Position in HOOD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,811,426
+$1,783,641 QoQ
Shares Held
57,952
-0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#386
of 1,386 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ethic Inc. holds $139,116,739 across 18 Capital Markets names. HOOD ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
51,488 | $52,073,418 | |
| 2 | MS |
Morgan Stanley
|
200,383 | $41,888,062 | |
| 3 | SCHW |
Schwab Charles Corp
|
204,339 | $18,854,359 | |
| 4 | NMR |
Nomura Holdings Inc
|
1,042,353 | $9,151,859 | |
| 5 | HOOD |
Robinhood Markets, Inc.
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|
57,952 | $5,811,426 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
39,402 | $3,429,550 | |
| 7 | TW |
Tradeweb Markets Inc.
|
19,029 | $1,896,430 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
5,340 | $1,504,171 |
All Filings in HOOD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,811,426 | 57,952 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,027,785 | 58,121 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,066,714 | 62,482 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,038,871 | 49,161 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,000,778 | 53,410 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,845,472 | 44,341 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,597,634 | 42,878 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $336,194 | 14,355 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $651,163 | 28,673 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $288,966 | 14,355 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $141,248 | 11,087 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $234,272 | 23,881 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $219,859 | 22,030 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $260,946 | 26,874 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $166,194 | 20,417 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $192,162 | 19,026 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||