# BANK MONTREAL MEDIUM (GDXU)

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

- Reporting holders: 15
- Reported value: $23.1M
- Shares held by institutions: 270,515 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 |
|---|---|---|---|---|
| [CITIGROUP INC](https://holderbook.com/funds/831001-citigroup-inc/) | $10.5M | 123,510 | 0.0% | 3 |
| [RENAISSANCE TECHNOLOGIES LLC](https://holderbook.com/funds/1037389-renaissance-technologies-llc/) | $8.1M | 94,800 | 0.0% | 1 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.6M | 19,290 | 0.0% | 4 |
| [Genesis Financial Group, LLC](https://holderbook.com/funds/2097587-genesis-financial-group-llc/) | $895.6K | 10,503 | 0.6% | 3 |
| [Headlands Technologies LLC](https://holderbook.com/funds/1570271-headlands-technologies-llc/) | $699.7K | 8,206 | 0.1% | 1 |
| [PNC Financial Services Group, Inc.](https://holderbook.com/funds/713676-pnc-financial-services-group-inc/) | $426.4K | 5,000 | 0.0% | 5 |
| [TWO SIGMA SECURITIES, LLC](https://holderbook.com/funds/1450144-two-sigma-securities-llc/) | $396.3K | 4,648 | 0.0% | 4 |
| [Financial Gravity Companies, Inc.](https://holderbook.com/funds/1377167-financial-gravity-companies-inc/) | $170.5K | 2,000 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $117.4K | 1,377 | 0.0% | 2 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $55.0K | 645 | 0.0% | 5 |
| [SIGNATUREFD, LLC](https://holderbook.com/funds/1456048-signaturefd-llc/) | $25.6K | 300 | 0.0% | 10 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $11.9K | 140 | 0.0% | 6 |
| [Spire Wealth Management](https://holderbook.com/funds/1858740-spire-wealth-management/) | $6.8K | 80 | 0.0% | 6 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $853 | 10 | 0.0% | 1 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $512 | 6 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 15 | $23.1M |
| Q1 2026 | 22 | $60.9M |
| Q4 2025 | 16 | $44.6M |
| Q3 2025 | 12 | $8.0M |
| Q2 2025 | 11 | $1.3M |
| Q1 2025 | 11 | $5.3M |
| Q4 2024 | 8 | $3.9M |
| Q3 2024 | 8 | $1.3M |
| Q2 2024 | 6 | $2.4M |
| Q1 2024 | 4 | $663.7K |
| Q4 2023 | 7 | $6.0M |
| Q3 2023 | 4 | $1.3M |

