XP Inc. Class AXP

13F holders, Q3 2025 (September 30)
328holders +15
69new positions
51sold out
7famous investors
$18.78avg. 13F price*

At the end of Q3 2025, 328 institutions reported holding XP Inc. Class A (XP) in their 13F filings, up 15 from Q2 2025. 69 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($843.1M), Capital World Investors ($749.8M) and Dodge & Cox ($647.8M). 7 famous investors held it, including Howard Marks (0.8% of Oaktree Capital Management's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
XP Inc. Class A
CUSIP
G98239109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 298Q1 2024Q2 2024: 265Q2 2024Q3 2024: 292Q3 2024Q4 2024: 294Q4 2024Q1 2025: 296Q1 2025Q2 2025: 313Q2 2025Q3 2025: 328Q3 2025Q4 2025: 343Q4 2025Q1 2026: 359Q1 2026Q2 2026: 320Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions69$415.5M
Exits51$375.2M

All 13F filers, Q2 2025 → Q3 2025: 48,307,976 shares bought and 43,217,840 shares sold, net +5,090,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 328 holders

BlackRock, Inc. 0.01% Reduce -4.2% 44,870,853 $843.1M
Capital World Investors 0.10% Reduce -4.1% 39,906,091 $749.8M
Dodge & Cox 0.35% Add +0.5% 34,478,145 $647.8M
General Atlantic, L.P. 14.39% No change 25,517,733 $479.5M
Schroder Investment Management Group 0.18% Add +74.3% 12,288,191 $230.9M
Massachusetts Financial Services Co. 0.06% Add +26.4% 10,962,039 $206.0M
Arrowstreet Capital, Limited Partnership 0.13% Reduce -2.0% 10,638,198 $199.9M
State Street Corp. 0.01% Reduce -3.5% 9,358,069 $175.8M
ARGA Investment Management, LP 4.52% New 9,080,037 $170.6M
Morgan Stanley 0.01% Reduce -5.7% 8,410,636 $158.0M
Atmos Capital Gestao DE Recursos Ltda. 22.17% Add +3.0% 8,348,466 $156.9M
FMR LLC 0.01% Add +94.1% 7,199,144 $135.3M
Squadra Investments - Gestao DE Recursos Ltda. 30.31% Reduce -10.9% 6,867,388 $129.0M
Ninety One UK Ltd 0.23% Add +201.4% 5,652,624 $106.2M
Geode Capital Management, LLC 0.01% Add +1.8% 4,662,204 $87.2M
Fisher Asset Management 0.03% Add +0.1% 4,518,971 $84.9M
Canada Pension Plan Investment Board 0.05% No change 3,907,937 $73.4M
Bank of America Corp. 0.01% Reduce -8.3% 3,827,966 $71.9M
Seafarer Capital Partners, LLC 20.21% Reduce -7.4% 3,771,000 $70.9M
Vanguard Group Inc. 0.00% Add +16.7% 3,614,167 $67.9M
Jennison Associates LLC 0.03% Reduce -2.9% 2,754,791 $51.8M
Northern Trust Corp. 0.01% Reduce -4.5% 2,565,313 $48.2M
Causeway Capital Management LLC 0.63% Add +11.3% 2,538,130 $47.7M
Legal & General Group Plc 0.01% Reduce -2.5% 2,531,899 $47.6M
Franklin Resources Inc. 0.01% Reduce -0.4% 2,478,025 $46.6M
American Century Companies Inc. 0.02% Add +30.5% 2,420,192 $45.5M
Voloridge Investment Management, LLC 0.14% Reduce -37.0% 2,206,185 $41.5M
Oaktree Capital Management 0.81% New 2,032,877 $38.2M
