Position in FUTU
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$455,957
-$89,220 QoQ
Shares Held
3,334
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FUTU Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $73,052,567 across 20 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,998 | $19,214,007 | |
| 2 | MS |
Morgan Stanley
|
75,523 | $15,787,327 | |
| 3 | SCHW |
Schwab Charles Corp
|
153,187 | $14,134,564 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
74,186 | $6,457,149 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,538 | $3,531,703 | |
| 6 | SNEX |
StoneX Group Inc.
|
29,040 | $3,441,240 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
19,122 | $1,917,554 | |
| 8 | SF |
Stifel Financial Corp
|
20,044 | $1,398,469 |
All Filings in FUTU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $455,957 | 3,334 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $545,177 | 3,320 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $582,076 | 3,347 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $402,903 | 3,260 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $279,824 | 2,734 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||