Expand EnergyEXE
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 467 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, down 3 from Q2 2024. 68 opened new positions and 73 sold out. The largest holders were T. Rowe Price Associates Inc. ($1.2B), Vanguard Group Inc. ($1.1B) and Blackstone Inc. ($1.0B). 7 famous investors held it, including Howard Marks (10.7% of Oaktree Capital Management's portfolio), David Tepper (0.2% of Appaloosa's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Expand Energy Corp.
- Filed as
- CHESAPEAKE ENERGY CORP (Q3 2024)
- Sector
- Energy
- CUSIP
- 165167735
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $391.4M |
| Exits | 73 | $190.5M |
All 13F filers, Q2 2024 → Q3 2024: 22,508,415 shares bought and 11,421,385 shares sold, net +11,087,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 467 holders
| T. Rowe Price Associates Inc. | 0.13% | Add +41.5% | 14,203,038 | $1.2B |
| Vanguard Group Inc. | 0.02% | Add +0.8% | 12,786,763 | $1.1B |
| Blackstone Inc. | 4.75% | No change | 12,686,999 | $1.0B |
| BlackRock, Inc. | 0.02% | — | 12,586,992 | $1.0B |
| T. Rowe Price Investment Management, Inc. | 0.51% | Reduce -10.2% | 10,233,240 | $841.7M |
| Oaktree Capital Management | 10.67% | No change | 6,870,884 | $565.1M |
| Wellington Management Group LLP | 0.08% | Reduce -26.9% | 5,459,065 | $449.0M |
| State Street Corp. | 0.02% | Add +4.8% | 5,288,084 | $434.9M |
| Kimmeridge Energy Management Company, LLC | 24.37% | Add +25.9% | 4,652,779 | $382.7M |
| First Trust Advisors LP | 0.34% | Add +14.3% | 4,365,098 | $359.0M |
| 1832 Asset Management L.P. | 0.55% | Add +482.2% | 4,005,231 | $329.4M |
| Massachusetts Financial Services Co. | 0.09% | Reduce -9.1% | 3,744,167 | $308.0M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.3% | 3,322,265 | $273.3M |
| Thrivent Financial for Lutherans | 0.44% | Add +9.6% | 2,838,613 | $233.5M |
| Geode Capital Management, LLC | 0.02% | Add +1.2% | 2,521,739 | $207.6M |
| Bank of New York Mellon Corp | 0.04% | Add +3.6% | 2,445,761 | $201.2M |
| Glendon Capital Management LP | 10.79% | No change | 2,124,060 | $174.6M |
| Invesco Ltd. | 0.03% | Reduce -19.5% | 2,046,399 | $168.3M |
| Voya Investment Management LLC | 0.18% | Add +18.0% | 1,811,889 | $148.9M |
| Capital Research Global Investors | 0.03% | New | 1,803,000 | $148.3M |
| Asia Research & Capital Management Ltd | 66.58% | Add +631.0% | 1,758,117 | $144.6M |
| Lord, Abbett & Co. LLC | 0.45% | Reduce -34.4% | 1,715,430 | $141.1M |
| Citadel Advisors | 0.14% | Add +641.5% | 1,600,269 | $131.6M |
| FMR LLC | 0.01% | Add +0.9% | 1,592,003 | $130.9M |
| Ameriprise Financial Inc. | 0.03% | Add +303.3% | 1,286,097 | $105.8M |
| Ceredex Value Advisors LLC | 1.88% | Add +33.3% | 1,174,010 | $96.6M |
| JPMorgan Chase & Co. | 0.01% | Add +18.1% | 1,074,056 | $88.3M |
| Prudential Financial Inc. | 0.12% | Reduce -0.7% | 1,028,866 | $84.6M |
| Bank of America Corp. | 0.01% | Reduce -25.1% | 1,011,541 | $83.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +24.4% | 881,297 | $72.5M |
| Northern Trust Corp. | 0.01% | Add +0.6% | 828,641 | $68.2M |
| Morgan Stanley | 0.00% | Add +4.4% | 713,710 | $58.7M |
| Capital World Investors | 0.01% | Reduce -9.7% | 693,811 | $57.1M |
| Cannell & Spears LLC | 1.12% | Reduce -17.7% | 689,193 | $56.7M |
| Waratah Capital Advisors Ltd. | 3.26% | Add +67.4% | 663,258 | $54.6M |
| Janus Henderson Group PLC | 0.03% | Add +0.8% | 614,102 | $50.5M |
| Balyasny Asset Management L.P. | 0.13% | New | 592,189 | $48.7M |
| Deprince Race & Zollo Inc. | 0.87% | Add +25.3% | 551,185 | $45.3M |
| Legal & General Group Plc | 0.01% | Add +29.3% | 526,664 | $43.3M |
| Amundi | 0.01% | Add +0.8% | 464,758 | $40.0M |
| Principal Financial Group Inc. | 0.02% | Add +9.9% | 479,412 | $39.4M |
| Macquarie Group Ltd. | 0.04% | Reduce -13.2% | 467,244 | $38.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +14.9% | 457,076 | $37.6M |
| Clearbridge Investments, LLC | 0.03% | Reduce -7.4% | 439,558 | $36.2M |
| Schwartz Investment Counsel Inc. | 1.12% | Add +26.2% | 382,720 | $31.5M |
