Position in HOOD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,170,961
+$1,022,522 QoQ
Shares Held
21,649
+30.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#532
of 1,380 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $70,241,807 across 10 Capital Markets names. HOOD ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
1,000,059 | $24,701,457 | |
| 2 | MS |
Morgan Stanley
|
77,827 | $16,268,956 | |
| 3 | GS |
Goldman Sachs Group Inc
|
13,250 | $13,400,652 | |
| 4 | EVR |
Evercore Inc.
|
19,500 | $6,658,080 | |
| 5 | SNEX |
StoneX Group Inc.
|
37,720 | $4,469,879 | |
| 6 | HOOD |
Robinhood Markets, Inc.
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|
21,649 | $2,170,961 | |
| 7 | SCHW |
Schwab Charles Corp
|
11,497 | $1,060,828 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
12,180 | $1,060,147 |
All Filings in HOOD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,170,961 | 21,649 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,148,439 | 16,572 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,675,267 | 23,654 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $3,971,526 | 27,738 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,706,843 | 28,910 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $717,403 | 17,237 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $480,095 | 12,885 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $463,083 | 19,773 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $435,464 | 19,175 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $495,077 | 24,594 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $319,965 | 25,115 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $215,800 | 21,998 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $203,512 | 20,392 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $168,740 | 17,378 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $148,278 | 18,216 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $362,842 | 35,925 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $314,349 | 38,242 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $424,565 | 31,426 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $478,862 | 26,963 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||