Position in HOOD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,167,288
-$280,844 QoQ
Shares Held
16,844
+31.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Derivatives in HOOD
reported options exposure · as of Mar 31, 2026CallValue
$13,860
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026Arkadios Wealth Advisors holds $31,092,669 across 13 Capital Markets names. HOOD ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,524 | $10,595,177 | |
| 2 | SCHW |
Schwab Charles Corp
|
68,094 | $6,399,473 | |
| 3 | MS |
Morgan Stanley
|
26,947 | $4,434,667 | |
| 4 | PJT |
PJT Partners Inc.
|
23,531 | $3,287,750 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
43,413 | $2,911,709 | |
| 6 | HOOD |
Robinhood Markets, Inc.
This page
|
16,844 | $1,167,288 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,975 | $594,138 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
12,364 | $543,767 |
All Filings in HOOD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,860 | 200 | Call | Sole | 2026-05-18 | |
| 2026-03-31 | $1,167,288 | 16,844 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,448,132 | 12,804 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $226,200 | 2,000 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $1,664,324 | 11,624 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $286,360 | 2,000 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $187,260 | 2,000 | Call | Sole | 2025-08-04 | |
| 2025-06-30 | $1,138,539 | 12,160 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $83,240 | 2,000 | Call | Sole | 2025-05-08 | |
| 2025-03-31 | $278,937 | 6,702 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $270,395 | 7,257 | Shares | Sole | 2025-01-15 | |
| 2024-12-31 | $55,890 | 1,500 | Call | Sole | 2025-01-15 | |
| 2024-09-30 | $58,550 | 2,500 | Call | Sole | 2024-10-24 | |
| 2024-09-30 | $186,095 | 7,946 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $165,783 | 7,300 | Shares | Sole | 2024-07-29 | |
| 2024-06-30 | $56,775 | 2,500 | Call | Sole | 2024-07-29 | |
| 2021-09-30 | $148,542 | 3,530 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||