| Swiss National Bank | 0.02% | Add +15.6% | 380,400 | $31.3M |
| Vest Financial, LLC | 0.57% | Add +30.0% | 361,746 | $29.8M |
| Ibex Wealth Advisors | 7.93% | Add +12416.5% | 167,846 | $29.0M |
| Hartree Partners, LP | 8.21% | Add +9.2% | 346,096 | $28.5M |
| Two Sigma Investments, LP | 0.07% | Reduce -35.7% | 340,479 | $28.0M |
| Sourcerock Group LLC | 2.23% | New | 335,057 | $27.6M |
| Levin Capital Strategies, L.P. | 2.59% | Add +254.5% | 325,822 | $26.8M |
| Worldquant Millennium Advisors LLC | 0.19% | Add +46.5% | 320,969 | $26.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -36.3% | 319,245 | $26.3M |
| Wedge Capital Management L L P | 0.45% | Add +12.0% | 318,358 | $26.2M |
| Retirement Systems of Alabama | 0.09% | Reduce -0.6% | 305,948 | $25.2M |
| Encompass Capital Advisors LLC | 1.20% | New | 299,372 | $24.6M |
| CIBC Private Wealth Group LLC | 0.04% | Add +32.8% | 295,521 | $24.3M |
| Verition Fund Management LLC | 0.18% | Add +1195.5% | 293,932 | $24.2M |
| Sagefield Capital LP | 2.57% | Add +33.8% | 287,954 | $23.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.11% | Add +1028.8% | 279,578 | $23.0M |
| TD Asset Management Inc | 0.02% | Reduce -0.0% | 273,400 | $22.6M |
| Neuberger Berman Group LLC | 0.02% | Reduce -49.0% | 273,750 | $22.5M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.3% | 271,763 | $22.4M |
| Sasco Capital Inc. / CT/ | 3.23% | Add +5.3% | 262,210 | $21.6M |
| California Public Employees Retirement System | 0.01% | Add +13.1% | 248,084 | $20.4M |
| Chartwell Investment Partners, LLC | 0.69% | Add +71.5% | 245,916 | $20.2M |
| Barclays PLC | 0.01% | Reduce -69.1% | 240,696 | $19.8M |
| Patient Capital Management, LLC | 0.96% | Reduce -2.7% | 236,684 | $19.5M |
| Slate Path Capital LP | 0.32% | New | 230,379 | $18.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +1.4% | 204,895 | $16.9M |
| Van Eck Associates Corp. | 0.02% | Reduce -2.3% | 201,920 | $16.8M |
| UBS Group AG | 0.00% | Reduce -34.0% | 203,394 | $16.7M |
| Jennison Associates LLC | 0.01% | Reduce -1.0% | 197,712 | $16.3M |
| ING Groep NV | 0.09% | New | 196,184 | $16.1M |
| Deutsche Bank AG | 0.01% | Add +34.3% | 190,546 | $15.7M |
| California State Teachers Retirement System | 0.02% | Add +13.1% | 166,948 | $13.7M |
| Appaloosa | 0.20% | Reduce -12.2% | 165,000 | $13.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.14% | Reduce -5.0% | 164,435 | $13.5M |
| American Century Companies Inc. | 0.01% | Reduce -2.3% | 161,064 | $13.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Reduce -8.1% | 159,287 | $13.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -17.4% | 158,090 | $13.0M |
| Allianz Asset Management GmbH | 0.02% | Add +1.0% | 156,589 | $12.9M |
| Invenomic Capital Management LP | 0.70% | Reduce -4.7% | 154,893 | $12.7M |
| Clough Capital Partners L P | 1.25% | Add +1.6% | 148,524 | $12.2M |
| State of Wisconsin Investment Board | 0.03% | Add +56.9% | 146,576 | $12.1M |
| Danske Bank A/S | 0.04% | Add +7.0% | 141,208 | $11.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +86.2% | 139,232 | $11.5M |
| Susquehanna International Group, LLP | 0.02% | Reduce -72.1% | 136,450 | $11.2M |
| LSP Investment Advisors, LLC | 5.92% | Add +122.2% | 133,687 | $11.0M |
| Corebridge Financial, Inc. | 0.06% | Reduce -6.3% | 132,099 | $10.9M |
| Citigroup Inc. | 0.01% | Reduce -4.5% | 128,427 | $10.6M |
| Canoe Financial LP | 0.25% | New | 127,100 | $10.5M |
| Janney Capital Management LLC | 0.71% | New | 127,092 | $10.5M |
| Royal Bank of Canada | 0.00% | Add +3.0% | 126,710 | $10.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -11.3% | 125,846 | $10.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +25.4% | 121,034 | $10.0M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 114,481 | $9.4M |
| Employees Retirement System of Texas | 0.10% | No change | 113,352 | $9.3M |
| Mackenzie Financial Corp. | 0.01% | Reduce -35.2% | 112,801 | $9.3M |
| Goehring & Rozencwajg Associates, LLC | 1.89% | Add +5.9% | 112,511 | $9.3M |
| Interval Partners, LP | 0.26% | New | 111,532 | $9.2M |
| Hodges Capital Management Inc. | 0.56% | Reduce -25.6% | 106,285 | $8.7M |
| Wells Fargo & Company | 0.00% | Reduce -7.5% | 103,617 | $8.5M |
| Alta Fundamental Advisers LLC | 3.45% | No change | 100,740 | $8.3M |
| Long Focus Capital Management, LLC | 0.73% | No change | 100,300 | $8.2M |
| Amalgamated Bank | 0.07% | Add +35.5% | 99,361 | $8.2M |
| Marshall Wace, LLP | 0.01% | New | 98,001 | $8.1M |
| HSBC Holdings PLC | 0.01% | Reduce -23.9% | 97,972 | $8.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +76.6% | 96,354 | $7.9M |
| Easterly Investment Partners LLC | 0.63% | Add +8.7% | 95,941 | $7.9M |
| Bandera Partners LLC | 2.95% | No change | 95,000 | $7.8M |
| Stifel Financial Corp. | 0.01% | Add +13.5% | 93,165 | $7.7M |
| Jane Street Group, LLC | 0.01% | Reduce -59.5% | 92,081 | $7.6M |
| Pictet Asset Management Holding SA | 0.01% | Add +143.1% | 87,928 | $7.2M |
| Cadence Bank | 0.50% | Add +0.8% | 87,745 | $7.2M |
| Picton Mahoney Asset Management | 0.28% | Add +2.0% | 87,643 | $7.2M |
| SIR Capital Management, L.P. | 0.68% | New | 85,000 | $7.0M |
| Teachers Retirement System of the State of Kentucky | 0.06% | Reduce -1.1% | 83,523 | $6.9M |
| Rafferty Asset Management, LLC | 0.02% | Add +6.8% | 82,560 | $6.8M |
| Empowered Funds, LLC | 0.11% | Add +33.2% | 82,288 | $6.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -5.9% | 78,718 | $6.5M |
| Public Employees Retirement System of Ohio | 0.03% | Add +24.3% | 77,639 | $6.4M |
| Comerica Bank | 0.03% | Add +0.1% | 77,097 | $6.3M |
| Brigade Capital Management, LP | 4.49% | New | 77,120 | $6.3M |
| OnyxPoint Global Management LP | 3.71% | No change | 76,275 | $6.3M |
| Concorde Financial Corp | 3.60% | Add +219.0% | 74,256 | $6.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -33.4% | 73,475 | $6.0M |
| Jump Financial, LLC | 0.12% | Add +14.6% | 71,650 | $5.9M |
| Boussard & Gavaudan Investment Management LLP | 0.90% | New | 67,623 | $5.6M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -5.2% | 67,888 | $5.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -21.3% | 66,553 | $5.5M |
| South Dakota Investment Council | 0.10% | No change | 64,216 | $5.3M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -33.2% | 63,382 | $5.2M |
| Twin Tree Management, LP | 0.12% | New | 62,760 | $5.2M |
| Nicholas Investment Partners, LP | 0.52% | No change | 61,500 | $5.1M |
| Brandes Investment Partners, LP | 0.06% | Add +40.5% | 61,042 | $5.0M |
| Bank of Montreal | 0.00% | Add +14.7% | 58,625 | $4.8M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -49.6% | 58,254 | $4.8M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.7% | 58,016 | $4.8M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 57,404 | $4.7M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +70.8% | 56,954 | $4.7M |
| Lloyd Harbor Capital Management, LLC | 2.31% | New | 56,000 | $4.6M |
| Adams Natural Resources Fund, Inc. | 0.68% | No change | 55,500 | $4.6M |
| Paragon Associates & Paragon Associates II Joint Venture | 7.39% | New | 50,000 | $4.1M |
| Wealth High Governance Capital Ltda | 1.44% | Add +150.0% | 50,000 | $4.1M |
| West Family Investments, Inc. | 1.40% | No change | 50,000 | $4.1M |
| Man Group plc | 0.01% | Reduce -14.6% | 49,600 | $4.1M |
| Pinnacle Associates Ltd. | 0.07% | Add +1.6% | 52,363 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.1% | 48,820 | $4.0M |
| AlphaQuest LLC | 0.35% | Add +6122.6% | 47,665 | $3.9M |
| RR Advisors, LLC | 1.06% | Add +11.9% | 47,000 | $3.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.09% | Add +83.8% | 45,697 | $3.8M |
| SG Americas Securities, LLC | 0.01% | New | 43,508 | $3.6M |
| LPL Financial LLC | 0.00% | Reduce -2.4% | 43,220 | $3.6M |
| Moore Capital Management, LP | 0.11% | Add +1625.1% | 43,128 | $3.5M |
| Yousif Capital Management, LLC | 0.04% | Reduce -10.9% | 42,481 | $3.5M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -2.4% | 40,176 | $3.5M |
| Hara Capital LLC | 2.15% | Reduce -6.0% | 41,988 | $3.5M |
| Integrated Wealth Concepts LLC | 0.04% | Add +38.5% | 40,803 | $3.4M |
