Position in FUTU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,949,979
-$949,606 QoQ
Shares Held
20,802
-1.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
of 317 holders
Holding Since
Jun 2021
21 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, 2026TD Asset Management Inc holds $1,606,707,582 across 18 Capital Markets names. FUTU ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,073,338 | $433,410,575 | |
| 2 | GS |
Goldman Sachs Group Inc
|
315,620 | $319,208,599 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
3,651,927 | $317,863,726 | |
| 4 | EVR |
Evercore Inc.
|
609,109 | $207,974,176 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
461,374 | $129,959,828 | |
| 6 | SCHW |
Schwab Charles Corp
|
695,595 | $64,182,550 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
576,563 | $57,817,737 | |
| 8 | TW |
Tradeweb Markets Inc.
|
396,224 | $39,487,683 |
All Filings in FUTU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,949,979 | 20,802 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,899,585 | 21,202 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,244,789 | 19,760 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,646,023 | 20,965 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,343,513 | 18,962 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,769,017 | 17,284 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,302,557 | 16,284 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,528,869 | 15,984 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,042,069 | 15,884 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $833,151 | 15,386 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $600,165 | 10,986 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $629,319 | 10,886 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $444,531 | 11,186 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $620,488 | 11,967 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $499,344 | 12,284 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $472,986 | 12,684 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $678,730 | 13,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $361,416 | 11,100 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $480,630 | 11,100 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,046,730 | 11,500 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,059,535 | 11,500 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||