Funds holding Bank of Montreal
ISIN US06368B5049 · Canada · LEI NQQ6HPCNCCU6TUTQYE16
- Fund holders
- 0
This issuer has other securities: Bank of Montreal (CA0636711016)
No tracked fund declares this company in its latest report.
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 28,100 | 0.0 % |
| 2026Q1 | 1 | 0 | 28,100 | +602.5 % |
| 2025Q4 | 1 | 0 | 4,000 | 0.0 % |
| 2025Q3 | 1 | 4,000 |
Institutional managers
38 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | 194,085 | 11.6M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 183,152 | 11.2M $ | as of Mar 31, 2026 |
| Mariner, LLC | 181,309 | 10.8M $ | as of Mar 31, 2026 |
| HRT FINANCIAL LP | 83,678 | 5K $ | as of Mar 31, 2026 |
| Capital Investment Advisory Services, LLC | 74,890 | 4.5M $ | as of Mar 31, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | 52,782 | 3.1M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 44,453 | 2.6M $ | as of Mar 31, 2026 |
| GTS SECURITIES LLC | 38,994 | 2.3M $ | as of Mar 31, 2026 |
| Ethos Capital Management, Inc. | 30,833 | 1.8M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 28,160 | 1.7M $ | as of Mar 31, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 28,100 | 1.7M $ | as of Mar 31, 2026 |
| FLOW TRADERS U.S. LLC | 26,366 | 1.6K $ | as of Mar 31, 2026 |
| HBW ADVISORY SERVICES LLC | 24,951 | 1.5M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 24,502 | 1.5M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 23,790 | 1.4M $ | as of Mar 31, 2026 |
| Snowden Capital Advisors LLC | 17,450 | 1M $ | as of Mar 31, 2026 |
| VestGen Advisors, LLC | 14,061 | 1M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 13,893 | 828.2K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 13,669 | 814.8K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 11,838 | 706K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 9,057 | 539.9K $ | as of Mar 31, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | 6,676 | 398K $ | as of Mar 31, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | 4,600 | 274.2K $ | as of Mar 31, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | 4,241 | 252.8K $ | as of Mar 31, 2026 |
| Creative Planning | 3,517 | 209.6K $ | as of Mar 31, 2026 |
Funds holding the debt of Bank of Montreal
546 funds declare 1,451 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Funds holding Bank of Montreal". https://titelia.com/en/stocks/bank-of-montreal-US06368B5049