| Agf Management Ltd. | 0.02% | New | 40,763 | $3.4M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -1.2% | 39,525 | $3.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 39,184 | $3.2M |
| Gotham Asset Management | 0.03% | Reduce -60.2% | 38,868 | $3.2M |
| apricus wealth, LLC | 2.03% | Add +121.0% | 37,475 | $3.1M |
| Delphi Financial Group, Inc. | 1.74% | No change | 36,720 | $3.0M |
| Korea Investment CORP | 0.01% | Reduce -21.7% | 36,384 | $3.0M |
| Raymond James & Associates | 0.00% | Add +125.2% | 35,490 | $2.9M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -2.3% | 34,593 | $2.8M |
| Manning & Napier Advisors LLC | 0.03% | Reduce -27.4% | 34,442 | $2.8M |
| Prospera Financial Services Inc | 0.07% | Reduce -3.1% | 33,923 | $2.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +58.3% | 33,720 | $2.8M |
| Pacific Global Investment Management Co. | 0.48% | Reduce -8.3% | 32,432 | $2.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 32,268 | $2.7M |
| Arizona State Retirement System | 0.02% | Add +4.5% | 31,914 | $2.6M |
| Romano Brothers and Company | 0.33% | Add +29.7% | 31,850 | $2.6M |
| State of Michigan Retirement System | 0.01% | Reduce -0.9% | 31,300 | $2.6M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -1.9% | 30,900 | $2.5M |
| National Bank of Canada | 0.00% | Add +81.6% | 30,158 | $2.5M |
| Jackson Hole Capital Partners, LLC | 0.51% | Reduce -1.1% | 29,949 | $2.5M |
| Keeley-Teton Advisors, LLC | 0.27% | Reduce -1.1% | 29,894 | $2.5M |
| IFM Investors Pty Ltd | 0.02% | Add +51.1% | 29,016 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.4% | 28,817 | $2.4M |
| GeoSphere Capital Management, LLC | 1.84% | New | 27,000 | $2.2M |
| Glenorchy Capital Ltd | 1.66% | Add +73.7% | 26,918 | $2.2M |
| Storebrand Asset Management As | 0.01% | Add +1.0% | 26,747 | $2.2M |
| Public Sector Pension Investment Board | 0.01% | Add +77.3% | 26,650 | $2.2M |
| Crestline Management, L.P. | 0.12% | New | 26,252 | $2.2M |
| Brevan Howard Capital Management LP | 0.11% | New | 25,925 | $2.1M |
| Sei Investments Co. | 0.00% | Reduce -35.9% | 25,778 | $2.1M |
| Ostrum Asset Management | 0.17% | Add +85.7% | 25,685 | $2.1M |
| Toronto Dominion Bank | 0.00% | Add +149.3% | 25,438 | $2.1M |
| Millennium Management | 0.00% | Reduce -96.9% | 25,380 | $2.1M |
| XTX Topco Ltd | 0.15% | New | 25,349 | $2.1M |
| Bridgeway Capital Management, LLC | 0.04% | No change | 25,230 | $2.1M |
| Xponance LLC | 0.02% | Add +38.2% | 24,760 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +7.0% | 24,735 | $2.0M |
| First Dallas Securities Inc. | 0.85% | Reduce -17.6% | 24,702 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.4% | 24,597 | $2.0M |
| Penn Capital Management Company, LLC | 0.18% | Reduce -7.2% | 22,926 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -38.1% | 22,709 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +7.2% | 22,190 | $1.8M |
| Utah Retirement Systems | 0.02% | Add +0.9% | 22,000 | $1.8M |
| New Mexico Educational Retirement Board | 0.06% | No change | 21,800 | $1.8M |
| Creative Planning | 0.00% | Add +12.3% | 21,724 | $1.8M |
| Cloverfields Capital Group, LP | 0.57% | Add +153.6% | 21,513 | $1.8M |
| Huber Capital Management LLC | 0.35% | Add +6.5% | 21,314 | $1.8M |
| Vident Advisory, LLC | 0.04% | Add +3.2% | 21,292 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Reduce -11.0% | 20,498 | $1.7M |
| Boothbay Fund Management, LLC | 0.06% | New | 20,304 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +38.5% | 19,902 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +38.5% | 19,902 | $1.6M |
| DNB Asset Management AS | 0.01% | Reduce -4.0% | 19,846 | $1.6M |
| Estate Counselors, LLC | 0.17% | No change | 19,830 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Add +4.7% | 19,465 | $1.6M |
| Murphy Pohlad Asset Management LLC | 0.64% | New | 18,810 | $1.5M |
| DC Investments Management, LLC | 1.08% | New | 18,706 | $1.5M |
| Simplex Trading, LLC | 0.05% | New | 18,233 | $1.5M |
| PEAK6 Investments LLC | 0.07% | Reduce -26.4% | 17,896 | $1.5M |
| Schroder Investment Management Group | 0.00% | Reduce -9.9% | 17,576 | $1.5M |
