Security key
063679856
- Security type / class
- Equity / 2X LEVERAGED
- Total 13F shares
- 47,767
- Total 13F value
- $2,199,672
- Share change
- -45,610
- SEC-reported price per share
- $46.05
- Number of holders
- 5
- Value change
- -$2,100,347
- Number of buys
- 1
- Number of sells
- 3
Report period
Q4 2023
Institutions
5
Top holders
5
FNGO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2024
Previous quarter: Q3 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
VANGUARD GROUP INC
Disclosed value leader
BANK OF MONTREAL /CAN/
Comparable rows
15/15
Latest evidence
30 Sep 2023
13F
Lead comparable stake: 3.7%
Showing 1-6 of 15 holder rows.
Quick read
VANGUARD GROUP INC leads the comparable SEC ownership view at 3.7%.
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 VANGUARD GROUP INC's linked filing trail.
Comparable ownership
Top 5
VANGUARD GROUP INC
3.7%
BANK OF MONTREAL /CAN/
3.7%
TD ASSET MANAGEMENT INC
2.2%
BANK OF NOVA SCOTIA
2%
TORONTO DOMINION BANK
1.9%
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 |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
3.7%
|
$2,294,120,953
27,191,193 shares
|
— | 30 Sep 2023 |
| BANK OF MONTREAL /CAN/ |
13F
Company
|
3.7%
|
$2,367,057,782
26,709,036 shares
|
— | 30 Sep 2023 |
| TD ASSET MANAGEMENT INC |
13F
Company
|
2.2%
|
$1,359,171,944
16,037,707 shares
|
— | 30 Sep 2023 |
| BANK OF NOVA SCOTIA |
13F
Company
|
2%
|
$1,247,154,199
14,783,968 shares
|
— | 30 Sep 2023 |
| TORONTO DOMINION BANK |
13F
Company
|
1.9%
|
$1,184,773,572
14,042,593 shares
|
— | 30 Sep 2023 |
| CIBC WORLD MARKET INC. |
13F
Company
|
1.9%
|
$1,181,222,000
14,000,502 shares
|
— | 30 Sep 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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
5
Shares
47,767
Rows available
5
| 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 Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
3
Q4 2023 holders
5
Holder diff
2
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend