Latest Period
Q1 2026
Security Snapshot
BANK OF MONTREAL /CAN/ - 2X LEVERAGED (FNGO) Institutional Ownership
CUSIP: 063679856
13F Institutional Holders and Ownership History from Q3 2018 to Q1 2026
Institutions Reporting
5
Shares (Excl. Options)
74,838
Price
$87.25
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- Security type / class
- Equity / 2X LEVERAGED
- Symbol
- FNGO on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 74,838
- Total 13F value
- $6,529,692
- Portfolio coverage rank
- 0%
- Share change
- -15,026
- Value change
- -$1,714,673
- Number of holders
- 5
- SEC-reported price per share
- $118.47
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
- FNGO - BANK OF MONTREAL /CAN/ - 2X LEVERAGED is tracked under CUSIP 063679856.
- 5 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 5 to 5 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $10,471,860 to $6,529,692.
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 5 institutions filings for Q1 2026.
Security key
063679856
Latest holder period
Q1 2026
13F holders
5
13D/G owners
0
CIK / CUSIP context first
Open Q1 2026 holders
FNGO 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 063679856:
As of 31 Mar 2026, 5 institutional investors reported holding 74,838 shares of BANK OF MONTREAL /CAN/ - 2X LEVERAGED (FNGO).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
31
Latest
Q1 2026
Rows shown
1-25 of 31
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 74,838 | $6,529,692 | -$1,714,673 | $87.25 | 5 |
| 2025 Q4 | 89,864 | $10,471,860 | +$967,470 | $116.53 | 5 |
| 2025 Q3 | 29,820 | $3,737,606 | +$2,290,352 | $125.34 | 4 |
| 2025 Q2 | 12,177 | $1,276,658 | -$767,620 | $110.52 | 3 |
| 2025 Q1 | 29,950 | $2,044,278 | -$2,727,554 | $68.24 | 5 |
| 2024 Q4 | 54,567 | $5,066,707 | +$2,964,527 | $92.86 | 4 |
| 2024 Q3 | 24,166 | $1,718,445 | -$907,648 | $71.11 | 3 |
| 2024 Q2 | 36,320 | $2,672,789 | +$711,865 | $73.59 | 2 |
| 2024 Q1 | 28,020 | $1,643,933 | -$802,156 | $58.67 | 3 |
| 2023 Q4 | 47,767 | $2,199,672 | -$2,100,347 | $46.05 | 5 |
| 2023 Q3 | 65,326 | $2,204,753 | -$170,944 | $33.75 | 3 |
| 2023 Q2 | 63,630 | $2,447,846 | -$1,279,835 | $38.47 | 4 |
| 2023 Q1 | 114,768 | $2,904,538 | +$1,720,534 | $25.31 | 4 |
| 2022 Q4 | 202,784 | $2,745,696 | -$26,105 | $13.54 | 4 |
| 2022 Q3 | 126,712 | $2,031,000 | -$673,349 | $16.02 | 3 |
| 2022 Q2 | 161,687 | $3,008,000 | -$1,009,462 | $18.60 | 4 |
| 2022 Q1 | 207,375 | $7,412,000 | +$352,777 | $35.66 | 5 |
| 2021 Q4 | 197,468 | $9,409,000 | -$1,198,532 | $47.64 | 4 |
| 2021 Q3 | 224,352 | $9,707,000 | +$4,012,527 | $43.29 | 6 |
| 2021 Q2 | 131,658 | $6,208,000 | -$180,305 | $47.13 | 4 |
| 2021 Q1 | 135,486 | $5,157,000 | +$3,285,534 | $38.06 | 4 |
| 2020 Q4 | 33,319 | $6,187,000 | -$724,526 | $185.39 | 5 |
| 2020 Q3 | 37,214 | $5,232,000 | +$3,969,333 | $140.55 | 4 |
| 2020 Q2 | 11,488 | $1,011,000 | +$137,000 | $84.34 | 4 |
| 2020 Q1 | 16,619 | $759,000 | +$414,000 | $44.04 | 2 |