BANK OF MONTREAL /CAN/ - CAL LKD 45 (FNGU) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / CAL LKD 45
Symbol
FNGU on NYSE
Price per share
$25.15
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,903,112
Total reported value
$230,596,746
% of total 13F portfolios
0%
Share change
+1,561,147
Value change
+$47,103,508
Number of holders
20
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 20 institutional investors reported holding 7,903,112 shares of BANK OF MONTREAL /CAN/ - CAL LKD 45 (FNGU).

Institutional Holders of BANK OF MONTREAL /CAN/ - CAL LKD 45 (FNGU) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 4,777,381 $120,481,517 -$23,645,410 $25.26 8
2025 Q3 7,903,112 $230,596,746 +$47,103,508 $29.16 20
2025 Q2 6,341,965 $158,036,424 +$155,659,057 $24.89 18
2025 Q1 116,144 $1,545,876 +$1,545,876 $13.31 4