Concurrent Investment Advisors, LLC
Position in HOOD — Robinhood Markets, Inc.
CIK 2001015
Tampa, FL
Position in HOOD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,482,732
+$642,125 QoQ
Shares Held
24,758
-6.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#513
of 1,380 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Derivatives in HOOD
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$41,580
PutShares
600
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, 2026Concurrent Investment Advisors, LLC holds $65,412,511 across 26 Capital Markets names. HOOD ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
28,504 | $28,828,090 | |
| 2 | MS |
Morgan Stanley
|
78,004 | $16,305,956 | |
| 3 | SCHW |
Schwab Charles Corp
|
36,843 | $3,399,503 | |
| 4 | HOOD |
Robinhood Markets, Inc.
This page
|
24,758 | $2,482,732 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
24,085 | $2,096,357 | |
| 6 | SNEX |
StoneX Group Inc.
|
17,781 | $1,404,699 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
97,183 | $1,293,505 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
20,289 | $1,270,700 |
All Filings in HOOD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,482,732 | 24,758 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $41,580 | 600 | Put | Sole | 2026-04-21 | |
| 2026-03-31 | $1,840,607 | 26,560 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,584,221 | 22,849 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,525,265 | 17,637 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $18,726 | 200 | Call | Sole | 2025-07-25 | |
| 2025-06-30 | $1,563,433 | 16,698 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $839,142 | 20,162 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $244,425 | 6,560 | Shares | Sole | 2025-02-03 | |
| 2024-12-31 | $22,356 | 600 | Call | Sole | 2025-02-03 | |
| 2024-03-31 | $787,384 | 39,115 | Shares | Sole | 2024-05-07 | |
| 2024-03-31 | $6,039 | 300 | Call | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||