XP Inc. Class AXP
13F holders, Q1 2024 (March 31)298holders
8famous investors
$25.66avg. 13F price*
At the end of Q1 2024, 298 institutions reported holding XP Inc. Class A (XP) in their 13F filings. The largest holders were Dodge & Cox ($761.7M), General Atlantic, L.P. ($760.0M) and Capital World Investors ($698.8M). 8 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- XP Inc. Class A
- CUSIP
- G98239109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $41.3M |
| Exits | 46 | $261.5M |
Ownership 298 holders
| Dodge & Cox | 0.44% | Reduce -1.8% | 29,685,045 | $761.7M |
| General Atlantic, L.P. | 17.65% | No change | 29,617,733 | $760.0M |
| Capital World Investors | 0.12% | Add +75.9% | 27,234,509 | $698.8M |
| FMR LLC | 0.04% | Reduce -1.0% | 23,486,604 | $602.7M |
| Mawer Investment Management Ltd. | 2.23% | Add +3.1% | 18,720,083 | $480.4M |
| BlackRock Inc. | 0.01% | Reduce -23.7% | 13,810,166 | $354.4M |
| Harding Loevner LP | 1.97% | Reduce -5.1% | 12,451,862 | $319.5M |
| Squadra Investments - Gestao DE Recursos Ltda. | 51.80% | Add +16.4% | 10,496,675 | $269.3M |
| Sands Capital Management, LLC | 0.70% | Reduce -10.0% | 9,705,411 | $249.0M |
| Canada Pension Plan Investment Board | 0.23% | Add +2.8% | 8,338,862 | $214.0M |
| Schroder Investment Management Group | 0.21% | Add +1347.5% | 6,814,374 | $174.9M |
| Jane Street Group, LLC | 0.21% | Add +1729.1% | 6,169,742 | $158.3M |
| Arrowstreet Capital, Limited Partnership | 0.13% | Add +47.0% | 5,371,674 | $137.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.7% | 5,074,329 | $130.2M |
| Vanguard Group Inc. | 0.00% | Add +482.0% | 5,051,477 | $129.6M |
| Wellington Management Group LLP | 0.02% | Add +270.6% | 4,710,504 | $120.9M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -6.0% | 4,635,683 | $119.0M |
| Morgan Stanley | 0.01% | Add +72.6% | 4,236,789 | $108.7M |
| State Street Corp. | 0.00% | Add +0.7% | 3,731,941 | $95.8M |
| Seafarer Capital Partners, LLC | 25.92% | No change | 3,455,000 | $88.7M |
| Marshall Wace, LLP | 0.14% | Add +27.7% | 3,343,807 | $85.8M |
| Voloridge Investment Management, LLC | 0.31% | Add +66.2% | 3,308,413 | $84.9M |
| Baron Capital (BAMCO) | 0.22% | Add +26.7% | 3,228,598 | $82.8M |
| Jennison Associates LLC | 0.05% | Add +110.6% | 3,113,154 | $79.9M |
| D. E. Shaw & Co. | 0.11% | Reduce -13.5% | 3,051,491 | $78.3M |
| Fisher Asset Management | 0.03% | Add +1.6% | 2,890,078 | $74.2M |
| Two Sigma Investments, LP | 0.18% | Reduce -37.9% | 2,759,826 | $70.8M |
| Ninety One UK Ltd | 0.19% | Reduce -3.7% | 2,694,082 | $69.1M |
| Alkeon Capital Management LLC | 0.37% | No change | 2,614,733 | $67.1M |
| Truxt Investmentos Ltda. | 23.04% | Add +9.8% | 2,337,432 | $60.0M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -4.2% | 2,286,342 | $58.7M |
| Millennium Management | 0.05% | Add +143.1% | 2,153,197 | $55.3M |
| Sharp Capital Gestora de Recursos Ltda. | 22.50% | Add +9.8% | 2,142,183 | $55.0M |
| Constellation Investimentos e Participacoes Ltda | 22.55% | Reduce -35.0% | 2,126,159 | $54.6M |
| Two Sigma Advisers, LP | 0.12% | Reduce -16.6% | 2,012,928 | $51.7M |
| Susquehanna International Group, LLP | 0.08% | Add +402.6% | 1,982,072 | $50.9M |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 1,933,532 | $49.6M |
| Qube Research & Technologies Ltd | 0.08% | Add +765.8% | 1,731,701 | $44.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +87.3% | 1,677,358 | $43.0M |
| Nordea Investment Management AB | 0.04% | Reduce -22.2% | 1,373,664 | $35.6M |
