Position in HOOD
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$4,035,685
-$11,245,934 QoQ
Shares Held
58,235
-56.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 10.042070919550099.ToString("F0")%
Shared 0.ToString("F0")%
None 89.9579290804499.ToString("F0")%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $122,060,434 across 39 Capital Markets names. HOOD ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
57,826 | $48,920,217 | |
| 2 | MS |
Morgan Stanley
|
245,197 | $40,352,070 | |
| 3 | SCHW |
Schwab Charles Corp
|
129,834 | $12,201,799 | |
| 4 | HOOD |
Robinhood Markets, Inc.
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|
58,235 | $4,035,685 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
111,435 | $2,204,184 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
38,678 | $1,596,241 | |
| 7 | MIAX |
Miami International Holdings, Inc.
|
39,025 | $1,518,853 | |
| 8 | SF |
Stifel Financial Corp
|
17,740 | $1,311,340 |
All Filings in HOOD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,035,685 | 58,235 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $15,281,619 | 135,116 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $16,834,245 | 117,574 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $8,396,363 | 89,676 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,134,818 | 75,320 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,554,077 | 41,709 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,039,848 | 44,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $896,704 | 39,485 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,348 | 67 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,000 | 157 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,226 | 125 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $36,014 | 3,709 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $55,213 | 6,783 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $332,852 | 7,910 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||