CBIZ Investment Advisory Services, LLC
Position in HOOD — Robinhood Markets, Inc.
CIK 1795934
INDEPENDENCE, OH
Position in HOOD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,504
+$465 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,348
of 1,386 holders
Holding Since
Mar 2024
7 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, 2026CBIZ Investment Advisory Services, LLC holds $46,706 across 7 Capital Markets names. HOOD ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
215 | $28,837 | |
| 2 | MS |
Morgan Stanley
|
32 | $6,689 | |
| 3 | GS |
Goldman Sachs Group Inc
|
4 | $4,045 | |
| 4 | SCHW |
Schwab Charles Corp
|
42 | $3,875 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
6 | $1,690 | |
| 6 | HOOD |
Robinhood Markets, Inc.
This page
|
15 | $1,504 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
5 | $66 |
All Filings in HOOD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,504 | 15 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,039 | 15 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,417 | 154 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,613 | 130 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,954 | 117 | Shares | Sole | 2025-08-11 | |
| 2024-06-30 | $454 | 20 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $402 | 20 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||