Filing Research | EXE - EXPAND ENERGY CORPORATION Institutional Holdings

Snapshot holdings

50 / 186 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	1.2MSH	$107.9M
2	Canoe Financial LP	Shares	254.9KSH	$25.2M
3	TMB Capital Partners, LLC	Shares	152.6KSH	$13.9M
4	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	133.5KSH	$12.2M
5	VIKING FUND MANAGEMENT LLC	Shares	93.0KSH	$8.5M
6	ADAMS NATURAL RESOURCES FUND, INC.	Shares	88.5KSH	$8.1M
7	DAVIDSON INVESTMENT ADVISORS	Shares	75.6KSH	$6.9M
8	CAMPBELL CAPITAL MANAGEMENT INC	Shares	70.8KSH	$6.5M
9	Czech National Bank	Shares	68.1KSH	$6.2M
10	IFM Investors Pty Ltd	Shares	62.4KSH	$5.7M
11	ABN AMRO INVESTMENT SOLUTIONS	Shares	56.9KSH	$5.2M
12	Mirae Asset Global Investments Co., Ltd.	Shares	54.1KSH	$4.9M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	61.9KSH	$4.8M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	52.8KSH	$4.8M
15	ROMANO BROTHERS AND COMPANY	Shares	50.6KSH	$4.6M
16	PensionDanmark Pensionsforsikringsaktieselskab	Shares	49.5KSH	$4.5M
17	WOODSTOCK CORP	Shares	46.7KSH	$4.3M
18	apricus wealth, LLC	Shares	41.9KSH	$3.8M
19	Gradient Investments LLC	Shares	38.4KSH	$3.5M
20	Merit Financial Group, LLC	Shares	36.5KSH	$3.3M
21	Police & Firemen's Retirement System of New Jersey	Shares	34.6KSH	$3.2M
22	Crewe Advisors LLC	Shares	33.1KSH	$3.0M
23	Robeco Institutional Asset Management B.V.	Shares	32.8KSH	$3.0M
24	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	31.6KSH	$2.9M
25	Oak Thistle LLC	Shares	31.5KSH	$2.9M
26	Fifth Third Wealth Advisors LLC	Shares	30.7KSH	$2.8M
27	Y-Intercept (Hong Kong) Ltd	Shares	26.9KSH	$2.5M
28	River Road Asset Management, LLC	Shares	26.2KSH	$2.4M
29	GATEWAY INVESTMENT ADVISERS LLC	Shares	24.9KSH	$2.3M
30	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	24.6KSH	$2.2M
31	Mediolanum International Funds Ltd	Shares	24.7KSH	$2.2M
32	Murphy Pohlad Asset Management LLC	Shares	22.8KSH	$2.1M
33	MFG WEALTH MANAGEMENT, INC.	Shares	22.0KSH	$2.0M
34	Orca Wealth Management, LLC	Shares	21.9KSH	$2.0M
35	UHLMANN PRICE SECURITIES, LLC	Shares	19.0KSH	$1.7M
36	McAlvany Wealth Management LLC	Shares	18.8KSH	$1.7M
37	MIZUHO SECURITIES USA LLC	Shares	14.4KSH	$1.6M
38	Crossmark Global Holdings, Inc.	Shares	17.3KSH	$1.6M
39	LANARK FINANCIAL, INC.	Shares	16.8KSH	$1.5M
40	D.A. DAVIDSON & CO.	Shares	13.9KSH	$1.3M
41	HARTFORD INVESTMENT MANAGEMENT CO	Shares	13.2KSH	$1.2M
42	Louisiana State Employees Retirement System	Shares	12.2KSH	$1.1M
43	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	11.4KSH	$1.0M
44	QUATTRO FINANCIAL ADVISORS LLC	Shares	11.2KSH	$1.0M
45	Avior Wealth Management, LLC	Shares	10.9KSH	$996.0K
46	AMI ASSET MANAGEMENT CORP	Shares	10.6KSH	$969.6K
47	DAVENPORT & Co LLC	Shares	10.6KSH	$962.9K
48	Composition Wealth, LLC	Shares	10.5KSH	$958.9K
49	NEW WAVE WEALTH ADVISORS LLC	Shares	10.5KSH	$953.5K
50	QRG CAPITAL MANAGEMENT, INC.	Shares	10.4KSH	$944.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 216 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+1.1M	+$94.7M	$107.9M
2	TMB Capital Partners, LLC new	Shares	+152.6K	+$13.9M	$13.9M
