Position in HOOD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$599,572
+$182,180 QoQ
Shares Held
5,979
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#788
of 1,380 holders
Holding Since
Mar 2026
2 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, 2026Advisor OS, LLC holds $3,479,982 across 7 Capital Markets names. HOOD ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,314 | $901,795 | |
| 2 | GS |
Goldman Sachs Group Inc
|
670 | $677,616 | |
| 3 | HOOD |
Robinhood Markets, Inc.
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|
5,979 | $599,572 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
5,810 | $505,699 | |
| 5 | SCHW |
Schwab Charles Corp
|
5,053 | $466,237 | |
| 6 | EVR |
Evercore Inc.
|
781 | $266,663 | |
| 7 | SBET |
Sharplink, Inc.
|
13,000 | $62,400 |
All Filings in HOOD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,572 | 5,979 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $417,392 | 6,023 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||