Position in FUTU
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$614,465
-$1,053,186 QoQ
Shares Held
6,555
-46.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#173
of 317 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in FUTU Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $231,531,325 across 34 Capital Markets names. FUTU ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
298,848 | $62,471,185 | |
| 2 | GS |
Goldman Sachs Group Inc
|
60,179 | $60,863,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
336,105 | $31,012,408 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
182,980 | $18,349,234 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
271,560 | $13,572,568 | |
| 6 | EVR |
Evercore Inc.
|
23,728 | $8,101,688 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
106,086 | $6,319,543 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
51,341 | $4,468,720 |
All Filings in FUTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,465 | 6,555 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,667,651 | 12,194 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,969,863 | 11,996 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,752,438 | 27,327 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,806,020 | 14,613 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $807,541 | 7,890 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $493,858 | 6,174 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,166,069 | 12,191 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $821,440 | 12,521 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $616,930 | 11,393 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $583,503 | 10,681 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $239,506 | 4,143 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $735,440 | 14,184 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $523,287 | 12,873 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $700,119 | 18,775 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,481,980 | 28,385 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $995,522 | 30,575 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,328,790 | 30,688 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,542,680 | 38,922 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,511,073 | 47,524 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $10,390,639 | 65,424 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $5,569,422 | 121,736 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $704,195 | 24,605 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $296,419 | 12,523 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||