# BANK OF MONTREAL (GDXUXXXX)

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

- Reporting holders: 3
- Reported value: $327.9K
- 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 |
|---|---|---|---|---|
| [EverSource Wealth Advisors, LLC](https://holderbook.com/funds/1710537-eversource-wealth-advisors-llc/) | $308.5K | 3,618 | 0.0% | 7 |
| [Lodestone Wealth Management LLC](https://holderbook.com/funds/1950158-lodestone-wealth-management-llc/) | $17.1K | 200 | 0.0% | 3 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $2.3K | 27 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 3 | $327.9K |
| Q1 2026 | 3 | $733.5K |
| Q4 2025 | 2 | $1.8M |
| Q3 2025 | 1 | $831.8K |
| Q2 2025 | 1 | $990.5K |
| Q1 2025 | 1 | $760.7K |
| Q4 2024 | 2 | $1.1M |
| Q3 2024 | 1 | $935.6K |
| Q2 2024 | 1 | $670.8K |
| Q1 2024 | 1 | $497.6K |
| Q4 2023 | 1 | $534.2K |
| Q2 2023 | 1 | $55.4K |