Position in HOOD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,716,091
-$29,905,152 QoQ
Shares Held
17,113
-96.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#577
of 1,380 holders
Holding Since
Sep 2024
8 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, 2026Annex Advisory Services, LLC holds $87,968,328 across 6 Capital Markets names. HOOD ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
335,740 | $70,183,089 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,236 | $10,352,383 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
12,128 | $3,416,215 | |
| 4 | PIPR |
Piper Sandler Companies
|
27,455 | $1,986,094 | |
| 5 | HOOD |
Robinhood Markets, Inc.
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|
17,113 | $1,716,091 | |
| 6 | SCHW |
Schwab Charles Corp
|
3,408 | $314,456 |
All Filings in HOOD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,716,091 | 17,113 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $31,621,243 | 456,295 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $56,983,286 | 503,831 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $73,356,125 | 512,335 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $61,316,227 | 654,878 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $30,567,975 | 734,454 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $21,717,698 | 582,869 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $14,840,902 | 633,685 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||