Expion360 Inc. - Common Stock, par value $0.001 per share (XPON)

CUSIP: 30218B209

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / Common Stock, par value $0.001 per share
Shares outstanding
10,208,932
Total 13F shares
140,026
Share change
+11,176
Total reported value
$201,636
Price per share
$1.44
Number of holders
14
Value change
+$42,051
Number of buys
8
Number of sells
7

Quarterly Holders Quick Answers

What is CUSIP 30218B209?
CUSIP 30218B209 identifies XPON - Expion360 Inc. - Common Stock, par value $0.001 per share in SEC institutional holdings data.

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Top shareholders of XPON - Expion360 Inc. - Common Stock, par value $0.001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
John Henry Yozamp
3/4/5
10%+ Owner
mixed-class rows
1,762,682
mixed-class rows
$2,656,726 04 Jun 2024
Gregory Scott Aydelott
3/4/5
Chief Financial Officer
mixed-class rows
115,740
mixed-class rows
$310,293 16 Jan 2024
3i, LP
13D/G
4.9%
110,087
$102,381 $0 31 Dec 2024
UBS Group AG
13F
Company
0.36%
37,182
$33,835 30 Jun 2025
13F
Paul Thomas Shoun
3/4/5
President, Director
mixed-class rows
65,006
mixed-class rows
$29,398 31 Jul 2025
CITADEL ADVISORS LLC
13F
Company
0.31%
31,719
$28,906 30 Jun 2025
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
0.21%
21,184
$19,304 30 Jun 2025
13F
TWO SIGMA SECURITIES, LLC
13F
Company
0.17%
17,688
$16,093 30 Jun 2025
13F
XTX Topco Ltd
13F
Company
0.17%
17,156
$15,634 30 Jun 2025
13F
Steve Shum
3/4/5
Director
mixed-class rows
15,522
mixed-class rows
$9,575 31 Jul 2025
George Lefevre
3/4/5
Director
mixed-class rows
15,422
mixed-class rows
$9,484 31 Jul 2025
Tien Q. Nguyen
3/4/5
Director
mixed-class rows
15,122
mixed-class rows
$9,211 31 Jul 2025
S.H.N. Financial Investments Ltd.
13D/G
0.13%
5,383
$5,006 $0 31 Dec 2024
Tower Research Capital LLC (TRC)
13F
Company
0.04%
3,671
$3,340 30 Jun 2025
13F
MORGAN STANLEY
13F
Company
0%
209
$190 30 Jun 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
0%
32
$29 30 Jun 2025
13F
Copia Wealth Management
13F
Company
0%
5
$5 30 Jun 2025
13F
SBI Securities Co., Ltd.
13F
Company
0%
4
$4 30 Jun 2025
13F
David Leigh Hendrickson
3/4/5
Director
class O/S missing
30,000
02 May 2022

Institutional Holders of Expion360 Inc. - Common Stock, par value $0.001 per share (XPON) as of Q3 2025

As of 30 Sep 2025, Expion360 Inc. - Common Stock, par value $0.001 per share (XPON) was held by 14 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 140,026 shares. The largest 10 holders included Apollon Wealth Management, LLC, GEODE CAPITAL MANAGEMENT, LLC, Ground Swell Capital, LLC, VANGUARD GROUP INC, TWO SIGMA SECURITIES, LLC, NORTHERN TRUST CORP, Carnegie Investment Counsel, Tower Research Capital LLC (TRC), UBS Group AG, and CITIGROUP INC. This page lists 14 institutional shareholders reporting positions in this security for the Q3 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2025 vs Q2 2025 Across Filers

Q2 2025 holders
10
Q3 2025 holders
14
Holder diff
4
Investor Q2 2025 Shares Q3 2025 Shares Share Diff Share Chg % Q2 2025 Value $ Q3 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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