Position in HOOD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$62,551,053
+$16,869,534 QoQ
Shares Held
623,764
-5.4% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#116
of 1,380 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 82%
Shared 3%
None 15%
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 Jun 30, 2026Cerity Partners LLC holds $555,499,131 across 37 Capital Markets names. HOOD ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
184,881 | $186,983,095 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,544,223 | $142,485,455 | |
| 3 | HOOD |
Robinhood Markets, Inc.
This page
|
623,764 | $62,551,053 | |
| 4 | MS |
Morgan Stanley
|
278,616 | $58,241,886 | |
| 5 | EVR |
Evercore Inc.
|
73,252 | $25,011,162 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
413,335 | $20,658,482 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
199,110 | $11,860,981 | |
| 8 | SF |
Stifel Financial Corp
|
115,575 | $8,063,666 |
All Filings in HOOD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,551,053 | 623,764 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||