EverSource Wealth Advisors, LLC
Position in HOOD — Robinhood Markets, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in HOOD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,435,941
+$3,210,036 QoQ
Shares Held
94,096
+4.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#45
of 497 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $22,391,548 across 42 Capital Markets names. HOOD ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
This page
|
94,096 | $9,435,941 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,796 | $4,850,526 | |
| 3 | MS |
Morgan Stanley
|
14,380 | $3,005,991 | |
| 4 | SCHW |
Schwab Charles Corp
|
15,136 | $1,396,594 | |
| 5 | EVR |
Evercore Inc.
|
2,263 | $772,674 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
2,565 | $344,040 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
6,460 | $322,865 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
3,152 | $274,344 |
All Filings in HOOD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,435,941 | 94,096 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,225,905 | 89,840 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $9,988,309 | 88,314 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,980,124 | 90,656 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,425,388 | 89,986 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $104,673 | 2,515 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $52,424 | 1,407 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,897 | 508 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $14,306 | 630 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,292 | 561 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $22,932 | 1,800 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,658 | 1,800 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $17,964 | 1,800 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $17,478 | 1,800 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,669 | 1,925 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $16,160 | 1,600 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $13,152 | 1,600 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $21,616 | 1,600 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $10,656 | 600 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||