Position in HOOD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,179,277
+$2,149,050 QoQ
Shares Held
31,704
+248.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#468
of 1,380 holders
Holding Since
Mar 2025
5 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
$1,420
CallShares
10,000
PutValue
$0
PutShares
0
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, 2026Diversify Advisory Services, LLC holds $27,546,888 across 17 Capital Markets names. HOOD ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,874 | $6,952,157 | |
| 2 | MS |
Morgan Stanley
|
17,538 | $3,666,143 | |
| 3 | SCHW |
Schwab Charles Corp
|
37,110 | $3,424,139 | |
| 4 | HOOD |
Robinhood Markets, Inc.
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|
31,704 | $3,179,277 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
44,125 | $2,628,526 | |
| 6 | PJT |
PJT Partners Inc.
|
15,424 | $2,328,098 | |
| 7 | CLSK |
Cleanspark, Inc.
|
88,702 | $1,290,614 | |
| 8 | MC |
Moelis & Co
|
14,462 | $946,104 |
All Filings in HOOD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,179,277 | 31,704 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,030,227 | 9,109 | Shares | Sole | 2026-01-23 | |
| 2025-12-31 | $1,420 | 10,000 | Call | Sole | 2026-01-23 | |
| 2025-09-30 | $681,679 | 4,761 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,048,281 | 11,196 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $825,824 | 19,842 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||