3	WEDGE CAPITAL MANAGEMENT L L P/NC new	Shares	+133.5K	+$12.2M	$12.2M
4	CAMPBELL CAPITAL MANAGEMENT INC new	Shares	+70.8K	+$6.5M	$6.5M
5	ABN AMRO INVESTMENT SOLUTIONS new	Shares	+56.9K	+$5.2M	$5.2M
6	ADAMS NATURAL RESOURCES FUND, INC. added	Shares	+42.1K	+$3.0M	$8.1M
7	Oak Thistle LLC new	Shares	+31.5K	+$2.9M	$2.9M
8	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+22.2K	+$2.0M	$2.3M
9	Mediolanum International Funds Ltd added	Shares	+17.5K	+$1.4M	$2.2M
10	Crossmark Global Holdings, Inc. added	Shares	+12.5K	+$1.0M	$1.6M
11	Sowell Financial Services LLC new	Shares	+5.8K	+$527.6K	$527.6K
12	NEW WAVE WEALTH ADVISORS LLC added	Shares	+5.9K	+$457.9K	$953.5K
13	Merit Financial Group, LLC added	Shares	+10.2K	+$442.5K	$3.3M
14	MISSION WEALTH MANAGEMENT, LP new	Shares	+3.9K	+$358.7K	$358.7K
15	Capstone Wealth Management, LLC new	Shares	+3.0K	+$271.5K	$271.5K
16	Perpetual Ltd added	Shares	+3.4K	+$234.4K	$706.9K
17	EVERPAR ADVISORS LLC new	Shares	+2.6K	+$233.8K	$233.8K
18	Abel Hall, LLC new	Shares	+2.5K	+$227.8K	$227.8K
19	Credit Capital Investments LLC added	Shares	+2.5K	+$192.6K	$412.2K
20	LANARK FINANCIAL, INC. added	Shares	+4.6K	+$191.3K	$1.5M
21	Avior Wealth Management, LLC added	Shares	+2.9K	+$111.7K	$996.0K
22	Fifth Third Wealth Advisors LLC added	Shares	+5.9K	+$79.7K	$2.8M
23	M.E. ALLISON & CO., INC. added	Shares	+1.2K	+$78.6K	$283.1K
24	Apollon Wealth Management, LLC added	Shares	+1.4K	+$63.5K	$458.5K
25	Wealthcare Advisory Partners LLC added	Shares	+1.3K	+$59.3K	$424.3K
26	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.3K	+$58.2K	$927.8K
27	PFG Investments, LLC added	Shares	+1.1K	+$54.0K	$340.7K
28	SIGNATUREFD, LLC added	Shares	+760	+$40.2K	$212.3K
29	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+363	+$33.1K	$33.1K
30	Wealth Enhancement Trust Services, Inc. new	Shares	+309	+$28.2K	$28.2K
31	SteelPeak Wealth, LLC added	Shares	+1.2K	+$27.8K	$485.1K
32	EASTERN BANK new	Shares	+300	+$27.4K	$27.4K
33	THOMPSON INVESTMENT MANAGEMENT, INC. new	Shares	+200	+$18.2K	$18.2K
34	LifeSteps Financial, Inc. new	Shares	+89	+$8.1K	$8.1K
35	Sequoia Financial Advisors, LLC added	Shares	+1.2K	+$7.2K	$626.7K
36	Cape Investment Advisory, Inc. new	Shares	+77	+$7.0K	$7.0K
37	Owl Creek Wealth Partners LLC added	Shares	+75	+$6.1K	$10.3K
38	HIGHLINE WEALTH PARTNERS LLC added	Shares	+72	+$5.9K	$9.7K
39	Fideuram Asset Management (Ireland) dac new	Shares	+63	+$5.6K	$5.6K
40	Creative Capital Management Investments LLC new	Shares	+36	+$3.3K	$3.3K
41	SOA Wealth Advisors, LLC. new	Shares	+31	+$2.8K	$2.8K
42	AdvisorNet Financial, Inc added	Shares	+28	+$2.0K	$5.1K
43	ELEVATION WEALTH PARTNERS, LLC added	Shares	+29	+$2.0K	$6.0K
44	Hughes Financial Services, LLC added	Shares	+20	+$1.5K	$3.5K
45	Activest Wealth Management new	Shares	+13	+$1.2K	$1.2K
46	Bogart Wealth, LLC added	Shares	+12	+$1.1K	$1.2K
47	CoreCap Advisors, LLC added	Shares	+15	+$903	$3.6K
48	PARK AVENUE SECURITIES LLC added	Shares	+3.3K	+$250	$543
49	Davis Capital Management added	Shares	+3	+$218	$547
50	Polianta Ltd added	Shares	+3.2K	+$19	$1.6K

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