Public record / Tickers / EXPE

EXPE — Expedia Group, Inc.

Both disclosure regimes on one name: who in Congress filed about EXPE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
23
all PTR rows naming EXPE
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Brian J. Mast · $50.0K–$100K

Purchase · traded 2019-01-29 → filed 2019-02-05. Ranked over every EXPE row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

7 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EXPE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EXPE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKSaleTraded 03-27 LATE·116d$15K–$50K
2023-05-15Zoe Lofgren D–CA-18Sale · SP (spouse-owned)Traded 2022-08-25 LATE·263d$1K–$15K
2022-10-24Lois Frankel D–FL-22SaleTraded 10-07 +17d$1K–$15K
2022-07-28Chris Jacobs R–NY-27SaleTraded 06-16 +42d$1K–$15K
2021-10-07Zoe Lofgren D–CA-18Purchase · SP (spouse-owned)Traded 09-30 +7d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 23 ↗

Members active in EXPE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing EXPE in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1−$50.0K to −$15.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · EXPE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
1 Alan Armstrong R–OK $15K–$50K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · EXPEDIA GROUP INC

Merged timeline of congressional filings and notable-manager moves on EXPE
DateWhoChangeSize
2026-07-21Alan Armstrong CongressSale$15K–$50K
2026-05-15Gotham Asset Management 13Fadd+47,896 sh
2026-05-15Tudor Investment Corp 13Fadd+50,624 sh
2026-05-15Moore Capital Management 13Ftrim−8,068 sh
2026-05-15Bridgewater Associates 13Ftrim−621,694 sh
2026-05-15Glenview Capital 13Fexit−321,625 sh
2026-05-14Caxton Associates 13Ftrim−49,500 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of EXPE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.4B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.8B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B1
4STATE STREET CORP$1.3B1
5GEODE CAPITAL MANAGEMENT, LLC$936M1
6WINDACRE PARTNERSHIP LLC$793M1
7AQR CAPITAL MANAGEMENT LLC$589M1
8ALKEON CAPITAL MANAGEMENT LLC$572M1
9Invesco Ltd.$568M1
10MORGAN STANLEY$464M1
11PAR CAPITAL MANAGEMENT INC$451M1
12FMR LLC$426M1
13NORTHERN TRUST CORP$343M1
14BANK OF AMERICA CORP /DE/$286M1
15FIRST TRUST ADVISORS LP$275M1
16DIMENSIONAL FUND ADVISORS LP$275M1
17UBS Group AG$232M1
18Legal & General Group Plc$215M1
19ROYAL BANK OF CANADA$183M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$175M1
21Robeco Institutional Asset Management B.V.$172M1
22FEDERATED HERMES, INC.$168M1
23Boston Partners$156M1
24VANGUARD FIDUCIARY TRUST CO$156M1
25Amundi$149M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$148M1
27AMERICAN CENTURY COMPANIES INC$147M1
28SEI INVESTMENTS CO$129M1
29CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$126M1
30BANK OF MONTREAL /CAN/$123M1
31Mariner, LLC$122M1
32Man Group plc$113M1
33FIL Ltd$113M1
34DEUTSCHE BANK AG\$111M1
