Ethic Inc.

Position in FUTU — Futu Holdings Ltd

CIK 1780570 NEW YORK, NY

Position in FUTU

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$628,245

-$260,831 QoQ

Shares Held

6,702

+3.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#170

of 317 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

Ethic Inc. holds $139,116,739 across 18 Capital Markets names. FUTU ranks #11 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	51,488	$52,073,418
2	MS	Morgan Stanley	200,383	$41,888,062
3	SCHW	Schwab Charles Corp	204,339	$18,854,359
4	NMR	Nomura Holdings Inc	1,042,353	$9,151,859
5	HOOD	Robinhood Markets, Inc.	57,952	$5,811,426
6	IBKR	Interactive Brokers Group, Inc.	39,402	$3,429,550
7	TW	Tradeweb Markets Inc.	19,029	$1,896,430
8	LPLA	LPL Financial Holdings Inc.	5,340	$1,504,171

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$628,245	6,702	+3.1%	Shares	Sole	2026-07-29
2026-03-31	$889,076	6,501	-25.6%	Shares	Sole	2026-04-27
2025-12-31	$1,434,045	8,733	-3.6%	Shares	Sole	2026-02-03
2025-09-30	$1,575,102	9,057	+4.7%	Shares	Sole	2025-10-17
2025-06-30	$1,068,682	8,647	+8.1%	Shares	Sole	2025-07-30
2025-03-31	$818,595	7,998	+48.4%	Shares	Sole	2025-05-13
2024-12-31	$431,226	5,391	-14.0%	Shares	Sole	2025-02-14
2024-09-30	$599,534	6,268	+12.5%	Shares	Sole	2024-11-13
2024-06-30	$365,616	5,573	-11.1%	Shares	Sole	2024-08-13
2024-03-31	$339,412	6,268	-8.7%	Shares	Sole	2024-05-13
2023-12-31	$375,144	6,867	-44.2%	Shares	Sole	2024-02-14
2023-09-30	$711,698	12,311	+48.0%	Shares	Sole	2023-11-14
2023-06-30	$330,636	8,320	+23.3%	Shares	Sole	2023-08-14
2023-03-31	$349,831	6,747	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.