BANK OF MONTREAL /CAN/ - CAL LKD 41 (OILU)

CUSIP: 063679583

Q1 2026 13F Holders as of 31 Mar 2026

Security type / class
Equity / CAL LKD 41
Total 13F shares
46,567
Total 13F value
$2,549,078
Share change
+32,288
SEC-reported price per share
$54.74
Number of holders
4
Value change
+$1,767,445
Number of buys
4

Security key

063679583

Report period

Q1 2026

Institutions

4

Top holders

4

OILU full security history Ownership snapshot Full 13F holder table Previous quarter: Q4 2025 BANK OF MONTREAL /CAN/ SEC filings BANK OF MONTREAL /CAN/ company facts BANK OF MONTREAL /CAN/ 13D/G history

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of OILU - BANK OF MONTREAL /CAN/ - CAL LKD 41 (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock, Inc.
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
15/15
Latest evidence
31 Dec 2025
13D/G 13F Lead comparable stake: 5.1% 13D/G row: BlackRock, Inc. Showing 1-6 of 15 holder rows.

Quick read

BlackRock, Inc. leads the comparable SEC ownership view at 5.1%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock, Inc. 5.1%
VANGUARD GROUP INC 4.5%
BANK OF MONTREAL /CAN/ 3.9%
TD ASSET MANAGEMENT INC 2.7%
CIBC WORLD MARKET INC. 1.7%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock, Inc.
13D/G 13F
Company
13D/G 13F
5.1%
$4,095,713,105
37,021,722 shares
 +$75,577,548 30 Jun 2025
VANGUARD GROUP INC
13F
Company
13F
4.5%
$4,287,878,379
33,017,205 shares
 — 31 Dec 2025
BANK OF MONTREAL /CAN/
13F
Company
13F
3.9%
$3,657,868,742
28,165,528 shares
 — 31 Dec 2025
TD ASSET MANAGEMENT INC
13F
Company
13F
2.7%
$2,519,180,105
19,372,601 shares
 — 31 Dec 2025
CIBC WORLD MARKET INC.
13F
Company
13F
1.7%
$1,630,224,277
12,551,773 shares
 — 31 Dec 2025
1832 Asset Management L.P.
13F
Company
13F
1.4%
$1,352,053,969
10,417,243 shares
 — 31 Dec 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
4
Shares
46,567
Rows available
4
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
1
Q1 2026 holders
4
Holder diff
3
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 value Q1 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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