Position in HOOD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$293,519
-$176,820 QoQ
Shares Held
2,927
-56.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#954
of 1,380 holders
Holding Since
Sep 2021
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Derivatives in HOOD
reported options exposure · as of Sep 30, 2021CallValue
$8,416
CallShares
200
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, 2026Dynamic Advisor Solutions LLC holds $19,732,460 across 6 Capital Markets names. HOOD ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
39,848 | $8,329,825 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,428 | $7,512,456 | |
| 3 | SCHW |
Schwab Charles Corp
|
25,348 | $2,338,859 | |
| 4 | EVR |
Evercore Inc.
|
2,915 | $995,297 | |
| 5 | HOOD |
Robinhood Markets, Inc.
This page
|
2,927 | $293,519 | |
| 6 | TW |
Tradeweb Markets Inc.
|
2,634 | $262,504 |
All Filings in HOOD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,519 | 2,927 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $470,339 | 6,787 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $679,844 | 6,011 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $672,946 | 4,700 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $298,586 | 3,189 | Shares | Sole | 2025-07-09 | |
| 2021-09-30 | $263,420 | 6,260 | Shares | Sole | 2021-10-28 | |
| 2021-09-30 | $8,416 | 200 | Call | Sole | 2021-10-28 | |
| No filing history on record for this holder in this stock. | ||||||