BANK OF MONTREAL (GDXUXXXX)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
3
Reporting holders
$327.9K
Reported value
0.0%
Held as options
+0
Holder change
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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | $308.5K | 3,618 | 0.01% | 7q | +5.9%+$17.3K |
| Lodestone Wealth Management LLC | $17.1K | 200 | 0.01% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $2.3K | 27 | 0.00% | 2q | HELD |
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 | 3 | $327.9K | 3,845 | 0 | 1 | 0 | 0.0% |
| Q1 2026 | 3 | $733.5K | 3,642 | 1 | 0 | 1 | 0.0% |
| Q4 2025 | 2 | $1.8M | 7,309 | 1 | 1 | 0 | 0.0% |
| Q3 2025 | 1 | $831.8K | 4,060 | 0 | 0 | 1 | 0.0% |
| Q2 2025 | 1 | $990.5K | 13,625 | 0 | 1 | 0 | 0.0% |
| Q1 2025 | 1 | $760.7K | 12,730 | 0 | 0 | 1 | 0.0% |
| Q4 2024 | 2 | $1.1M | 38,916 | 1 | 0 | 0 | 0.0% |
| Q3 2024 | 1 | $935.6K | 20,000 | 0 | 0 | 0 | 0.0% |
| Q2 2024 | 1 | $670.8K | 20,000 | 0 | 1 | 0 | 0.0% |
| Q1 2024 | 1 | $497.6K | 16,000 | 0 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $534.2K | 16,000 | 1 | 0 | 0 | 0.0% |
| Q2 2023 | 1 | $55.4K | 1,500 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $78.8K | 1,500 | 1 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $1 | 40 | 1 | 0 | 0 | 0.0% |
| Q3 2022 | 8 | $3.2M | 1,081,921 | 4 | 3 | 1 | 0.0% |
| Q2 2022 | 7 | $1.8M | 357,932 | 5 | 1 | 1 | 0.0% |
| Q1 2022 | 8 | $1.8M | 109,272 | 6 | 1 | 1 | 0.0% |
| Q4 2021 | 5 | $940.0K | 82,420 | 1 | 2 | 2 | 0.0% |
| Q3 2021 | 8 | $1.7M | 187,161 | 7 | 0 | 0 | 0.0% |
| Q2 2021 | 2 | $8.8K | 563 | 1 | 0 | 1 | 0.0% |
| Q1 2021 | 3 | $396.0K | 25,578 | 3 | 0 | 0 | 0.0% |