Position in HOOD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$462,491
-$93,295 QoQ
Shares Held
4,612
-42.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#859
of 1,386 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Derivatives in HOOD
reported options exposure · as of Sep 30, 2025CallValue
$85,908
CallShares
60,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $17,119,483 across 9 Capital Markets names. HOOD ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,975 | $9,077,045 | |
| 2 | MS |
Morgan Stanley
|
24,365 | $5,093,259 | |
| 3 | SCHW |
Schwab Charles Corp
|
14,792 | $1,364,857 | |
| 4 | SF |
Stifel Financial Corp
|
8,865 | $618,511 | |
| 5 | HOOD |
Robinhood Markets, Inc.
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|
4,612 | $462,491 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,799 | $243,624 | |
| 7 | IREN |
IREN Ltd
|
4,530 | $207,156 | |
| 8 | BTBT |
Bit Digital, Inc
|
27,000 | $48,600 |
All Filings in HOOD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,491 | 4,612 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $555,786 | 8,020 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $628,157 | 5,554 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $916,638 | 6,402 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $85,908 | 60,000 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $704,378 | 7,523 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $159,171 | 1,700 | Call | Sole | 2025-08-19 | |
| 2025-03-31 | $384,985 | 9,250 | Shares | Sole | 2026-08-28 | |
| 2022-06-30 | $104,098 | 12,664 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $156,229 | 11,564 | Shares | Other | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||