Position in FUTU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$569,376
-$248,585 QoQ
Shares Held
6,074
+1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#176
of 317 holders
Holding Since
Sep 2023
12 quarters on record
Common Shares in FUTU Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $166,649,141 across 20 Capital Markets names. FUTU ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
83,696 | $84,647,623 | |
| 2 | SCHW |
Schwab Charles Corp
|
385,528 | $35,572,668 | |
| 3 | MS |
Morgan Stanley
|
128,608 | $26,884,216 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
62,436 | $6,261,082 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
41,403 | $3,603,717 | |
| 6 | IREN |
IREN Ltd
|
63,631 | $2,909,845 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
23,882 | $1,495,729 | |
| 8 | WULF |
Terawulf Inc.
|
34,902 | $862,079 |
All Filings in FUTU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,376 | 6,074 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $817,961 | 5,981 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,023,520 | 6,233 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,143,110 | 6,573 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $826,322 | 6,686 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $673,155 | 6,577 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $419,307 | 5,242 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $501,110 | 5,239 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $341,605 | 5,207 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $272,699 | 5,036 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $256,378 | 4,693 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $258,295 | 4,468 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||