Position in HOOD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$61,155,356
+$18,881,040 QoQ
Shares Held
609,846
-0.0% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#119
of 1,386 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, 2026IEQ CAPITAL, LLC holds $236,183,794 across 21 Capital Markets names. HOOD ranks #1 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
This page
|
609,846 | $61,155,356 | |
| 2 | GS |
Goldman Sachs Group Inc
|
41,734 | $42,208,515 | |
| 3 | EVR |
Evercore Inc.
|
94,525 | $32,274,616 | |
| 4 | SCHW |
Schwab Charles Corp
|
195,776 | $18,064,250 | |
| 5 | MS |
Morgan Stanley
|
77,021 | $16,100,469 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
305,363 | $15,262,042 | |
| 7 | IREN |
IREN Ltd
|
325,930 | $14,904,778 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
219,996 | $13,778,349 |
All Filings in HOOD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,155,356 | 609,846 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $42,274,316 | 610,019 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $114,972,031 | 1,016,552 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $162,244,560 | 1,133,151 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $62,586,410 | 668,444 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $27,628,396 | 663,825 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,511,193 | 469,973 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,442,786 | 147,002 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,776,809 | 166,306 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,253,748 | 260,991 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,323,636 | 260,882 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,559,252 | 260,882 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,267,346 | 227,189 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,206,005 | 227,189 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,849,318 | 227,189 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,313,253 | 229,035 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,882,667 | 229,035 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $256,406 | 18,979 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $302,399 | 17,027 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||