| Pinebridge Investments, L.P. | 0.01% | New | 17,318 | $1.4M |
| Teza Capital Management LLC | 0.15% | Add +105.6% | 17,103 | $1.4M |
| NYL Investors LLC | 0.09% | No change | 17,058 | $1.4M |
| Panagora Asset Management Inc. | 0.01% | No change | 16,902 | $1.4M |
| Weiss Asset Management LP | 0.05% | New | 16,647 | $1.4M |
| AQR Capital Management | 0.00% | Reduce -86.3% | 16,356 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.2% | 16,308 | $1.3M |
| SpiderRock Advisors, LLC | 0.03% | Add +6.9% | 16,056 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +13.6% | 13,206 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -35.2% | 15,507 | $1.3M |
| Byrne Asset Management LLC | 0.87% | Reduce -0.4% | 15,224 | $1.3M |
| Lanark Financial, Inc. | 0.10% | Add +7.8% | 14,776 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | New | 14,569 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.10% | Add +3.5% | 14,380 | $1.2M |
| Aft, Forsyth & Sober, LLC | 0.38% | No change | 14,000 | $1.2M |
| Braun Stacey Associates Inc. | 0.04% | Reduce -30.2% | 13,875 | $1.1M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +3.1% | 13,360 | $1.1M |
| AAFMAA Wealth Management & Trust LLC | 0.48% | Add +21.9% | 13,213 | $1.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 13,043 | $1.1M |
| Gilder Gagnon Howe & Co. LLC | 0.01% | Reduce -17.6% | 12,968 | $1.1M |
| Cibc World Markets Corp. | 0.01% | Add +115.0% | 12,887 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -64.8% | 12,679 | $1.0M |
| Hiddenite Capital Partners LP | 1.06% | New | 12,500 | $1.0M |
| Alden Global Capital LLC | 1.07% | Reduce -73.7% | 12,107 | $996K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,923 | $981K |
| LMR Partners LLP | 0.03% | New | 11,868 | $976K |
| Aurora Investment Counsel | 0.52% | No change | 11,710 | $963K |
| HighTower Advisors, LLC | 0.00% | Add +12.3% | 11,471 | $948K |
| Uhlmann Price Securities, LLC | 0.71% | — | 10,812 | $889K |
| Intech Investment Management LLC | 0.01% | Reduce -4.3% | 10,683 | $879K |
| Exchange Traded Concepts, LLC | 0.02% | Add +5319.6% | 10,514 | $865K |
| First Eagle Investment Management, LLC | 0.00% | Add +12.1% | 10,193 | $838K |
| Franklin Resources Inc. | 0.00% | Reduce -81.7% | 9,673 | $838K |
| Caxton Associates LP | 0.04% | New | 10,176 | $837K |
| CVA Family Office, LLC | 0.13% | Add +0.8% | 10,082 | $829K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.9% | 10,078 | $829K |
| Sequent Asset Management, LLC | 0.40% | Add +47.7% | 9,934 | $817K |
| Avantax Advisory Services, Inc. | 0.01% | Add +99.2% | 9,712 | $799K |
| Ausbil Investment Management Ltd | 0.27% | New | 9,500 | $781K |
| Federated Hermes, Inc. | 0.00% | Reduce -6.9% | 9,366 | $770K |
| Jefferies Financial Group Inc. | 0.01% | Add +244.7% | 9,073 | $746K |
| SevenBridge Financial Group, LLC | 0.14% | Reduce -1.9% | 7,770 | $744K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -3.4% | 9,018 | $741K |
| D. E. Shaw & Co. | 0.00% | New | 8,749 | $720K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.3% | 8,676 | $714K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.8% | 8,703 | $709K |
| Daiwa Securities Group Inc. | 0.00% | Add +7.7% | 8,413 | $692K |
| Inspire Investing, LLC | 0.07% | Add +161.4% | 8,408 | $692K |
| CENTRAL TRUST Co | 0.02% | Reduce -29.6% | 8,326 | $685K |
| Salem Investment Counselors Inc. | 0.02% | Add +11.0% | 8,281 | $681K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -1.8% | 8,217 | $676K |
| Confluence Investment Management LLC | 0.01% | Add +9.8% | 8,161 | $671K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +27.0% | 8,013 | $659K |
| Stephens Inc. | 0.01% | Add +10.4% | 7,776 | $640K |
| Spirit of America Management Corp. | 0.13% | No change | 7,750 | $637K |
| Mariner, LLC | 0.00% | Reduce -20.7% | 7,529 | $619K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -25.2% | 7,502 | $617K |
| Independent Advisor Alliance | 0.02% | Add +2.8% | 7,463 | $614K |
| nVerses Capital, LLC | 0.27% | Add +24.6% | 7,100 | $584K |
