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Funds Holding Expand Energy Corp

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Expand Energy Corp, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of EXE →
Funds holding
200
as of 2026-07-31
Reported value
$2.8B
summed across funds
Fund families
92
named trusts
Largest conviction
4.71%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Invesco S&P 500 Equal Weight Energy ETFInvesco Exchange-Traded Fund Trust287.3K sh$27M4.71%
First Trust Energy AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund181.1K sh$17M4.49%
Hennessy Energy Transition FundHennessy Funds Trust7.5K sh$701.1K4.45%
Pacer American Energy Independence ETFPacer Funds Trust44.8K sh$4.2M3.17%
The Disciplined Growth Investors Equity FundElevation Series Trust48.7K sh$4.6M2.62%
Invesco Energy Exploration & Production ETFInvesco Exchange-Traded Fund Trust22.8K sh$2.1M2.53%
Transamerica Mid Cap Value OpportunitiesTRANSAMERICA FUNDS177.1K sh$16.7M2.15%
Integrity Mid-North American Resources FundINTEGRITY FUNDS43K sh$4M2.08%
BNY Mellon Global Equity Income FundBNY Mellon Investment Funds III46.6K sh$4.4M2.05%
Pacer US Small Cap Cash Cows 100 ETFPacer Funds Trust779.6K sh$73.3M2.00%
Bushido Capital US Equity ETFEA Series Trust131.7K sh$12.4M1.92%
The Disciplined Growth Investors FundElevation Series Trust128.3K sh$12.1M1.92%
Kopernik Global All-Cap FundADVISORS' INNER CIRCLE FUND II643K sh$60.5M1.87%
Lord Abbett Focused Large Cap Value FundLORD ABBETT SECURITIES TRUST31.7K sh$3M1.82%
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X SharesDirexion Shares ETF Trust45K sh$4.2M1.71%
Franklin Mutual Small-Mid Cap Value FundFranklin Value Investors Trust39.3K sh$3.7M1.59%
Clough Global Dividend and Income FundCLOUGH GLOBAL DIVIDEND AND INCOME FUND14.5K sh$1.4M1.55%
Clough Global Equity FundCLOUGH GLOBAL EQUITY FUND28.1K sh$2.6M1.54%
Clough Global Opportunities FundCLOUGH GLOBAL OPPORTUNITIES FUND45.5K sh$4.3M1.53%
Westwood Salient Enhanced Energy Income ETFUltimus Managers Trust14.1K sh$1.3M1.35%
Invesco Value Opportunities FundAIM Sector Funds (Invesco Sector Funds)1.3M sh$119.7M1.32%
ClearBridge Select FundLegg Mason Partners Investment Trust442.4K sh$41.6M1.31%
Transamerica Small/Mid Cap ValueTRANSAMERICA FUNDS89.6K sh$8.4M1.29%
Lord Abbett Fundamental Equity FundLORD ABBETT SECURITIES TRUST298.5K sh$28.1M1.27%
Invesco Energy FundAIM Sector Funds (Invesco Sector Funds)76.9K sh$7.2M1.22%
ENERGY ULTRASECTOR PROFUNDProFunds6.8K sh$638K1.18%
THRIVENT MID CAP STOCK FUNDThrivent Mutual Funds358.3K sh$33.7M1.08%
Lord Abbett Value Opportunities FundLORD ABBETT SECURITIES TRUST127.7K sh$12M1.08%
Global X Guru Index ETFGLOBAL X FUNDS6.8K sh$637.3K1.04%
Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETFTidal Trust IV48.6K sh$4.6M1.02%
Direxion Daily Energy Bull 2X SharesDirexion Shares ETF Trust24.6K sh$2.3M0.99%
WealthTrust DBS Long Term Growth ETFETF Opportunities Trust7.8K sh$736.7K0.96%
CIBC ATLAS DISCIPLINED EQUITY FUNDADVISORS' INNER CIRCLE FUND135.3K sh$12.7M0.95%
iShares U.S. Energy ETFiShares Trust175.1K sh$16.5M0.94%
Fidelity MSCI Energy Index ETFFIDELITY COVINGTON TRUST192.1K sh$18.1M0.90%
First Trust Large Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund131.8K sh$12.4M0.89%
Neuberger Energy Transition & Infrastructure ETFNeuberger Berman ETF Trust4.4K sh$409.8K0.87%
Pacer US Cash Cows 100 ETFPacer Funds Trust1.7M sh$159.3M0.85%
Goehring & Rozencwajg Resources FundGOEHRING & ROZENCWAJG INVESTMENT FUNDS95.2K sh$9.3M0.80%
Steward Equity Market Neutral FundSteward Funds Inc9.8K sh$921.5K0.79%
THRIVENT SMALL CAP STOCK FUNDThrivent Mutual Funds224.3K sh$21.1M0.72%
Affinity World Leaders Equity ETFTwo Roads Shared Trust6.8K sh$638.5K0.70%
Invesco Small Cap Value FundAIM Sector Funds (Invesco Sector Funds)820.1K sh$77.1M0.69%
