Expand EnergyEXE

13F holders, Q2 2024 (June 30)
470holders −25
58new positions
84sold out
10famous investors
$82.20avg. 13F price*

At the end of Q2 2024, 470 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, down 25 from Q1 2024. 58 opened new positions and 84 sold out. The largest holders were Vanguard Group Inc. ($1.0B), Blackstone Inc. ($1.0B) and BlackRock Inc. ($941.7M). 10 famous investors held it, including Howard Marks (10.8% of Oaktree Capital Management's portfolio), David Tepper (0.3% of Appaloosa's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).

Company
Expand Energy Corp.
Filed as
CHESAPEAKE ENERGY CORP (Q2 2024)
Sector
Energy
CUSIP
165167735
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 495Q1 2024Q2 2024: 470Q2 2024Q3 2024: 467Q3 2024Q4 2024: 641Q4 2024Q1 2025: 736Q1 2025Q2 2025: 811Q2 2025Q3 2025: 764Q3 2025Q4 2025: 870Q4 2025Q1 2026: 898Q1 2026Q2 2026: 853Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions58$182.7M
Exits84$336.4M

All 13F filers, Q1 2024 → Q2 2024: 13,003,308 shares bought and 10,533,638 shares sold, net +2,469,670 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 470 holders

Vanguard Group Inc. 0.02% Add +0.7% 12,688,921 $1.0B
Blackstone Inc. 4.64% Add +0.1% 12,686,999 $1.0B
BlackRock Inc. 0.02% Add +0.2% 11,457,063 $941.7M
T. Rowe Price Investment Management, Inc. 0.59% Reduce -11.0% 11,400,614 $937.0M
T. Rowe Price Associates Inc. 0.10% Add +10.8% 10,038,103 $825.0M
Wellington Management Group LLP 0.11% Add +27.9% 7,466,898 $613.7M
Oaktree Capital Management 10.80% Reduce -1.6% 6,870,884 $564.7M
State Street Corp. 0.02% Add +27.8% 5,043,441 $414.5M
Massachusetts Financial Services Co. 0.10% Add +7.7% 4,119,498 $338.6M
First Trust Advisors LP 0.32% Add +8.3% 3,818,754 $313.9M
Kimmeridge Energy Management Company, LLC 18.76% Add +28.8% 3,694,879 $303.7M
Dimensional Fund Advisors LP 0.07% Add +18.1% 3,333,769 $274.0M
Lord, Abbett & Co. LLC 0.71% Add +0.7% 2,616,392 $215.0M
Thrivent Financial for Lutherans 0.43% Add +0.6% 2,589,410 $212.8M
Invesco Ltd. 0.04% Add +36.4% 2,543,373 $209.0M
Geode Capital Management, LLC 0.02% Add +6.1% 2,491,162 $204.5M
Bank of New York Mellon Corp 0.04% Reduce -9.2% 2,361,417 $194.1M
Glendon Capital Management LP 14.61% No change 2,124,060 $174.5M
FMR LLC 0.01% Add +2.7% 1,577,569 $129.7M
Voya Investment Management LLC 0.14% Add +68.7% 1,535,255 $126.2M
Bank of America Corp. 0.01% Reduce -1.0% 1,351,010 $111.0M
Prudential Financial Inc. 0.13% Reduce -8.9% 1,036,264 $85.2M
JPMorgan Chase & Co. 0.01% Reduce -1.3% 909,277 $74.7M
Ceredex Value Advisors LLC 1.37% Reduce -32.2% 880,894 $72.4M
Cannell & Spears LLC 1.43% Add +5.3% 837,520 $68.8M
Northern Trust Corp. 0.01% Add +11.5% 823,991 $67.7M
Millennium Management 0.06% New 822,645 $67.6M
Barclays PLC 0.03% Add +327.5% 779,386 $64.1M
Capital World Investors 0.01% Reduce -6.1% 768,011 $63.1M
Charles Schwab Investment Management Inc. 0.01% Add +5.4% 708,587 $58.2M
1832 Asset Management L.P. 0.10% Add +247.9% 687,954 $56.5M
Morgan Stanley 0.00% Reduce -31.4% 683,343 $56.2M
Janus Henderson Group PLC 0.03% Reduce -4.0% 609,502 $50.1M
Macquarie Group Ltd. 0.05% Reduce -2.3% 538,390 $44.3M
Neuberger Berman Group LLC 0.04% Add +2.3% 536,622 $44.1M
Two Sigma Investments, LP 0.11% Reduce -48.4% 529,677 $43.5M
Goldman Sachs Group Inc. 0.01% Reduce -12.4% 501,404 $41.2M
Susquehanna International Group, LLP 0.07% Add +568.2% 488,724 $40.2M
Clearbridge Investments, LLC 0.03% Add +3.3% 474,459 $39.0M
