Position in HOOD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,366,214
+$602,113 QoQ
Shares Held
13,624
+23.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#626
of 1,386 holders
Holding Since
Dec 2024
6 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, 2026NewEdge Wealth, LLC holds $140,847,053 across 14 Capital Markets names. HOOD ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
|
998,413 | $49,900,681 | |
| 2 | MS |
Morgan Stanley
|
181,267 | $37,892,053 | |
| 3 | GS |
Goldman Sachs Group Inc
|
26,407 | $26,707,247 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
107,919 | $9,393,269 | |
| 5 | SCHW |
Schwab Charles Corp
|
81,949 | $7,561,434 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
11,476 | $3,232,559 | |
| 7 | MC |
Moelis & Co
|
40,439 | $2,645,519 | |
| 8 | HOOD |
Robinhood Markets, Inc.
This page
|
13,624 | $1,366,214 |
All Filings in HOOD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,366,214 | 13,624 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $764,101 | 11,026 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,627,169 | 14,387 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,488,356 | 10,395 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $365,812 | 3,907 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $1,220,712 | 32,762 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||