Position in HOOD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,133,842
+$1,119,085 QoQ
Shares Held
41,223
-5.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#437
of 1,386 holders
Holding Since
Jun 2022
8 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, 2026Integrated Wealth Concepts LLC holds $55,986,957 across 53 Capital Markets names. HOOD ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,432 | $17,630,201 | |
| 2 | MS |
Morgan Stanley
|
48,243 | $10,084,716 | |
| 3 | SCHW |
Schwab Charles Corp
|
70,991 | $6,550,339 | |
| 4 | HOOD |
Robinhood Markets, Inc.
This page
|
41,223 | $4,133,842 | |
| 5 | WULF |
Terawulf Inc.
|
93,432 | $2,307,770 | |
| 6 | HUT |
Hut 8 Corp.
|
17,433 | $2,012,552 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
21,967 | $1,912,007 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,061 | $1,401,319 |
All Filings in HOOD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,133,842 | 41,223 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,014,757 | 43,503 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,103,660 | 18,600 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $7,964,101 | 55,623 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,303,453 | 35,282 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $781,623 | 18,780 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $429,794 | 11,535 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $116,181 | 14,134 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||