Amundi 0.01% Add +1.7% 460,894 $38.5M
Deprince Race & Zollo Inc. 0.81% Add +10.0% 439,873 $36.2M
Principal Financial Group Inc. 0.02% Reduce -6.9% 436,015 $35.8M
Legal & General Group Plc 0.01% Reduce -3.8% 407,400 $33.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -6.1% 397,927 $32.7M
Waratah Capital Advisors Ltd. 1.98% Add +67.5% 396,180 $32.6M
Rhumbline Advisers 0.03% Add +1.6% 333,692 $27.4M
Renaissance Technologies 0.05% Reduce -1.3% 329,520 $27.1M
Swiss National Bank 0.02% Reduce -1.1% 329,200 $27.1M
PointState Capital LP 0.78% New 328,871 $27.0M
Ameriprise Financial Inc. 0.01% Add +15.7% 318,870 $26.2M
Hartree Partners, LP 6.55% Add +66.9% 317,030 $26.1M
UBS Group AG 0.01% Add +8.1% 307,937 $25.3M
Retirement Systems of Alabama 0.10% Reduce -0.7% 307,883 $25.3M
Schwartz Investment Counsel Inc. 0.92% No change 303,200 $24.9M
Wedge Capital Management L L P 0.41% Add +16.3% 284,263 $23.4M
Vest Financial, LLC 0.55% Add +26.5% 278,314 $22.9M
LSV Asset Management 0.05% Reduce -63.2% 277,861 $22.8M
TD Asset Management Inc 0.02% Reduce -0.0% 273,500 $22.5M
Nuveen Asset Management, LLC 0.01% Reduce -21.1% 272,486 $22.4M
Sasco Capital Inc. / CT/ 2.89% No change 249,040 $20.5M
Patient Capital Management, LLC 1.06% Reduce -11.0% 243,237 $20.0M
Asia Research & Capital Management Ltd 17.06% New 240,500 $19.8M
Tudor Investment Corporation 0.21% New 231,878 $19.1M
Jane Street Group, LLC 0.02% Add +194.9% 227,173 $18.7M
CIBC Private Wealth Group LLC 0.03% Add +32.7% 222,521 $18.4M
California Public Employees Retirement System 0.01% Reduce -0.1% 219,452 $18.0M
Worldquant Millennium Advisors LLC 0.16% Reduce -32.1% 219,038 $18.0M
Citadel Advisors 0.02% Reduce -32.2% 215,823 $17.7M
Sagefield Capital LP 1.87% Add +31.8% 215,177 $17.7M
Van Eck Associates Corp. 0.02% Reduce -39.0% 206,620 $17.0M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -9.9% 202,143 $16.6M
Jennison Associates LLC 0.01% Reduce -0.2% 199,715 $16.4M
Alliancebernstein L.P. 0.01% Reduce -2.4% 191,291 $15.7M
Appaloosa 0.25% Reduce -7.4% 188,000 $15.5M
Mackenzie Financial Corp. 0.02% Add +54.0% 174,123 $14.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% — 173,406 $14.3M
Van Lanschot Kempen Investment Management N.V. 0.16% No change 173,181 $14.2M
American Century Companies Inc. 0.01% Add +7.0% 164,851 $13.5M
Invenomic Capital Management LP 0.70% Add +207.9% 162,594 $13.4M
Allianz Asset Management GmbH 0.02% Add +35.4% 155,089 $12.7M
California State Teachers Retirement System 0.01% Reduce -1.4% 147,586 $12.1M
Clough Capital Partners L P 1.31% Add +3.9% 146,153 $12.0M
Cambria Investment Management, L.P. 0.73% Add +6.0% 146,094 $12.0M
Chartwell Investment Partners, LLC 0.41% Reduce -12.8% 143,349 $11.8M
Hodges Capital Management Inc. 0.79% Add +0.7% 142,930 $11.7M
Deutsche Bank AG 0.01% Reduce -6.3% 141,889 $11.7M
Victory Capital Management Inc. 0.01% Add +5.1% 141,881 $11.7M
Susquehanna Fundamental Investments, LLC 0.27% Add +72.4% 141,413 $11.6M
Corebridge Financial, Inc. 0.06% — 141,047 $11.6M
Citigroup Inc. 0.01% Add +65.7% 134,441 $11.0M
Danske Bank A/S 0.04% Add +3.9% 131,908 $10.8M
HSBC Holdings PLC 0.01% Add +3.3% 128,785 $10.6M
Royal Bank of Canada 0.00% Reduce -19.2% 123,038 $10.1M
AQR Capital Management 0.01% Reduce -22.7% 119,018 $9.8M
Ensign Peak Advisors, Inc 0.02% Add +4.6% 115,584 $9.5M
State Board of Administration of Florida Retirement System 0.02% Reduce -7.7% 114,481 $9.4M
Employees Retirement System of Texas 0.10% No change 113,352 $9.3M
