%GARPHighMeridian, ID2026-10-22
AMG National Trust Bank
108,577$398.5K0.0%ETFLowGreenwood Village, CO2026-11-05
Quadrant Capital Group LLC
88,565$317.1K0.0%CoreLowCincinnati, OH2026-10-20
Everhart Financial Group, Inc.
64,151$235.4K0.0%ETFLowDublin, OH2026-10-08
Thrivent Financial for Lutherans
62,712$2300.0%GARPMediumMinneapolis, MN2026-11-05
State of Wyoming
60,158$220.8K0.0%ValueHighCheyenne, WY2026-10-28
New York State Teachers Retirement System
59,532$2180.0%CoreVery LowAlbany, NY2026-10-22
Illinois Municipal Retirement Fund
54,989$201.8K0.0%CoreMediumOak Brook, IL2026-11-05
Citizens Financial Group Inc
50,781$186.4K0.0%GrowthLowProvidence, RI2026-10-23
Louisiana State Employees Retirement System
42,000$154.1K0.0%IndexLowBaton Rouge, LA2026-10-20
Linden Thomas Advisory Services, LLC
34,477$126.5K0.0%CoreLowCharlotte, NC2026-10-19
AlphaCore Capital LLC
32,908$120.8K0.0%ETFLowLa Jolla, CA2026-11-04
Evergreen Capital Management LLC
30,436$111.7K0.0%GARPMediumBellevue, WA2026-10-23
Fifth Third Bancorp
29,618$108.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Harbor Capital Advisors, Inc.
28,753$1060.0%ValueHighChicago, IL2026-10-22
Arizona State Retirement System
27,775$101.9K0.0%IndexVery LowPhoenix, AZ2026-11-03
Strs Ohio
25,900$95.1K0.0%CoreMediumColumbus, OH2026-10-30
State of Alaska, Department of Revenue
25,492$920.0%CoreVery LowJuneau, AK2026-10-15
Amalgamated Bank
25,454$930.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
24,169$88.7K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Valeo Financial Advisors, LLC
23,720$87.1K0.0%ETFLowCarmel, IN2026-10-08
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
23,231$85.3K0.0%CoreLowHarrisburg, PA2026-11-03
Vise Technologies, Inc.
22,442$82.4K0.0%IndexLowNew York, NY2026-10-29
Oregon Public Employees Retirement Fund
22,100$81.1K0.0%IndexVery LowTigard, OR2026-10-30
ProShare Advisors LLC
19,844$72.8K0.0%GrowthLowBethesda, MD2026-10-29
Compound Planning, Inc.
19,326$70.9K0.0%CoreLowNew York, NY2026-11-05
PDS Planning, Inc
19,247$70.6K0.0%IndexVery LowDublin, OH2026-11-03
SAX Wealth Advisors, LLC
17,737$65.1K0.0%ETFVery LowParsippany, NJ2026-10-13
Symmetry Partners, LLC
16,544$60.7K0.0%ETFLowGlastonbury, CT2026-10-27
Pictet Asset Management Holding SA
15,671$57.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Inscription Capital, LLC
14,794$54.3K0.0%GARPMediumHouston, TX2026-11-02
Pinnacle Wealth Planning Services, Inc.
14,601$53.6K0.0%GARPLowMansfield, OH2026-10-27
PharVision Advisers, LLC
13,957$51.2K2.1%YieldVery HighBoca Raton, FL2026-10-29
Parallel Advisors, LLC
13,934$51.1K0.0%IndexLowSan Francisco, CA2026-11-03
Cambridge Investment Research Advisors, Inc.
12,582$460.0%ETFLowFairfield, IA2026-11-02
EverSource Wealth Advisors, LLC
12,409$45.5K0.0%CoreMediumBirmingham, AL2026-11-04
Gamma Investing LLC
12,298$45.1K0.0%IndexVery LowFoster City, CA2026-10-08
CenterBook Partners LP
12,246$44.9K0.0%ValueVery HighGreenwich, CT2026-11-02
Mutual of America Capital Management LLC
11,250$41.3K0.0%IndexLowNew York, NY2026-10-23
Signaturefd, LLC
11,083$40.7K0.0%IndexLowAtlanta, GA2026-10-23
CIBC Asset Management Inc
10,884$39.9K0.0%GARPLowToronto, South Africa2026-11-05
Anchyra Partners LLC
10,764$39.5K0.0%CoreLowAtlanta, GA2026-10-13
Sage Rhino Capital LLC
10,194$37.4K0.0%ETFLowMenlo Park, CA2026-10-28
Fortitude Family Office, LLC
8,002$29.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Farther Finance Advisors, LLC
6,769$24.8K0.0%IndexLowSan Francisco, CA2026-10-08
MassMutual Private Wealth & Trust, FSB
5,536$20.3K0.0%CoreLowSpringfield, MA2026-10-05
TD Waterhouse Canada Inc.