35WELLINGTON MANAGEMENT GROUP LLP$107M1
36Quantinno Capital Management LP$103M1
37Nuveen, LLC$102M1
38Squarepoint Ops LLC$90.0M1
39BALYASNY ASSET MANAGEMENT L.P.$89.9M1
40WELLS FARGO & COMPANY/MN$89.6M1
41PANAGORA ASSET MANAGEMENT INC$88.3M1
42FRANKLIN RESOURCES INC$84.7M1
43WORLDQUANT MILLENNIUM ADVISORS LLC$81.7M1
44Swiss National Bank$79.3M1
45ENVESTNET ASSET MANAGEMENT INC$77.2M1
46National Pension Service$70.9M1
47Fiera Capital Corp$68.6M1
48HSBC HOLDINGS PLC$68.4M1
49Empowered Funds, LLC$64.7M1
50RAYMOND JAMES FINANCIAL INC$64.7M1
51BNP Paribas Asset Management Holding S.A.$64.0M1
52Gotham Asset Management, LLC$61.9M1
53Allianz Asset Management GmbH$61.7M1
54Mitsubishi UFJ Asset Management Co., Ltd.$61.6M1
55Railway Pension Investments Ltd$61.3M1
56Vinva Investment Management Ltd$60.3M1
57SEIZERT CAPITAL PARTNERS, LLC$59.3M1
58Vanguard Global Advisers, LLC$59.2M1
59PRUDENTIAL FINANCIAL INC$53.5M1
60Annex Advisory Services, LLC$53.4M1
61SEB Asset Management AB$53.3M1
62MACKENZIE FINANCIAL CORP$50.6M1
63GOODNOW INVESTMENT GROUP, LLC$50.3M1
64O'SHAUGHNESSY ASSET MANAGEMENT, LLC$49.5M1
65ALLIANCEBERNSTEIN L.P.$48.4M1
66AustralianSuper Pty Ltd$48.2M1
67GLENMEDE TRUST CO NA$47.8M1
68VANGUARD ASSET MANAGEMENT, Ltd$46.2M1
69FULLER & THALER ASSET MANAGEMENT, INC.$46.2M1
70IEQ CAPITAL, LLC$43.5M1
71TEACHER RETIREMENT SYSTEM OF TEXAS$41.7M1
72Artisan Partners Limited Partnership$39.9M1
73MILLENNIUM MANAGEMENT LLC$39.2M1
74Patient Capital Management, LLC$38.7M1
75Swedbank AB$38.5M1
76PRINCIPAL FINANCIAL GROUP INC$37.8M1
77LPL Financial LLC$37.2M1
78VOLORIDGE INVESTMENT MANAGEMENT, LLC$35.2M1
79CANADA PENSION PLAN INVESTMENT BOARD$34.4M1
80Universal- Beteiligungs- und Servicegesellschaft mbH$33.9M1
81Vest Financial, LLC$32.9M1
82Baird Financial Group, Inc.$32.9M1
83NEW YORK STATE COMMON RETIREMENT FUND$32.7M1
84Clearbridge Investments, LLC$32.5M1
85STOREBRAND ASSET MANAGEMENT AS$30.9M1
86CITIGROUP INC$30.4M1
87Ranmore Fund Management Ltd$30.0M1
88FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$29.2M1
89PFA Pension, Forsikringsaktieselskab$27.7M1
90BURNEY CO/$27.5M1
91MANUFACTURERS LIFE INSURANCE COMPANY, THE$27.4M1
92DANSKE BANK A/S$26.2M1
93Illinois Municipal Retirement Fund$25.6M1
94AVIVA PLC$24.0M1
95STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$23.8M1
96Korea Investment CORP$23.6M1
97Stanley Capital Management, LLC$23.5M1
98Schonfeld Strategic Advisors LLC$23.1M1
99Aberdeen Group plc$22.9M1
100Zurcher Kantonalbank (Zurich Cantonalbank)$22.6M1
101Susquehanna Portfolio Strategies, LLC$22.5M1
102KLP KAPITALFORVALTNING AS$22.4M1
103STATE OF WISCONSIN INVESTMENT BOARD$21.9M1
104TUDOR INVESTMENT CORP ET AL$21.4M1
105Focus Partners Wealth$20.3M1
106NATIONAL BANK OF CANADA /FI/$20.0M1
107TD ASSET MANAGEMENT INC$19.9M1
108Assenagon Asset Management S.A.$19.5M1
109CREDIT AGRICOLE S A$19.0M1
110OSAIC HOLDINGS, INC.$18.8M1
111Rockefeller Capital Management L.P.$18.5M1
112Permit Capital, LLC$17.8M1
113United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$17.7M1
