Position in HOOD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,749,543
-$10,973,648 QoQ
Shares Held
82,966
-43.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 38.401272810548896.ToString("F0")%
Shared 0.ToString("F0")%
None 61.5987271894511.ToString("F0")%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Derivatives in HOOD
reported options exposure · as of Mar 31, 2026CallValue
$360,360
CallShares
5,200
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 Mar 31, 2026Lido Advisors, LLC holds $186,557,625 across 19 Capital Markets names. HOOD ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
98,201 | $83,077,062 | |
| 2 | SCHW |
Schwab Charles Corp
|
502,606 | $47,234,911 | |
| 3 | MS |
Morgan Stanley
|
208,195 | $34,262,650 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
108,422 | $10,344,543 | |
| 5 | HOOD |
Robinhood Markets, Inc.
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|
82,966 | $5,749,543 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
17,695 | $1,186,803 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,608 | $784,563 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
3,551 | $585,843 |
All Filings in HOOD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,749,543 | 82,966 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $360,360 | 5,200 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $588,120 | 5,200 | Call | Sole | 2026-02-10 | |
| 2025-12-31 | $16,723,191 | 147,862 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $5,847,270 | 51,700 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $744,536 | 5,200 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $21,001,498 | 146,679 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $7,402,406 | 51,700 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $7,965,572 | 85,075 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $957,717 | 23,011 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $267,786 | 7,187 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $60,892 | 2,600 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $386,897 | 16,520 | Shares | Sole | 2024-11-14 | |
| 2023-03-31 | $98,906 | 10,186 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||