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

13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025

Type / Class
Equity / MICROSECTORS FAN
Symbol
BERZ on NYSE
Price per share
$2.61
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
35,280
Total reported value
$100,019
% of total 13F portfolios
0%
Share change
-25,123
Value change
-$115,274
Number of holders
2
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 2 institutional investors reported holding 35,280 shares of BANK OF MONTREAL /CAN/ - MICROSECTORS FAN (BERZ).

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 35,280 $100,019 -$115,274 $2.92 2
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