SPX Gestao de Recursos Ltda 3.15% Add +620.0% 2,000,292 $37.6M
Tredje AP-fonden 0.29% New 1,923,000 $36.1M
Ameriprise Financial Inc. 0.01% Reduce -13.6% 1,875,989 $35.3M
Baron Capital (BAMCO) 0.09% Reduce -2.9% 1,855,610 $34.9M
William Blair Investment Management, LLC 0.09% New 1,852,597 $34.8M
Russell Investments Group, Ltd. 0.03% Add +254.2% 1,465,692 $27.6M
Federated Hermes, Inc. 0.05% Add +16.1% 1,463,175 $27.5M
Nuveen, LLC 0.01% Reduce -1.3% 1,428,943 $26.8M
JPMorgan Chase & Co. 0.00% Reduce -36.9% 1,316,596 $24.7M
Bank of New York Mellon Corp 0.00% Add +1.5% 1,278,053 $24.0M
Public Employees Retirement System of Ohio 0.07% Add +12.4% 1,256,757 $23.6M
Ninety One North America, Inc. 1.06% New 1,240,002 $23.3M
First Trust Advisors LP 0.02% Reduce -10.3% 1,229,713 $23.1M
Los Angeles Capital Management LLC 0.07% Reduce -55.9% 1,131,643 $21.3M
Absolute Gestao de Investimentos Ltda. 2.69% Add +39.0% 1,084,611 $20.4M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +6.1% 1,035,825 $19.5M
Sei Investments Co. 0.02% Add +31.6% 1,033,362 $19.4M
Praetorian PR LLC 11.48% No change 1,000,000 $18.8M
INCA Investments LLC 8.01% Reduce -29.1% 926,752 $17.4M
Acadian Asset Management LLC 0.03% Reduce -59.6% 927,183 $17.4M
Goldman Sachs Group Inc. 0.00% Reduce -50.4% 926,420 $17.4M
Citigroup Inc. 0.01% Add +33.2% 922,730 $17.3M
Breakout Capital Partners, LP 10.72% New 896,300 $16.8M
Swiss National Bank 0.01% Reduce -3.9% 808,764 $15.2M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +2.5% 775,273 $14.6M
Caisse de depot et placement du Quebec 0.03% Add +21.2% 773,968 $14.5M
California Public Employees Retirement System 0.01% Add +6.7% 772,072 $14.5M
Crossmark Global Holdings, Inc. 0.22% Add +11.2% 768,077 $14.4M
New York State Common Retirement Fund 0.02% Add +167.8% 757,876 $14.2M
Jump Financial, LLC 0.18% Add +1586.5% 715,743 $13.4M
UBS Group AG 0.00% Add +54.9% 710,332 $13.3M
FIL Ltd 0.01% Add +102.7% 671,031 $12.6M
Janney Montgomery Scott LLC 0.03% Reduce -5.4% 666,184 $12.5M
WIM INVESTMENT MANAGEMENT Ltd 3.13% New 654,000 $12.3M
Mackenzie Financial Corp. 0.01% Reduce -8.3% 619,249 $11.6M
Deutsche Bank AG 0.00% Add +1.3% 601,781 $11.3M
JGP Global Gestao de Recursos Ltda. 6.59% Reduce -29.6% 601,071 $11.3M
Marshall Wace, LLP 0.01% Reduce -54.8% 591,826 $11.1M
Citadel Advisors 0.01% Add +55.1% 562,774 $10.6M
Amundi 0.00% Reduce -66.2% 605,636 $10.4M
Jane Street Group, LLC 0.01% Add +680.1% 535,323 $10.1M
Sustainable Growth Advisers, LP 0.06% Add +17.6% 535,016 $10.1M
Great Lakes Advisors, LLC 0.08% New 533,992 $10.0M
PDT Partners, LLC 0.63% Reduce -17.6% 527,538 $9.9M
BNP Paribas Financial Markets 0.01% Reduce -68.6% 504,764 $9.5M
Robeco Institutional Asset Management B.V. 0.01% Reduce -24.5% 494,170 $9.3M
Pictet Asset Management Holding SA 0.01% Add +1.7% 483,396 $9.1M
TB Capital Gestao de Recursos Ltda. 6.91% Reduce -47.7% 478,740 $9.0M
Treasurer of the State of North Carolina 0.03% Reduce -1.5% 474,189 $8.9M
Assenagon Asset Management S.A. 0.01% Add +103.0% 461,775 $8.7M
Optiver Holding B.V. 0.13% Add +125.5% 436,078 $8.2M
HRT Financial LP 0.03% Reduce -35.6% 431,722 $8.1M
Quantbot Technologies LP 0.22% New 431,602 $8.1M
Trexquant Investment LP 0.08% New 414,679 $7.8M
Rhumbline Advisers 0.01% Reduce -1.7% 410,922 $7.7M
Susquehanna International Group, LLP 0.01% New 399,633 $7.5M
Royal Bank of Canada 0.00% Add +2979.2% 393,430 $7.4M
Earnest Partners LLC 0.03% Reduce -0.7% 391,635 $7.4M
Balyasny Asset Management L.P. 0.01% Add +219.0% 374,979 $7.0M
Voya Investment Management LLC 0.01% Reduce -0.4% 365,153 $6.9M
D. E. Shaw & Co. 0.01% Reduce -27.3% 363,195 $6.8M
Invesco Ltd. 0.00% Add +2.4% 361,925 $6.8M
Loomis Sayles & Co. L P 0.01% No change 353,217 $6.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 352,724 $6.6M
AQR Capital Management 0.00% Reduce -89.8% 341,068 $6.4M
Globeflex Capital L P 0.98% Add +3.1% 339,593 $6.4M
Y-Intercept (Hong Kong) Ltd 0.15% Reduce -50.3% 332,970 $6.3M
Two Sigma Investments, LP 0.01% Add +35.7% 331,747 $6.2M
Royal London Asset Management Ltd. 0.01% No change 331,700 $6.2M
Matthews International Capital Management LLC 1.40% New 320,053 $6.0M
Exchange Traded Concepts, LLC 0.05% Add +0.4% 302,973 $5.7M
Millennium Management 0.00% Reduce -81.0% 302,579 $5.7M
Rheos Capital Works Inc. 0.32% New 300,000 $5.6M
State Board of Administration of Florida Retirement System 0.01% Add +0.9% 295,581 $5.6M
Public Sector Pension Investment Board 0.02% Reduce -8.2% 289,000 $5.4M
Aviva PLC 0.01% Reduce -0.7% 266,105 $5.0M
Storebrand Asset Management As 0.01% Add +41.4% 243,427 $4.6M
Lazard Asset Management LLC 0.01% Add +66.1% 241,941 $4.5M
Handelsbanken Fonder AB 0.01% Add +12.7% 239,856 $4.5M
Capital Wealth Planning, LLC 0.03% New 228,032 $4.3M
Kapitalo Investimentos Ltda 0.79% No change 225,664 $4.2M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -10.3% 222,670 $4.2M
Swedbank AB 0.00% New 221,900 $4.2M
Walleye Trading LLC 0.06% Add +239.0% 209,863 $3.9M
Engineers Gate Manager LP 0.04% Reduce -65.7% 200,665 $3.8M
T. Rowe Price Associates Inc. 0.00% Add +12.7% 186,939 $3.5M
Group One Trading LLC 0.10% New 184,285 $3.5M
Dark Forest Capital Management LP 0.13% New 181,901 $3.4M
State of New Jersey Common Pension Fund D 0.01% Add +81.5% 175,865 $3.3M
Alliancebernstein L.P. 0.00% Reduce -29.7% 171,029 $3.2M
APG Asset Management N.V. 0.01% Add +145.3% 194,800 $3.1M
Stifel Financial Corp. 0.00% Add +81.8% 161,399 $3.0M
DNB Asset Management AS 0.01% Add +399.6% 159,037 $3.0M
Schonfeld Strategic Advisors LLC 0.02% New 158,965 $3.0M
LBP Am SA 0.04% Add +23.0% 152,279 $2.9M
Verition Fund Management LLC 0.02% Reduce -53.8% 150,300 $2.8M
Campbell & CO Investment Adviser LLC 0.21% Add +366.7% 149,543 $2.8M
Tidal Investments LLC 0.01% Add +61.7% 149,355 $2.8M
Simplex Trading, LLC 0.06% Add +179.4% 144,398 $2.7M
Korea Investment CORP 0.01% Reduce -3.3% 140,200 $2.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -3.8% 139,400 $2.6M
Envestnet Asset Management Inc. 0.00% Add +9.8% 126,563 $2.4M
KBC Group NV 0.01% No change 124,785 $2.3M
Quantinno Capital Management LP 0.01% Add +83.1% 120,409 $2.3M
Oaktree Fund Advisors, LLC 4.08% New 116,927 $2.2M
KLP Kapitalforvaltning As 0.01% No change 112,500 $2.1M
Danske Bank A/S 0.00% Add +19.2% 103,100 $1.9M
HSBC Holdings PLC 0.00% Reduce -23.4% 101,048 $1.9M
National Pension Service 0.00% No change 97,581 $1.8M
Neo Ivy Capital Management 0.44% Add +34.3% 96,028 $1.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 91,010 $1.7M
Allianz Asset Management GmbH 0.00% New 89,479 $1.7M
Resona Asset Management Co.,Ltd. 0.01% Reduce -15.5% 89,015 $1.7M
SG Americas Securities, LLC 0.01% Add +788.3% 88,003 $1.7M
Charles Schwab Investment Management Inc. 0.00% Add +2.0% 86,879 $1.6M
Osaic Holdings, Inc. 0.00% Reduce -0.5% 86,225 $1.6M
Manufacturers Life Insurance Company, The 0.00% Add +2.7% 79,759 $1.5M
Creative Planning 0.00% Add +21.3% 77,948 $1.5M
Prudential Financial Inc. 0.00% Add +58.1% 77,695 $1.5M
Sanctuary Advisors, LLC 0.01% Add +12.5% 69,004 $1.3M
Lansforsakringar Fondforvaltning AB (publ) 0.01% No change 68,000 $1.3M
Marshall Financial Group, LLC 0.24% Add +3.9% 66,156 $1.2M
Martingale Asset Management L P 0.03% Add +201.2% 64,431 $1.2M
Macquarie Group Ltd. 0.00% Add +100.0% 60,416 $1.2M
IMC-Chicago, LLC 0.02% Add +230.6% 62,106 $1.2M
Banco BTG Pactual S.A. 0.17% Reduce -81.9% 61,465 $1.2M
HighTower Advisors, LLC 0.00% Add +37.5% 60,711 $1.1M
Employees Retirement System of Texas 0.01% Add +21.4% 60,248 $1.1M
&partners 0.01% Reduce -6.7% 59,766 $1.1M
Asset Management One Co., Ltd. 0.00% No change 58,740 $1.1M
Skandinaviska Enskilda Banken AB (publ) 0.00% No change 56,196 $1.1M
Nomura Asset Management Co. Ltd. 0.00% No change 56,100 $1.1M
Novem Group 0.12% Add +3.5% 54,567 $1.0M
Cloverfields Capital Group, LP 0.32% Reduce -8.5% 54,372 $1.0M
California State Teachers Retirement System 0.00% Add +1.6% 54,107 $1.0M
Entropy Technologies, LP 0.08% Add +107.3% 53,407 $1.0M
Inspire Investing, LLC 0.10% New 53,002 $996K
XTX Topco Ltd 0.05% New 51,964 $976K
NFJ Investment Group, LLC 0.03% New 51,345 $965K
GAM Holding AG 0.06% New 51,000 $958K
Barclays PLC 0.00% Reduce -47.8% 49,051 $922K
Arizona PSPRS Trust 0.03% New 46,900 $873K
Ieq Capital, LLC 0.00% Add +10.3% 46,298 $870K
Neuberger Berman Group LLC 0.00% Add +0.4% 44,369 $834K
Cetera Investment Advisers 0.00% Add +14.9% 42,003 $789K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% No change 39,000 $733K
Qsemble Capital Management, LP 0.07% Reduce -73.0% 37,961 $713K
Raymond James Financial Inc. 0.00% Reduce -4.4% 37,605 $707K
VPR Management LLC 0.32% No change 37,068 $697K
Atria Investments, Inc 0.01% New 36,903 $693K
CenterBook Partners LP 0.03% New 36,676 $689K
Strategic Global Advisors, LLC 0.10% Add +45.4% 36,488 $686K
AXA Investment Managers S.A. 0.00% — 36,020 $677K
Swiss Life Asset Management Ltd 0.00% Add +27.5% 35,723 $671K
Fairtree Asset Management (Pty) Ltd 0.44% Add +194.7% 35,354 $664K
Atom Investors LP 0.05% New 35,229 $662K
Triglav Investments, D.O.O. 0.04% New 35,000 $658K
Teacher Retirement System of Texas 0.00% Add +9.2% 34,618 $650K
Ethic Inc. 0.01% Add +9.2% 33,384 $627K
Mariner, LLC 0.00% Reduce -10.3% 33,238 $625K
Private Advisor Group, LLC 0.00% Add +1.0% 32,953 $619K
Legacy Wealth Asset Management, LLC 0.15% Add +1.6% 32,301 $607K
LPL Financial LLC 0.00% Add +5.6% 30,921 $581K
Harvest Fund Management Co., Ltd 0.02% Reduce -60.4% 35,538 $579K
Dynamic Technology Lab Private Ltd 0.10% New 30,667 $576K
SummitTX Capital, L.P. 0.02% New 30,121 $566K
Verde Servicos Internacionais S.A. 0.16% Reduce -3.4% 29,260 $550K
Xponance LLC 0.00% Reduce -10.9% 28,953 $544K
STRS Ohio 0.00% Reduce -68.9% 28,652 $538K
Axq Capital, LP 0.20% New 28,258 $531K
Capstone Investment Advisors, LLC 0.01% New 28,038 $527K
Inceptionr LLC 0.13% Reduce -15.2% 27,953 $525K
Fox Run Management, L.L.C. 0.08% New 27,057 $508K
Prudential PLC 0.00% Reduce -43.5% 25,923 $487K
LSV Asset Management 0.00% Add +23.3% 25,400 $477K
Aberdeen Group plc 0.00% Add +4.7% 25,202 $474K
Sterling Capital Management LLC 0.01% Reduce -8.2% 22,898 $430K
Summit Trail Advisors, LLC 0.01% New 22,284 $419K
IFM Investors Pty Ltd 0.00% New 22,211 $417K
Utah Retirement Systems 0.00% No change 21,424 $403K
Victory Capital Management Inc. 0.00% New 21,282 $400K
Amalgamated Bank 0.00% Reduce -3.5% 21,158 $398K
Drucker Wealth 3.0, LLC 0.07% New 20,839 $392K
Dauntless Investment Group, LLC 0.99% Reduce -42.8% 20,070 $377K
Wells Fargo & Company 0.00% Add +18.2% 20,058 $377K
DRW Securities, LLC 0.02% Reduce -28.7% 19,837 $374K
Ensign Peak Advisors, Inc 0.00% Reduce -2.7% 19,750 $371K
Outlook Wealth Advisors, LLC 0.09% Reduce -19.3% 19,140 $360K
Maryland State Retirement & Pension System 0.01% No change 19,068 $358K
Diversify Advisory Services, LLC 0.01% Reduce -43.8% 19,446 $357K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -18.9% 21,509 $354K
OneAscent Wealth Management LLC 0.12% New 18,690 $351K
Graham Capital Management, L.P. 0.02% Reduce -84.2% 18,521 $348K
OneAscent Financial Services LLC 0.02% New 18,493 $347K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Reduce -0.3% 18,132 $341K
Gulf International Bank (UK) Ltd 0.01% No change 17,346 $326K
Cwm, LLC 0.00% Add +20.8% 16,582 $312K
Intech Investment Management LLC 0.00% New 16,493 $310K
Diversified Trust Co. 0.01% Add +41.2% 16,402 $308K
Tandem Capital Management Corp. 0.14% No change 16,053 $302K
Orion Porfolio Solutions, LLC 0.00% New 16,025 $301K
OneAscent Investment Solutions LLC 0.32% New 15,969 $300K
Merit Financial Group, LLC 0.00% Add +18.0% 15,919 $299K
PEAK6 LLC 0.01% New 15,268 $287K
Hyperion Capital Advisors LP 0.15% No change 15,000 $282K
Principal Financial Group Inc. 0.00% Reduce -15.4% 14,893 $280K
Principal Securities, Inc. 0.00% Add +27.3% 14,773 $278K
Frank, Rimerman Advisors LLC 0.02% No change 14,606 $274K
Federation des caisses Desjardins du Quebec 0.00% Add +12.5% 14,564 $274K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 14,369 $270K
Credit Agricole S A 0.00% — 14,200 $267K
Quantitative Investment Management, LLC 0.04% Reduce -56.2% 13,917 $261K
Oppenheimer Asset Management Inc. 0.00% No change 13,831 $260K
V-Square Quantitative Management LLC 0.04% No change 13,800 $259K
Two Sigma Advisers, LP 0.00% Reduce -97.0% 13,628 $256K
Cerity Partners LLC 0.00% New 13,482 $253K
Paragon Capital Management Ltd 0.05% Reduce -5.8% 13,474 $253K
PNC Financial Services Group, Inc. 0.00% Add +8.8% 13,282 $250K
US Bancorp \de 0.00% Reduce -56.6% 13,160 $247K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -0.9% 12,753 $240K
Bridgefront Capital, LLC 0.07% Reduce -65.1% 12,526 $235K
O'shaughnessy Asset Management, LLC 0.00% New 12,473 $234K
Fieldview Capital Management, LLC 0.04% Reduce -46.4% 11,840 $222K
Summit Global Investments 0.01% Add +5.8% 11,624 $218K
Dakota Wealth Management 0.00% New 11,590 $218K
Marex Group Ltd 0.00% New 11,453 $217K
Yousif Capital Management, LLC 0.00% Add +2.1% 11,434 $215K
Independent Financial Group, LLC 0.01% New 11,332 $213K
State of Wyoming 0.02% New 11,124 $209K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -96.6% 10,949 $206K
Blueshift Asset Management, LLC 0.06% New 10,638 $200K
GAMMA Investing LLC 0.01% Reduce -25.0% 10,172 $191K
Mercer Global Advisors Inc. 0.00% New 10,046 $189K
Covestor Ltd 0.09% Reduce -13.1% 8,461 $159K
MetLife Investment Management, LLC 0.00% Add +0.9% 8,454 $159K
Farther Finance Advisors, LLC 0.00% Add +88.4% 8,318 $156K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +7.3% 6,144 $116K
Signaturefd, LLC 0.00% Add +0.0% 5,699 $107K
Rothschild Investment LLC 0.01% Add +12393.3% 5,622 $106K
Walleye Capital LLC 0.00% Reduce -10.8% 4,758 $89K
Blue Trust, Inc. 0.00% Reduce -4.9% 4,050 $76K
Virtus Advisers, LLC 0.04% New 4,000 $75K
Vestcor Inc 0.00% New 3,413 $64K
Quadrant Capital Group LLC 0.00% New 3,190 $60K
Versant Capital Management, Inc 0.01% Add +18.6% 3,127 $59K
Arax Advisory Partners 0.00% New 3,042 $57K
Caitong International Asset Management Co., Ltd 0.04% Add +1783.3% 2,825 $53K
