Position in HOOD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,125,557
+$4,672,999 QoQ
Shares Held
203,832
+143.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 98.09745280427018.ToString("F0")%
Shared 0.ToString("F0")%
None 1.9025471957298166.ToString("F0")%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $571,457,826 across 44 Capital Markets names. HOOD ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,702,694 | $160,019,181 | |
| 2 | GS |
Goldman Sachs Group Inc
|
159,643 | $135,056,380 | |
| 3 | MS |
Morgan Stanley
|
604,069 | $99,411,634 | |
| 4 | MC |
Moelis & Co
|
1,290,540 | $73,560,780 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
297,478 | $42,723,790 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
287,053 | $19,252,644 | |
| 7 | HOOD |
Robinhood Markets, Inc.
This page
|
203,832 | $14,125,557 | |
| 8 | EVR |
Evercore Inc.
|
26,006 | $7,763,050 |
All Filings in HOOD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,125,557 | 203,832 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,452,558 | 83,577 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,563,738 | 59,811 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,992,976 | 31,966 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $567,696 | 13,640 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $129,031 | 3,463 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,684 | 200 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,490 | 550 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $781 | 96 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||