Position in XP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$990,234
-$170,177 QoQ
Shares Held
60,900
-0.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 317 holders
Holding Since
Jun 2021
8 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, 2026HighTower Advisors, LLC holds $770,868,956 across 32 Capital Markets names. XP ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,409,310 | $294,602,162 | |
| 2 | GS |
Goldman Sachs Group Inc
|
219,334 | $221,827,827 | |
| 3 | MC |
Moelis & Co
|
1,843,458 | $120,599,022 | |
| 4 | SCHW |
Schwab Charles Corp
|
375,553 | $34,652,275 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
189,028 | $25,354,325 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
186,772 | $18,729,496 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
214,526 | $18,672,343 | |
| 8 | IREN |
IREN Ltd
|
117,618 | $5,378,671 |
All Filings in XP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,234 | 60,900 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,160,411 | 60,946 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $984,606 | 60,147 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,140,759 | 60,711 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $892,153 | 44,166 | Shares | Sole | 2025-08-11 | |
| 2022-03-31 | $244,983 | 8,139 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $256,405 | 6,383 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $231,511 | 5,316 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||