BANK OF MONTREAL /CAN/ - MICROSECTORS FAN (BERZ)

Historical Holders from Q1 2024 to Q3 2025

Symbol
BERZ on NYSE
Type / Class
Equity / MICROSECTORS FAN
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
60,403
Holdings value
$215,294
% of all portfolios
0%
Number of holders
4
Number of buys
3
Number of sells
-3
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of BANK OF MONTREAL /CAN/ - MICROSECTORS FAN (BERZ)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 60,403 $215,294 +$33,889 $3.56 4
2025 Q2 36,707 $209,353 +$117,622 $5.72 4
2025 Q1 16,037 $259,478 -$1,396,883 $16.18 3
2024 Q4 108,657 $1,453,830 +$1,438,002 $13.38 5
2024 Q3 1,183 $20,301 -$4,331,287 $17.17 2
2024 Q2 220,406 $4,353,019 +$2,503,955 $19.75 4
2024 Q1 84,017 $2,197,684 +$2,197,684 $26.16 5