Position in HOOD
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$569,230
-$365,541 QoQ
Shares Held
8,214
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 86.59605551497444.ToString("F0")%
Shared 0.ToString("F0")%
None 13.403944485025566.ToString("F0")%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $63,160,145 across 8 Capital Markets names. HOOD ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
25,612 | $21,667,495 | |
| 2 | MS |
Morgan Stanley
|
104,307 | $17,165,802 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
66,579 | $9,562,075 | |
| 4 | SCHW |
Schwab Charles Corp
|
96,426 | $9,062,114 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
159,986 | $2,951,741 | |
| 6 | MARA |
MARA Holdings, Inc.
|
265,136 | $2,163,509 | |
| 7 | HOOD |
Robinhood Markets, Inc.
This page
|
8,214 | $569,230 | |
| 8 | ABTC |
American Bitcoin Corp.
|
19,675 | $18,179 |
All Filings in HOOD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||