Position in HOOD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$504,709
+$155,992 QoQ
Shares Held
5,033
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#840
of 1,386 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Krilogy Financial LLC holds $20,899,546 across 13 Capital Markets names. HOOD ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
83,505 | $7,705,006 | |
| 2 | MS |
Morgan Stanley
|
22,726 | $4,750,643 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,152 | $3,187,838 | |
| 4 | EVR |
Evercore Inc.
|
4,662 | $1,591,793 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
16,016 | $800,479 | |
| 6 | HOOD |
Robinhood Markets, Inc.
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|
5,033 | $504,709 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
3,670 | $492,257 | |
| 8 | TW |
Tradeweb Markets Inc.
|
4,775 | $475,876 |
All Filings in HOOD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,709 | 5,033 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $348,717 | 5,032 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $769,193 | 6,801 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,345,176 | 9,395 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||