Position in HOOD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,741,422
+$6,172,192 QoQ
Shares Held
67,226
+718.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#367
of 1,387 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $81,559,912 across 8 Capital Markets names. HOOD ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
26,142 | $26,439,234 | |
| 2 | MS |
Morgan Stanley
|
106,948 | $22,356,409 | |
| 3 | SCHW |
Schwab Charles Corp
|
98,727 | $9,109,539 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
66,982 | $8,984,295 | |
| 5 | HOOD |
Robinhood Markets, Inc.
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|
67,226 | $6,741,422 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
158,193 | $4,324,995 | |
| 7 | MARA |
MARA Holdings, Inc.
|
258,504 | $3,590,620 | |
| 8 | ABTC |
American Bitcoin Corp.
|
1,312 | $13,398 |
All Filings in HOOD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,741,422 | 67,226 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $569,230 | 8,214 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $934,771 | 8,265 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $656,766 | 4,587 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $655,410 | 7,000 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||