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- Holders: BMO, FNGU, FNGS, GDXU, BULZ
BANK OF MONTREAL /CAN/ - MICROSCTR 3X LEV (GDXU)
CUSIP: 063679542
Q4 2024 13F Holders as of 31 Dec 2024
- Type / Class
- Equity / MICROSCTR 3X LEV
- Total 13F shares
- 144,745
- Share change
- +117,813
- Total reported value
- $3,933,552
- Price per share
- $27.18
- Number of holders
- 8
- Value change
- +$2,881,122
- Number of buys
- 7
- Number of sells
- 3
Quarterly Holders Quick Answers
What is CUSIP 063679542?
CUSIP 063679542 identifies GDXU - BANK OF MONTREAL /CAN/ - MICROSCTR 3X LEV in SEC institutional holdings data.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 063679542:
Top shareholders of GDXU - BANK OF MONTREAL /CAN/ - MICROSCTR 3X LEV (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA |
13F
|
Company |
—
mixed-class rows
|
55,330,809
mixed-class rows
|
$4,990,607,000 | — | 30 Sep 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.1%
|
29,918,005
|
$2,699,681,098 | — | 30 Sep 2024 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
3.8%
|
27,692,612
|
$2,501,645,174 | — | 30 Sep 2024 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
2.4%
|
17,128,157
|
$1,552,070,529 | — | 30 Sep 2024 | |
| CIBC WORLD MARKET INC. |
13F
|
Company |
2.2%
|
15,995,447
|
$1,442,789,000 | — | 30 Sep 2024 | |
| BANK OF NOVA SCOTIA |
13F
|
Company |
1.9%
|
14,024,491
|
$1,265,610,964 | — | 30 Sep 2024 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
—
mixed-class rows
|
13,751,089
mixed-class rows
|
$1,240,786,432 | — | 30 Sep 2024 | |
| TORONTO DOMINION BANK |
13F
|
Company |
1.6%
|
11,812,353
|
$1,065,474,240 | — | 30 Sep 2024 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
1.5%
|
10,584,666
|
$955,085,130 | — | 30 Sep 2024 | |
| NORGES BANK |
13F
|
Company |
1.4%
|
10,449,486
|
$942,800,568 | — | 30 Sep 2024 | |
| 1832 Asset Management L.P. |
13F
|
Company |
1%
|
7,565,045
|
$682,367,059 | — | 30 Sep 2024 | |
| CIBC Asset Management Inc |
13F
|
Company |
0.91%
|
6,628,334
|
$600,826,916 | — | 30 Sep 2024 | |
| JARISLOWSKY, FRASER Ltd |
13F
|
Company |
0.87%
|
6,285,331
|
$567,794,363 | — | 30 Sep 2024 | |
| Beutel, Goodman & Co Ltd. |
13F
|
Company |
0.81%
|
5,912,417
|
$534,106,000 | — | 30 Sep 2024 | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
13F
|
Company |
0.75%
|
5,419,567
|
$489,584,343 | — | 30 Sep 2024 | |
| Federation Des Caisses Desjardins du Quebec |
13F
|
Individual |
0.7%
|
5,090,021
|
$459,336,254 | — | 30 Sep 2024 | |
| FMR LLC |
13F
|
Company |
—
mixed-class rows
|
5,046,722
mixed-class rows
|
$455,396,730 | — | 30 Sep 2024 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.66%
|
4,793,309
|
$432,823,321 | — | 30 Sep 2024 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
0.59%
|
4,249,552
|
$383,449,409 | — | 30 Sep 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.57%
|
4,147,304
|
$374,637,483 | — | 30 Sep 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.49%
|
3,558,032
|
$320,936,409 | — | 30 Sep 2024 | |
| Fiera Capital Corp |
13F
|
Company |
0.48%
|
3,453,718
|
$312,054,301 | — | 30 Sep 2024 | |
| SCOTIA CAPITAL INC. |
13F
|
Company |
0.47%
|
3,443,093
|
$310,360,284 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.46%
|
3,321,849
|