Wells Fargo & Company 0.00% Add +2.4% 111,997 $9.2M
Russell Investments Group, Ltd. 0.01% Reduce -7.7% 110,311 $9.1M
Goehring & Rozencwajg Associates, LLC 1.73% Add +10.9% 106,205 $8.7M
Alta Fundamental Advisers LLC 3.65% Reduce -52.9% 100,740 $8.3M
Long Focus Capital Management, LLC 0.85% No change 100,300 $8.2M
Gotham Asset Management 0.10% Add +17.5% 97,756 $8.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.8% 96,529 $7.9M
Bandera Partners LLC 2.83% No change 95,000 $7.8M
Treasurer of the State of North Carolina 0.03% Add +22.9% 94,929 $7.8M
State of Wisconsin Investment Board 0.02% Add +17.0% 93,449 $7.7M
Levin Capital Strategies, L.P. 0.80% Reduce -11.8% 91,908 $7.6M
Easterly Investment Partners LLC 0.64% Add +82.7% 88,285 $7.3M
Cadence Bank 0.54% Reduce -25.9% 87,069 $7.2M
Picton Mahoney Asset Management 0.30% Add +183.6% 85,934 $7.1M
New York State Common Retirement Fund 0.01% Add +24.3% 84,553 $6.9M
Teachers Retirement System of the State of Kentucky 0.06% Add +133.8% 84,493 $6.9M
New York State Teachers Retirement System 0.01% No change 83,689 $6.9M
Stifel Financial Corp. 0.01% Add +6.2% 82,077 $6.7M
Rafferty Asset Management, LLC 0.02% New 77,274 $6.4M
Comerica Bank 0.03% Reduce -3.0% 77,020 $6.3M
OnyxPoint Global Management LP 3.83% Add +5.1% 76,275 $6.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +17.3% 74,790 $6.1M
Amalgamated Bank 0.05% Reduce -6.7% 73,308 $6.0M
Mutual of America Capital Management LLC 0.06% Reduce -3.3% 71,592 $5.9M
HITE Hedge Asset Management LLC 0.57% New 70,615 $5.8M
South Dakota Investment Council 0.11% Add +71.7% 64,216 $5.3M
Jump Financial, LLC 0.11% Add +368.9% 62,522 $5.1M
Public Employees Retirement System of Ohio 0.02% Add +18.5% 62,462 $5.1M
Empowered Funds, LLC 0.09% Add +98.6% 61,781 $5.1M
Nicholas Investment Partners, LP 0.59% No change 61,500 $5.1M
LSP Investment Advisors, LLC 2.81% New 60,174 $4.9M
Quantbot Technologies LP 0.24% Add +423.5% 59,288 $4.9M
MetLife Investment Management, LLC 0.03% Reduce -3.8% 59,012 $4.9M
Man Group plc 0.01% Add +98.8% 58,089 $4.8M
State of Tennessee, Department of Treasury 0.02% Reduce -17.3% 57,404 $4.7M
Bank of Montreal 0.00% Reduce -6.3% 51,134 $4.6M
Two Sigma Advisers, LP 0.01% Reduce -61.8% 56,009 $4.6M
Adams Natural Resources Fund, Inc. 0.67% Add +38.1% 55,500 $4.6M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -16.6% 54,570 $4.5M
Franklin Resources Inc. 0.00% Add +20.4% 52,913 $4.3M
Polar Asset Management Partners Inc. 0.17% New 52,020 $4.3M
Pinnacle Associates Ltd. 0.07% Reduce -0.8% 51,550 $4.2M
West Family Investments, Inc. 1.23% No change 50,000 $4.1M
Yousif Capital Management, LLC 0.04% Reduce -6.9% 47,666 $3.9M
Manning & Napier Advisors LLC 0.04% — 47,419 $3.9M
Korea Investment CORP 0.01% Add +7.8% 46,484 $3.8M
Alden Global Capital LLC 3.13% Add +90.2% 45,987 $3.8M
Hara Capital LLC 2.35% Reduce -9.9% 44,682 $3.7M
LPL Financial LLC 0.00% Add +27.4% 44,277 $3.6M
Envestnet Asset Management Inc. 0.00% Add +14.7% 43,941 $3.6M
Brandes Investment Partners, LP 0.04% Reduce -76.9% 43,434 $3.6M
RR Advisors, LLC 0.92% New 42,000 $3.4M
Brandywine Global Investment Management, LLC 0.03% Add +186.9% 41,179 $3.4M
Ancora Advisors LLC 0.08% Reduce -52.0% 40,410 $3.3M
Sei Investments Co. 0.00% Reduce -27.9% 40,224 $3.3M
Asset Management One Co., Ltd. 0.01% Add +2.3% 40,020 $3.3M
Lonestar Capital Management LLC 3.66% New 40,000 $3.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 39,184 $3.2M
