Position in HOOD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$866,407
+$486,098 QoQ
Shares Held
8,640
+57.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#709
of 1,380 holders
Holding Since
Mar 2025
6 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, 2026AE Wealth Management LLC holds $118,563,205 across 13 Capital Markets names. HOOD ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
290,836 | $60,796,319 | |
| 2 | GS |
Goldman Sachs Group Inc
|
48,574 | $49,126,251 | |
| 3 | SCHW |
Schwab Charles Corp
|
42,736 | $3,943,234 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
16,014 | $1,393,850 | |
| 5 | HOOD |
Robinhood Markets, Inc.
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|
8,640 | $866,407 | |
| 6 | MC |
Moelis & Co
|
6,707 | $438,755 | |
| 7 | MARA |
MARA Holdings, Inc.
|
30,142 | $418,663 | |
| 8 | EVR |
Evercore Inc.
|
1,184 | $404,259 |
All Filings in HOOD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $866,407 | 8,640 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $380,309 | 5,488 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,005,651 | 35,417 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $9,917,360 | 69,265 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $6,299,894 | 67,285 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,668,799 | 64,123 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||