GREAT VALLEY ADVISOR GROUP, INC.
Position in HOOD — Robinhood Markets, Inc.
CIK 1769897
WILMINGTON, DE
Position in HOOD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$592,153
+$214,954 QoQ
Shares Held
5,905
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#791
of 1,380 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $17,338,351 across 7 Capital Markets names. HOOD ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
29,893 | $6,248,832 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,538 | $5,600,967 | |
| 3 | SCHW |
Schwab Charles Corp
|
40,951 | $3,778,548 | |
| 4 | HOOD |
Robinhood Markets, Inc.
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|
5,905 | $592,153 | |
| 5 | MARA |
MARA Holdings, Inc.
|
40,606 | $564,017 | |
| 6 | IREN |
IREN Ltd
|
6,380 | $291,757 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
3,011 | $262,077 |
All Filings in HOOD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,153 | 5,905 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $377,199 | 5,443 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $719,542 | 6,362 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $899,313 | 6,281 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $627,789 | 6,705 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $243,643 | 5,854 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $241,742 | 6,488 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||