SCHW+1.55%18.0%
IBKR+68.94%16.0%
HOOD+14.13%14.0%
FUTU-14.85%12.0%
MS+59.34%10.0%
VIRT+34.24%8.0%
SOFI+16.81%7.0%
TIGR-45.37%5.0%
005940.KO+47.92%3.0%
LPLA-24.21%3.0%
BME.MC0.00%2.0%
UPST-45.91%2.0%
As of Jun 9, 2026, 8:59 PM ET
Constituents
Build 20260610T080726
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| Company | 1D % | 10D % | MTD % | YTD % | 1Yr % | Prev Rpt | Next Rpt | Lst Q Ern % | Ern Move % | Intra-Qtr % | Since Rpt % | Mkt Cap | Wgt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Morgan StanleyMS | -0.94% | 1.08% | -0.36% | 18.43% | 59.34% | 4/15/26 (BMO) | 4/15/26 (BMO) | 4.60% | 2.17% | -3.04% | 12.24% | $331.62B | 10.0% |
The Charles Schwab CorporationSCHW | 0.78% | 1.63% | 0.03% | -10.85% | 1.55% | 4/16/26 (BMO) | 4/16/26 (BMO) | 0.38% | -7.97% | -9.05% | -3.80% | $154.38B | 18.0% |
Interactive Brokers Group, Inc.IBKR | -1.17% | -0.74% | -2.66% | 34.24% | 68.94% | 4/21/26 (AMC) | 4/21/26 (AMC) | 7.97% | -3.86% | 3.12% | 10.52% | $148.48B | 16.0% |
Robinhood Markets, Inc.HOOD | -1.49% | -11.17% | -7.67% | -25.93% | 14.13% | 4/28/26 (AMC) | 4/28/26 (AMC) | -16.92% | -15.19% | 15.40% | 17.65% | $75.44B | 14.0% |
LPL Financial Holdings Inc.LPLA | 1.61% | 5.30% | 4.81% | -19.29% | -24.21% | 4/30/26 (AMC) | 4/30/26 (AMC) | 0.49% | -3.71% | -8.33% | -9.53% | $23.06B | 3.0% |
SoFi Technologies, Inc.SOFI | -0.18% | -9.60% | -11.36% | -37.09% | 16.81% | 4/29/26 (BMO) | 4/29/26 (BMO) | -6.36% | -12.31% | -19.51% | 2.30% | $21.13B | 7.0% |
Futu Holdings LimitedFUTU | 0.25% | -12.26% | -11.22% | -43.50% | -14.85% | 5/28/26 | 5/28/26 | -1.31% | -5.58% | -24.48% | -12.26% | $12.74B | 12.0% |
Virtu Financial, Inc.VIRT | 2.90% | 8.79% | 5.84% | 64.69% | 34.24% | 4/29/26 (BMO) | 4/29/26 (BMO) | 2.09% | 1.53% | 23.14% | 9.87% | $11.54B | 8.0% |
NH Investment & Securities Co., Ltd.005940.KO | 6.11% | -11.59% | -14.42% | 26.54% | 47.92% | 4/23/26 (BMO) | 4/23/26 (BMO) | 3.84% | -1.40% | 29.21% | -23.93% | $7.80B | 3.0% |
Upstart Holdings, Inc.UPST | 0.19% | -8.08% | -7.59% | -28.97% | -45.91% | 5/5/26 (AMC) | 5/5/26 (AMC) | -22.51% | -10.54% | 3.25% | 8.22% | $2.97B | 2.0% |
UP Fintech Holding Ltd. Sponsored ADR Class ATIGR | 1.07% | -8.17% | -8.70% | -50.63% | -45.37% | 6/2/26 (BMO) | 6/2/26 (BMO) | -6.81% | -9.67% | -21.31% | 1.07% | $843.5M | 5.0% |
—BME.MC | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | — | — | — | — | — | — | $760.8M | 2.0% |
| Average | 0.76% | -3.73% | -4.44% | -6.03% | 9.38% | -3.14% | -6.05% | -1.06% | 1.12% | $65.90B | 8.3% | ||
| Median | 0.22% | -4.41% | -5.12% | -15.07% | 7.84% | 0.38% | -5.58% | -3.04% | 2.30% | $16.93B | 7.5% | ||
| Std Dev | 1.99% | 6.93% | 6.34% | 33.91% | 36.68% | 8.93% | 5.37% | 17.13% | 11.90% | $96.08B | 5.4% | ||
| Min | -1.49% | -12.26% | -14.42% | -50.63% | -45.91% | -22.51% | -15.19% | -24.48% | -23.93% | $760.8M | 2.0% | ||
| Max | 6.11% | 8.79% | 5.84% | 64.69% | 68.94% | 7.97% | 2.17% | 29.21% | 17.65% | $331.62B | 18.0% | ||
| % Positive Tickers | 58.33% | 33.33% | 25.00% | 33.33% | 58.33% | 54.55% | 18.18% | 45.45% | 63.64% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.
About this theme
Brokerages & Exchanges '26: Retail & Digital Brokerage tracks 12 publicly listed stocks in this theme: 005940.KO, BME.MC, FUTU, HOOD, IBKR, LPLA, MS, SCHW, SOFI, TIGR, UPST, VIRT. See the constituent table for details.