114Ardmore Road Asset Management LP$17.3M1
115HANCOCK WHITNEY CORP$17.2M1
116DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$16.9M1
117INVESTMENT HOUSE LLC$16.6M1
118CWM, LLC$16.4M1
119BANQUE PICTET & CIE SA$16.3M1
120Cerity Partners LLC$15.5M1
121MEYER HANDELMAN CO$15.1M1
122SAPIENT CAPITAL LLC$15.0M1
123SCHRODER INVESTMENT MANAGEMENT GROUP$14.7M1
124NORDEA INVESTMENT MANAGEMENT AB$14.1M1
125TRUIST FINANCIAL CORP$13.6M1
126Vanguard Investments Australia, Ltd.$13.5M1
127Chevy Chase Trust Holdings, LLC$13.3M1
128BAILARD, INC.$13.1M1
129WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$13.1M1
130Corient Private Wealth LLC$13.0M1
131SCOTIA CAPITAL INC.$12.7M1
132CITADEL ADVISORS LLC$12.6M1
133BROWN ADVISORY INC$12.6M1
134HighTower Advisors, LLC$12.6M1
135MERCER GLOBAL ADVISORS INC /ADV$12.6M1
136Waverly Advisors, LLC$12.3M1
137M&T BANK CORP$12.2M1
138Pictet Asset Management Holding SA$12.1M1
139Candriam S.C.A.$12.1M1
140Daiwa Securities Group Inc.$11.9M1
141Walleye Capital LLC$11.9M1
142BANK OF NOVA SCOTIA$11.9M1
143Merit Financial Group, LLC$11.9M1
144STEADFAST CAPITAL MANAGEMENT LP$11.7M1
145Qube Research & Technologies Ltd$11.6M1
146Asset Management One Co., Ltd.$11.5M1
147CIBC WORLD MARKET INC.$11.4M1
148VICTORY CAPITAL MANAGEMENT INC$11.1M1
149ROYAL LONDON ASSET MANAGEMENT LTD$11.1M1
150Ensign Peak Advisors, Inc$11.0M1
151PDT Partners, LLC$10.9M1
152Tredje AP-fonden$10.8M1
153ADAGE CAPITAL PARTNERS GP, L.L.C.$10.8M1
154Cetera Investment Advisers$10.7M1
155VOYA INVESTMENT MANAGEMENT LLC$10.6M1
156Beacon Pointe Advisors, LLC$10.5M1
157SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.3M1
158ING GROEP NV$10.3M1
159Wealthfront Advisers LLC$9.9M1
160Allspring Global Investments Holdings, LLC$9.9M1
161TD Waterhouse Canada Inc.$9.7M1
162L2 Asset Management, LLC$9.7M1
163Swiss Life Asset Management Ltd$9.7M1
164Vontobel Holding Ltd.$9.4M1
165NOMURA ASSET MANAGEMENT CO LTD$9.4M1
166Grantham, Mayo, Van Otterloo & Co. LLC$9.4M1
1671832 Asset Management L.P.$9.3M1
168State of New Jersey Common Pension Fund D$9.2M1
169NORDEN GROUP LLC$9.1M1
170Oxbow Advisors, LLC$8.8M1
171Lansforsakringar Fondforvaltning AB (publ)$8.8M1
172XPONANCE LLC$8.8M1
173Westbourne Investment Advisors, Inc.$8.7M1
174Connor, Clark & Lunn Investment Management Ltd.$8.6M1
175ZACKS INVESTMENT MANAGEMENT$8.5M1
176CIBC Bancorp USA Inc.$8.4M1
177FIFTH THIRD BANCORP$8.2M1
178Creative Planning$8.2M1
179Resona Asset Management Co.,Ltd.$8.2M1
180Mediolanum International Funds Ltd$8.1M1
181TORONTO DOMINION BANK$8.0M1
182TWO SIGMA INVESTMENTS, LP$7.9M1
183MetLife Investment Management, LLC$7.5M1
184Czech National Bank$7.4M1
185Arizona State Retirement System$7.3M1
186MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.3M1
187Meridiem Capital Partners LP$7.3M1
188FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.2M1
189NOMURA HOLDINGS INC$7.0M1
190Y-Intercept (Hong Kong) Ltd$6.9M1
191Silvant Capital Management LLC$6.9M1
192OCCUDO QUANTITATIVE STRATEGIES LP$6.9M1
