Callan Family Office, LLC
Family OfficePosition in HOOD — Robinhood Markets, Inc.
CIK 1938970
RADNOR, PA
Position in HOOD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,767,535
+$581,258 QoQ
Shares Held
17,626
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#573
of 1,386 holders
Holding Since
Jun 2025
5 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, 2026Callan Family Office, LLC holds $64,325,689 across 14 Capital Markets names. HOOD ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
20,918 | $21,155,837 | |
| 2 | SCHW |
Schwab Charles Corp
|
217,027 | $20,025,081 | |
| 3 | MS |
Morgan Stanley
|
38,006 | $7,944,774 | |
| 4 | MC |
Moelis & Co
|
81,327 | $5,320,412 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
7,444 | $2,096,825 | |
| 6 | HOOD |
Robinhood Markets, Inc.
This page
|
17,626 | $1,767,535 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
18,156 | $1,580,298 | |
| 8 | NMR |
Nomura Holdings Inc
|
173,593 | $1,524,146 |
All Filings in HOOD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,767,535 | 17,626 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,186,277 | 17,118 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,541,357 | 22,470 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,726,750 | 12,060 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,150,806 | 12,291 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||