Position in FUTU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,353,623
-$680,944 QoQ
Shares Held
25,108
+13.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 317 holders
Holding Since
Jun 2022
14 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, 2026MACKENZIE FINANCIAL CORP holds $654,024,520 across 22 Capital Markets names. FUTU ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
813,651 | $170,085,605 | |
| 2 | GS |
Goldman Sachs Group Inc
|
167,648 | $169,554,157 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,150,522 | $106,158,664 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
829,288 | $72,181,227 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
450,294 | $45,155,482 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
469,011 | $27,938,985 | |
| 7 | SF |
Stifel Financial Corp
|
355,067 | $24,773,024 | |
| 8 | PIPR |
Piper Sandler Companies
|
204,362 | $14,783,547 |
All Filings in FUTU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,353,623 | 25,108 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,034,567 | 22,189 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,014,325 | 6,177 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,418,757 | 8,158 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,335,199 | 26,986 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $385,245 | 3,764 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $357,955 | 4,475 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $419,712 | 4,388 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $276,131 | 4,209 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $223,856 | 4,134 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $210,216 | 3,848 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $215,457 | 3,727 | Shares | Sole | 2023-10-25 | |
| 2023-03-31 | $1,064,636 | 20,533 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $5,281,876 | 101,166 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||