Victory Pioneer Equity Income FundVictory Portfolios IV55.9K sh$5.3M0.65%
MidCap Value Fund IPrincipal Funds, Inc169.5K sh$15.9M0.64%
Nomura Global Listed Real Assets FundDelaware Pooled Trust6.7K sh$630.8K0.63%
Integrity Dividend Harvest FundINTEGRITY FUNDS50K sh$4.7M0.60%
Victory Pioneer Multi-Asset Income FundVictory Portfolios IV578.1K sh$54.4M0.57%
Dunham Large Cap Value FundDunham Funds12.5K sh$1.2M0.51%
Huber Large Cap Value FundAdvisors Series Trust1K sh$94K0.48%
First Trust Large Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund77.3K sh$7.3M0.46%
First Trust Multi Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund8K sh$748.8K0.44%
Global X S&P 500 U.S. Market Leaders Top 50 ETFGLOBAL X FUNDS77 sh$7.2K0.43%
Income Fund of AmericaIncome Fund of America6.5M sh$611.2M0.41%
First Trust Long/Short Equity ETFFirst Trust Exchange-Traded Fund III105.9K sh$10M0.40%
Fidelity Advisor Floating Rate High Income FundFidelity Advisor Series I587.2K sh$55.2M0.38%
Disciplined Value SeriesManning & Napier Fund, Inc.5.2K sh$491.9K0.38%
Hartford Disciplined US Equity ETFLattice Strategies Trust7.5K sh$703.6K0.35%
Tax-Managed Real Assets FundRUSSELL INVESTMENT CO52.3K sh$4.9M0.34%
iShares Flexible Equity Active ETFBlackRock ETF Trust57.1K sh$5.4M0.33%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust15.9K sh$1.5M0.32%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust135.4K sh$12.7M0.31%
iShares MSCI USA Min Vol Factor ETFiShares Trust625.8K sh$58.8M0.25%
FlexShares Morningstar Global Upstream Natural Resources Index FundFlexShares Trust188.4K sh$17.7M0.24%
Invesco S&P 500 Quality ETFInvesco Exchange-Traded Fund Trust446.8K sh$42M0.22%
Fidelity SAI U.S. Value Index FundFidelity Salem Street Trust216.5K sh$20.4M0.22%
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust2.1M sh$197.9M0.21%
iShares Morningstar Mid-Cap Growth ETFiShares Trust82.1K sh$7.7M0.20%
Eventide Large Cap Value ETFStrategy Shares292 sh$27.5K0.19%
Transamerica Large Value OpportunitiesTRANSAMERICA FUNDS4.5K sh$420.1K0.18%
iShares MSCI USA Size Factor ETFiShares Trust7.9K sh$745.8K0.17%
Fidelity Value Factor ETFFidelity Covington Trust24.6K sh$2.3M0.17%
iShares MSCI USA Value Factor ETFiShares Trust164.7K sh$15.5M0.17%
VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND393.3K sh$37M0.17%
Dimensional US Large Cap Value ETFDimensional ETF Trust116.9K sh$11M0.16%
iShares U.S. Industry Rotation Active ETFBlackRock ETF Trust587 sh$55.2K0.16%
JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust14.1K sh$1.3M0.16%
Fidelity Mid Cap Index FundFidelity Salem Street Trust861.7K sh$81M0.16%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST46K sh$4.3M0.16%
iShares Morningstar Mid-Cap ETFiShares Trust27.3K sh$2.6M0.15%
iShares Russell Mid-Cap Index FundBlackRock Funds42.3K sh$4M0.15%
JPMorgan U.S. Quality Factor ETFJ.P. Morgan Exchange-Traded Fund Trust135.2K sh$12.7M0.15%
Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust16.5K sh$1.6M0.15%
American Funds Global Balanced FundAmerican Funds Global Balanced Fund470.9K sh$44.3M0.13%
Goldman Sachs Rising Dividend Growth FundGOLDMAN SACHS TRUST5.2K sh$490.1K0.12%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust193.3K sh$18.2M0.12%
iShares Morningstar Mid-Cap Value ETFiShares Trust13.5K sh$1.3M0.11%
JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust5.4K sh$503.2K0.11%
Dimensional US Vector Equity ETFDimensional ETF Trust6.2K sh$586.5K0.11%
Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO22.8K sh$2.1M0.10%
Pacer Lunt Large Cap Multi-Factor Alternator ETFPacer Funds Trust2.3K sh$215.3K0.10%
PRIMECAP Odyssey Stock FundPRIMECAP Odyssey Funds50K sh$4.7M0.10%
JPMorgan Flexible Income ETFJ.P. Morgan Exchange-Traded Fund Trust509 sh$47.9K0.10%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC387.9K sh$36.5M0.09%
