| Owner | Title | From | %Ownership |
|---|---|---|---|
| XP Inc. | Owner | 11/2019 | > 75% |
| XP Investimentos Sa | Owner | 11/2014 | > 75% |
| Wilson, Jared, Ryan | Chief Compliance Officer | 05/2015 | < 5% |
| Gomez, Adelia, Mariel | Operations Officer | 09/2018 | < 5% |
| Favery, Thiago | Head of Wealth Management | 05/2020 | < 5% |
| Bastos, Rodolfo, Ceppas | President, Director, Treasurer, Secretary | 05/2020 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| XP Advisory Us, Inc. | $1.36 bn | |
| XP Private Credit Fund | $188.00 k | Other Private Fund |
| Quarter (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
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| Diluted EPS |
| Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
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| 13F holders | Current |
|---|---|
| Total holders | 289 |
| Opened positions | 77 |
| Closed positions | 54 |
| Increased positions | 99 |
| Reduced positions | 80 |
| 13F shares | Current |
|---|---|
| Total value | 6.08 tn |
| Total shares | 810.87 mm |
| Total puts | 1.82 mm |
| Total calls | 2.60 mm |
| Total put/call ratio | 0.7 |
| Largest owners | Shares | Value |
|---|---|---|
| XPart | 226.52 mm | $0.00 |
| XP Controle Participacoes | 121.36 mm | $4.81 bn |
| XP Control | 103.38 mm | $2.35 bn |
| BlackRock | 43.47 mm | $779.85 bn |
| Dodge & Cox | 34.86 mm | $625.42 bn |
| Capital World Investors | 30.61 mm | $549.09 bn |
| General Atlantic | 29.62 mm | $531.34 bn |
| Mawer Investment Management | 26.23 mm | $470.64 bn |
| Itausa | 17.87 mm | $425.87 mm |
| Squadra Investments - Gestao De Recursos Ltda. | 12.08 mm | $216.77 bn |