193WESTPAC BANKING CORP$6.7M1
194Mirae Asset Global Investments Co., Ltd.$6.7M1
195COMMONWEALTH EQUITY SERVICES, LLC$6.7M1
196CIBC Asset Management Inc$6.7M1
197GROUP ONE TRADING LLC$6.4M1
198COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.3M1
199BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$6.3M1
200D. E. Shaw & Co., Inc.$6.2M1
201Elo Mutual Pension Insurance Co$6.2M1
202RITHOLTZ WEALTH MANAGEMENT$6.2M1
203Crossmark Global Holdings, Inc.$6.1M1
204ASSETMARK, INC$6.0M1
205Caprock Group, LLC$6.0M1
206CWA Asset Management Group, LLC$6.0M1
207SIGNET FINANCIAL MANAGEMENT, LLC$5.9M1
208Federation des caisses Desjardins du Quebec$5.8M1
209Financial Advisors Network, Inc.$5.8M1
210Retirement Systems of Alabama$5.7M1
211Summit Financial, LLC$5.7M1
212Ethic Inc.$5.5M1
213DnB Asset Management AS$5.5M1
214NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5.5M1
215MACQUARIE GROUP LTD$5.5M1
216Taikang Asset Management (Hong Kong) Co Ltd$5.4M1
217Vident Advisory, LLC$5.4M1
218IFM Investors Pty Ltd$5.3M1
219Woodline Partners LP$5.3M1
220D.A. DAVIDSON & CO.$5.2M1
221Parallax Volatility Advisers, L.P.$5.2M1
222USS Investment Management Ltd$5.2M1
223STIFEL FINANCIAL CORP$5.1M1
224Citizens Business Bank$5.1M1
225Tidal Investments LLC$5.0M1
226MARCO INVESTMENT MANAGEMENT LLC$5.0M1
227Oak Thistle LLC$4.8M1
228EVOLVE PRIVATE WEALTH, LLC$4.6M1
229Utah Retirement Systems$4.4M1
230PUBLIC SECTOR PENSION INVESTMENT BOARD$4.4M1
231Vanguard Personalized Indexing Management, LLC$4.3M1
232GHP Investment Advisors, Inc.$4.2M1
233Wakefield Asset Management LLLP$4.2M1
234PEAK6 LLC$4.2M1
235Vise Technologies, Inc.$4.1M1
236Summit Trail Advisors, LLC$4.0M1
237ProShare Advisors LLC$3.9M1
238Rakuten Investment Management, Inc.$3.9M1
239Sumitomo Mitsui DS Asset Management Company, Ltd$3.9M1
240NEOS Investment Management LLC$3.9M1
241HOHIMER WEALTH MANAGEMENT, LLC$3.9M1
242Aware Super Pty Ltd as trustee of Aware Super$3.9M1
243WESTFIELD CAPITAL MANAGEMENT CO LP$3.9M1
244Arbejdsmarkedets Tillaegspension$3.8M1
245NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.8M1
246Engineers Gate Manager LP$3.8M1
247Cumberland Partners Ltd$3.7M1
248BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.7M1
249PINNACLE ASSOCIATES LTD$3.7M1
250MML INVESTORS SERVICES, LLC$3.7M1
251Janus Henderson Group Ltd.$3.6M1
252Point Windward Advisors Inc.$3.6M1
253Ahara Advisors LLC$3.6M1
254Pathstone Holdings, LLC$3.5M1
255OPPENHEIMER ASSET MANAGEMENT INC.$3.5M1
256NISSAY ASSET MANAGEMENT CORP /JAPAN$3.5M1
257Oliver Luxxe Assets LLC$3.5M1
258CAPITOLIS LIQUID GLOBAL MARKETS LLC$3.4M1
259Procyon Advisors, LLC$3.4M1
260INTECH INVESTMENT MANAGEMENT LLC$3.3M1
261Edgestream Partners, L.P.$3.2M1
262Ashton Thomas Private Wealth, LLC$3.2M1
263Blackstone Inc.$3.1M1
264Millington Financial Advisors, LLC$3.1M1
265Eurizon Capital SGR S.p.A.$3.1M1
266OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.1M1
267XTX Topco Ltd$3.1M1
268Walter Public Investments Inc.$3.1M1
269Darwins River Capital, LP$3.1M1
270AIRE ADVISORS, LLC$3.0M1