PGIM High Yield Bond Fund, Inc.PGIM High Yield Bond Fund, Inc.4.2K sh$396.9K0.09%
PGIM Global High Yield Fund, Inc.PGIM Global High Yield Fund, Inc.4.9K sh$459.3K0.09%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS916K sh$86.1M0.09%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust433.4K sh$40.7M0.09%
PGIM Global Total Return FundPrudential Global Total Return Fund, Inc.23.1K sh$2.2M0.08%
Federated Hermes Max-Cap Index FundFederated Hermes Index Trust2.5K sh$237.2K0.08%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST116.4K sh$10.9M0.08%
Equity Income FundRUSSELL INVESTMENT CO1.4K sh$127.4K0.08%
PGIM Total Return Bond FundPrudential Investment Portfolios, Inc. 17450.9K sh$42.4M0.08%
PACE Alternative Strategies InvestmentsPACE SELECT ADVISORS TRUST2.1K sh$197.7K0.08%
iShares MSCI USA Quality Factor ETFiShares Trust372.7K sh$35M0.08%
SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST5.6K sh$526.6K0.07%
LARGE-CAP VALUE PROFUNDProFunds42 sh$3.9K0.07%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC43.4K sh$4.1M0.07%
Dimensional US Core Equity 1 ETFDimensional ETF Trust26K sh$2.4M0.07%
iShares Core Dividend ETFiShares Trust13.3K sh$1.3M0.07%
Manzil Russell Halal USA Broad Market ETFEA Series Trust185 sh$17.4K0.07%
THE U.S. LARGE CAP VALUE SERIESDFA INVESTMENT TRUST CO225.3K sh$21.2M0.07%
Multifactor U.S. Equity FundRUSSELL INVESTMENT CO2K sh$184.9K0.07%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust66.2K sh$6.2M0.06%
JPMorgan Managed Futures Plus ETFJ.P. Morgan Exchange-Traded Fund Trust218 sh$20.5K0.06%
PineBridge Dynamic Asset Allocation FundADVISORS' INNER CIRCLE III803 sh$75.5K0.06%
U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC17.4K sh$1.6M0.06%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust76.8K sh$7.2M0.06%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust89.9K sh$8.4M0.06%
Nuveen Large Cap Value Index FundTIAA-CREF Funds83.2K sh$7.8M0.06%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST7K sh$656.1K0.06%
Column Mid Cap FundTrust for Professional Managers6.2K sh$606.7K0.05%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC234.5K sh$22.1M0.05%
JPMorgan Income Builder FundJPMorgan Trust I48K sh$4.5M0.05%
Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS12 sh$1.1K0.05%
Hartford Multifactor US Equity ETFLattice Strategies Trust3.8K sh$357.6K0.05%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds19K sh$1.8M0.05%
Dimensional US Large Cap Vector ETFDimensional ETF Trust2.8K sh$259.2K0.05%
Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC4.4K sh$413.5K0.05%
Dimensional US Core Equity Market ETFDimensional ETF Trust61.1K sh$5.7M0.05%
iShares Morningstar Growth ETFiShares Trust15.3K sh$1.4M0.05%
Intech S&P Large Cap Diversified Alpha ETFTidal Trust III679 sh$63.8K0.04%
JLens 500 Jewish Advocacy U.S. ETFEA Series Trust1.1K sh$101.8K0.04%
Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS262 sh$24.6K0.04%
Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS14 sh$1.3K0.04%
Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS195 sh$18.3K0.04%
SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST12.7K sh$1.2M0.04%
Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds17.4K sh$1.6M0.04%
Global X S&P 500 Covered Call ETFGLOBAL X FUNDS12.4K sh$1.2M0.04%
BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.5.1K sh$480.5K0.04%
Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust1.3K sh$126.7K0.04%
Global X S&P 500 Christian Values ETFGLOBAL X FUNDS30 sh$2.8K0.04%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.4K sh$127.9K0.04%
Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS18 sh$1.7K0.04%
Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS4.9K sh$456.3K0.04%
Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust69.9K sh$6.6M0.03%
