Position in HOOD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,246,480
+$254,728 QoQ
Shares Held
12,430
-13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#65
of 217 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $25,257,766 across 40 Capital Markets names. HOOD ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,172 | $9,276,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
62,623 | $5,778,224 | |
| 3 | MS |
Morgan Stanley
|
21,762 | $4,549,128 | |
| 4 | HOOD |
Robinhood Markets, Inc.
This page
|
12,430 | $1,246,480 | |
| 5 | HUT |
Hut 8 Corp.
|
5,601 | $646,607 | |
| 6 | SF |
Stifel Financial Corp
|
6,018 | $419,875 | |
| 7 | WULF |
Terawulf Inc.
|
15,124 | $373,562 | |
| 8 | PWP |
Perella Weinberg Partners
|
21,354 | $340,809 |
All Filings in HOOD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,246,480 | 12,430 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $991,752 | 14,311 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,493,485 | 13,205 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,333,721 | 9,315 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,337,192 | 24,962 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $287,802 | 6,915 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $163,794 | 4,396 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,684 | 627 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,293 | 101 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,409 | 70 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $343 | 27 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $235 | 24 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $239 | 24 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,087 | 112 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6,813 | 837 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,807 | 773 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,334 | 649 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $8,767 | 649 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $426 | 24 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $27,309 | 649 | Shares | Sole | 2021-10-06 | |
| No filing history on record for this holder in this stock. | ||||||