Position in HOOD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$9,663,746
-$6,636,112 QoQ
Shares Held
139,448
-3.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.420228328839424.ToString("F0")%
Shared 0.ToString("F0")%
None 99.57977167116057.ToString("F0")%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Derivatives in HOOD
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,176,240
PutShares
10,400
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 Mar 31, 2026Creative Planning holds $377,842,700 across 39 Capital Markets names. HOOD ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
138,077 | $116,811,760 | |
| 2 | MS |
Morgan Stanley
|
480,544 | $79,083,126 | |
| 3 | SCHW |
Schwab Charles Corp
|
739,717 | $69,518,603 | |
| 4 | SF |
Stifel Financial Corp
|
151,185 | $11,175,595 | |
| 5 | HOOD |
Robinhood Markets, Inc.
This page
|
139,448 | $9,663,746 | |
| 6 | MRX |
Marex Group plc
|
208,711 | $9,304,336 | |
| 7 | TW |
Tradeweb Markets Inc.
|
74,797 | $8,800,615 | |
| 8 | EVR |
Evercore Inc.
|
25,207 | $7,524,541 |
All Filings in HOOD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,663,746 | 139,448 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,299,858 | 144,119 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $1,176,240 | 10,400 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $18,562,713 | 129,646 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $1,489,072 | 10,400 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $9,383,035 | 100,214 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,430,278 | 82,419 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $432,848 | 10,400 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $2,418,658 | 64,913 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $387,504 | 10,400 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $828,693 | 35,384 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $597,044 | 26,290 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $217,927 | 10,826 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $132,712 | 10,417 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $99,678 | 10,161 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $151,446 | 15,175 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $213,406 | 21,978 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $161,416 | 19,830 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $188,708 | 18,684 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $232,757 | 28,316 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $500,221 | 37,026 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $180,654 | 10,172 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||