271JUPITER ASSET MANAGEMENT LTD$3.0M1
272Kendall Capital Management$3.0M1
273JANE STREET GROUP, LLC$3.0M1
274UniSuper Management Pty Ltd$2.9M1
275ONTARIO TEACHERS PENSION PLAN BOARD$2.9M1
276NATIXIS$2.9M1
277Altman Advisors, Inc.$2.9M1
278Range Financial Group LLC$2.9M1
279SFE Investment Counsel$2.9M1
280MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.9M1
281Freestone Capital Holdings, LLC$2.9M1
282HARVEY CAPITAL MANAGEMENT INC$2.8M1
283Sanctuary Advisors, LLC$2.8M1
284PICTON MAHONEY ASSET MANAGEMENT$2.8M1
285Harvest Portfolios Group Inc.$2.8M1
286OP Asset Management Ltd$2.7M1
287ASR Vermogensbeheer N.V.$2.7M1
288COLDSTREAM CAPITAL MANAGEMENT INC$2.7M1
289Kestra Investment Management, LLC$2.7M1
290Numerai GP LLC$2.6M1
291CLARK ESTATES INC/NY$2.6M1
292Financiere des Professionnels - Fonds d'investissement inc.$2.5M1
293PATTON FUND MANAGEMENT, INC.$2.5M1
294GUGGENHEIM CAPITAL LLC$2.5M1
295Focus Partners Advisor Solutions, LLC$2.5M1
296Jefferies Financial Group Inc.$2.4M1
297Flagship Capital Management Inc.$2.4M1
298BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.3M1
299Investment Management Corp of Ontario$2.3M1
300Element Squared LLC$2.3M1
301AZZAD ASSET MANAGEMENT INC /ADV$2.3M1
302North Dakota State Investment Board$2.2M1
303Formidable Asset Management, LLC$2.2M1
304MAVERICK CAPITAL LTD$2.2M1
305Pallas Capital Advisors LLC$2.1M1
306LMCG INVESTMENTS, LLC$2.1M1
307Avanza Fonder AB$2.1M1
308CHOREO, LLC$2.1M1
309WRIGHT INVESTORS SERVICE INC$2.0M1
310MILESTONE ASSET MANAGEMENT, LLC$2.0M1
311&PARTNERS$2.0M1
312Horizon Investment Services, LLC$2.0M1
313Rafferty Asset Management, LLC$2.0M1
314Banque Transatlantique SA$2.0M1
315Chicago Partners Investment Group LLC$2.0M1
316FIRST MANHATTAN CO. LLC.$1.9M1
317PRINCIPAL SECURITIES, INC.$1.9M1
318Gradient Investments LLC$1.9M1
319OMERS ADMINISTRATION Corp$1.9M1
320Norinchukin Bank, The$1.8M1
321Convergence Investment Partners, LLC$1.8M1
322NewEdge Advisors, LLC$1.7M1
323Orion Porfolio Solutions, LLC$1.7M1
324Diversified Trust Co$1.7M1
325DOVER ADVISORS, LLC$1.7M1
326WT Wealth Management$1.7M1
327HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.7M1
328US BANCORP \DE\$1.7M1
329Sequoia Financial Advisors, LLC$1.7M1
330BOOTHBAY FUND MANAGEMENT, LLC$1.6M1
331Virtus Investment Advisers, LLC$1.6M1
332MIZUHO SECURITIES USA LLC$1.6M1
333BayBridge Capital Group, LLC$1.6M1
334Rehmann Capital Advisory Group$1.6M1
335Three Seasons Wealth, LLC$1.6M1
336EP Wealth Advisors, LLC$1.6M1
337Aquatic Capital Management LLC$1.6M1
338Kathmere Capital Management, LLC$1.6M1
339MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.5M1
340Callan Family Office, LLC$1.5M1
341Annis Gardner Whiting Capital Advisors, LLC$1.5M1
342LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.5M1
343Krilogy Financial LLC$1.5M1
344KEYBANK NATIONAL ASSOCIATION/OH$1.4M1
34544 WEALTH MANAGEMENT LLC$1.4M1
346Alphadyne Asset Management LP$1.4M1
347New Age Alpha Advisors, LLC$1.4M1
348Greenland Capital Management LP$1.4M1
