CWM, LLC

Position in XP — XP Inc.

CIK 1535847 OMAHA, NE

Position in XP

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$349,974

+$115,245 QoQ

Shares Held

18,381

+28.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $141,422,570 across 45 Capital Markets names. XP ranks #19 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	213,933	$35,206,953
2	GS	Goldman Sachs Group Inc	39,162	$33,130,660
3	MKTX	Marketaxess Holdings Inc	73,978	$12,204,890
4	EVR	Evercore Inc.	39,349	$11,746,069
5	SCHW	Schwab Charles Corp	119,975	$11,275,250
6	SF	Stifel Financial Corp	140,171	$10,361,440
7	TW	Tradeweb Markets Inc.	68,901	$8,106,891
8	JEF	Jefferies Financial Group Inc.	118,246	$4,880,012

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$349,974	18,381	+28.2%	Shares	Sole	2026-05-14
2025-12-31	$234,729	14,339	-13.5%	Shares	Sole	2026-01-26
2025-09-30	$311,575	16,582	+20.8%	Shares	Sole	2025-10-15
2025-06-30	$277,204	13,723	+68.1%	Shares	Sole	2025-07-25
2025-03-31	$112,282	8,166	+186.4%	Shares	Sole	2025-05-01
2024-12-31	$33,784	2,851	+144.1%	Shares	Sole	2025-02-04
2024-09-30	$20,953	1,168	+694.6%	Shares	Sole	2024-10-08
2024-06-30	$3	147	-0.7%	Shares	Sole	2024-07-10
2024-03-31	$3,797	148	+37.0%	Shares	Sole	2024-04-05
2023-12-31	$2,815	108	+52.1%	Shares	Sole	2024-02-01
2023-09-30	$2	71	+610.0%	Shares	Sole	2023-10-11
2023-06-30	$234	10	0.0%	Shares	Sole	2023-08-03
2023-03-31	$118	10	0.0%	Shares	Sole	2023-05-01
2022-12-31	$153	10	-95.4%	Shares	Sole	2023-02-01
2022-09-30	$4,125	217	+2070.0%	Shares	Sole	2022-10-27
2022-06-30	$179	10	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.