BANK OF MONTREAL /CAN/ - MICROSCTR 3X LEV (GDXU)
CUSIP: 063679542
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / MICROSCTR 3X LEV
- Total 13F shares
- 18,146
- Share change
- -71,133
- Total reported value
- $1,318,636
- Price per share
- $72.70
- Number of holders
- 11
- Value change
- -$4,105,851
- Number of buys
- 6
- Number of sells
- 10
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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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
|
57,613,557
mixed-class rows
|
$5,501,203,000 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13D/G
13F
|
Company |
5.1%
|
37,021,722
|
$4,095,713,105 | +$75,577,548 | 30 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.3%
|
30,997,776
|
$2,960,101,621 | — | 31 Mar 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
4.2%
|
30,777,622
|
$2,939,554,759 | — | 31 Mar 2025 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
2.4%
|
17,301,762
|
$1,651,977,164 | — | 31 Mar 2025 | |
| CIBC WORLD MARKET INC. |
13F
|
Company |
2.4%
|
17,087,920
|
$1,632,067,239 | — | 31 Mar 2025 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
—
mixed-class rows
|
13,037,375
mixed-class rows
|
$1,243,957,484 | — | 31 Mar 2025 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
1.4%
|
10,169,333
|
$971,072,018 | — | 31 Mar 2025 | |
| BANK OF NOVA SCOTIA |
13F
|
Company |
1.2%
|
8,409,367
|
$803,151,971 | — | 31 Mar 2025 | |
| TORONTO DOMINION BANK |
13F
|
Company |
1.1%
|
8,123,939
|
$775,871,678 | — | 31 Mar 2025 | |
| 1832 Asset Management L.P. |
13F
|
Company |
0.96%
|
6,940,637
|
$662,900,240 | — | 31 Mar 2025 | |
| CIBC Asset Management Inc |
13F
|
Company |
0.91%
|
6,631,947
|
$636,691,233 | — | 31 Mar 2025 | |
| JARISLOWSKY, FRASER Ltd |
13F
|
Company |
0.9%
|
6,549,559
|
$625,353,759 | — | 31 Mar 2025 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.84%
|
6,080,113
|
$583,780,930 | — | 31 Mar 2025 | |
| Beutel, Goodman & Co Ltd. |
13F
|
Company |
0.82%
|
5,972,658
|
$570,270,000 | — | 31 Mar 2025 | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
13F
|
Individual |
0.75%
|
5,419,567
|
$517,461,823 | — | 31 Mar 2025 | |
| FIL Ltd |
13F
|
Company |
0.71%
|
5,187,198
|
$495,343,977 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.68%
|
4,902,978
|
$476,530,730 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
0.69%
|
4,972,536
|
$474,845,254 | — | 31 Mar 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.6%
|
4,332,205
|
$413,658,960 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.56%
|
4,083,505
|
$390,015,545 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.54%
|
3,938,484
|
$376,164,696 | — | 31 Mar 2025 | |
| Fiera Capital Corp |
13F
|
Company |
0.53%
|
3,864,901
|
$369,445,384 | — | 31 Mar 2025 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.51%
|
3,676,637
|
$351,153,701 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.5%
|
3,645,893
|
$348,219,245 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.49%
|
3,564,378
|
$340,422,792 | — | 31 Mar 2025 | |
| SCOTIA CAPITAL INC. |
13F
|
Company |
0.48%
|
3,463,496
|
$330,024,167 | — | 31 Mar 2025 | |
| Federation Des Caisses Desjardins du Quebec |
13F
|
Individual |
0.44%
|
3,220,279
|
$306,950,732 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
2,688,930
mixed-class rows
|
$253,458,266 | — | 31 Mar 2025 | |
| TD Waterhouse Canada Inc. |
13F
|
Company |
0.32%
|
2,345,069
|
$223,617,957 | — | 31 Mar 2025 | |
| GUARDIAN CAPITAL LP |
13F
|
Company |
0.28%
|
2,064,127
|
$197,083,434 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.27%
|
1,941,007
|
$185,328,993 | — | 31 Mar 2025 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.27%
|
1,930,906
|
$184,419,835 | — | 31 Mar 2025 | |
| LETKO, BROSSEAU & ASSOCIATES INC |
13F
|
Company |
0.25%
|
1,826,599
|
$174,404,193 | — | 31 Mar 2025 | |
| Alberta Investment Management Corp |
13F
|
Company |
0.23%
|
1,700,523
|
$162,366,420 | — | 31 Mar 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.22%
|
1,585,114
|
$151,394,238 | — | 31 Mar 2025 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
0.2%
|
1,432,634
|
$136,840,595 | — | 31 Mar 2025 | |
| Clearbridge Investments, LLC |
13F
|
Company |
0.19%
|
1,392,883
|
$133,034,260 | — | 31 Mar 2025 | |
| Newport Trust Company, LLC |
13F
|
Company |
0.19%
|
1,354,442
|
$129,362,755 | — | 31 Mar 2025 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.17%
|
1,197,775
|
$114,399,490 | — | 31 Mar 2025 | |
| MUFG SECURITIES (CANADA), LTD. |
13F
|
Company |
0.15%
|
1,112,032
|
$106,168,251 | — | 31 Mar 2025 | |
| Cardinal Capital Management, Inc. |
13F
|
Company |
0.15%
|
1,108,517
|
$105,901,487 | — | 31 Mar 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.15%
|
1,079,549
|
$103,107,725 | — | 31 Mar 2025 | |
| Aviso Financial Inc. |
13F
|
Company |
0.14%
|
1,041,732
|
$99,516,726 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.14%
|
1,012,257
|
$96,680,667 | — | 31 Mar 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.14%
|
1,002,463
|
$95,745,240 | — | 31 Mar 2025 | |
| Addenda Capital Inc. |
13F
|
Company |
0.1%
|
692,967
|
$95,227,525 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.1%
|
746,613
|
$71,309,042 | — | 31 Mar 2025 | |
| AGF MANAGEMENT LTD |
13F
|
Company |
0.09%
|
634,805
|
$71,068,821 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
—
mixed-class rows
|
796,745
mixed-class rows
|
$69,705,065 | — | 31 Mar 2025 |
Institutional Holders of BANK OF MONTREAL /CAN/ - MICROSCTR 3X LEV (GDXU) as of Q2 2025
As of 30 Jun 2025,
BANK OF MONTREAL /CAN/ - MICROSCTR 3X LEV (GDXU) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
18,146 shares.
The largest 10 holders included
Gainplan LLC, XTX Topco Ltd, HRT FINANCIAL LP, PNC Financial Services Group, Inc., Spire Wealth Management, OSAIC HOLDINGS, INC., MORGAN STANLEY, SIGNATUREFD, LLC, UBS Group AG, and Legacy Wealth Managment, LLC/ID.
This page lists
11
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
11
Q2 2025 holders
11
Holder diff
0
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 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.