Delphi Financial Group, Inc. 1.73% No change 36,720 $3.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +66.9% 36,688 $3.0M
Pictet Asset Management Holding SA 0.00% Reduce -12.5% 36,173 $3.0M
Advisors Asset Management, Inc. 0.06% Reduce -40.7% 36,058 $3.0M
Ameritas Investment Partners, Inc. 0.10% Reduce -2.5% 35,393 $2.9M
Pacific Global Investment Management Co. 0.55% Reduce -0.4% 35,380 $2.9M
Prospera Financial Services Inc 0.08% Reduce -28.4% 34,999 $2.9M
Wolverine Trading, LLC 0.05% New 33,816 $2.8M
Resona Asset Management Co.,Ltd. 0.02% Reduce -7.0% 33,347 $2.7M
Axq Capital, LP 0.62% Add +431.1% 32,399 $2.7M
Nomura Asset Management Co. Ltd. 0.01% Add +11.4% 32,268 $2.7M
State of Michigan Retirement System 0.01% Reduce -1.9% 31,600 $2.6M
Louisiana State Employees Retirement System 0.05% Reduce -1.6% 31,500 $2.6M
Ontario Teachers Pension Plan Board 0.03% Add +15.5% 31,344 $2.6M
Arizona State Retirement System 0.02% Reduce -0.1% 30,540 $2.5M
Jackson Hole Capital Partners, LLC 0.55% Add +2.3% 30,270 $2.5M
Keeley-Teton Advisors, LLC 0.32% Reduce -0.3% 30,239 $2.5M
First Dallas Securities Inc. 1.08% Add +1.6% 29,969 $2.5M
Integrated Wealth Concepts LLC 0.03% Add +9.8% 29,460 $2.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +705.4% 29,229 $2.4M
Squarepoint Ops LLC 0.01% Reduce -27.1% 26,586 $2.2M
Storebrand Asset Management As 0.01% No change 26,489 $2.2M
Bridgeway Capital Management, LLC 0.05% Reduce -60.7% 25,230 $2.1M
Penn Capital Management Company, LLC 0.20% Reduce -2.0% 24,700 $2.1M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.3% 24,861 $2.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +0.3% 24,767 $2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.4% 24,689 $2.0M
Romano Brothers and Company 0.28% Reduce -7.5% 24,550 $2.0M
STRS Ohio 0.01% Add +30.0% 24,488 $2.0M
PEAK6 Investments LLC 0.09% New 24,312 $2.0M
Commonwealth Equity Services, LLC 0.00% Reduce -17.1% 23,919 $2.0M
Walleye Capital LLC 0.02% Reduce -30.3% 23,557 $1.9M
Concorde Financial Corp 1.26% New 23,279 $1.9M
Oregon Public Employees Retirement Fund 0.04% Reduce -15.9% 23,115 $1.9M
Guggenheim Capital LLC 0.01% Add +51.5% 23,034 $1.9M
Verition Fund Management LLC 0.02% Add +272.3% 22,689 $1.9M
Tocqueville Asset Management L.P. 0.03% Add +0.5% 22,315 $1.8M
New Mexico Educational Retirement Board 0.06% No change 21,800 $1.8M
Utah Retirement Systems 0.02% No change 21,800 $1.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +59.9% 21,307 $1.8M
Cresset Asset Management, LLC 0.01% Add +12.2% 20,701 $1.7M
DNB Asset Management AS 0.01% Add +8.1% 20,666 $1.7M
Vident Advisory, LLC 0.05% Reduce -88.3% 20,634 $1.7M
Huber Capital Management LLC 0.37% Reduce -6.5% 20,014 $1.6M
Wealth High Governance Capital Ltda 0.41% New 20,000 $1.6M
Braun Stacey Associates Inc. 0.06% No change 19,875 $1.6M
Estate Counselors, LLC 0.18% Reduce -0.1% 19,830 $1.6M
Schroder Investment Management Group 0.00% Reduce -7.3% 19,500 $1.6M
Creative Planning 0.00% Add +4.6% 19,352 $1.6M
IFM Investors Pty Ltd 0.02% No change 19,199 $1.6M
State of Alaska, Department of Revenue 0.02% No change 18,590 $1.5M
Xponance LLC 0.02% Reduce -5.4% 17,914 $1.5M
Permanent Capital Management, LP 0.30% — 12,224 $1.4M
NYL Investors LLC 0.10% No change 17,058 $1.4M
apricus wealth, LLC 1.00% New 16,960 $1.4M
Panagora Asset Management Inc. 0.01% Reduce -57.2% 16,902 $1.4M
Pacer Advisors, Inc. 0.00% Reduce -0.8% 16,681 $1.4M
Thomist Capital Management, LP 0.49% No change 16,800 $1.4M
National Bank of Canada 0.00% Add +0.0% 16,603 $1.4M
