Position in HOOD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$53,310,653
+$17,013,323 QoQ
Shares Held
531,618
+1.5% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#126
of 1,386 holders
Holding Since
Sep 2021
20 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,919,177,389 across 31 Capital Markets names. HOOD ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,093,632 | $646,692,833 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,571,968 | $514,125,487 | |
| 3 | GS |
Goldman Sachs Group Inc
|
292,463 | $295,788,304 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
290,125 | $81,722,410 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
937,891 | $81,634,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
This page
|
531,618 | $53,310,653 | |
| 7 | SF |
Stifel Financial Corp
|
638,582 | $44,553,866 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
288,794 | $38,735,939 |
All Filings in HOOD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,310,653 | 531,618 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $36,297,330 | 523,771 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $57,842,167 | 511,425 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $93,336,607 | 651,883 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $74,539,872 | 796,111 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $13,672,627 | 328,511 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,418,061 | 252,766 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,277,839 | 139,959 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,232,597 | 98,309 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,090,258 | 103,838 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,236,939 | 97,091 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $620,031 | 63,204 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $384,130 | 38,490 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $360,707 | 37,148 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $364,875 | 44,825 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $512,282 | 50,721 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $422,779 | 51,433 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $572,621 | 42,385 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $453,714 | 25,547 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $456,946 | 10,859 | Shares | Sole | 2021-10-07 | |
| No filing history on record for this holder in this stock. | ||||||