# BANK MONTREAL QUE (FNGA)

> Institutional ownership reported to the SEC as of Q1 2025, from Form 13F filings. Source: https://holderbook.com/stocks/FNGA/

- Reporting holders: 43
- Reported value: $140.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Oriental Harbor Investment Fund](https://holderbook.com/funds/2046333-oriental-harbor-investment-fund/) | $81.7M | 226,992 | 9.4% | 3 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $16.4M | 45,462 | 0.0% | 9 |
| [Centric Wealth Management](https://holderbook.com/funds/1752761-centric-wealth-management/) | $7.0M | 19,578 | 1.9% | 7 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $6.8M | 18,818 | 0.0% | 10 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $6.8M | 18,752 | 0.0% | 10 |
| [Avestar Capital, LLC](https://holderbook.com/funds/1704404-avestar-capital-llc/) | $4.7M | 13,018 | 0.4% | 2 |
| [FNY Investment Advisers, LLC](https://holderbook.com/funds/1742998-fny-investment-advisers-llc/) | $2.2M | 6,035 | 1.3% | 3 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $1.9M | 5,258 | 0.0% | 4 |
| [ESG Planning DBA Harper Investing](https://holderbook.com/funds/1931465-esg-planning-dba-harper-investing/) | $1.5M | 4,230 | 1.0% | 8 |
| [TRUE Private Wealth Advisors](https://holderbook.com/funds/1667074-true-private-wealth-advisors/) | $1.4M | 3,799 | 0.2% | 8 |
| [Creative Planning](https://holderbook.com/funds/1540235-creative-planning/) | $1.2M | 3,244 | 0.0% | 4 |
| [Marex Group plc](https://holderbook.com/funds/1997464-marex-group-plc/) | $1.1M | 3,089 | 0.0% | 2 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $928.6K | 2,579 | 0.0% | 9 |
| [TWO SIGMA SECURITIES, LLC](https://holderbook.com/funds/1450144-two-sigma-securities-llc/) | $837.0K | 2,325 | 0.1% | 3 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $726.5K | 2,018 | 0.0% | 8 |
| [TOWNSQUARE CAPITAL LLC](https://holderbook.com/funds/1761755-townsquare-capital-llc/) | $606.6K | 1,685 | 0.0% | 6 |
| [BARCLAYS PLC](https://holderbook.com/funds/312069-barclays-plc/) | $576.0K | 1,600 | 0.0% | 1 |
| [Scientech Research LLC](https://holderbook.com/funds/2011556-scientech-research-llc/) | $497.2K | 1,381 | 0.1% | 2 |
| [Wallace Advisory Group, LLC](https://holderbook.com/funds/1932645-wallace-advisory-group-llc/) | $441.2K | 756 | 0.3% | 5 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $432.0K | 1,200 | 0.0% | 2 |
| [XTX Topco Ltd](https://holderbook.com/funds/1828301-xtx-topco-ltd/) | $417.2K | 1,159 | 0.0% | 1 |
| [Schonfeld Strategic Advisors LLC](https://holderbook.com/funds/1665241-schonfeld-strategic-advisors-llc/) | $360.0K | 1,000 | 0.0% | 1 |
| [Legacy Capital Wealth Partners, LLC](https://holderbook.com/funds/1766228-legacy-capital-wealth-partners-llc/) | $360.0K | 1,000 | 0.1% | 1 |
| [TOBIAS FINANCIAL ADVISORS, INC.](https://holderbook.com/funds/1802080-tobias-financial-advisors-inc/) | $360.0K | 1,000 | 0.1% | 6 |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://holderbook.com/funds/275484-independent-financial-group-llc/) | $299.9K | 833 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2025 | 43 | $140.8M |
| Q4 2024 | 47 | $202.6M |
| Q3 2024 | 44 | $158.1M |
| Q2 2024 | 37 | $225.0M |
| Q1 2024 | 33 | $39.0M |
| Q4 2023 | 22 | $59.5M |
| Q3 2023 | 28 | $96.9M |
| Q2 2023 | 30 | $101.1M |
| Q1 2023 | 18 | $21.8M |
| Q4 2022 | 12 | $2.1M |
| Q3 2022 | 1 | $1.9M |