BANK MONTREAL MEDIUM (FNGU)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
Institutions report 1,013,313 shares against 708,905,679 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2025-10-31).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $8.5M | 330,280 | 0.00% | 6q | -68.4%-$18.4M |
| Larson Financial Group LLC | $3.5M | 135,000 | 0.09% | 4q | +21159.8%+$3.5M |
| JANE STREET GROUP, LLC | $3.3M | 126,847 | 0.00% | new | NEW |
| TRUE Private Wealth Advisors | $2.3M | 91,322 | 0.20% | 5q | -4.2%-$103.2K |
| CITADEL ADVISORS LLC | $2.2M | 84,037 | 0.00% | new | NEW |
| Centric Wealth Management | $1.9M | 73,218 | 0.29% | 5q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $786.7K | 30,600 | 0.00% | 3q | -92.7%-$10.0M |
| Tower Research Capital LLC (TRC) | $584.5K | 22,735 | 0.01% | 3q | +151466.7%+$584.1K |
| Altura Wealth Advisors Inc. | $564.1K | 21,942 | 0.19% | 5q | -58.2%-$785.4K |
| BARCLAYS PLC | $503.9K | 19,600 | 0.00% | 5q | HELD |
| CITIGROUP INC | $447.1K | 17,392 | 0.00% | 4q | -99.6%-$115.2M |
| Mayflower Financial Advisors, LLC | $421.2K | 16,385 | 0.04% | 5q | -6.9%-$31.1K |
| Kestra Advisory Services, LLC | $401.7K | 15,625 | 0.00% | 2q | +1.5%+$5.8K |
| HUB Investment Partners, LLC | $347.1K | 13,500 | 0.01% | 3q | HELD |
| XTX Topco Ltd | $286.3K | 11,136 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $83.1K | 3,233 | 0.00% | 4q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $6.8K | 265 | 0.00% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $3.2K | 125 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $1.4K | 52,895 | 0.00% | 3q | -27.2% |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | $1.0K | 40 | 0.00% | 5q | -99.6%-$257.0K |
| Caitlin John, LLC | $797 | 31 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 20 | $26.1M | 1,013,313 | 5 | 3 | 7 | 0.0% |
| Q1 2026 | 22 | $104.1M | 6,464,259 | 6 | 7 | 7 | 0.0% |
| Q4 2025 | 21 | $354.2M | 14,028,225 | 7 | 7 | 7 | 0.0% |
| Q3 2025 | 20 | $230.6M | 7,903,112 | 9 | 4 | 6 | 0.0% |
| Q2 2025 | 17 | $162.3M | 6,513,848 | 14 | 2 | 0 | 0.0% |
| Q1 2025 | 4 | $1.5M | 116,144 | 4 | 0 | 0 | 0.0% |