Position in HOOD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$278,577
-$13,454 QoQ
Shares Held
2,778
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#975
of 1,380 holders
Holding Since
Jun 2025
2 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $35,003,731 across 6 Capital Markets names. HOOD ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
84,606 | $17,686,038 | |
| 2 | GS |
Goldman Sachs Group Inc
|
14,272 | $14,434,272 | |
| 3 | PIPR |
Piper Sandler Companies
|
23,764 | $1,719,087 | |
| 4 | SCHW |
Schwab Charles Corp
|
7,365 | $679,568 | |
| 5 | HOOD |
Robinhood Markets, Inc.
This page
|
2,778 | $278,577 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
732 | $206,189 |
All Filings in HOOD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,577 | 2,778 | Shares | Sole | 2026-08-10 | |
| 2025-06-30 | $292,031 | 3,119 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||