349Inscription Capital, LLC$1.4M1
350Maryland State Retirement & Pension System$1.3M1
351Verition Fund Management LLC$1.3M1
352Dai-ichi Life Insurance Company, Ltd$1.3M1
353BENJAMIN EDWARDS INC$1.3M1
354QUADRANT CAPITAL GROUP LLC$1.3M1
355Strategic Global Advisors, LLC$1.3M1
356Concurrent Investment Advisors, LLC$1.3M1
357Regal Investment Advisors LLC$1.3M1
358ABN AMRO INVESTMENT SOLUTIONS$1.3M1
359Atria Investments, Inc$1.3M1
360Impact Partnership Wealth, LLC$1.3M1
361Garde Capital, Inc.$1.3M1
362TFC Financial Management, Inc.$1.3M1
3633Chopt Investment Partners, LLC$1.3M1
364Ascent Group, LLC$1.3M1
365HB Wealth Management, LLC$1.2M1
366QRG CAPITAL MANAGEMENT, INC.$1.2M1
367Osmosis Investment Management UK Ltd$1.2M1
368AG2R LA MONDIALE GESTION D'ACTIFS$1.2M1
369Independence Bank of Kentucky$1.2M1
370TOKIO MARINE ASSET MANAGEMENT CO LTD$1.2M1
371Smith Group Asset Management, LLC$1.2M1
372denkapparat Operations GmbH$1.2M1
373UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.2M1
374INCEPTIONR LLC$1.2M1
375OSSIAM$1.2M1
376Bank Pictet & Cie (Europe) AG$1.2M1
377Quadcap Wealth Management, LLC$1.2M1
378Point Nemo Capital, LLC$1.1M1
379LVW Advisors, LLC$1.1M1
380CSS LLC/IL$1.1M1
381MUFG Securities EMEA plc$1.1M1
382Kera Capital Partners, Inc.$1.1M1
383Clearstead Advisors, LLC$1.1M1
384Empirical Finance, LLC$1.1M1
385NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.1M1
386Columbia Asset Management$1.1M1
387Auxano Advisors, LLC$1.1M1
388Bull Harbor Capital LLC$1.1M1
389Integrated Quantitative Investments LLC$1.1M1
390Acropolis Investment Management, LLC$1.1M1
391Onex Canada Asset Management Inc.$1.0M1
392Arax Advisory Partners$1.0M1
393Private Advisor Group, LLC$1.0M1
394FARLEY CAPITAL L.P.$1.0M1
395Saudi Central Bank$997K1
396Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$984K1
397Truvestments Capital LLC$980K1
398JACOBS LEVY EQUITY MANAGEMENT, INC$978K1
399Western Financial Corp/CA$972K1
400HUB Investment Partners, LLC$952K1
401LifePlan Financial, LLC$945K1
402PRUDENTIAL PLC$941K1
403Brevan Howard Capital Management LP$931K1
404RBF Capital, LLC$924K1
405Snowden Capital Advisors LLC$916K1
406Laird Norton Wetherby Trust Company, LLC$914K1
407AIGEN INVESTMENT MANAGEMENT, LP$912K1
408Lombard Odier Asset Management (Switzerland) SA$910K1
409WINTON GROUP Ltd$893K1
410WASHINGTON CAPITAL MANAGEMENT, INC$889K1
411Sienna Gestion$887K1
412Equitable Holdings, Inc.$871K1
413NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$865K1
414Leonteq Securities AG$858K1
415Steward Partners Investment Advisory, LLC$847K1
416Qtron Investments LLC$843K1
417Farringdon Capital, Ltd.$841K1
418Aaron Wealth Advisors LLC$838K1
419Rare Wolf Capital LLC$837K1
420E. Ohman J:or Asset Management AB$832K1
421PERSONAL CFO SOLUTIONS, LLC$829K1
422Aprio Wealth Management, LLC$828K1
423CHICAGO TRUST Co NA$822K1
424Sun Financial Inc$814K1
425Mach-1 Financial Group, LLC$814K1
426WBI INVESTMENTS, LLC$795K1
427J. Safra Sarasin Holding AG$779K1
428FORTEM FINANCIAL GROUP, LLC$773K1
