Position in FUTU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$311,265
-$34,068 QoQ
Shares Held
2,276
+8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FUTU Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CWM, LLC holds $141,422,570 across 45 Capital Markets names. FUTU ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
213,933 | $35,206,953 | |
| 2 | GS |
Goldman Sachs Group Inc
|
39,162 | $33,130,660 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
73,978 | $12,204,890 | |
| 4 | EVR |
Evercore Inc.
|
39,349 | $11,746,069 | |
| 5 | SCHW |
Schwab Charles Corp
|
119,975 | $11,275,250 | |
| 6 | SF |
Stifel Financial Corp
|
140,171 | $10,361,440 | |
| 7 | TW |
Tradeweb Markets Inc.
|
68,901 | $8,106,891 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
118,246 | $4,880,012 |
All Filings in FUTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $311,265 | 2,276 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $345,333 | 2,103 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $69,042 | 397 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $45,851 | 371 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $40,223 | 393 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $58,632 | 733 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $71,067 | 743 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $29,063 | 443 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $23,446 | 433 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $26,386 | 483 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $33,587 | 581 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $21,698 | 546 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $26,391 | 509 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $18,942 | 466 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $10,553 | 283 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $8,875 | 170 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,297 | 132 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,589 | 106 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $12,894 | 72 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $11,435 | 72 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $3,294 | 72 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $2,060 | 72 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,704 | 72 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $681 | 72 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||