Position in HOOD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$265,641
+$48,151 QoQ
Shares Held
2,649
+74.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#995
of 1,386 holders
Holding Since
Jun 2025
3 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, 2026Icon Wealth Advisors, LLC holds $4,347,764 across 7 Capital Markets names. HOOD ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
7,584 | $1,585,359 | |
| 2 | SCHW |
Schwab Charles Corp
|
11,325 | $1,044,957 | |
| 3 | GS |
Goldman Sachs Group Inc
|
739 | $747,402 | |
| 4 | HOOD |
Robinhood Markets, Inc.
This page
|
2,649 | $265,641 | |
| 5 | SF |
Stifel Financial Corp
|
3,629 | $253,195 | |
| 6 | HUT |
Hut 8 Corp.
|
2,000 | $230,890 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
16,553 | $220,320 |
All Filings in HOOD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,641 | 2,649 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $217,490 | 1,519 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $194,844 | 2,081 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||