WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in HOOD — Robinhood Markets, Inc.
CIK 1632972
PLYMOUTH, MN
Position in HOOD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,868,322
-$7,159,446 QoQ
Shares Held
138,296
-54.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#268
of 1,386 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Derivatives in HOOD
reported options exposure · as of Jun 30, 2026CallValue
$60,168
CallShares
600
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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $455,007,358 across 38 Capital Markets names. HOOD ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
730,082 | $152,616,341 | |
| 2 | GS |
Goldman Sachs Group Inc
|
84,239 | $85,196,797 | |
| 3 | SCHW |
Schwab Charles Corp
|
732,753 | $67,611,119 | |
| 4 | WULF |
Terawulf Inc.
|
1,959,166 | $48,391,400 | |
| 5 | MC |
Moelis & Co
|
283,885 | $18,571,756 | |
| 6 | HOOD |
Robinhood Markets, Inc.
This page
|
138,296 | $13,868,322 | |
| 7 | TW |
Tradeweb Markets Inc.
|
96,556 | $9,622,770 | |
| 8 | EVR |
Evercore Inc.
|
26,830 | $9,160,835 |
All Filings in HOOD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,868,322 | 138,296 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $60,168 | 600 | Call | Sole | 2026-07-15 | |
| 2026-03-31 | $21,027,768 | 303,431 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $41,343,818 | 365,551 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $41,447,173 | 289,476 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,864,669 | 105,358 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,726,113 | 89,527 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,201,682 | 139,605 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $615,524 | 26,282 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $4,830 | 2,000 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $7,523 | 2,000 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $415,956 | 18,316 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||