| Man Group plc | 0.08% | Reduce -22.8% | 1,173,243 | $30.1M |
| JGP Global Gestao de Recursos Ltda. | 19.23% | Add +63.4% | 1,165,000 | $29.9M |
| Verde Servicos Internacionais S.A. | 11.07% | Reduce -7.7% | 1,137,423 | $29.2M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -11.6% | 1,130,552 | $29.0M |
| Sustainable Growth Advisers, LP | 0.12% | Add +59.4% | 1,119,809 | $28.7M |
| Itau Unibanco Holding S.A. | 1.22% | Add +154.4% | 1,148,700 | $28.4M |
| Cubist Systematic Strategies, LLC | 0.31% | Add +92.9% | 1,055,918 | $27.1M |
| Ameriprise Financial Inc. | 0.01% | Add +3.1% | 1,015,234 | $26.0M |
| Carrhae Capital LLP | 5.01% | Reduce -40.1% | 995,857 | $25.6M |
| Sei Investments Co. | 0.04% | Reduce -1.9% | 990,563 | $25.4M |
| Bank of America Corp. | 0.00% | Reduce -8.1% | 916,638 | $23.5M |
| Compass Group LLC | 9.38% | Reduce -31.8% | 845,451 | $21.7M |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 825,682 | $21.2M |
| Banco BTG Pactual S.A. | 6.25% | Reduce -15.8% | 781,976 | $20.1M |
| Alta Park Capital, LP | 2.07% | Add +302.9% | 743,926 | $19.1M |
| Renaissance Technologies | 0.03% | Reduce -42.8% | 722,800 | $18.5M |
| Axiom Investors LLC | 0.16% | Add +21.4% | 722,550 | $18.5M |
| Norges Bank | 0.00% | Add +58.0% | 690,894 | $17.7M |
| HRT Financial LP | 0.10% | Reduce -49.7% | 635,213 | $16.3M |
| California Public Employees Retirement System | 0.01% | Reduce -1.7% | 606,088 | $15.6M |
| Voya Investment Management LLC | 0.02% | Add +105.7% | 591,942 | $15.2M |
| Earnest Partners LLC | 0.06% | Reduce -2.3% | 551,675 | $14.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.1% | 519,081 | $13.3M |
| American Century Companies Inc. | 0.01% | Add +100.0% | 517,429 | $13.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.09% | No change | 510,000 | $13.1M |
| Janney Montgomery Scott LLC | 0.04% | Add +7.9% | 493,953 | $12.7M |
| Bank of Nova Scotia | 0.02% | Add +6.2% | 468,152 | $12.0M |
| First Trust Advisors LP | 0.01% | Add +15.9% | 467,166 | $12.0M |
| Absoluto Partners Gestao de Recursos Ltda | 5.00% | Reduce -61.0% | 415,311 | $10.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -10.5% | 392,678 | $10.1M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -23.4% | 383,683 | $9.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +109.6% | 383,344 | $9.8M |
| Handelsbanken Fonder AB | 0.04% | Add +3.3% | 373,117 | $9.6M |
| Crossmark Global Holdings, Inc. | 0.18% | Add +12.1% | 358,921 | $9.2M |
| Rhumbline Advisers | 0.01% | Reduce -13.3% | 327,749 | $8.4M |
| Legal & General Group Plc | 0.00% | Add +1.3% | 320,385 | $8.2M |
| Squarepoint Ops LLC | 0.03% | Add +68.0% | 311,368 | $8.0M |
| JARISLOWSKY, FRASER Ltd | 0.04% | Add +1.0% | 285,128 | $7.3M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +716.9% | 269,584 | $6.9M |
| Perpetual Ltd | 0.06% | Add +17.6% | 254,813 | $6.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +54.7% | 249,196 | $6.4M |
| Citadel Advisors | 0.01% | Reduce -9.3% | 247,520 | $6.4M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -14.7% | 245,660 | $6.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -13.4% | 239,372 | $6.1M |
| INCA Investments LLC | 2.62% | Add +24.4% | 236,988 | $6.1M |
| UBS Group AG | 0.00% | Add +208.1% | 236,611 | $6.1M |
| Invesco Ltd. | 0.00% | Reduce -76.3% | 228,726 | $5.9M |
| Kapitalo Investimentos Ltda | 1.28% | Reduce -8.1% | 225,664 | $5.8M |
| JPMorgan Chase & Co. | 0.00% | Add +898.5% | 211,316 | $5.4M |
