Envestnet Portfolio Solutions, Inc.
Position in HOOD — Robinhood Markets, Inc.
CIK 1998033
BERWYN, PA
Position in HOOD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,557,248
+$740,132 QoQ
Shares Held
15,529
+31.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#592
of 1,380 holders
Holding Since
Dec 2024
7 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, 2026Envestnet Portfolio Solutions, Inc. holds $37,489,390 across 11 Capital Markets names. HOOD ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,422 | $17,620,088 | |
| 2 | MS |
Morgan Stanley
|
43,573 | $9,108,499 | |
| 3 | SCHW |
Schwab Charles Corp
|
36,912 | $3,405,870 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
31,052 | $2,702,766 | |
| 5 | HOOD |
Robinhood Markets, Inc.
This page
|
15,529 | $1,557,248 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
3,452 | $972,359 | |
| 7 | PIPR |
Piper Sandler Companies
|
10,728 | $776,063 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
3,339 | $447,860 |
All Filings in HOOD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,557,248 | 15,529 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $817,116 | 11,791 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,327,371 | 20,578 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,682,446 | 25,719 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,760,212 | 29,480 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $480,169 | 11,537 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $314,101 | 8,430 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||