SCHW+12.71%16.7%
IBKR+39.22%14.8%
HOOD-12.16%13.0%
FUTU-27.76%11.1%
MS+54.47%9.3%
BULL-52.11%7.4%
VIRT+40.27%7.4%
SOFI-14.96%6.5%
TIGR-50.82%4.6%
005940.KO+44.35%2.8%
LPLA-4.97%2.8%
BME.MC0.00%1.9%
UPST-55.02%1.9%
As of Aug 6, 2026, 4:25 AM ET
Brokerages & Exchanges '26: Retail & Digital Brokerage Constituents
The Charles Schwab CorporationSCHW | 16.7% | 1.57% | 5.93% | 7.35% | 2.64% | 8.48% | 13.47% | 39.14% | 12.71% | $187.86B |
Interactive Brokers Group, Inc.IBKR | 14.8% | 0.12% | -3.27% | -7.55% | 0.85% | 37.99% | 24.65% | 103.90% | 39.22% | $153.35B |
Robinhood Markets, Inc.HOOD | 13.0% | -0.76% | -2.22% | -21.05% | 7.21% | -17.95% | 22.35% | 117.43% | -12.16% | $83.43B |
Futu Holdings LimitedFUTU | 11.1% | 1.12% | 10.93% | 12.27% | 4.85% | -31.80% | -24.76% | 8.23% | -27.76% | $15.38B |
Morgan StanleyMS | 9.3% | 0.56% | 1.76% | -1.73% | 3.73% | 22.94% | 31.08% | 83.00% | 54.47% | $344.27B |
Virtu Financial, Inc.VIRT | 7.4% | 2.58% | -2.13% | -7.15% | -0.44% | 76.50% | 41.20% | 52.41% | 40.27% | $12.62B |
Webull Corporation Class A Ordinary SharesBULL | 7.4% | -2.64% | -1.47% | 2.36% | 4.53% | -5.02% | 27.02% | -37.14% | -52.11% | $3.92B |
SoFi Technologies, Inc.SOFI | 6.5% | -2.41% | 10.87% | -1.93% | 11.89% | -30.29% | 2.76% | 48.25% | -14.96% | $23.41B |
UP Fintech Holding Ltd. Sponsored ADR Class ATIGR | 4.6% | 0.63% | 1.69% | 3.89% | -1.84% | -49.69% | -38.49% | -44.39% | -50.82% | $859.6M |
LPL Financial Holdings Inc.LPLA | 2.8% | 1.60% | 9.50% | 18.10% | 1.76% | 0.77% | 19.82% | 6.36% | -4.97% | $28.79B |
NH Investment & Securities Co., Ltd.005940.KO | 2.8% | 1.44% | -2.75% | -14.65% | -0.88% | 33.89% | -20.42% | 103.09% | 44.35% | $7.03B |
—BME.MC | 1.9% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | $755.6M |
Upstart Holdings, Inc.UPST | 1.9% | -0.40% | 12.14% | -12.03% | 10.06% | -30.94% | 10.91% | -36.59% | -55.02% | $2.89B |
| Theme return | — | 0.30% | 2.52% | 1.31% | 3.64% | 4.93% | 14.64% | 45.13% | 5.38% | — |
| Average | 7.7% | 0.26% | 3.15% | -1.70% | 3.41% | 1.14% | 8.43% | 34.13% | -2.06% | $66.51B |
| Median | 7.4% | 0.56% | 1.69% | -1.73% | 2.64% | 0.00% | 13.47% | 39.14% | -4.97% | $15.38B |
| Std Dev | 4.8% | 1.48% | 5.66% | 10.50% | 4.08% | 33.66% | 22.85% | 54.32% | 36.89% | $99.48B |
| Min | 1.9% | -2.64% | -3.27% | -21.05% | -1.84% | -49.69% | -38.49% | -44.39% | -55.02% | $755.6M |
| Max | 16.7% | 2.58% | 12.14% | 18.10% | 11.89% | 76.50% | 41.20% | 117.43% | 54.47% | $344.27B |
| % Positive Tickers | 61.54% | 53.85% | 38.46% | 69.23% | 46.15% | 69.23% | 69.23% | 38.46% |
About this theme
Brokerages & Exchanges '26: Retail & Digital Brokerage tracks 13 publicly listed stocks in this theme. Sample tickers: 005940.KO, BME.MC, BULL, FUTU, HOOD, IBKR, LPLA, MS, SCHW, SOFI, TIGR, UPST, and 1 more. Use the table below for the full list.