Raymond James & Associates 0.00% Reduce -57.1% 15,757 $1.3M
Gilder Gagnon Howe & Co. LLC 0.02% Reduce -53.3% 15,736 $1.3M
Glenorchy Capital Ltd 0.94% Add +39.8% 15,494 $1.3M
Byrne Asset Management LLC 1.05% Reduce -1.5% 15,282 $1.3M
Public Sector Pension Investment Board 0.01% Reduce -5.9% 15,027 $1.2M
SpiderRock Advisors, LLC 0.03% Add +0.1% 15,020 $1.2M
Barnett & Company, Inc. 0.88% Reduce -0.4% 14,968 $1.2M
Horizon Kinetics Asset Management LLC 0.02% New 14,853 $1.2M
Orion Porfolio Solutions, LLC 0.01% Add +10.7% 14,374 $1.2M
Orion Portfolio Solutions, LLC 0.01% Add +10.7% 14,374 $1.2M
Aft, Forsyth & Sober, LLC 0.39% New 14,000 $1.2M
Clear Harbor Asset Management, LLC 0.10% Add +1.3% 13,895 $1.1M
Ostrum Asset Management 0.10% Reduce -7.2% 13,835 $1.1M
Lanark Financial, Inc. 0.10% Add +9.9% 13,704 $1.1M
Hohimer Wealth Management, LLC 0.26% Reduce -1.1% 13,675 $1.1M
Robeco Institutional Asset Management B.V. 0.00% Reduce -75.8% 13,043 $1.1M
Sanctuary Advisors, LLC 0.01% — 11,630 $1.1M
Nissay Asset Management Corp. /Japan 0.01% Add +2.3% 12,955 $1.1M
GAMCO Investors 0.01% No change 12,000 $986K
Public Employees Retirement Association of Colorado 0.00% Reduce -2.5% 11,923 $980K
CENTRAL TRUST Co 0.02% Reduce -23.1% 11,826 $972K
Aurora Investment Counsel 0.57% Reduce -1.8% 11,710 $962K
Intech Investment Management LLC 0.01% Add +154.6% 11,168 $918K
AAFMAA Wealth Management & Trust LLC 0.44% Add +8.4% 10,840 $891K
Tidal Investments LLC 0.01% Reduce -26.2% 10,705 $880K
Spectrum Asset Management, Inc. (NB/CA) 0.40% Add +3.9% 10,501 $863K
Acadian Asset Management LLC 0.00% New 10,484 $861K
Toronto Dominion Bank 0.00% Add +1.9% 10,205 $839K
HighTower Advisors, LLC 0.00% Add +0.3% 10,218 $837K
DAVENPORT & Co LLC 0.01% Reduce -8.9% 10,175 $836K
Federated Hermes, Inc. 0.00% Reduce -20.3% 10,060 $827K
Maryland State Retirement & Pension System 0.02% No change 10,027 $824K
CVA Family Office, LLC 0.15% No change 10,000 $822K
QRG Capital Management, Inc. 0.01% Add +31.5% 9,600 $789K
Mariner, LLC 0.00% Add +24.8% 9,499 $781K
Gulf International Bank (UK) Ltd 0.02% Reduce -4.1% 9,333 $767K
First Eagle Investment Management, LLC 0.00% Add +21.4% 9,093 $747K
Securian Asset Management, Inc. 0.02% Reduce -2.8% 8,884 $730K
Lazard Asset Management LLC 0.00% Add +0.8% 8,754 $719K
Cloverfields Capital Group, LP 0.24% Reduce -10.0% 8,484 $697K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -0.2% 8,371 $688K
Teza Capital Management LLC 0.08% Reduce -48.9% 8,318 $684K
Mercer Global Advisors Inc. 0.00% Add +30.9% 8,146 $670K
Daiwa Securities Group Inc. 0.00% Add +5.4% 7,813 $642K
MBB Public Markets I LLC 0.01% New 7,786 $640K
Spirit of America Management Corp. 0.13% No change 7,750 $637K
Osaic Holdings, Inc. 0.00% Reduce -3.0% 7,580 $623K
Salem Investment Counselors Inc. 0.02% Reduce -3.9% 7,461 $613K
Confluence Investment Management LLC 0.01% Add +6.0% 7,436 $611K
Merit Financial Group, LLC 0.01% New 7,385 $607K
Independent Advisor Alliance 0.02% Reduce -33.5% 7,262 $597K
KBC Group NV 0.00% Reduce -95.9% 7,063 $581K
Hazlett, Burt & Watson, Inc. 0.30% Add +244.4% 7,050 $579K
Stephens Inc. 0.01% Add +6.1% 7,040 $579K
Private Advisor Group, LLC 0.00% Reduce -8.3% 6,901 $567K
SevenBridge Financial Group, LLC 0.12% Add +16.9% 7,920 $560K
Walleye Trading LLC 0.01% New 6,766 $556K
Sequent Asset Management, LLC 0.28% New 6,727 $553K
Corient Private Wealth LP 0.00% Add +8.5% 6,611 $543K
Advisory Services Network, LLC 0.01% Reduce -7.7% 6,557 $539K
Nomura Holdings Inc. 0.00% Reduce -79.5% 6,552 $539K
