XP Inc. Class AXP

13F holders, Q2 2026 (June 30)
320holders −39
35new positions
72sold out
10famous investors
$16.27avg. 13F price*

At the end of Q2 2026, 320 institutions reported holding XP Inc. Class A (XP) in their 13F filings, down 39 from Q1 2026. 35 opened new positions and 72 sold out. The largest holders were BlackRock, Inc. ($796.7M), Dodge & Cox ($529.5M) and ARGA Investment Management, LP ($400.7M). 10 famous investors held it, including Howard Marks (1.3% of Oaktree Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions35$116.5M
Exits72$218.3M

All 13F filers, Q1 2026 → Q2 2026: 31,518,690 shares bought and 34,748,215 shares sold, net −3,229,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 320 holders

BlackRock, Inc. 0.01% Add +5.3% 48,995,053 $796.7M
Dodge & Cox 0.28% Reduce -0.5% 32,564,312 $529.5M
ARGA Investment Management, LP 10.22% Add +19.1% 24,643,382 $400.7M
General Atlantic, L.P. 11.50% No change 20,566,133 $334.4M
Capital World Investors 0.04% Add +1.4% 19,370,669 $315.0M
Massachusetts Financial Services Co. 0.07% Add +1.9% 12,558,750 $205.5M
State Street Corp. 0.00% Reduce -0.7% 9,695,792 $157.7M
Ninety One UK Ltd 0.29% Add +0.0% 8,058,589 $131.0M
FMR LLC 0.01% Reduce -12.2% 7,976,508 $129.7M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -8.3% 7,026,948 $114.3M
Marshall Wace, LLP 0.09% Add +101.5% 6,528,760 $106.2M
Morgan Stanley 0.01% Add +8.5% 6,489,878 $105.5M
Capital Research Global Investors 0.01% Add +0.7% 5,038,054 $81.9M
Bank of America Corp. 0.01% Reduce -6.1% 4,831,527 $78.6M
Geode Capital Management, LLC 0.00% Add +1.5% 4,845,463 $78.4M
SPX Gestao de Recursos Ltda 8.72% Add +305.5% 4,813,132 $78.3M
Franklin Resources Inc. 0.02% Add +48.3% 4,470,393 $72.7M
Fisher Asset Management 0.02% Reduce -6.7% 4,105,772 $66.8M
Seafarer Capital Partners, LLC 14.65% Add +3.7% 3,911,000 $63.6M
Norges Bank 0.01% — 3,722,196 $60.5M
American Century Companies Inc. 0.02% Add +6.2% 3,168,108 $51.5M
Oaktree Capital Management 1.34% Reduce -1.7% 3,116,809 $50.7M
Vanguard Portfolio Management LLC 0.00% Add +39.2% 3,050,946 $49.6M
Legal & General Group Plc 0.01% Reduce -0.3% 2,806,911 $45.6M
Northern Trust Corp. 0.01% Add +5.5% 2,793,275 $45.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Add +39.9% 2,723,316 $44.3M
Baron Capital (BAMCO) 0.06% Reduce -1.5% 2,634,268 $42.8M
Atmos Capital Gestao DE Recursos Ltda. 4.25% Reduce -12.6% 2,082,802 $33.9M
Bank of Montreal 0.01% Add +9.3% 1,980,045 $32.2M
Russell Investments Group, Ltd. 0.03% Reduce -3.0% 1,901,484 $30.9M
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. 21.05% Reduce -31.4% 1,837,985 $29.9M
Ninety One North America, Inc. 1.39% Reduce -5.3% 1,822,045 $29.6M
New York State Common Retirement Fund 0.04% Add +16.4% 1,767,739 $28.7M
UBS Group AG 0.00% Add +17.1% 1,724,803 $28.0M
Man Group plc 0.05% Reduce -38.5% 1,724,253 $28.0M
Sei Investments Co. 0.02% Add +2.5% 1,666,860 $27.1M
Goldman Sachs Group Inc. 0.00% Add +5.6% 1,583,348 $25.7M
Federated Hermes, Inc. 0.04% Reduce -3.1% 1,544,150 $25.1M
Praetorian PR LLC 7.90% Add +52.5% 1,525,000 $24.8M
Fourth Sail Capital LP 3.70% New 1,500,660 $24.4M
Nuveen, LLC 0.01% Add +1.6% 1,448,098 $23.5M
