Latest Period
Q1 2026
Security Snapshot
BANK OF MONTREAL /CAN/ - CAL LKD 41 (OILU) Institutional Ownership
CUSIP: 063679583
13F Institutional Holders and Ownership History from Q4 2021 to Q1 2026
Institutions Reporting
4
Shares (Excl. Options)
46,567
Price
$54.74
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- Security type / class
- Equity / CAL LKD 41
- Symbol
- OILU on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 46,567
- Total 13F value
- $2,549,078
- Portfolio coverage rank
- 0%
- Share change
- +32,288
- Value change
- +$1,767,445
- Number of holders
- 4
- SEC-reported price per share
- $42.96
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- OILU - BANK OF MONTREAL /CAN/ - CAL LKD 41 is tracked under CUSIP 063679583.
- 4 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 4 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $328,845 to $2,549,078.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 4 institutions filings for Q1 2026.
Security key
063679583
Latest holder period
Q1 2026
13F holders
4
13D/G owners
0
CIK / CUSIP context first
Open Q1 2026 holders
OILU full holder history
BANK OF MONTREAL /CAN/ SEC filings
BANK OF MONTREAL /CAN/ company facts
BANK OF MONTREAL /CAN/ 13D/G history
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 063679583:
As of 31 Mar 2026, 4 institutional investors reported holding 46,567 shares of BANK OF MONTREAL /CAN/ - CAL LKD 41 (OILU).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
18
Latest
Q1 2026
Rows shown
1-18 of 18
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 46,567 | $2,549,078 | +$1,767,445 | $54.74 | 4 |
| 2025 Q4 | 14,279 | $328,845 | -$906,449 | $23.03 | 1 |
| 2025 Q3 | 52,830 | $1,276,988 | +$726,988 | $24.19 | 3 |
| 2025 Q2 | 22,945 | $497,218 | +$279,266 | $21.67 | 2 |
| 2025 Q1 | 9,904 | $328,813 | +$315,630 | $33.20 | 3 |
| 2024 Q4 | 478 | $13,183 | -$33,857 | $27.58 | 2 |
| 2024 Q3 | 1,500 | $47,040 | -$8,311 | $31.36 | 1 |
| 2024 Q2 | 1,365 | $55,351 | -$468,427 | $40.26 | 3 |
| 2024 Q1 | 11,248 | $532,436 | -$1,960,660 | $47.31 | 5 |
| 2023 Q4 | 70,589 | $2,484,648 | +$197,031 | $35.20 | 5 |
| 2023 Q3 | 61,146 | $2,828,920 | +$730,743 | $46.26 | 5 |
| 2023 Q2 | 49,690 | $1,746,052 | +$196,130 | $35.14 | 6 |
| 2023 Q1 | 42,703 | $1,699,028 | -$1,139,415 | $39.80 | 10 |
| 2022 Q4 | 70,464 | $3,662,817 | +$1,741,806 | $52.15 | 7 |
| 2022 Q3 | 36,810 | $1,340,000 | -$1,468,203 | $36.42 | 6 |
| 2022 Q2 | 74,824 | $2,840,000 | +$988,453 | $37.95 | 4 |
| 2022 Q1 | 44,743 | $2,376,000 | +$2,264,152 | $53.09 | 5 |
| 2021 Q4 | 2,108 | $44,000 | +$44,000 | $20.87 | 1 |