# BANK MONTREAL MEDIUM (FNGU)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FNGU/

- Reporting holders: 21
- Reported value: $29.6M
- Shares held by institutions: 1,150,245 of 708,905,679 outstanding
- 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 |
|---|---|---|---|---|
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $8.5M | 330,280 | 0.0% | 6 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $4.3M | 168,074 | 0.0% | 1 |
| [Larson Financial Group LLC](https://holderbook.com/funds/1731061-larson-financial-group-llc/) | $3.5M | 135,000 | 0.1% | 4 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $3.3M | 126,847 | 0.0% | 1 |
| [TRUE Private Wealth Advisors](https://holderbook.com/funds/1667074-true-private-wealth-advisors/) | $2.3M | 91,322 | 0.2% | 5 |
| [Centric Wealth Management](https://holderbook.com/funds/1752761-centric-wealth-management/) | $1.9M | 73,218 | 0.3% | 5 |
| [HRT FINANCIAL LP](https://holderbook.com/funds/1475597-hrt-financial-lp/) | $1.4M | 52,895 | 0.0% | 3 |
| [RENAISSANCE TECHNOLOGIES LLC](https://holderbook.com/funds/1037389-renaissance-technologies-llc/) | $786.7K | 30,600 | 0.0% | 3 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $584.5K | 22,735 | 0.0% | 3 |
| [Altura Wealth Advisors Inc.](https://holderbook.com/funds/1931465-altura-wealth-advisors-inc/) | $564.1K | 21,942 | 0.2% | 5 |
| [BARCLAYS PLC](https://holderbook.com/funds/312069-barclays-plc/) | $503.9K | 19,600 | 0.0% | 5 |
| [CITIGROUP INC](https://holderbook.com/funds/831001-citigroup-inc/) | $447.1K | 17,392 | 0.0% | 4 |
| [Mayflower Financial Advisors, LLC](https://holderbook.com/funds/1852930-mayflower-financial-advisors-llc/) | $421.2K | 16,385 | 0.0% | 5 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $401.7K | 15,625 | 0.0% | 2 |
| [HUB Investment Partners, LLC](https://holderbook.com/funds/1841815-hub-investment-partners-llc/) | $347.1K | 13,500 | 0.0% | 3 |
| [XTX Topco Ltd](https://holderbook.com/funds/1828301-xtx-topco-ltd/) | $286.3K | 11,136 | 0.0% | 1 |
| [PNC Financial Services Group, Inc.](https://holderbook.com/funds/713676-pnc-financial-services-group-inc/) | $83.1K | 3,233 | 0.0% | 4 |
| [CREATIVE FINANCIAL DESIGNS INC /ADV](https://holderbook.com/funds/819864-creative-financial-designs-inc-adv/) | $6.8K | 265 | 0.0% | 5 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $3.2K | 125 | 0.0% | 1 |
| [IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd](https://holderbook.com/funds/1869164-iq-eq-fund-management-singapore-private-ltd/) | $1.0K | 40 | 0.0% | 5 |
| [Caitlin John, LLC](https://holderbook.com/funds/2010947-caitlin-john-llc/) | $797 | 31 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 21 | $29.6M |
| Q1 2026 | 23 | $105.2M |
| Q4 2025 | 22 | $354.7M |
| Q3 2025 | 20 | $230.6M |
| Q2 2025 | 18 | $162.8M |
| Q1 2025 | 4 | $1.5M |