Position in FUTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$981,082
-$517,396 QoQ
Shares Held
10,466
-4.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#145
of 317 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FUTU Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SEI INVESTMENTS CO holds $1,060,463,672 across 42 Capital Markets names. FUTU ranks #34 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,110,058 | $232,046,523 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,481,869 | $136,732,052 | |
| 3 | GS |
Goldman Sachs Group Inc
|
118,642 | $119,990,958 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,025,351 | $102,822,197 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
654,087 | $87,732,688 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
399,189 | $34,745,409 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
97,060 | $27,339,859 | |
| 8 | XP |
XP Inc.
|
1,666,860 | $27,103,143 |
All Filings in FUTU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $981,082 | 10,466 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,498,478 | 10,957 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,474,307 | 39,427 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,255,751 | 24,471 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $893,679 | 7,231 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $571,828 | 5,587 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,151,720 | 51,903 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,031,489 | 10,784 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,663,151 | 25,351 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $379,970 | 7,017 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,475,451 | 63,618 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,468,410 | 163,785 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||