Deutsche Bank AG 0.01% Reduce -21.4% 1,335,820 $21.7M
Bridgewater Associates 0.08% New 1,255,551 $20.4M
Citadel Advisors 0.01% Add +63.7% 1,247,431 $20.3M
Bank of New York Mellon Corp 0.00% Add +3.3% 1,236,549 $20.1M
Susquehanna International Group, LLP 0.02% Add +6.6% 1,224,028 $19.9M
Amundi 0.00% Reduce -0.3% 1,153,349 $18.8M
Itau Unibanco Holding S.A. 0.36% New 1,123,028 $18.3M
Citigroup Inc. 0.01% Reduce -5.6% 1,061,750 $17.3M
HSBC Holdings PLC 0.01% Reduce -1.0% 1,052,409 $17.1M
JPMorgan Chase & Co. 0.00% Add +126.2% 1,004,358 $16.4M
Sagil Capital LLP 7.94% New 1,000,000 $16.3M
Optiver Holding B.V. 0.23% Reduce -37.4% 985,206 $16.0M
Assenagon Asset Management S.A. 0.02% Reduce -50.9% 947,448 $15.4M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +2.7% 895,429 $14.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Reduce -0.2% 790,955 $12.9M
BNP Paribas Financial Markets 0.01% Reduce -24.7% 780,873 $12.7M
Swiss National Bank 0.01% Reduce -0.3% 772,764 $12.6M
Public Employees Retirement System of Ohio 0.04% Add +8.7% 761,219 $12.4M
California Public Employees Retirement System 0.01% Add +1.4% 754,683 $12.3M
FIL Ltd 0.01% Reduce -36.1% 719,544 $11.7M
Robeco Institutional Asset Management B.V. 0.01% Reduce -57.5% 704,779 $11.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +32.7% 693,516 $11.3M
Ameriprise Financial Inc. 0.00% Add +17.8% 685,449 $11.1M
Thornburg Investment Management Inc. 0.10% Add +17.8% 671,549 $10.9M
JGP Global Gestao de Recursos Ltda. 23.86% Add +153.2% 657,219 $10.7M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -15.4% 614,527 $10.0M
Susquehanna Fundamental Investments, LLC 0.19% Add +110.4% 613,381 $10.0M
Voloridge Investment Management, LLC 0.04% Reduce -47.9% 597,672 $9.7M
Los Angeles Capital Management LLC 0.04% Add +133.2% 591,851 $9.6M
Treasurer of the State of North Carolina 0.02% Add +15.3% 567,238 $9.2M
Invesco Ltd. 0.00% Reduce -34.2% 556,031 $9.0M
Pictet Asset Management Holding SA 0.01% Add +0.6% 535,592 $8.7M
Voya Investment Management LLC 0.01% Add +50.1% 522,260 $8.5M
Rheos Capital Works Inc. 0.46% No change 500,000 $8.1M
Sustainable Growth Advisers, LP 0.08% Reduce -29.7% 489,754 $8.0M
AQR Capital Management 0.00% Add +1.7% 474,005 $7.6M
Endure Capital Management, LLC 4.89% New 461,977 $7.5M
Point72 Asset Management 0.01% Reduce -28.3% 453,987 $7.4M
Alliancebernstein L.P. 0.00% Reduce -51.8% 353,106 $6.7M
GAM Holding AG 0.49% Add +17.5% 394,299 $6.4M
Crossmark Global Holdings, Inc. 0.08% Reduce -40.1% 389,125 $6.3M
Royal London Asset Management Ltd. 0.01% Reduce -0.8% 385,600 $6.3M
Earnest Partners LLC 0.02% Add +1.4% 377,147 $6.1M
Allianz Asset Management GmbH 0.01% New 368,775 $6.0M
Vanguard Capital Management LLC 0.00% Add +7.6% 368,409 $6.0M
Lazard Asset Management LLC 0.01% Add +74.6% 360,925 $5.9M
Storebrand Asset Management As 0.01% Add +21.4% 354,981 $5.8M
Rhumbline Advisers 0.00% Reduce -4.4% 354,897 $5.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +312.7% 348,650 $5.7M
Nordea Investment Management AB 0.00% Reduce -3.1% 340,699 $5.5M
Public Sector Pension Investment Board 0.01% Add +2.0% 326,400 $5.3M
Assetmark, Inc. 0.01% Reduce -1.4% 322,904 $5.3M
Jane Street Group, LLC 0.00% Reduce -35.3% 314,285 $5.1M
Walleye Trading LLC 0.07% Reduce -48.0% 304,124 $4.9M
Aviva PLC 0.01% Add +2.5% 300,666 $4.9M
State Board of Administration of Florida Retirement System 0.01% Reduce -3.2% 286,221 $4.7M
Two Sigma Investments, LP 0.00% Reduce -57.3% 280,082 $4.6M
Quantinno Capital Management LP 0.01% Add +32.1% 276,362 $4.5M
KBC Group NV 0.01% Reduce -10.7% 271,094 $4.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -30.1% 254,966 $4.1M
Banco Santander, S.A. 0.02% Add +82.0% 245,542 $4.0M
Triveni Capital Investments LP 4.68% Reduce -41.4% 241,362 $3.9M
Kapitalo Investimentos Ltda 0.29% No change 225,664 $3.7M
Millennium Management 0.00% Add +364.8% 221,187 $3.6M
Rokos Capital Management LLP 0.04% Reduce -4.8% 220,146 $3.6M
Police & Firemen's Retirement System of New Jersey 0.03% Add +3.4% 220,133 $3.6M
Oaktree Fund Advisors, LLC 6.18% Add +9.9% 219,319 $3.6M
Barclays PLC 0.00% Add +17.5% 218,274 $3.5M
Group One Trading LLC 0.10% Reduce -32.3% 215,046 $3.5M
Mackenzie Financial Corp. 0.00% Reduce -6.6% 213,921 $3.5M
T. Rowe Price Associates Inc. 0.00% Reduce -96.2% 212,371 $3.5M
Jupiter Topco LLC 0.00% — 207,699 $3.4M
National Pension Service 0.00% Add +94.1% 207,699 $3.4M
Thompson Siegel & Walmsley LLC 0.06% New 197,300 $3.2M
Matthews International Capital Management LLC 1.09% New 195,202 $3.2M
Korea Investment CORP 0.01% Add +18.6% 193,500 $3.1M
Cyndeo Wealth Partners, LLC 0.15% New 192,580 $3.1M
D. E. Shaw & Co. 0.00% Add +79.2% 189,138 $3.1M
Exchange Traded Concepts, LLC 0.01% Reduce -11.4% 174,427 $2.8M
Engineers Gate Manager LP 0.04% Add +161.9% 168,230 $2.7M
Swedbank AB 0.00% No change 165,300 $2.7M
Squarepoint Ops LLC 0.01% Add +83.3% 165,235 $2.7M
First Trust Advisors LP 0.00% Reduce -63.1% 163,063 $2.7M
Harding Loevner LP 0.02% New 162,616 $2.6M
Banque Cantonale Vaudoise 0.11% No change 160,000 $2.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +2.5% 158,600 $2.6M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -2.4% 157,400 $2.6M
Federation des caisses Desjardins du Quebec 0.01% Add +626.1% 149,721 $2.4M
Schonfeld Strategic Advisors LLC 0.01% New 148,408 $2.4M
Stifel Financial Corp. 0.00% Reduce -10.8% 139,449 $2.3M
Liontrust Investment Partners LLP 0.03% New 139,069 $2.3M
Envestnet Asset Management Inc. 0.00% Reduce -22.6% 135,272 $2.2M
Qsemble Capital Management, LP 0.26% Add +61.7% 126,558 $2.1M
Atom Investors LP 0.18% Add +109.5% 122,670 $2.0M
Tidal Investments LLC 0.00% Reduce -0.7% 115,720 $1.9M
Banco BTG Pactual S.A. 0.22% New 100,180 $1.6M
Triglav Investments, D.O.O. 0.09% Add +66.6% 100,033 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -6.9% 97,610 $1.6M
KLP Kapitalforvaltning As 0.01% No change 96,900 $1.6M
Creative Planning 0.00% Reduce -13.0% 96,176 $1.6M
Resona Asset Management Co.,Ltd. 0.01% Reduce -14.9% 92,340 $1.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.2% 92,215 $1.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.8% 90,756 $1.5M
Eurizon Capital SGR S.p.A. 0.00% Add +21.6% 87,118 $1.4M
Fideuram Asset Management (Ireland) dac 0.03% Add +530.0% 74,066 $1.3M
Danske Bank A/S 0.00% Reduce -15.5% 81,900 $1.3M
Quantbot Technologies LP 0.05% Add +155.9% 71,842 $1.2M
WINTON GROUP Ltd 0.04% Reduce -79.8% 71,400 $1.2M
LBP Am SA 0.01% Reduce -61.3% 70,725 $1.1M
Vanguard Investments Australia, Ltd. 0.00% No change 69,615 $1.1M
California State Teachers Retirement System 0.00% Reduce -18.1% 68,165 $1.1M
Point Nemo Capital, LLC 0.56% Add +11.1% 67,788 $1.1M
Asset Management One Co., Ltd. 0.00% Add +6.8% 63,996 $1.0M
DNB Asset Management AS 0.00% Add +12.7% 63,338 $1.0M
Renaissance Technologies 0.00% New 63,398 $1.0M
Lansforsakringar Fondforvaltning AB (publ) 0.00% Reduce -20.5% 62,000 $1.0M
Swiss Life Asset Management Ltd 0.00% New 61,625 $1.0M
Axq Capital, LP 0.11% Add +59.0% 60,929 $991K
HighTower Advisors, LLC 0.00% Reduce -0.1% 60,900 $990K
Vanguard Global Advisers, LLC 0.00% Add +1104.8% 59,503 $968K
Marex Group Ltd 0.01% Add +79.7% 59,332 $965K
Caitong International Asset Management Co., Ltd 0.13% Add +19.1% 56,613 $921K
Nomura Asset Management Co. Ltd. 0.00% Reduce -3.6% 54,100 $880K
Teacher Retirement System of Texas 0.00% Add +1.6% 52,008 $846K
Fairtree Asset Management (Pty) Ltd 0.28% No change 44,497 $724K
Vanguard Fiduciary Trust Co. 0.00% Reduce -16.6% 44,248 $719K
Summit Trail Advisors, LLC 0.01% Add +39.1% 43,670 $710K
Neuberger Berman Group LLC 0.00% Reduce -0.1% 43,305 $704K
Handelsbanken Fonder AB 0.00% Reduce -88.0% 43,139 $701K
Ethic Inc. 0.01% Reduce -4.5% 41,561 $676K
SG Americas Securities, LLC 0.00% Reduce -94.1% 40,364 $656K
XTX Topco Ltd 0.01% Reduce -75.8% 40,341 $656K
Loomis Sayles & Co. L P 0.00% Reduce -81.3% 39,905 $649K
Eurizon SLJ Capital Ltd 0.24% Add +29.4% 39,449 $641K
Investment House LLC 0.03% Reduce -58.5% 38,625 $628K
VPR Management LLC 0.24% No change 37,068 $603K
IFM Investors Pty Ltd 0.00% No change 35,523 $578K
Drucker Wealth 3.0, LLC 0.09% Reduce -2.1% 35,425 $576K
Principal Securities, Inc. 0.01% Reduce -35.0% 35,412 $576K
Xponance LLC 0.00% Reduce -7.8% 34,850 $567K
Prudential Financial Inc. 0.00% Add +49.8% 34,250 $557K
Boothbay Fund Management, LLC 0.01% New 33,528 $545K
Legacy Wealth Asset Management, LLC 0.12% Reduce -0.1% 33,089 $538K
Credit Agricole S A 0.00% Add +130.3% 32,700 $532K
Ninety One SA (Pty) Ltd 0.03% New 32,804 $528K
Aberdeen Group plc 0.00% Reduce -3.3% 32,336 $526K
Parallax Volatility Advisers, L.P. 0.02% New 30,928 $503K
Gulf International Bank (UK) Ltd 0.01% No change 30,546 $496K
Mariner, LLC 0.00% Reduce -42.1% 28,202 $459K
Schroder Investment Management Group 0.00% Reduce -18.2% 27,823 $452K
Martingale Asset Management L P 0.01% Reduce -9.0% 27,569 $448K
PEAK6 LLC 0.01% Reduce -74.9% 27,227 $443K
Macquarie Group Ltd. 0.00% Reduce -26.0% 26,761 $435K
OMERS ADMINISTRATION Corp 0.00% No change 26,717 $434K
Wells Fargo & Company 0.00% Reduce -16.1% 25,530 $415K
LPL Financial LLC 0.00% Add +64.5% 24,955 $406K
Corient Private Wealth LP 0.00% New 24,723 $402K
Gsa Capital Partners LLP 0.02% New 23,386 $380K
STRS Ohio 0.00% Reduce -6.4% 22,514 $366K
Cerity Partners LLC 0.00% Add +70.7% 22,075 $359K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.9% 20,768 $351K
Graham Capital Management, L.P. 0.01% Add +25.0% 21,425 $348K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Reduce -0.3% 21,315 $347K
Prudential PLC 0.00% Reduce -8.4% 21,307 $346K
Utah Retirement Systems 0.00% Reduce -4.4% 20,483 $333K
SEB Asset Management AB 0.00% Reduce -81.8% 20,434 $332K
Dakota Wealth Management 0.01% Add +16.3% 20,272 $330K
Nisa Investment Advisors, LLC 0.00% Add +1113.6% 19,939 $324K
Ensign Peak Advisors, Inc 0.00% No change 19,750 $321K
Merit Financial Group, LLC 0.00% Add +29.3% 19,737 $321K
IMC-Chicago, LLC 0.00% Add +6.6% 19,621 $319K
Maryland State Retirement & Pension System 0.01% No change 19,068 $310K
Outlook Wealth Advisors, LLC 0.07% Reduce -0.5% 18,822 $306K
PNC Financial Services Group, Inc. 0.00% Add +7.3% 18,685 $304K
Orion Porfolio Solutions, LLC 0.00% Reduce -10.7% 18,522 $301K
Vestcor Inc 0.01% No change 18,317 $298K
Tandem Capital Management Corp. 0.12% Reduce -8.5% 17,983 $292K
Amalgamated Bank 0.00% Reduce -55.0% 17,744 $289K
Janney Montgomery Scott LLC 0.00% Reduce -11.7% 17,213 $280K
Harvest Fund Management Co., Ltd 0.01% Reduce -1.8% 16,832 $274K
Pekin Hardy Strauss, Inc. 0.02% Reduce -5.8% 16,300 $265K
Mercer Global Advisors Inc. 0.00% Add +0.1% 16,293 $265K
Osaic Holdings, Inc. 0.00% Reduce -10.3% 16,062 $261K
Flputnam Investment Management Co. 0.00% New 15,340 $249K
Sciencast Management LP 0.05% Reduce -91.1% 15,086 $245K
Abn Amro Investment Solutions 0.00% Reduce -53.4% 14,600 $237K
CIBC Asset Management Inc 0.00% Add +2.1% 13,705 $223K
Deltec Asset Management LLC 0.03% No change 13,000 $211K
PCM Encore, LLC 0.04% Reduce -3.7% 12,776 $208K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -13.1% 12,582 $205K
US Bancorp \de 0.00% Reduce -19.4% 12,495 $203K
Royal Bank of Canada 0.00% Reduce -28.8% 12,260 $198K
North Dakota State Investment Board 0.01% Add +2.5% 11,857 $193K
Sterling Capital Management LLC 0.00% Reduce -4.3% 11,813 $192K
Raymond James Financial Inc. 0.00% Reduce -2.3% 11,798 $192K
Caisse de depot et placement du Quebec 0.00% Reduce -94.8% 11,576 $188K
Yousif Capital Management, LLC 0.00% Add +0.1% 11,515 $187K
Elevation Point Wealth Partners, LLC 0.00% New 11,481 $187K
OneAscent Financial Services LLC 0.01% Reduce -55.6% 11,430 $186K
Oppenheimer Asset Management Inc. 0.00% Reduce -2.5% 11,162 $181K
GAMMA Investing LLC 0.01% Reduce -14.8% 11,098 $180K
Cetera Investment Advisers 0.00% Reduce -40.1% 10,626 $173K
Leonteq Securities AG 0.01% New 10,499 $171K
Vinva Investment Management Ltd 0.00% New 10,356 $169K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +11.5% 9,499 $155K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -99.7% 8,734 $142K
Global X Japan Co., Ltd. 0.00% Add +14.1% 6,542 $106K
MetLife Investment Management, LLC 0.00% Reduce -20.5% 6,407 $104K
Strategic Investment Advisors / MI 0.01% Reduce -4.7% 6,304 $103K
Arax Advisory Partners 0.00% Add +609.6% 6,103 $99K
Jones Financial Companies LLLP 0.00% Add +28.4% 5,900 $95K
Signaturefd, LLC 0.00% Reduce -5.3% 5,451 $89K
Rossby Financial, LCC 0.01% Reduce -0.5% 4,925 $80K
EFG International AG 0.00% No change 4,200 $68K
Versant Capital Management, Inc 0.01% Reduce -31.9% 3,559 $58K
Global Retirement Partners, LLC 0.00% — 2,887 $47K
Blue Trust, Inc. 0.00% Reduce -33.1% 2,452 $40K
Essential Partners LLC 0.02% Add +539.8% 2,412 $39K
Altshuler Shaham Ltd 0.00% New 2,096 $34K
Farther Finance Advisors, LLC 0.00% Add +18.1% 2,062 $34K
