Position in FUTU
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,660,403
-$735,585 QoQ
Shares Held
12,141
-16.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,919,177,389 across 31 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,093,632 | $646,692,833 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,571,968 | $514,125,487 | |
| 3 | GS |
Goldman Sachs Group Inc
|
292,463 | $295,788,304 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
290,125 | $81,722,410 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
937,891 | $81,634,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
531,618 | $53,310,653 | |
| 7 | SF |
Stifel Financial Corp
|
638,582 | $44,553,866 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
288,794 | $38,735,939 |
All Filings in FUTU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,660,403 | 12,141 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,395,988 | 14,591 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,046,903 | 17,520 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,472,080 | 11,911 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,021,453 | 9,980 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,157,615 | 14,472 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $217,742 | 3,319 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $335,045 | 6,133 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,222,276 | 21,143 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $414,686 | 10,435 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $758,688 | 1,015,846 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,006,981 | 24,772 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,156,698 | 31,019 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,622,403 | 50,228 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,632,590 | 50,141 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,334,216 | 53,908 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,970,383 | 43,621 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $9,608,715 | 53,653 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $11,643,888 | 73,315 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $6,143,721 | 134,289 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,262,170 | 44,101 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $372,778 | 15,749 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||