Position in HOOD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,839,135
+$462,144 QoQ
Shares Held
18,340
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#565
of 1,386 holders
Holding Since
Dec 2024
7 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, 2026World Investment Advisors holds $35,220,928 across 7 Capital Markets names. HOOD ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
192,951 | $17,803,588 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,935 | $9,036,590 | |
| 3 | MS |
Morgan Stanley
|
26,428 | $5,524,509 | |
| 4 | HOOD |
Robinhood Markets, Inc.
This page
|
18,340 | $1,839,135 | |
| 5 | GOLD |
Gold.com, Inc.
|
10,840 | $451,052 | |
| 6 | MC |
Moelis & Co
|
5,518 | $360,987 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
15,407 | $205,067 |
All Filings in HOOD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,839,135 | 18,340 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,376,991 | 19,870 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,768,318 | 15,635 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $1,888,830 | 13,192 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,951,216 | 31,520 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,214,846 | 29,189 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $252,547 | 6,778 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||