| KBC Group NV | 0.00% | No change | 7,063 | $581K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 6,950 | $572K |
| iSAM Funds (UK) Ltd | 0.32% | New | 6,800 | $559K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Add +51.4% | 6,657 | $548K |
| Hazlett, Burt & Watson, Inc. | 0.25% | Reduce -6.2% | 6,610 | $543K |
| X-Square Capital, LLC | 0.18% | Add +12.5% | 6,560 | $540K |
| Advisory Services Network, LLC | 0.01% | No change | 6,557 | $539K |
| Nordea Investment Management AB | 0.00% | No change | 6,222 | $519K |
| LaSalle St. Investment Advisors, LLC | 0.20% | New | 6,281 | $516K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -3.8% | 6,122 | $498K |
| Nomura Holdings Inc. | 0.00% | Reduce -13.1% | 5,697 | $469K |
| Guidance Capital, Inc. | 0.14% | Reduce -6.0% | 5,298 | $459K |
| Wedmont Private Capital | 0.03% | Add +23.8% | 5,171 | $442K |
| Townsquare Capital LLC | 0.01% | Add +50.4% | 5,369 | $442K |
| M&G PLC | 0.00% | No change | 5,301 | $435K |
| Profund Advisors LLC | 0.02% | Add +81.2% | 5,232 | $430K |
| Pathstone Holdings, LLC | 0.00% | Reduce -11.3% | 5,218 | $429K |
| Hardin Capital Partners, LLC | 0.24% | New | 4,939 | $425K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.2% | 5,119 | $421K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.0% | 5,000 | $411K |
| US Bancorp \de | 0.00% | Reduce -1.7% | 4,987 | $410K |
| ProShare Advisors LLC | 0.00% | Reduce -7.3% | 4,869 | $400K |
| CWA Asset Management Group, LLC | 0.02% | — | 4,710 | $387K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | New | 4,680 | $385K |
| Cerity Partners LLC | 0.00% | Add +34.3% | 4,667 | $384K |
| M&T Bank Corp | 0.00% | Add +5.0% | 4,547 | $374K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.6% | 4,532 | $373K |
| Raymond James Trust N.A. | 0.01% | Add +69.0% | 4,412 | $363K |
| Shelton Capital Management | 0.01% | Reduce -5.1% | 4,404 | $362K |
| QRG Capital Management, Inc. | 0.00% | Reduce -54.1% | 4,402 | $362K |
| Ossiam | 0.01% | Add +13103.0% | 4,357 | $358K |
| Blue Trust, Inc. | 0.00% | Add +543.6% | 4,357 | $358K |
| Asahi Life Asset Management Co., LTD. | 0.22% | New | 4,330 | $356K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,293 | $353K |
| BTG Pactual Asset Management US LLC | 0.05% | New | 4,213 | $347K |
| Citizens National Bank Trust Department | 0.07% | Reduce -12.8% | 4,050 | $333K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -37.2% | 4,022 | $331K |
| Cetera Investment Advisers | 0.00% | Add +6.1% | 3,963 | $326K |
| Lazard Asset Management LLC | 0.00% | Reduce -55.1% | 3,933 | $323K |
| Choreo, LLC | 0.00% | Reduce -0.3% | 3,914 | $319K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 3,864 | $318K |
| Swiss Life Asset Management Ltd | 0.00% | Add +16.1% | 3,863 | $317K |
| CIBC Asset Management Inc | 0.00% | Add +3.4% | 3,794 | $312K |
| Investment Management Corp of Ontario | 0.01% | Add +47.5% | 3,728 | $307K |
| Nwam LLC | 0.02% | New | 3,655 | $301K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +164.4% | 3,641 | $299K |
| Baldwin Investment Management, LLC | 0.04% | Reduce -3.6% | 3,615 | $297K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +19.9% | 3,309 | $287K |
| Hardy Reed LLC | 0.03% | No change | 3,479 | $286K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 3,367 | $277K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.6% | 3,316 | $273K |
| Hohimer Wealth Management, LLC | 0.06% | Reduce -75.8% | 3,315 | $273K |
| King Luther Capital Management Corp. | 0.00% | New | 3,250 | $267K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -0.3% | 3,239 | $266K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.9% | 3,199 | $263K |
| Osaic Holdings, Inc. | 0.00% | Reduce -59.0% | 3,108 | $256K |
| Applied Finance Capital Management, LLC | 0.01% | Reduce -12.9% | 3,107 | $256K |
| Prelude Capital Management, LLC | 0.02% | New | 3,102 | $255K |
| Atria Investments, Inc | 0.00% | Reduce -2.9% | 3,092 | $254K |
| Credit Agricole S A | 0.00% | Add +12.4% | 3,073 | $253K |
| UniSuper Management Pty Ltd | 0.00% | No change | 3,000 | $247K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -4.9% | 2,992 | $246K |