429MOODY NATIONAL BANK TRUST DIVISION$769K1
430Metis Global Partners, LLC$768K1
431Diametric Capital, LP$764K1
432PRELUDE CAPITAL MANAGEMENT, LLC$761K1
433Spire Wealth Management$757K1
434SHUFRO ROSE & CO LLC$756K1
435Lido Advisors, LLC$744K1
436OFI INVEST ASSET MANAGEMENT$744K1
437Kestra Advisory Services, LLC$744K1
438INDEPENDENT FINANCIAL GROUP, LLC$743K1
439SECURIAN ASSET MANAGEMENT, INC$735K1
440COMMERCE BANK$731K1
441CAXTON ASSOCIATES LLP$729K1
442GUYASUTA INVESTMENT ADVISORS INC$729K1
443RFG Advisory, LLC$710K1
444FORMULA GROWTH LTD$707K1
445DIVERSIFY WEALTH MANAGEMENT, LLC$705K1
446ROBERTS GLORE & CO INC /IL/$688K1
447MEEDER ASSET MANAGEMENT INC$686K1
448WADDELL & ASSOCIATES, LLC$686K1
449Dynasty Wealth Management, LLC$684K1
450Graham Capital Management, L.P.$676K1
451Blue Capital, Inc.$676K1
452Baker Avenue Asset Management, LP$672K1
453Second Half Financial Partners, LLC$670K1
454NorthCrest Asset Manangement, LLC$654K1
455Cornerstone Wealth Management, LLC$652K1
456Independent Advisor Alliance$652K1
457LBP AM SA$651K1
458Advisory Alpha, LLC$641K1
459GRIMES & Co WEALTH MANAGEMENT, LLC$639K1
460SAGESPRING WEALTH PARTNERS, LLC$639K1
461FOX RUN MANAGEMENT, L.L.C.$632K1
462Magnetar Financial LLC$630K1
463Composition Wealth, LLC$625K1
464Sivia Capital Partners, LLC$621K1
465XXI WEALTH, LLC$620K1
466Savant Capital, LLC$616K1
467GREAT VALLEY ADVISOR GROUP, INC.$615K1
468FOUNDATIONS INVESTMENT ADVISORS, LLC$613K1
469Pitcairn Wealth Advisors LLC$613K1
470waypoint wealth counsel$610K1
471FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$601K1
472EVOKE WEALTH, LLC$599K1
473J.M. Arbour, LLC$589K1
474Compound Planning, Inc.$587K1
475Aspire Capital Advisors LLC$586K1
476Bank Julius Baer & Co. Ltd, Zurich$576K1
477State of Wyoming$574K1
478RIVERSEDGE ADVISORS, LLC$573K1
479Aurora Investment Counsel$565K1
480Counterpoint Mutual Funds LLC$564K1
481Bridgefront Capital, LLC$559K1
482Institute for Wealth Management, LLC.$556K1
483Affinity Capital Advisors, LLC$556K1
484Stratos Wealth Partners, LTD.$554K1
485QTR Family Wealth, LLC$554K1
486Orion Capital Management LLC$546K1
487GATEWAY INVESTMENT ADVISERS LLC$543K1
488Alta Wealth Advisors LLC$532K1
489Volterra Technologies LP$528K1
490Allworth Financial LP$522K1
491DoubleLine ETF Adviser LP$517K1
492Ballentine Partners, LLC$511K1
493Kazazian Asset Management, LLC$508K1
494LDR Capital Management LLC$506K1
495ROMAN BUTLER FULLERTON & CO$504K1
496ALPS ADVISORS INC$501K1
497Envestnet Portfolio Solutions, Inc.$501K1
498OPPENHEIMER & CO INC$496K1
499BridgePort Financial Solutions, LLC$493K1
500Advisor Resource Council$491K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$50.0K to −$15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on EXPE

RETAINED WINDOW · ACTIVE HITS
Signal hits naming EXPE
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for EXPE · financials and macro

Financials — as filed PLANNED

EXPE's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: EXPE on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing