Cetera Investment Advisers

Position in XP — XP Inc.

CIK 1666741 SCHAUMBURG, IL

Position in XP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$172,778

-$165,143 QoQ

Shares Held

10,626

-40.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#241

of 318 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cetera Investment Advisers holds $402,887,556 across 38 Capital Markets names. XP ranks #34 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	126,209	$127,643,996
2	MS	Morgan Stanley	389,557	$81,432,995
3	SCHW	Schwab Charles Corp	626,708	$57,826,347
4	HOOD	Robinhood Markets, Inc.	453,791	$45,506,161
5	IBKR	Interactive Brokers Group, Inc.	224,287	$19,521,940
6	IREN	IREN Ltd	392,080	$17,929,818
7	HUT	Hut 8 Corp.	46,739	$5,395,783
8	LPLA	LPL Financial Holdings Inc.	18,019	$5,075,591

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$172,778	10,626	-40.1%	Shares	Sole	2026-08-12
2026-03-31	$337,921	17,748	+54.1%	Shares	Sole	2026-05-13
2025-12-31	$188,549	11,518	-72.6%	Shares	Sole	2026-02-17
2025-09-30	$789,236	42,003	+14.9%	Shares	Sole	2025-11-14
2025-06-30	$738,572	36,563	+0.2%	Shares	Sole	2025-08-08
2025-03-31	$501,572	36,478	+6.8%	Shares	Sole	2025-05-06
2024-12-31	$404,641	34,147	-15.2%	Shares	Sole	2025-02-14
2024-09-30	$722,067	40,249	+9.1%	Shares	Sole	2024-11-13
2024-06-30	$649,158	36,905	+23.2%	Shares	Sole	2024-08-22
2024-03-31	$768,363	29,944	+37.2%	Shares	Sole	2024-05-24
2023-12-31	$568,899	21,822	+19.3%	Shares	Sole	2024-02-13
2023-09-30	$421,492	18,286	-40.8%	Shares	Sole	2023-11-14
2023-06-30	$724,820	30,896	-13.8%	Shares	Sole	2023-08-10
2023-03-31	$425,444	35,842	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.