Thompson Siegel & Walmsley LLC 0.01% Reduce -98.7% 6,409 $527K
DekaBank Deutsche Girozentrale 0.00% Add +4.8% 6,366 $520K
Crossmark Global Holdings, Inc. 0.01% Reduce -13.0% 6,310 $519K
Aristeia Capital, L.L.C. 0.03% Add +8.0% 6,298 $518K
Nordea Investment Management AB 0.00% No change 6,222 $515K
MQS Management LLC 0.30% New 6,126 $503K
Cibc World Markets Corp. 0.00% Add +31.7% 5,995 $493K
Sciencast Management LP 0.17% Reduce -54.7% 5,989 $492K
Pathstone Holdings, LLC 0.00% Reduce -2.8% 5,881 $483K
X-Square Capital, LLC 0.17% Reduce -6.1% 5,832 $479K
Wintrust Investments LLC 0.04% Add +5.3% 5,730 $471K
nVerses Capital, LLC 0.28% New 5,700 $468K
GMO 0.00% Reduce -98.0% 5,595 $460K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -23.2% 5,348 $440K
M&G PLC 0.00% Reduce -96.2% 5,301 $435K
ProShare Advisors LLC 0.00% Reduce -3.1% 5,253 $432K
Guidance Capital, Inc. 0.14% Reduce -6.7% 5,637 $430K
US Bancorp \de 0.00% Add +0.2% 5,074 $417K
Avior Wealth Management, LLC 0.02% Reduce -1.6% 5,002 $411K
Entropy Technologies, LP 0.04% Reduce -34.1% 4,881 $401K
Avantax Advisory Services, Inc. 0.00% Add +5.4% 4,876 $401K
Kapitalo Investimentos Ltda 0.12% New 4,834 $397K
Oppenheimer Asset Management Inc. 0.01% Add +13.9% 4,815 $396K
Wedbush Securities Inc. 0.01% Reduce -41.2% 4,654 $382K
Citizens National Bank Trust Department 0.09% Add +6.9% 4,645 $382K
Shelton Capital Management 0.01% Reduce -5.4% 4,642 $382K
Atom Investors LP 0.04% New 4,507 $370K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -48.6% 4,406 $362K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -0.9% 4,396 $361K
M&T Bank Corp 0.00% Add +1.5% 4,330 $356K
Wedmont Private Capital 0.02% Add +34.8% 4,178 $349K
Denali Advisors LLC 0.09% Add +3.0% 4,209 $346K
Healthcare of Ontario Pension Plan Trust Fund 0.00% No change 4,187 $344K
Oppenheimer & Co. Inc. 0.01% Reduce -67.6% 3,985 $328K
Choreo, LLC 0.01% New 3,926 $323K
OMERS ADMINISTRATION Corp 0.00% New 3,864 $318K
PNC Financial Services Group, Inc. 0.00% Add +9.3% 3,840 $316K
Baldwin Investment Management, LLC 0.04% No change 3,750 $308K
Cetera Investment Advisers 0.00% Add +2.5% 3,736 $307K
CIBC Asset Management Inc 0.00% Reduce -40.1% 3,669 $302K
Townsquare Capital LLC 0.00% Add +3.1% 3,570 $293K
Applied Finance Capital Management, LLC 0.01% New 3,566 $293K
Hardy Reed LLC 0.03% New 3,479 $286K
Cerity Partners LLC 0.00% Reduce -33.4% 3,474 $286K
Apollon Wealth Management, LLC 0.01% Add +2.0% 3,440 $283K
Wetzel Investment Advisors, Inc. 0.16% No change 3,115 $277K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -7.1% 3,329 $274K
Swiss Life Asset Management Ltd 0.00% Reduce -25.0% 3,328 $274K
NINE MASTS CAPITAL Ltd 0.12% New 3,300 $271K
Fifth Third Wealth Advisors LLC 0.02% New 3,250 $267K
Inspire Investing, LLC 0.03% Reduce -35.3% 3,217 $264K
Atria Investments, Inc 0.00% New 3,184 $262K
Stratos Wealth Partners, LTD. 0.00% Reduce -3.2% 3,145 $259K
CMC Financial Group 0.42% No change 3,099 $255K
D.A. Davidson & Co. 0.00% Reduce -37.5% 3,000 $247K
UniSuper Management Pty Ltd 0.00% Add +87.5% 3,000 $247K
Profund Advisors LLC 0.01% Reduce -10.2% 2,887 $237K
First Citizens Bank & Trust Co. 0.00% No change 2,858 $235K
Truist Financial Corp. 0.00% Reduce -1.1% 2,816 $231K
AE Wealth Management LLC 0.00% Reduce -86.6% 2,780 $228K
O'shaughnessy Asset Management, LLC 0.00% New 2,761 $227K
Independent Financial Group, LLC 0.01% Reduce -60.7% 2,755 $226K
Blair William & Co. 0.00% New 2,749 $226K
