Position in HOOD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,920,755
+$1,778,830 QoQ
Shares Held
29,126
+76.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#486
of 1,380 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Advisors Asset Management, Inc. holds $59,147,169 across 16 Capital Markets names. HOOD ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
28,942 | $29,271,070 | |
| 2 | MS |
Morgan Stanley
|
85,487 | $17,870,202 | |
| 3 | EVR |
Evercore Inc.
|
10,339 | $3,530,148 | |
| 4 | HOOD |
Robinhood Markets, Inc.
This page
|
29,126 | $2,920,755 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
23,691 | $2,062,064 | |
| 6 | SCHW |
Schwab Charles Corp
|
17,467 | $1,611,680 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,775 | $499,982 | |
| 8 | GOLD |
Gold.com, Inc.
|
7,167 | $298,218 |
All Filings in HOOD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,920,755 | 29,126 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,141,925 | 16,478 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,329,151 | 11,752 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $983,217 | 6,867 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $315,158 | 3,366 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||