| Tidal Investments LLC | 0.00% | Reduce -72.8% | 2,911 | $239K |
| Truist Financial Corp. | 0.00% | Add +3.0% | 2,900 | $239K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 2,858 | $235K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -26.3% | 2,832 | $233K |
| TD Waterhouse Canada Inc. | 0.00% | New | 2,834 | $232K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 2,800 | $230K |
| IHT Wealth Management, LLC | 0.01% | New | 2,747 | $225K |
| Terril Brothers, Inc. | 0.07% | No change | 2,700 | $222K |
| Bayesian Capital Management, LP | 0.03% | New | 2,700 | $222K |
| Pinnacle Wealth Management Group, Inc. | 0.14% | Add +0.9% | 2,679 | $220K |
| Forum Financial Management, LP | 0.00% | Add +0.0% | 2,650 | $218K |
| Blair William & Co. | 0.00% | Reduce -3.6% | 2,649 | $218K |
| B. Metzler seel. Sohn & Co. Holding AG | 0.00% | — | 2,566 | $211K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 2,566 | $211K |
| Chickasaw Capital Management LLC | 0.01% | No change | 2,500 | $206K |
| ELCO Management Co., LLC | 0.11% | No change | 2,500 | $206K |
| MML Investors Services, LLC | 0.00% | New | 2,475 | $204K |
| Barnett & Company, Inc. | 0.13% | Reduce -83.5% | 2,468 | $203K |
| NorthCoast Asset Management LLC | 0.00% | New | 2,500 | $201K |
| Florida Financial Advisors, LLC | 0.10% | New | 2,435 | $200K |
| Vestcor Inc | 0.01% | No change | 2,375 | $195K |
| Northwest & Ethical Investments L.P. | 0.00% | No change | 2,200 | $181K |
| Rakuten Investment Management, Inc. | 0.00% | Add +33.3% | 2,038 | $168K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -7.3% | 2,006 | $165K |
| CI Investments Inc. | 0.00% | Add +30.2% | 1,986 | $163K |
| Uncommon Cents Investing LLC | 0.04% | New | 1,805 | $148K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,495 | $123K |
| Future Financial Wealth Managment LLC | 0.09% | New | 1,450 | $119K |
| Walleye Capital LLC | 0.00% | Reduce -94.3% | 1,345 | $111K |
| Signaturefd, LLC | 0.00% | Reduce -11.8% | 1,245 | $102K |
| Solstein Capital, LLC | 0.05% | No change | 1,214 | $100K |
| Cwm, LLC | 0.00% | Add +22.9% | 1,149 | $94K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +505.8% | 1,048 | $86K |
| Caitlin John, LLC | 0.05% | Reduce -10.9% | 807 | $78K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 900 | $74K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 867 | $72K |
| Stone House Investment Management, LLC | 0.01% | Add +0.2% | 844 | $69K |
| Parallel Advisors, LLC | 0.00% | Add +287.0% | 801 | $66K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +132.7% | 775 | $64K |
| Huntington National Bank | 0.00% | Add +10.1% | 771 | $63K |
| WASHINGTON TRUST Co | 0.00% | No change | 750 | $62K |
| Global Retirement Partners, LLC | 0.00% | Add +0.7% | 688 | $57K |
| Leonteq Securities AG | 0.01% | Reduce -51.5% | 681 | $56K |
| Quadrant Capital Group LLC | 0.00% | Reduce -4.6% | 662 | $54K |
| Geneos Wealth Management Inc. | 0.00% | Add +167.4% | 639 | $53K |
| Jones Financial Companies LLLP | 0.00% | Add +192.5% | 588 | $49K |
| Fifth Third Bancorp | 0.00% | Reduce -27.3% | 560 | $46K |
| Bokf, NA | 0.00% | Add +0.8% | 504 | $43K |
| Westside Investment Management, Inc. | 0.01% | No change | 520 | $43K |
| Adirondack Trust Co. | 0.02% | No change | 500 | $41K |
| Mendota Financial Group, LLC | 0.02% | Add +0.2% | 471 | $39K |
| Wintrust Investments LLC | 0.03% | Reduce -92.7% | 418 | $34K |
| Covestor Ltd | 0.02% | Reduce -69.1% | 411 | $34K |
| GAMMA Investing LLC | 0.00% | Reduce -30.1% | 398 | $33K |
| Gladius Capital Management LP | 0.02% | New | 376 | $31K |
| IFP Advisors, Inc | 0.00% | Reduce -27.1% | 376 | $31K |
| Larson Financial Group LLC | 0.00% | Add +1935.3% | 346 | $28K |
| Lindbrook Capital, LLC | 0.00% | Reduce -14.7% | 314 | $26K |
| First Horizon Advisors, Inc. | 0.00% | Add +54.3% | 304 | $25K |
| Peoples Bank | 0.02% | Add +50.0% | 300 | $25K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 300 | $25K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 300 | $25K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 280 | $23K |
