Ethic Inc.

Position in XP — XP Inc.

CIK 1780570 NEW YORK, NY

Position in XP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$675,781

-$152,858 QoQ

Shares Held

41,561

-4.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#170

of 317 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 75% Shared 0% None 25%

Financial Services · as of Jun 30, 2026

Ethic Inc. holds $139,116,739 across 18 Capital Markets names. XP ranks #10 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	51,488	$52,073,418
2	MS	Morgan Stanley	200,383	$41,888,062
3	SCHW	Schwab Charles Corp	204,339	$18,854,359
4	NMR	Nomura Holdings Inc	1,042,353	$9,151,859
5	HOOD	Robinhood Markets, Inc.	57,952	$5,811,426
6	IBKR	Interactive Brokers Group, Inc.	39,402	$3,429,550
7	TW	Tradeweb Markets Inc.	19,029	$1,896,430
8	LPLA	LPL Financial Holdings Inc.	5,340	$1,504,171

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$675,781	41,561	-4.5%	Shares	Sole	2026-07-29
2026-03-31	$828,639	43,521	-1.2%	Shares	Sole	2026-04-27
2025-12-31	$721,262	44,060	+32.0%	Shares	Sole	2026-02-03
2025-09-30	$627,285	33,384	+9.2%	Shares	Sole	2025-10-17
2025-06-30	$617,352	30,562	-42.8%	Shares	Sole	2025-07-30
2025-03-31	$735,020	53,456	+112.9%	Shares	Sole	2025-05-13
2024-12-31	$297,600	25,114	+41.3%	Shares	Sole	2025-02-14
2024-09-30	$318,919	17,777	+6.3%	Shares	Sole	2024-11-13
2024-06-30	$294,280	16,730	-5.9%	Shares	Sole	2024-08-13
2024-03-31	$456,157	17,777	+29.4%	Shares	Sole	2024-05-13
2023-12-31	$358,253	13,742	+22.6%	Shares	Sole	2024-02-14
2023-09-30	$258,413	11,211	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.