5,109$18.1K0.0%CoreLowToronto, Australia2026-10-16
Heritage Family Offices, LLP
4,170$15.3K0.0%GrowthHighScottsdale, AZ2026-11-02
SBI Securities Co., Ltd.
3,227$11.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Main Street Group, LTD
3,116$11.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Sterling Capital Management LLC
3,106$11.4K0.0%GARPMediumCharlotte, NC2026-10-22
Covestor Ltd
2,297$80.0%ValueHighLondon, United Kingdom2026-10-30
Tradewinds Capital Management, LLC
1,649$6.1K0.0%ETFVery HighBellingham, WA2026-10-23
Buck Wealth Strategies, LLC
1,590$5.8K0.0%ValueMediumDenver, CO2026-10-28
CoreCap Advisors, LLC
1,546$5.7K0.0%ETFMediumSouthfield, MI2026-10-08
Reyes Financial Architecture, Inc.
1,009$3.7K0.0%ETFVery HighSan Diego, CA2026-10-22
Nisa Investment Advisors, LLC
948$3.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
US Bancorp \de\
926$3.4K0.0%IndexLowMinneapolis, MN2026-11-05
Elyxium Wealth, LLC
692$2.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Golden State Wealth Management, LLC
648$2.4K0.0%ETFMediumSanta Ana, CA2026-11-02
GoalVest Advisory LLC
580$2.1K0.0%ETFMediumNew York, NY2026-10-02
Parkside Financial Bank & Trust
539$2.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
IFP Advisors, Inc
326$1.2K0.0%GrowthLowTampa, FL2026-10-16
Caitong International Asset Management Co., Ltd
245$8990.0%GrowthVery HighHong Kong, South Korea2026-10-29
Triumph Capital Management
200$7100.0%ETFMediumDenver, CO2026-10-14
Center for Financial Planning, Inc.
174$6380.0%ETFLowSouthfied, MI2026-10-26
SJS Investment Consulting Inc.
131$4810.0%ETFVery LowSylvania, OH2026-10-26
UMB Private Wealth Management, LLC
112$4110.0%GrowthN/AKansas City, MO2026-10-19
Farmers & Merchants Investments Inc
90$3300.0%CoreVery LowLincoln, NE2026-10-22
Proathlete Wealth Management LLC
88$3220.0%ETFVery LowBoca Raton, FL2026-10-15
Assetmark, Inc
81$2970.0%ETFLowConcord, CA2026-10-21
TD Private Client Wealth LLC
75$2750.0%ETFLowNew York, NY2026-10-28
Physician Wealth Advisors, Inc.
71$2610.0%ETFMediumMidvale, UT2026-10-20
Essential Partners LLC
67$2460.0%ValueMediumRancho Santa Fe, CA2026-10-14
Larson Financial Group LLC
66$2420.0%GrowthLowSt Louis, MO2026-11-05
Meriwether Wealth & Planning, LLC
62$2280.0%ETFMediumMinden, LA2026-10-13
JFS Wealth Advisors, LLC
53$1950.0%ETFVery LowHermitage, PA2026-11-03
Retirement Wealth Solutions LLC
39$1450.0%ETFLowMarshfield, WI2026-10-07
Root Financial Partners, LLC
31$1140.0%ETFMediumEncinitas, CA2026-10-21
Davis Capital Management
28$1030.0%CoreLowJacksonville, FL2026-10-08
Abound Wealth Management
13$480.0%ETFVery LowFranklin, TN2026-10-26
Plante Moran Financial Advisors, LLC
10$370.0%ETFVery LowSouthfield, MI2026-11-04
Blue Trust, Inc.
8$310.0%ETFLowBrentwood, TN2026-10-15
DiNuzzo Private Wealth, Inc.
7$1.2K0.0%ETFLowBeaver, PA2026-10-16