| UMB Bank, n.a. | 0.00% | Add +206.7% | 276 | $23K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -54.2% | 275 | $23K |
| Principal Securities, Inc. | 0.00% | Reduce -3.9% | 271 | $22K |
| Nierenberg Investment Management Company, LLC | 0.01% | New | 255 | $21K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.9% | 254 | $21K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 249 | $20K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +20.3% | 243 | $20K |
| Allworth Financial LP | 0.00% | Reduce -7.8% | 237 | $19K |
| Spire Wealth Management | 0.00% | No change | 225 | $19K |
| Deseret Mutual Benefit Administrators | 0.01% | Add +78.9% | 220 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -18.9% | 206 | $17K |
| Bangor Savings Bank | 0.00% | No change | 200 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +80.0% | 180 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2400.0% | 175 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -26.8% | 172 | $14K |
| Fourpath Capital Management, LLC | 0.00% | New | 161 | $13K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 150 | $12K |
| Bessemer Group Inc. | 0.00% | Add +107.3% | 143 | $12K |
| Private Trust Co. NA | 0.00% | Reduce -36.0% | 126 | $10K |
| Anchor Investment Management, LLC | 0.00% | Reduce -13.6% | 121 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -17.6% | 112 | $9K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 105 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Add +420.0% | 104 | $9K |
| Hilltop National Bank | 0.00% | No change | 100 | $8K |
| Motco | 0.00% | New | 100 | $8K |
| Hemington Wealth Management | 0.00% | New | 99 | $8K |
| Financial Management Professionals, Inc. | 0.00% | No change | 100 | $8K |
| Harbour Investments, Inc. | 0.00% | Reduce -14.3% | 90 | $7K |
| Amitell Capital Pte Ltd | 0.01% | No change | 87 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +17.8% | 86 | $7K |
| Arax Advisory Partners | 0.00% | Add +39.3% | 78 | $6K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +226.1% | 75 | $6K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 74 | $6K |
| Hexagon Capital Partners LLC | 0.00% | Add +28.1% | 73 | $6K |
| First United Bank & Trust | 0.00% | No change | 60 | $5K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -77.9% | 58 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 55 | $5K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 51 | $4K |
| Jaffetilchin Investment Partners, LLC | 0.00% | Reduce -99.1% | 46 | $4K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 44 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -50.6% | 42 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 42 | $3K |
| Naples Money Management LLC | 0.00% | Add +12.9% | 35 | $3K |
| Brooklyn Investment Group | 0.00% | New | 30 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 29 | $2K |
| Versant Capital Management, Inc | 0.00% | Reduce -49.1% | 28 | $2K |
| Sachetta, LLC | 0.00% | Add +50.0% | 27 | $2K |
| Capital Analysts, LLC | 0.00% | New | 20 | $2K |
| Olistico Wealth, LLC | 0.00% | No change | 24 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -75.8% | 22 | $2K |
| Chilton Capital Management LLC | 0.00% | New | 21 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +5.3% | 20 | $2K |
| Ascentis Independent Advisors | 0.00% | New | 19 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 16 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -88.5% | 7 | $1K |
| Rothschild Investment LLC | 0.00% | Add +83.3% | 11 | $905 |
| True Wealth Design, LLC | 0.00% | Reduce -20.0% | 8 | $658 |
| Earned Wealth Advisors, LLC | 0.00% | New | 6 | $494 |
| MV Capital Management, Inc. | 0.00% | Add +150.0% | 5 | $412 |
| Valued Wealth Advisors LLC | 0.00% | Reduce -77.8% | 4 | $330 |
| Ashton Thomas Securities, LLC | 0.00% | New | 2 | $165 |
| Mather Group, Llc. | 0.00% | Reduce -99.7% | 2 | $165 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $83 |
"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.