Position in XP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,669,049
+$4,060,665 QoQ
Shares Held
348,650
+312.7% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#90
of 317 holders
Holding Since
Sep 2025
4 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, 2026Connor, Clark & Lunn Investment Management Ltd. holds $814,974,663 across 20 Capital Markets names. XP ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,681,578 | $247,429,201 | |
| 2 | MS |
Morgan Stanley
|
818,069 | $171,009,143 | |
| 3 | RIOT |
Riot Platforms, Inc.
|
3,393,623 | $92,917,397 | |
| 4 | GS |
Goldman Sachs Group Inc
|
66,897 | $67,657,618 | |
| 5 | WULF |
Terawulf Inc.
|
2,508,580 | $61,961,925 | |
| 6 | HUT |
Hut 8 Corp.
|
488,428 | $56,386,569 | |
| 7 | CLSK |
Cleanspark, Inc.
|
2,180,237 | $31,722,448 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
186,658 | $21,183,816 |
All Filings in XP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,669,049 | 348,650 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,608,384 | 84,474 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,310,003 | 141,112 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $269,993 | 14,369 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||