Credit Agricole S A 0.00% Add +8181.8% 2,733 $225K
Terril Brothers, Inc. 0.08% No change 2,700 $222K
Pinnacle Wealth Management Group, Inc. 0.15% New 2,654 $218K
Forum Financial Management, LP 0.00% No change 2,649 $218K
Jefferies Financial Group Inc. 0.00% Reduce -72.4% 2,632 $216K
Flow State Investments, L.P. 0.12% New 2,614 $215K
Raymond James Trust N.A. 0.01% Reduce -6.7% 2,611 $215K
B. Metzler seel. Sohn & Co. AG 0.00% No change 2,566 $211K
Investment Management Corp of Ontario 0.01% New 2,528 $208K
Black Maple Capital Management LP 0.15% New 2,500 $205K
ELCO Management Co., LLC 0.12% New 2,500 $205K
Moore Capital Management, LP 0.00% No change 2,500 $205K
Chickasaw Capital Management LLC 0.01% New 2,500 $205K
Avestar Capital, LLC 0.02% New 2,463 $202K
Vestcor Inc 0.01% No change 2,375 $195K
Corsair Capital Management, L.P. 0.03% Reduce -0.7% 2,362 $194K
Northwest & Ethical Investments L.P. 0.01% Add +214.3% 2,200 $181K
Farther Finance Advisors, LLC 0.01% Add +3.9% 2,163 $178K
Rakuten Investment Management, Inc. 0.00% Add +58.9% 1,529 $126K
CI Investments Inc. 0.00% Reduce -12.6% 1,525 $125K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -30.5% 1,495 $123K
Signaturefd, LLC 0.00% Reduce -10.3% 1,412 $116K
Leonteq Securities AG 0.02% Add +22.4% 1,405 $115K
Tower Research Capital LLC (TRC) 0.00% Reduce -65.9% 1,377 $113K
Ibex Wealth Advisors 0.02% Reduce -78.0% 1,341 $110K
Covestor Ltd 0.07% Reduce -58.3% 1,329 $109K
Solstein Capital, LLC 0.07% New 1,214 $100K
Sunbelt Securities, Inc. 0.01% Reduce -4.9% 1,175 $97K
Cwm, LLC 0.00% Reduce -1.7% 935 $77K
Caitlin John, LLC 0.05% Add +0.2% 906 $74K
Caldwell Sutter Capital, Inc. 0.04% Reduce -52.0% 900 $74K
Stone House Investment Management, LLC 0.02% Add +161.5% 842 $69K
Chiron Investment Management, LLC 0.03% Add +6.1% 803 $66K
Fifth Third Bancorp 0.00% Reduce -77.6% 770 $63K
AlphaQuest LLC 0.01% Reduce -94.5% 766 $63K
WASHINGTON TRUST Co 0.00% No change 750 $62K
Mather Group, Llc. 0.00% Add +1384.8% 683 $61K
Blue Trust, Inc. 0.00% Add +895.6% 677 $60K
Huntington National Bank 0.00% Add +2.9% 700 $58K
Quadrant Capital Group LLC 0.00% Add +98.3% 694 $57K
Global Retirement Partners, LLC 0.00% Add +2.7% 683 $56K
Princeton Global Asset Management LLC 0.01% Add +0.3% 601 $49K
GAMMA Investing LLC 0.01% Add +75.6% 569 $47K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -99.7% 564 $46K
Westside Investment Management, Inc. 0.01% No change 520 $43K
IFP Advisors, Inc 0.00% Reduce -1.0% 516 $42K
Adirondack Trust Co. 0.02% No change 500 $41K
Bokf, NA 0.00% No change 500 $41K
Mendota Financial Group, LLC 0.02% Reduce -31.9% 470 $39K
Lindbrook Capital, LLC 0.00% Reduce -1.6% 368 $30K
Federation des caisses Desjardins du Quebec 0.00% Reduce -7.0% 333 $27K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 300 $25K
Cullen/Frost Bankers, Inc. 0.00% No change 300 $25K
NewEdge Advisors, LLC 0.00% Reduce -97.6% 295 $24K
Principal Securities, Inc. 0.00% Reduce -5.4% 282 $23K
Criterion Capital Advisors, LLC 0.01% No change 280 $23K
Nisa Investment Advisors, LLC 0.00% Add +235.9% 262 $22K
Parkside Financial Bank & Trust 0.00% Add +6.3% 254 $21K
Allworth Financial LP 0.00% Reduce -2.3% 257 $21K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 249 $20K
Geneos Wealth Management Inc. 0.00% Add +71.9% 239 $20K
Spire Wealth Management 0.00% No change 225 $18K
Innealta Capital, LLC 0.01% New 224 $18K
EverSource Wealth Advisors, LLC 0.00% Add +15.8% 235 $18K
Beacon Capital Management, LLC 0.00% No change 213 $18K