| BTG Pactual Global Asset Management Ltd | 1.64% | Reduce -49.8% | 200,364 | $5.1M |
| Verition Fund Management LLC | 0.06% | Add +909.9% | 198,864 | $5.1M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -37.2% | 190,167 | $4.9M |
| Citigroup Inc. | 0.01% | Reduce -6.1% | 187,581 | $4.8M |
| LMR Partners LLP | 0.16% | New | 174,000 | $4.5M |
| Penserra Capital Management LLC | 0.06% | Reduce -30.8% | 172,511 | $4.4M |
| Grandeur Peak Global Advisors, LLC | 0.32% | No change | 158,446 | $4.1M |
| Acadian Asset Management LLC | 0.01% | Reduce -46.3% | 156,398 | $4.0M |
| Y-Intercept (Hong Kong) Ltd | 0.30% | Add +82.6% | 153,234 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +28.3% | 149,006 | $3.8M |
| Bank of Montreal | 0.00% | Add +279.2% | 141,366 | $3.6M |
| Meritage Portfolio Management | 0.22% | New | 132,977 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -45.6% | 129,891 | $3.3M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 126,381 | $3.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | No change | 120,635 | $3.0M |
| Trexquant Investment LP | 0.06% | Reduce -11.9% | 115,206 | $3.0M |
| SG Americas Securities, LLC | 0.02% | New | 112,861 | $2.9M |
| PDT Partners, LLC | 0.27% | Reduce -0.0% | 112,224 | $2.9M |
| Old Well Partners, LLC | 2.51% | Add +38.4% | 109,900 | $2.8M |
| Engineers Gate Manager LP | 0.07% | Add +38.6% | 107,005 | $2.7M |
| Aquatic Capital Management LLC | 0.09% | New | 102,500 | $2.6M |
| Investidor Profissional Gestao de Recursos Ltda. | 1.87% | New | 98,515 | $2.5M |
| Seven Eight Capital, LP | 0.26% | Reduce -69.3% | 97,724 | $2.5M |
| Deutsche Bank AG | 0.00% | Add +34.2% | 92,687 | $2.4M |
| Entropy Technologies, LP | 0.22% | Reduce -1.0% | 80,866 | $2.1M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.53% | New | 78,939 | $2.0M |
| Bayesian Capital Management, LP | 0.19% | New | 78,900 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.5% | 78,181 | $2.0M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -1.4% | 77,206 | $2.0M |
| Quantbot Technologies LP | 0.11% | Reduce -28.1% | 76,795 | $2.0M |
| US Bancorp \de | 0.00% | Reduce -5.9% | 74,055 | $1.9M |
| Capital Fund Management S.A. | 0.02% | Reduce -82.1% | 72,857 | $1.9M |
| Polymer Capital Management (HK) LTD | 0.46% | New | 71,200 | $1.8M |
| Point72 Asset Management | 0.01% | Reduce -21.6% | 68,800 | $1.8M |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 68,692 | $1.8M |
| Franklin Resources Inc. | 0.00% | Reduce -83.8% | 68,362 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +8.8% | 63,090 | $1.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 60,000 | $1.5M |
| Cloverfields Capital Group, LP | 0.50% | Add +1.0% | 57,300 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -6.5% | 55,064 | $1.4M |
| Walleye Capital LLC | 0.02% | New | 52,800 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Add +17.7% | 52,583 | $1.3M |
| Brevan Howard Capital Management LP | 0.12% | Add +98.5% | 48,462 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -1.3% | 47,356 | $1.2M |
| PEAK6 Investments LLC | 0.06% | Add +53.2% | 46,381 | $1.2M |
| CWA Asset Management Group, LLC | 0.07% | New | 44,896 | $1.2M |
| Nebula Research & Development LLC | 0.25% | New | 44,857 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Reduce -0.3% | 43,641 | $1.1M |
| National Bank of Canada | 0.00% | Add +27670.5% | 48,876 | $1.1M |
| Capital Wealth Planning, LLC | 0.01% | Add +25.7% | 39,629 | $1.0M |
