Caldwell Trust Co

Bank

Position in HOOD — Robinhood Markets, Inc.

CIK 2080218 Venice, FL

Position in HOOD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$274,366

New position

Shares Held

2,736

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#986

of 1,386 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caldwell Trust Co holds $9,270,626 across 5 Capital Markets names. HOOD ranks #5 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	18,896	$3,950,019
2	LPLA	LPL Financial Holdings Inc.	7,428	$2,092,319
3	SCHW	Schwab Charles Corp	17,940	$1,655,323
4	GS	Goldman Sachs Group Inc	1,284	$1,298,599
5	HOOD	Robinhood Markets, Inc. This page	2,736	$274,366

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,366	2,736	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.