Position in HOOD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$359,402
+$84,213 QoQ
Shares Held
3,584
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#899
of 1,380 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Advyzon Investment Management, LLC holds $6,529,454 across 7 Capital Markets names. HOOD ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,219 | $1,927,139 | |
| 2 | SCHW |
Schwab Charles Corp
|
18,436 | $1,701,088 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
9,767 | $850,119 | |
| 4 | GS |
Goldman Sachs Group Inc
|
806 | $815,163 | |
| 5 | MC |
Moelis & Co
|
9,631 | $630,059 | |
| 6 | HOOD |
Robinhood Markets, Inc.
This page
|
3,584 | $359,402 | |
| 7 | IREN |
IREN Ltd
|
5,390 | $246,484 |
All Filings in HOOD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,402 | 3,584 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $275,189 | 3,971 | Shares | Other | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||