$303,130,274 | — | 30 Sep 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.46%
|
3,327,465
|
$300,137,426 | — | 30 Sep 2024 | |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
13F
|
Company |
0.44%
|
3,169,608
|
$285,978,823 | — | 30 Sep 2024 | |
| TD Waterhouse Canada Inc. |
13F
|
Company |
0.34%
|
2,476,545
|
$228,656,230 | — | 30 Sep 2024 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.35%
|
2,525,575
|
$228,151,429 | — | 30 Sep 2024 | |
| GUARDIAN CAPITAL LP |
13F
|
Company |
0.3%
|
2,158,013
|
$194,947,190 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
2,109,207
mixed-class rows
|
$190,086,105 | — | 30 Sep 2024 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.27%
|
1,985,056
|
$179,102,267 | — | 30 Sep 2024 | |
| LETKO, BROSSEAU & ASSOCIATES INC |
13F
|
Company |
0.26%
|
1,919,950
|
$173,441,429 | — | 30 Sep 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.25%
|
1,848,917
|
$167,016,575 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.25%
|
1,845,990
|
$166,508,323 | — | 30 Sep 2024 | |
| Value Partners Investments Inc. |
13F
|
Company |
0.21%
|
1,521,048
|
$161,570,811 | — | 30 Sep 2024 | |
| FIL Ltd |
13F
|
Company |
0.24%
|
1,723,780
|
$155,547,422 | — | 30 Sep 2024 | |
| AGF MANAGEMENT LTD |
13F
|
Company |
0.22%
|
1,595,709
|
$152,054,048 | — | 30 Sep 2024 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.22%
|
1,631,618
|
$147,171,944 | — | 30 Sep 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.22%
|
1,576,542
|
$142,415,841 | — | 30 Sep 2024 | |
| Clearbridge Investments, LLC |
13F
|
Company |
0.21%
|
1,495,899
|
$133,314,519 | — | 30 Sep 2024 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.2%
|
1,476,835
|
$133,218,975 | — | 30 Sep 2024 | |
| Alberta Investment Management Corp |
13F
|
Company |
0.19%
|
1,388,400
|
$125,423,099 | — | 30 Sep 2024 | |
| Newport Trust Company, LLC |
13F
|
Company |
0.19%
|
1,388,580
|
$125,249,916 | — | 30 Sep 2024 | |
| Cardinal Capital Management, Inc. |
13F
|
Company |
0.18%
|
1,298,627
|
$117,326,007 | — | 30 Sep 2024 | |
| Aviso Financial Inc. |
13F
|
Company |
0.14%
|
1,004,191
|
$90,631,171 | — | 30 Sep 2024 | |
| Addenda Capital Inc. |
13F
|
Company |
0.1%
|
720,766
|
$87,962,283 | — | 30 Sep 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.13%
|
939,939
|
$84,782,498 | — | 30 Sep 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.13%
|
939,343
|
$84,728,738 | — | 30 Sep 2024 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.12%
|
847,892
|
$76,479,858 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.11%
|
805,524
|
$72,658,264 | — | 30 Sep 2024 |
Institutional Holders of BANK OF MONTREAL /CAN/ - MICROSCTR 3X LEV (GDXU) as of Q4 2024
As of 31 Dec 2024,
BANK OF MONTREAL /CAN/ - MICROSCTR 3X LEV (GDXU) was held by
8 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
144,745 shares.
The largest 8 holders included
JANE STREET GROUP, LLC, HRT FINANCIAL LP, UBS Group AG, Tower Research Capital LLC (TRC), Federation des caisses Desjardins du Quebec, Headlands Technologies LLC, SIGNATUREFD, LLC, and PNC Financial Services Group, Inc..
This page lists
8
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
8
Q4 2024 holders
8
Holder diff
0
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.