Position in FUTU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,593
-$731 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#290
of 317 holders
Holding Since
Dec 2020
16 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, 2026NewEdge Advisors, LLC holds $190,378,015 across 38 Capital Markets names. FUTU ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
62,498 | $63,208,602 | |
| 2 | MS |
Morgan Stanley
|
278,364 | $58,189,210 | |
| 3 | MIAX |
Miami International Holdings, Inc.
|
681,610 | $25,328,627 | |
| 4 | SCHW |
Schwab Charles Corp
|
165,885 | $15,306,208 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
68,920 | $6,911,297 | |
| 6 | IREN |
IREN Ltd
|
118,577 | $5,422,526 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
68,577 | $3,427,478 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
169,649 | $2,258,028 |
All Filings in FUTU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,593 | 17 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,324 | 17 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $15,107 | 92 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,956 | 17 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,101 | 17 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $303,774 | 2,968 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $243,409 | 3,043 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,626 | 17 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,115 | 17 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $481,231 | 8,887 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $4,251 | 82 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $125,567 | 3,089 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $406,872 | 7,793 | Shares | Sole | 2022-08-09 | |
| 2021-09-30 | $283,709 | 3,117 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $505,033 | 2,820 | Shares | Sole | 2021-07-22 | |
| 2020-12-31 | $798,337 | 17,450 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||