U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC53.1K sh$5M0.03%
Pacer Trendpilot US Large Cap ETFPacer Funds Trust12.1K sh$1.1M0.03%
LargeCap S&P 500 Index FundPrincipal Funds, Inc49.3K sh$4.6M0.03%
JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust32.8K sh$3.1M0.03%
Nationwide S&P 500 Index FundNationwide Mutual Funds6.7K sh$631.7K0.03%
Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST531.7K sh$50M0.03%
NYLIM S&P 500 Index FundNYLIM FUNDS TRUST7.9K sh$738.7K0.03%
TCW Transform 500 ETFTCW ETF Trust4K sh$378.2K0.03%
Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust68.4K sh$6.4M0.03%
Victory 500 Index FundVictory Portfolios III55.8K sh$5.2M0.03%
iShares Morningstar U.S. Equity ETFiShares Trust4.6K sh$435.1K0.03%
MFS Global Alternative Strategy FundMFS Series Trust XV741 sh$69.7K0.03%
Vox Populi ETFAdvisors Series Trust21 sh$2K0.03%
Nuveen S&P 500 Index FundTIAA-CREF Funds49.4K sh$4.6M0.03%
BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.9.7K sh$914.5K0.03%
Dimensional U.S. Equity Market ETFDimensional ETF Trust74.9K sh$7M0.03%
E*TRADE No Fee Large Cap Index FundE Trade Trust479 sh$45K0.03%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust7.7K sh$728K0.03%
Nationwide BNY Mellon Dynamic U.S. Core FundNationwide Mutual Funds5.6K sh$524.9K0.03%
THRIVENT DYNAMIC ALLOCATION FUNDThrivent Mutual Funds1.6K sh$148.7K0.03%
iShares Dow Jones U.S. ETFiShares Trust10.1K sh$952.9K0.03%
Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust902 sh$84.8K0.03%
PGIM Absolute Return Bond FundPrudential Investment Portfolios 912.6K sh$1.2M0.03%
Schwab 1000 Index FundSCHWAB INVESTMENTS75.6K sh$7.1M0.03%
Wilmington Large-Cap Strategy FundWilmington Funds2.1K sh$196.9K0.03%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust5.7K sh$540.2K0.03%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST146.1K sh$13.7M0.03%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust130.3K sh$12.3M0.03%
Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust207 sh$19.5K0.03%
BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust17.3K sh$1.6M0.03%
iShares Total U.S. Stock Market Index FundBlackRock Funds14.8K sh$1.4M0.03%
Nuveen Equity Index FundTIAA-CREF Funds183.6K sh$17.3M0.03%
Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust1.7K sh$156.4K0.03%
Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust4.4K sh$418K0.03%
ULTRABULL PROFUNDProFunds516 sh$48.5K0.03%
Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust18.7K sh$1.8M0.03%
iShares MSCI Kokusai ETFiShares Trust681 sh$64K0.03%
AMT Diversified Equity FundADVISER MANAGED TRUST1K sh$97.1K0.02%
iShares Morningstar Value ETFiShares Trust3.3K sh$308.8K0.02%
iShares MSCI ACWI ETFiShares Trust75K sh$7M0.02%
E*TRADE No Fee Total Market Index FundE Trade Trust246 sh$23.1K0.02%
Multi-Asset Strategy FundRUSSELL INVESTMENT CO1.3K sh$121.5K0.02%
BULL PROFUNDProFunds113 sh$10.6K0.02%
Hartford Schroders Diversified Opportunities FundHARTFORD MUTUAL FUNDS II, INC346 sh$32.5K0.02%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS197.1K sh$18.5M0.02%
Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust29 sh$2.7K0.02%
Multi-Strategy Income FundRUSSELL INVESTMENT CO488 sh$45.9K0.02%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds3.8K sh$355.4K0.01%
BlackRock Dynamic High Income PortfolioBlackRock Funds II2K sh$191.9K0.01%
Goldman Sachs Income Builder FundGOLDMAN SACHS TRUST2.7K sh$257.7K0.01%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds1.2K sh$112.4K0.01%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds5.4K sh$505.4K0.01%
BlackRock Multi-Asset Income PortfolioBlackRock Funds II9.6K sh$902.1K0.01%
VOYA Global High Dividend Low Volatility FundVoya Mutual Funds262 sh$24.6K0.01%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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