EverSource Wealth Advisors, LLC 0.00% Reduce -35.3% 1,599 $26K
Covestor Ltd 0.01% Reduce -55.5% 1,613 $26K
Parallel Advisors, LLC 0.00% Reduce -52.5% 1,560 $25K
Rockefeller Capital Management L.P. 0.00% Reduce -8.3% 1,505 $24K
Transamerica Financial Advisors, LLC 0.00% Add +17.6% 1,423 $23K
Grove Bank & Trust 0.00% Reduce -3.1% 1,384 $23K
Tower Research Capital LLC (TRC) 0.00% Reduce -92.2% 1,121 $18K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.0% 1,120 $18K
Triumph Capital Management 0.00% No change 1,100 $18K
SBI Securities Co., Ltd. 0.00% Add +162.1% 899 $15K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 892 $15K
Allworth Financial LP 0.00% Reduce -32.5% 847 $14K
Larson Financial Group LLC 0.00% Reduce -8.7% 727 $12K
Stone House Investment Management, LLC 0.00% Add +69.9% 564 $9K
Westside Investment Management, Inc. 0.00% No change 545 $9K
IFP Advisors, Inc 0.00% Add +274.4% 438 $7K
Clearstead Trust, LLC 0.00% No change 429 $7K
Cedar Mountain Advisors, LLC 0.00% No change 424 $7K
Smartleaf Asset Management LLC 0.00% No change 357 $6K
Rothschild Investment LLC 0.00% Reduce -78.1% 334 $5K
Continuum Advisory, LLC 0.00% New 270 $4K
MV Capital Management, Inc. 0.00% Reduce -3.1% 249 $4K
Bell Investment Advisors, Inc 0.00% Add +100.0% 208 $3K
Owl Creek Wealth Partners LLC 0.00% No change 205 $3K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -44.2% 178 $3K
SJS Investment Consulting Inc. 0.00% Add +3220.0% 166 $3K
Parkside Financial Bank & Trust 0.00% Reduce -56.4% 140 $2K
Activest Wealth Management 0.00% Add +0.8% 125 $2K
Bessemer Group Inc. 0.00% No change 121 $2K
Ramirez Asset Management, Inc. 0.00% No change 122 $2K
Park Place Capital Corp 0.00% No change 103 $2K
Silver Grove Financial Group, Inc. 0.00% New 102 $2K
Fortitude Family Office, LLC 0.00% New 99 $2K
Cromwell Holdings LLC 0.00% Add +83.0% 97 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 86 $1K
Banque Transatlantique SA 0.00% No change 85 $1K
Fiduciary Financial Advisors 0.00% New 83 $1K
Clearstead Advisors, LLC 0.00% Add +200.0% 81 $1K
Zions Bancorporation, National Association 0.00% Add +26.8% 71 $1K
Kilter Group LLC 0.00% No change 65 $1K
Quent Capital, LLC 0.00% Reduce -41.3% 64 $1K
Cape Investment Advisory, Inc. 0.00% New 60 $976
Raffa Wealth Management, LLC 0.00% New 58 $943
Cornerstone Financial Management LLC 0.00% No change 56 $911
True Wealth Design, LLC 0.00% Reduce -22.9% 54 $879
Keating Financial Advisory Services, Inc. 0.00% Reduce -18.2% 54 $878
UMB Bank, n.a. 0.00% Reduce -24.1% 44 $715
Ares Financial Consulting, LLC 0.00% No change 42 $683
Huntington National Bank 0.00% No change 35 $569
Bruce G. Allen Investments, LLC 0.00% No change 33 $537
Cornerstone Planning Group LLC 0.00% No change 30 $519
SouthState Bank Corp 0.00% No change 30 $488
Operose Advisors LLC 0.00% No change 25 $407
Fifth Third Bancorp 0.00% No change 23 $374
Ameritas Advisory Services, LLC 0.00% New 21 $341
Steward Partners Investment Advisory, LLC 0.00% New 9 $152
Hollencrest Capital Management 0.00% No change 3 $49
Kimelman & Baird, LLC 0.00% No change 3 $49
Hughes Financial Services, LLC 0.00% Reduce -85.7% 1 $16

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