Position in HOOD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$45,681,519
-$32,099,726 QoQ
Shares Held
659,185
-4.1% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 77.06455699082959.ToString("F0")%
Shared 3.06211458088397.ToString("F0")%
None 19.873328428286445.ToString("F0")%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Derivatives in HOOD
reported options exposure · as of Mar 31, 2026CallValue
$27,720
CallShares
400
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 Mar 31, 2026Cerity Partners LLC holds $467,043,256 across 31 Capital Markets names. HOOD ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
183,357 | $155,118,187 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,413,351 | $132,826,726 | |
| 3 | HOOD |
Robinhood Markets, Inc.
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|
659,185 | $45,681,519 | |
| 4 | MS |
Morgan Stanley
|
258,915 | $42,609,639 | |
| 5 | EVR |
Evercore Inc.
|
61,453 | $18,344,334 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
84,001 | $13,858,483 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
330,431 | $13,636,886 | |
| 8 | SF |
Stifel Financial Corp
|
183,157 | $13,538,964 |
All Filings in HOOD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,720 | 400 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $45,681,519 | 659,185 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $77,781,245 | 687,721 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $103,646,713 | 723,891 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $67,399,555 | 719,850 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $31,442,120 | 755,457 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $28,387,909 | 761,887 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,520,671 | 107,629 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,848,230 | 81,384 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $430,661 | 21,394 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $379,931 | 38,729 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||