Position in HOOD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$368,829
-$33,665 QoQ
Shares Held
3,678
-36.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#899
of 1,386 holders
Holding Since
Mar 2025
6 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, 2026Catalyst Capital Advisors LLC holds $5,426,220 across 7 Capital Markets names. HOOD ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
31,500 | $2,741,760 | |
| 2 | EVR |
Evercore Inc.
|
4,800 | $1,638,912 | |
| 3 | SNEX |
StoneX Group Inc.
|
5,162 | $407,758 | |
| 4 | HOOD |
Robinhood Markets, Inc.
This page
|
3,678 | $368,829 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
595 | $167,599 | |
| 6 | SCHW |
Schwab Charles Corp
|
935 | $86,272 | |
| 7 | IREN |
IREN Ltd
|
330 | $15,090 |
All Filings in HOOD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,829 | 3,678 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $402,494 | 5,808 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,602,943 | 40,698 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $6,826,106 | 47,675 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $4,587,869 | 49,000 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $568,113 | 13,650 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||