EXE — Expand Energy Corporation Institutional Holders · Q3 2026

Name: Who Owns EXE? 33 Institutions Hold $9.73M (Q3 2026)
Creator: ko.io

Who owns Expand Energy Corporation (EXE)? 33 institutions reported holding $9.73M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($2.8M), Confluence Investment Management LLC ($1.5M), Doliver Advisors, LP ($807,432).

Rank	Institution	Value	Shares	Change
1	Gradient Investments LLC	$2.8M	32,919	Trimmed
2	CONFLUENCE INVESTMENT MANAGEMENT LLC	$1.5M	17,899	Added
3	DOLIVER ADVISORS, LP	$807,432	9,602	Added
4	Grove Bank & Trust	$569,121	6,768	New
5	Investors Research Corp	$550,790	6,550	New
6	Farther Finance Advisors, LLC	$533,269	6,342	Trimmed
7	GAMMA Investing LLC	$524,385	6,236	Added
8	Wedmont Private Capital	$521,358	5,867	Added
9	Miller Global Investments, LLC	$409,771	4,873	Trimmed
10	Cooper Financial Group	$262,682	3,124	Added
11	M.E. ALLISON & CO., INC.	$261,099	3,105	Hold
12	CHICKASAW CAPITAL MANAGEMENT LLC	$255,129	3,034	Hold
13	Hardin Capital Partners, LLC	$248,414	2,954	Trimmed
14	PRIVATE CLIENT SERVICES, LLC	$215,800	2,566	New
15	Versant Capital Management, Inc	$79,886	950	Added
16	CX Institutional	$64,000	758	Added
17	BURKETT FINANCIAL SERVICES, LLC	$42,045	500	New
18	MassMutual Private Wealth & Trust, FSB	$29,852	355	Trimmed
19	EASTERN BANK	$25,227	300	Hold
20	ARMSTRONG ADVISORY GROUP, INC	$19,425	231	Added
21	Bangor Savings Bank	$16,818	200	Hold
22	ELEVATION WEALTH PARTNERS, LLC	$8,073	96	Added
23	Retirement Wealth Solutions LLC	$3,616	43	Added
24	CoreCap Advisors, LLC	$3,280	39	Trimmed
25	GILPIN WEALTH MANAGEMENT, LLC	$2,439	29	New

Source: SEC Form 13F filings · as of 2026-09-30