Position in FUTU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,253,996
-$1,123,554 QoQ
Shares Held
34,713
+8.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#93
of 317 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FUTU Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CANADA LIFE ASSURANCE Co holds $626,111,245 across 18 Capital Markets names. FUTU ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
206,096 | $208,439,311 | |
| 2 | MS |
Morgan Stanley
|
836,491 | $174,860,078 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,405,742 | $129,707,814 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
543,013 | $47,263,851 | |
| 5 | EVR |
Evercore Inc.
|
27,218 | $9,293,313 | |
| 6 | SF |
Stifel Financial Corp
|
107,240 | $7,482,134 | |
| 7 | SNEX |
StoneX Group Inc.
|
85,248 | $6,734,592 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
23,358 | $6,579,481 |
All Filings in FUTU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,253,996 | 34,713 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,377,550 | 32,009 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,915,008 | 36,021 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,582,388 | 72,350 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $8,101,447 | 65,551 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $6,692,666 | 65,390 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,288,698 | 66,117 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,199,608 | 43,906 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,090,389 | 47,106 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,290,869 | 42,306 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,715,709 | 31,406 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,717,303 | 29,706 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,112,958 | 28,006 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,649,141 | 31,806 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,248,198 | 30,706 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,138,762 | 30,538 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,563,062 | 29,938 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $935,709 | 28,738 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,261,675 | 29,138 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,110,662 | 23,189 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,344,147 | 18,673 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $428,814 | 2,700 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $105,225 | 2,300 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||