Position in HOOD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$48,136,505
+$14,978,951 QoQ
Shares Held
480,021
+0.3% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#133
of 1,386 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Derivatives in HOOD
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$5,655,000
PutShares
50,000
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 Jun 30, 2026Compound Planning, Inc. holds $67,408,928 across 11 Capital Markets names. HOOD ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
This page
|
480,021 | $48,136,505 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,829 | $8,929,385 | |
| 3 | MS |
Morgan Stanley
|
24,480 | $5,117,299 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
23,429 | $2,039,259 | |
| 5 | SCHW |
Schwab Charles Corp
|
16,315 | $1,505,384 | |
| 6 | NMR |
Nomura Holdings Inc
|
46,084 | $404,616 | |
| 7 | EVR |
Evercore Inc.
|
1,173 | $400,508 | |
| 8 | SNEX |
StoneX Group Inc.
|
4,198 | $331,681 |
All Filings in HOOD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,136,505 | 480,021 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $33,157,554 | 478,464 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,655,000 | 50,000 | Put | Sole | 2026-02-19 | |
| 2025-12-31 | $61,263,441 | 541,675 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $60,513,022 | 422,636 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $39,510,081 | 421,981 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,480,127 | 540,128 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $20,154,306 | 540,910 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,499,115 | 448,297 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $10,174,897 | 448,036 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $8,949,536 | 444,587 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,698,410 | 447,285 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||