| STRS Ohio | 0.00% | Reduce -1.0% | 38,050 | $976K |
| Vinland Capital Management Gestora de Recursos LTDA. | 0.81% | New | 37,900 | $972K |
| VPR Management LLC | 0.26% | No change | 37,068 | $951K |
| Marshall Financial Group, LLC | 0.27% | Add +9.5% | 36,648 | $940K |
| Truist Financial Corp. | 0.00% | Reduce -55.5% | 35,210 | $903K |
| Inspire Investing, LLC | 0.09% | New | 34,750 | $892K |
| Mariner, LLC | 0.00% | Add +2.8% | 34,635 | $889K |
| Teza Capital Management LLC | 0.11% | New | 33,612 | $862K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -69.7% | 32,839 | $843K |
| California State Teachers Retirement System | 0.00% | Reduce -38.9% | 32,748 | $840K |
| DAVENPORT & Co LLC | 0.01% | Add +2.2% | 32,733 | $840K |
| McKinley Capital Management LLC | 0.10% | Add +1.8% | 32,191 | $826K |
| Captrust Financial Advisors | 0.00% | Reduce -25.2% | 30,824 | $791K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 30,707 | $788K |
| Jump Financial, LLC | 0.02% | Reduce -49.1% | 30,196 | $775K |
| Cetera Investment Advisers | 0.00% | Add +37.2% | 29,944 | $768K |
| Wells Fargo & Company | 0.00% | Reduce -45.2% | 28,556 | $733K |
| Keybank National Association | 0.00% | Reduce -1.3% | 28,110 | $721K |
| Point72 (DIFC) Ltd | 0.06% | — | 28,001 | $719K |
| Principal Financial Group Inc. | 0.00% | Add +26.5% | 27,857 | $715K |
| Toth Financial Advisory Corp. | 0.09% | New | 26,947 | $691K |
| Legacy Wealth Asset Management, LLC | 0.19% | Reduce -7.9% | 26,099 | $670K |
| Landscape Capital Management, L.L.C. | 0.06% | New | 25,558 | $656K |
| Barclays PLC | 0.00% | Reduce -67.1% | 25,206 | $647K |
| Tandem Capital Management Corp. | 0.35% | Reduce -3.1% | 24,281 | $623K |
| Raymond James & Associates | 0.00% | Add +31.6% | 23,575 | $605K |
| Virtu Financial LLC | 0.04% | New | 22,756 | $584K |
| HSBC Holdings PLC | 0.00% | Reduce -78.2% | 22,460 | $576K |
| AXS Investments LLC | 0.14% | Reduce -26.7% | 22,000 | $565K |
| Maryland State Retirement & Pension System | 0.01% | No change | 26,251 | $564K |
| Park Avenue Securities LLC | 0.01% | Add +8.3% | 21,852 | $561K |
| Thrivent Financial for Lutherans | 0.00% | No change | 21,669 | $556K |
| Morse Asset Management, Inc | 0.14% | Add +50.5% | 20,775 | $533K |
| Kestra Advisory Services, LLC | 0.00% | Add +33.4% | 20,584 | $528K |
| Cresset Asset Management, LLC | 0.00% | Add +21.1% | 19,802 | $508K |
| Private Advisor Group, LLC | 0.00% | Add +2.7% | 19,737 | $506K |
| Danske Bank A/S | 0.00% | — | 19,700 | $506K |
| Credit Agricole S A | 0.01% | Add +115.3% | 22,883 | $482K |
| Amalgamated Bank | 0.00% | Reduce -74.4% | 18,460 | $474K |
| Aigen Investment Management, LP | 0.10% | New | 18,032 | $463K |
| Utah Retirement Systems | 0.01% | Reduce -0.6% | 17,800 | $457K |
| Harvest Investment Services, LLC | 0.18% | New | 17,795 | $457K |
| Mackenzie Financial Corp. | 0.00% | Reduce -16.7% | 17,788 | $456K |
| Ethic Inc. | 0.01% | Add +29.4% | 17,777 | $456K |
| Quantum Portfolio Management LLC | 0.25% | Reduce -8.2% | 17,470 | $448K |
| Pitcairn Co. | 0.03% | Add +2.0% | 17,352 | $445K |
| Prudential Financial Inc. | 0.00% | Reduce -7.3% | 16,561 | $425K |
| MML Investors Services, LLC | 0.00% | Reduce -6.9% | 16,294 | $418K |
| Creative Planning | 0.00% | Add +29.4% | 15,697 | $403K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +34.1% | 15,219 | $391K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 15,214 | $390K |
| AQR Capital Management | 0.00% | Add +93.7% | 15,194 | $390K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +20.0% | 15,165 | $389K |
| Credit Suisse AG/ | 0.00% | Reduce -89.7% | 15,164 | $389K |
| Xponance LLC | 0.00% | Add +0.7% | 14,605 | $375K |
| Ossiam | 0.01% | Reduce -32.2% | 14,399 | $369K |
| Graham Capital Management, L.P. | 0.02% | New | 14,366 | $369K |
| Storebrand Asset Management As | 0.00% | Reduce -6.8% | 14,359 | $368K |
| Axq Capital, LP | 0.09% | Add +19.8% | 13,900 | $357K |
| Outlook Wealth Advisors, LLC | 0.11% | Add +20.9% | 13,831 | $355K |
| Cerity Partners LLC | 0.00% | New | 13,505 | $347K |
| Synovus Financial Corp. | 0.00% | Reduce -4.2% | 13,212 | $339K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +27.2% | 13,057 | $335K |
| Guggenheim Capital LLC | 0.00% | New | 12,881 | $331K |
| Yorktown Management & Research Co Inc | 0.31% | No change | 12,800 | $328K |
| Baader Bank Aktiengesellschaft | 0.03% | No change | 12,500 | $321K |
| OneAscent Financial Services LLC | 0.03% | Reduce -10.5% | 12,055 | $309K |
| Gsa Capital Partners LLP | 0.02% | Reduce -74.3% | 11,751 | $302K |
| Yousif Capital Management, LLC | 0.00% | Add +3.2% | 10,955 | $281K |
| Regions Financial Corp. | 0.00% | Add +8.6% | 10,944 | $281K |
| State of Wisconsin Investment Board | 0.00% | New | 10,800 | $277K |
| OneAscent Wealth Management LLC | 0.10% | Reduce -6.1% | 10,642 | $273K |
| Marks Group Wealth Management, Inc | 0.03% | Reduce -5.3% | 10,490 | $269K |
| Financial Advocates Investment Management | 0.02% | Reduce -0.1% | 10,243 | $263K |
| Harbour Capital Advisors, LLC | 0.07% | Reduce -2.3% | 10,450 | $262K |
| Numerai GP LLC | 0.11% | Reduce -90.7% | 10,065 | $258K |
| IHT Wealth Management, LLC | 0.01% | New | 10,057 | $258K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +16.2% | 9,888 | $254K |
| L2 Asset Management, LLC | 0.08% | New | 9,628 | $247K |
| Panagora Asset Management Inc. | 0.00% | Reduce -17.6% | 9,620 | $247K |
| Caprock Group, LLC | 0.01% | Add +11.7% | 9,618 | $247K |
| Dynasty Wealth Management, LLC | 0.01% | — | 9,507 | $244K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -6.8% | 9,338 | $240K |
| One Wealth Advisors, LLC | 0.04% | New | 9,107 | $234K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +1.4% | 8,825 | $226K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +1.4% | 8,825 | $226K |
| Petrus Trust Company, LTA | 0.02% | New | 8,247 | $212K |
| LPL Financial LLC | 0.00% | Reduce -5.4% | 7,934 | $204K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 7,813 | $200K |
| Quadrant Capital Group LLC | 0.02% | Add +53.1% | 7,767 | $199K |
| Federated Hermes, Inc. | 0.00% | Reduce -74.0% | 7,715 | $198K |
| MetLife Investment Management, LLC | 0.00% | Add +0.3% | 7,406 | $190K |
| Signaturefd, LLC | 0.00% | Add +12.4% | 6,990 | $179K |
| 1832 Asset Management L.P. | 0.00% | Add +13.9% | 6,780 | $174K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.6% | 6,433 | $165K |
| TD Private Client Wealth LLC | 0.00% | Add +6.1% | 3,884 | $100K |
| American International Group, Inc. | 0.00% | Reduce -0.1% | 2,886 | $74K |
| Covestor Ltd | 0.05% | Add +213.9% | 2,800 | $72K |
| Principal Securities, Inc. | 0.00% | Add +5.6% | 2,527 | $65K |
| Grove Bank & Trust | 0.01% | Add +1.8% | 2,194 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,500 | $51K |
| Provida Pension Fund Administrator | 0.00% | No change | 1,858 | $48K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -77.1% | 1,609 | $41K |
| EntryPoint Capital, LLC | 0.03% | Reduce -45.7% | 1,453 | $37K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.2% | 1,352 | $35K |
| UMB Bank, n.a. | 0.00% | Add +9.0% | 1,331 | $34K |
| State of Wyoming | 0.01% | New | 1,300 | $33K |
| Amundi | 0.00% | Reduce -97.6% | 1,398 | $29K |
| Parallel Advisors, LLC | 0.00% | Add +73.3% | 1,125 | $29K |
| Smartleaf Asset Management LLC | 0.01% | Add +38.4% | 1,129 | $29K |
| Lindbrook Capital, LLC | 0.00% | Reduce -0.5% | 1,069 | $27K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -30.0% | 1,050 | $27K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -84.3% | 1,021 | $26K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.9% | 1,017 | $26K |
| Quarry LP | 0.01% | Reduce -22.4% | 934 | $24K |
| Mather Group, Llc. | 0.00% | New | 909 | $24K |
| Avior Wealth Management, LLC | 0.00% | New | 622 | $16K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 592 | $15K |
| Hilltop National Bank | 0.00% | — | 547 | $14K |
| GAMMA Investing LLC | 0.00% | Add +142.4% | 463 | $12K |
| Leonteq Securities AG | 0.00% | New | 440 | $11K |
| Toronto Dominion Bank | 0.00% | No change | 432 | $11K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -10.9% | 368 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | New | 368 | $9K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 349 | $9K |
| Bessemer Group Inc. | 0.00% | Reduce -100.0% | 338 | $9K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 332 | $9K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -3.9% | 325 | $8K |
| Johnson Financial Group, Inc. | 0.00% | No change | 205 | $5K |
| Investors Research Corp | 0.00% | No change | 204 | $5K |
| Clearstead Advisors, LLC | 0.00% | Reduce -26.4% | 234 | $5K |
| Huntington National Bank | 0.00% | Reduce -33.2% | 169 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 168 | $4K |
| Cwm, LLC | 0.00% | Add +37.0% | 148 | $4K |
| Allworth Financial LP | 0.00% | Add +8.2% | 145 | $4K |
| Rakuten Securities, Inc. | 0.00% | New | 120 | $3K |
| Activest Wealth Management | 0.00% | No change | 105 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 104 | $3K |
| Park Place Capital Corp | 0.00% | No change | 103 | $3K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 96 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 93 | $2K |
| RFP Financial Group LLC | 0.00% | No change | 73 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -63.9% | 73 | $2K |
| Red Tortoise LLC | 0.00% | No change | 69 | $2K |
| Operose Advisors LLC | 0.00% | No change | 61 | $2K |
| Opal Wealth Advisors, LLC | 0.00% | New | 51 | $1K |
| IFP Advisors, Inc | 0.00% | No change | 50 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 38 | $979 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -28.9% | 37 | $926 |
| Sachetta, LLC | 0.00% | No change | 31 | $809 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +38.1% | 29 | $744 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -79.5% | 18 | $462 |
| Whittier Trust Co. | 0.00% | No change | 12 | $307 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 10 | $257 |
| Parkside Financial Bank & Trust | 0.00% | No change | 7 | $180 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6 | $154 |
| Tyler-Stone Wealth Management | 0.00% | No change | 4 | $103 |
| Hollencrest Capital Management | 0.00% | No change | 3 | $77 |
| CGC Financial Services, LLC | 0.00% | No change | 1 | $26 |
"% of holder's portfolio" is XP's weight in each manager's 13F, not the share of XP Inc. Class A the manager owns.