Shell Asset Management Co. 0.01% Reduce -74.8% 2,689 $51K
Global Retirement Partners, LLC 0.00% No change 2,201 $41K
Tower Research Capital LLC (TRC) 0.00% Reduce -7.9% 2,165 $41K
Provida Pension Fund Administrator 0.00% No change 1,858 $35K
EverSource Wealth Advisors, LLC 0.00% Reduce -2.6% 1,591 $30K
Grove Bank & Trust 0.00% Reduce -18.4% 1,504 $28K
Parallel Advisors, LLC 0.00% Reduce -9.4% 1,504 $28K
Smartleaf Asset Management LLC 0.00% Add +71.5% 931 $18K
Leonteq Securities AG 0.00% Add +591.8% 844 $16K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -5.5% 832 $16K
Larson Financial Group LLC 0.00% Reduce -4.7% 588 $11K
Westside Investment Management, Inc. 0.00% New 545 $10K
Clearstead Trust, LLC 0.00% Add +7.2% 460 $9K
Rockefeller Capital Management L.P. 0.00% New 408 $8K
Essential Partners LLC 0.00% Add +32.8% 397 $7K
SBI Securities Co., Ltd. 0.00% Reduce -72.0% 386 $7K
Allworth Financial LP 0.00% Add +45.9% 372 $7K
National Bank of Canada 0.00% Add +124.4% 359 $7K
Nisa Investment Advisors, LLC 0.00% New 350 $7K
MV Capital Management, Inc. 0.00% No change 257 $5K
Clearstead Advisors, LLC 0.00% Add +138.6% 210 $4K
Investors Research Corp 0.00% No change 204 $4K
Parkside Financial Bank & Trust 0.00% Add +27.9% 179 $3K
CIBC Private Wealth Group LLC 0.00% Reduce -35.9% 157 $3K
Quent Capital, LLC 0.00% New 137 $3K
NewEdge Advisors, LLC 0.00% Reduce -77.4% 134 $3K
WPG Advisers, LLC 0.00% New 133 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 116 $2K
Activest Wealth Management 0.00% No change 113 $2K
IFP Advisors, Inc 0.00% Reduce -5.5% 104 $2K
Park Place Capital Corp 0.00% No change 103 $2K
Johnson Financial Group, Inc. 0.00% New 91 $2K
Kilter Group LLC 0.00% No change 74 $1K
MAI Capital Management 0.00% Reduce -76.3% 73 $1K
Bell Investment Advisors, Inc 0.00% No change 69 $1K
Jones Financial Companies LLLP 0.00% Add +510.0% 61 $1K
Cromwell Holdings LLC 0.00% No change 53 $996
True Wealth Design, LLC 0.00% Add +94.7% 37 $696
Huntington National Bank 0.00% No change 35 $658
Bruce G. Allen Investments, LLC 0.00% No change 33 $620
SouthState Bank Corp 0.00% Reduce -90.6% 30 $564
UMB Bank, n.a. 0.00% Add +76.5% 30 $564
Fifth Third Bancorp 0.00% Reduce -70.5% 23 $432
Rakuten Securities, Inc. 0.00% Reduce -72.4% 16 $301
Turning Point Benefit Group, Inc. 0.00% New 12 $218
Advisory Services Network, LLC 0.00% New 9 $169
Kimelman & Baird, LLC 0.00% No change 3 $57
JFS Wealth Advisors, LLC 0.00% No change 3 $57
Hollencrest Capital Management 0.00% No change 3 $56
Transamerica Financial Advisors, LLC 0.00% New 3 $56
Tortoise Investment Management, LLC 0.00% New 2 $38
CGC Financial Services, LLC 0.00% No change 1 $19
Wealth Watch Advisors, INC 0.00% New 1 $19

"% of holder's portfolio" is XP's weight in each manager's 13F, not the share of XP Inc. Class A the manager owns.