Position in XP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,199,522
-$1,126,194 QoQ
Shares Held
135,272
-22.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#133
of 318 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,919,177,389 across 31 Capital Markets names. XP ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,093,632 | $646,692,833 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,571,968 | $514,125,487 | |
| 3 | GS |
Goldman Sachs Group Inc
|
292,463 | $295,788,304 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
290,125 | $81,722,410 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
937,891 | $81,634,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
531,618 | $53,310,653 | |
| 7 | SF |
Stifel Financial Corp
|
638,582 | $44,553,866 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
288,794 | $38,735,939 |
All Filings in XP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,199,522 | 135,272 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,325,716 | 174,670 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,950,780 | 119,168 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,378,118 | 126,563 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,328,736 | 115,284 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $880,357 | 64,026 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,017,156 | 85,836 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,285,794 | 238,896 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,786,978 | 499,544 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $13,319,618 | 519,081 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,998,788 | 498,611 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,497,685 | 498,815 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,335,308 | 312,673 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,865,168 | 241,379 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,421,234 | 223,027 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,272,442 | 277,351 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,958,612 | 276,092 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,845,414 | 260,645 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,034,763 | 70,799 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $309,911 | 7,715 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $202,594 | 4,652 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||