Position in XP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$458,564
-$468,208 QoQ
Shares Held
28,202
-42.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#189
of 318 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mariner, LLC holds $770,115,959 across 31 Capital Markets names. XP ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,375,832 | $219,218,018 | |
| 2 | GS |
Goldman Sachs Group Inc
|
209,144 | $211,521,966 | |
| 3 | MS |
Morgan Stanley
|
927,484 | $193,881,255 | |
| 4 | SNEX |
StoneX Group Inc.
|
417,024 | $32,944,896 | |
| 5 | EVR |
Evercore Inc.
|
61,662 | $21,053,872 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
206,356 | $20,693,378 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
334,270 | $16,706,813 | |
| 8 | TW |
Tradeweb Markets Inc.
|
78,519 | $7,825,203 |
All Filings in XP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,564 | 28,202 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $926,772 | 48,675 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $521,269 | 31,843 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $624,542 | 33,238 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $748,470 | 37,053 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $332,365 | 24,172 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $188,734 | 15,927 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $524,041 | 29,792 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $888,734 | 34,635 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $878,767 | 33,708 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $850,222 | 36,886 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $792,431 | 33,778 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $377,691 | 31,819 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $675,343 | 44,025 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $749,602 | 39,432 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $575,151 | 32,024 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $853,365 | 28,351 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||