Security key
063679856
- Security type / class
- Equity / 2X LEVERAGED
- Total 13F shares
- 63,630
- Total 13F value
- $2,447,846
- Share change
- -51,138
- SEC-reported price per share
- $38.47
- Number of holders
- 4
- Value change
- -$1,279,835
- Number of buys
- 3
- Number of sells
- 3
Report period
Q2 2023
Institutions
4
Top holders
4
FNGO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2023
Previous quarter: Q1 2023
BANK OF MONTREAL /CAN/ SEC filings
BANK OF MONTREAL /CAN/ company facts
BANK OF MONTREAL /CAN/ 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP 063679856
Recent filing periods:
Ownership snapshot
Top reported holders of FNGO - BANK OF MONTREAL /CAN/ - 2X LEVERAGED (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
BANK OF MONTREAL /CAN/
Disclosed value leader
BANK OF MONTREAL /CAN/
Comparable rows
15/15
Latest evidence
31 Mar 2023
13F
Lead comparable stake: 3.5%
Showing 1-6 of 15 holder rows.
Quick read
BANK OF MONTREAL /CAN/ leads the comparable SEC ownership view at 3.5%.
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 BANK OF MONTREAL /CAN/'s linked filing trail.
Comparable ownership
Top 5
BANK OF MONTREAL /CAN/
3.5%
VANGUARD GROUP INC
3.4%
TD ASSET MANAGEMENT INC
2.3%
BANK OF NOVA SCOTIA
2.2%
CIBC WORLD MARKET INC.
1.8%
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 |
|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ |
13F
Company
|
3.5%
|
$2,251,117,699
25,186,709 shares
|
— | 31 Mar 2023 |
| VANGUARD GROUP INC |
13F
Company
|
3.4%
|
$2,181,235,470
24,478,010 shares
|
— | 31 Mar 2023 |
| TD ASSET MANAGEMENT INC |
13F
Company
|
2.3%
|
$1,466,594,784
16,487,922 shares
|
— | 31 Mar 2023 |
| BANK OF NOVA SCOTIA |
13F
Company
|
2.2%
|
$1,392,650,283
15,635,476 shares
|
— | 31 Mar 2023 |
| CIBC WORLD MARKET INC. |
13F
Company
|
1.8%
|
$1,192,665,000
13,389,986 shares
|
— | 31 Mar 2023 |
| MACKENZIE FINANCIAL CORP |
13F
Company
|
1.7%
|
$1,114,899,156
12,517,841 shares
|
— | 31 Mar 2023 |
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 Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
4
Shares
63,630
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 Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
4
Q2 2023 holders
4
Holder diff
0
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend