Position in FUTU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,184,873
-$659,472 QoQ
Shares Held
12,640
-6.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 317 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in FUTU Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Creative Planning holds $497,699,973 across 41 Capital Markets names. FUTU ranks #29 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
149,075 | $150,769,982 | |
| 2 | MS |
Morgan Stanley
|
522,699 | $109,264,998 | |
| 3 | SCHW |
Schwab Charles Corp
|
746,571 | $68,886,106 | |
| 4 | PIPR |
Piper Sandler Companies
|
231,297 | $16,732,024 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
160,249 | $16,069,768 | |
| 6 | MRX |
Marex Group Ltd
|
220,288 | $13,426,552 | |
| 7 | EVR |
Evercore Inc.
|
31,231 | $10,663,512 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,341 | $9,463,262 |
All Filings in FUTU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184,873 | 12,640 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,844,345 | 13,486 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,166,915 | 13,196 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,334,045 | 13,421 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,663,644 | 13,461 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,835,033 | 17,929 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,325,033 | 16,565 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,347,803 | 14,091 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $869,461 | 13,253 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $561,480 | 10,369 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $559,793 | 10,247 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $591,395 | 10,230 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $247,977 | 6,240 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $246,183 | 4,748 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $240,526 | 5,917 | Shares | Sole | 2023-02-10 | |
| 2021-06-30 | $357,463 | 1,996 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,605,780 | 29,000 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,252,314 | 27,373 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $741,887 | 25,922 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||