Position in HOOD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$804,446
+$394,398 QoQ
Shares Held
8,022
+35.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#721
of 1,380 holders
Holding Since
Mar 2022
18 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, 2026Clearstead Advisors, LLC holds $66,866,081 across 38 Capital Markets names. HOOD ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
235,801 | $21,757,358 | |
| 2 | MIAX |
Miami International Holdings, Inc.
|
473,937 | $17,611,498 | |
| 3 | GS |
Goldman Sachs Group Inc
|
14,940 | $15,109,867 | |
| 4 | MS |
Morgan Stanley
|
40,871 | $8,543,673 | |
| 5 | WULF |
Terawulf Inc.
|
51,194 | $1,264,491 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
17,784 | $888,844 | |
| 7 | HOOD |
Robinhood Markets, Inc.
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|
8,022 | $804,446 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
3,083 | $268,344 |
All Filings in HOOD
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,446 | 8,022 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $410,048 | 5,917 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $882,066 | 7,799 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $986,796 | 6,892 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $570,674 | 6,095 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $163,691 | 3,933 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $159,510 | 4,281 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $96,560 | 4,123 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $81,914 | 3,607 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $72,608 | 3,607 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $45,953 | 3,607 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $35,384 | 3,607 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $35,997 | 3,607 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $35,023 | 3,607 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $39,845 | 4,895 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $75,467 | 7,472 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $141,910 | 17,264 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $435,157 | 32,210 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||