Position in HOOD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,771,947
-$2,013,634 QoQ
Shares Held
17,670
-67.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#569
of 1,380 holders
Holding Since
Dec 2024
7 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, 2026Independent Advisor Alliance holds $30,228,743 across 13 Capital Markets names. HOOD ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
45,127 | $9,433,347 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,973 | $9,075,022 | |
| 3 | SCHW |
Schwab Charles Corp
|
52,052 | $4,802,837 | |
| 4 | HUT |
Hut 8 Corp.
|
20,339 | $2,348,035 | |
| 5 | HOOD |
Robinhood Markets, Inc.
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|
17,670 | $1,771,947 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
4,839 | $1,363,049 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
5,494 | $478,197 | |
| 8 | NMR |
Nomura Holdings Inc
|
40,360 | $354,360 |
All Filings in HOOD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,771,947 | 17,670 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,785,581 | 54,626 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,513,450 | 31,065 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,472,799 | 31,239 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,786,615 | 29,762 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $408,375 | 9,812 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $268,010 | 7,193 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||