Position in FUTU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$202,478
-$380,200 QoQ
Shares Held
2,160
-62.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 317 holders
Holding Since
Mar 2023
10 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, 2026Janney Montgomery Scott LLC holds $338,610,595 across 24 Capital Markets names. FUTU ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
146,763 | $148,431,695 | |
| 2 | MS |
Morgan Stanley
|
430,401 | $89,971,025 | |
| 3 | SCHW |
Schwab Charles Corp
|
391,803 | $36,151,662 | |
| 4 | EVR |
Evercore Inc.
|
47,468 | $16,207,473 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
157,787 | $13,733,780 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
78,230 | $7,844,904 | |
| 7 | SNEX |
StoneX Group Inc.
|
69,972 | $5,527,788 | |
| 8 | MC |
Moelis & Co
|
69,982 | $4,578,222 |
All Filings in FUTU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,478 | 2,160 | Shares | Sole | 2026-08-05 | |
| 2025-03-31 | $582,678 | 5,693 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $475,620 | 5,946 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $941,291 | 9,841 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $537,370 | 8,191 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $558,719 | 10,318 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $453,811 | 8,307 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $575,093 | 9,948 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $397,678 | 10,007 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $492,886 | 9,506 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||