Parallel Advisors, LLC 0.00% Add +84.8% 207 $17K
Concourse Financial Group Securities, Inc. 0.00% Add +13.5% 202 $17K
Jones Financial Companies LLLP 0.00% Add +45.6% 201 $17K
Peoples Bank 0.01% No change 200 $16K
NFSG Corp 0.01% Reduce -33.3% 200 $16K
Bangor Savings Bank 0.00% No change 200 $16K
Private Trust Co. NA 0.00% Add +72.8% 197 $16K
First Horizon Advisors, Inc. 0.00% Reduce -36.7% 197 $16K
Exchange Traded Concepts, LLC 0.00% Add +113.2% 194 $16K
Fortitude Family Office, LLC 0.01% No change 187 $15K
Northwestern Mutual Wealth Management Co. 0.00% New 173 $14K
Distillate Capital Partners LLC 0.00% — 171 $14K
Redwood Wealth Management Group, LLC 0.01% New 150 $12K
Indiana Trust & Investment Management Co 0.00% No change 150 $12K
Anchor Investment Management, LLC 0.00% No change 140 $12K
AdvisorNet Financial, Inc 0.00% No change 136 $11K
Deseret Mutual Benefit Administrators 0.00% New 123 $10K
Oliver Lagore Vanvalin Investment Group 0.00% No change 105 $9K
Harbour Investments, Inc. 0.00% Add +1.0% 105 $9K
Main Street Group, LTD 0.00% No change 100 $8K
Hilltop National Bank 0.00% No change 100 $8K
Trifecta Capital Advisors, LLC 0.00% No change 100 $8K
Steward Partners Investment Advisory, LLC 0.00% No change 100 $8K
Financial Management Professionals, Inc. 0.00% No change 100 $8K
Bruce G. Allen Investments, LLC 0.01% Add +1.1% 91 $7K
UMB Bank, n.a. 0.00% Add +233.3% 90 $7K
Amitell Capital Pte Ltd 0.01% No change 87 $7K
Private Wealth Management Group, LLC 0.00% Add +118.0% 85 $7K
Flputnam Investment Management Co. 0.00% New 75 $6K
Tanglewood Legacy Advisors, LLC 0.00% No change 74 $6K
JFS Wealth Advisors, LLC 0.00% Add +5.8% 73 $6K
Bessemer Group Inc. 0.00% No change 69 $6K
St Germain D J Co. Inc. 0.00% No change 68 $6K
Hantz Financial Services, Inc. 0.00% Reduce -77.7% 61 $5K
First United Bank & Trust 0.00% No change 60 $5K
Hexagon Capital Partners LLC 0.00% Reduce -24.0% 57 $5K
Arax Advisory Partners 0.00% New 56 $5K
Versant Capital Management, Inc 0.00% No change 55 $5K
Colonial Trust Advisors 0.00% New 55 $5K
Tradewinds Capital Management, LLC 0.00% Add +2.0% 51 $4K
FinTrust Capital Advisors, LLC 0.00% No change 44 $4K
Farmers & Merchants Investments Inc. 0.00% No change 42 $3K
Ashton Thomas Private Wealth, LLC 0.00% New 35 $3K
Ossiam 0.00% Reduce -98.8% 33 $3K
Naples Money Management LLC 0.00% No change 31 $3K
Bell Investment Advisors, Inc 0.00% No change 29 $2K
TCTC Holdings, LLC 0.00% No change 29 $2K
First Personal Financial Services 0.00% No change 25 $2K
Olistico Wealth, LLC 0.00% New 24 $2K
Allspring Global Investments Holdings, LLC 0.00% Reduce -94.5% 23 $2K
Financial Perspectives, Inc 0.00% No change 22 $2K
Zions Bancorporation, N.A. 0.00% New 21 $2K
Smartleaf Asset Management LLC 0.00% Reduce -57.5% 20 $2K
Opal Wealth Advisors, LLC 0.00% New 20 $2K
SJS Investment Consulting Inc. 0.00% No change 19 $2K
Valued Wealth Advisors LLC 0.00% Add +12.5% 18 $1K
Larson Financial Group LLC 0.00% No change 17 $1K
Sachetta, LLC 0.00% Add +28.6% 18 $1K
Valley National Advisers Inc. 0.00% New 20 $1K
Capital Advisors, Ltd. LLC 0.00% No change 8 $1K
True Wealth Design, LLC 0.00% Add +42.9% 10 $822
MassMutual Private Wealth & Trust, FSB 0.00% Add +16.7% 7 $575
Denver PWM, LLC 0.00% New 6 $494
Rothschild Investment LLC 0.00% New 6 $493
MV Capital Management, Inc. 0.00% Add +100.0% 2 $165
Harbor Investment Advisory, LLC 0.00% New 2 $164
Gradient Investments LLC 0.00% Reduce -91.7% 1 $82

"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.