Position in FUTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,128,253
-$4,614,025 QoQ
Shares Held
12,036
-71.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 317 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FUTU Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $5,382,471,364 across 26 Capital Markets names. FUTU ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,136,909 | $1,149,835,651 | |
| 2 | MS |
Morgan Stanley
|
5,129,203 | $1,072,208,592 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,971,114 | $735,494,688 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
7,382,141 | $642,541,548 | |
| 5 | TW |
Tradeweb Markets Inc.
|
6,204,054 | $618,296,019 | |
| 6 | EVR |
Evercore Inc.
|
624,987 | $213,395,560 | |
| 7 | SF |
Stifel Financial Corp
|
2,565,429 | $178,989,979 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
929,760 | $124,708,706 |
All Filings in FUTU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,128,253 | 12,036 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,742,278 | 41,988 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,050,230 | 49,024 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,910,886 | 22,488 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,285,212 | 10,399 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $257,000 | 2,511 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $249,968 | 3,125 | Shares | Defined | 2025-02-12 | |
| 2024-06-30 | $812,845 | 12,390 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $262,410 | 4,846 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,275,992 | 23,357 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $898,078 | 15,535 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $645,178 | 16,235 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $509,063 | 9,818 | Shares | Defined | 2023-05-12 | |
| 2022-06-30 | $1,708,049 | 32,715 | Shares | Defined | 2022-08-15 | |
| 2021-06-30 | $5,394,548 | 30,122 | Shares | Defined | 2021-08-16 | |
| 2020-12-31 | $1,474,476 | 32,229 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,916,799 | 171,796 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||