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
6
FNGO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
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
ROYAL BANK OF CANADA
Disclosed value leader
ROYAL BANK OF CANADA
Comparable rows
0/15
Latest evidence
30 Sep 2023
13F
Highest disclosed value: $5,686,939,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
ROYAL BANK OF CANADA has the largest disclosed position value at $5.69B.
0 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 ROYAL BANK OF CANADA's linked filing trail.
Disclosed position value
Top 5
ROYAL BANK OF CANADA
$5.69B
BANK OF MONTREAL /CAN/
$2.37B
VANGUARD GROUP INC
$2.29B
TD ASSET MANAGEMENT INC
$1.36B
BANK OF NOVA SCOTIA
$1.25B
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA |
13F
Company
|
—
mixed-class rows
|
$5,686,939,000
67,483,705 shares
mixed-class rows
|
— | 30 Sep 2023 |
| BANK OF MONTREAL /CAN/ |
13F
Company
|
—
denominator unverified
|
$2,367,057,782
26,709,036 shares
|
— | 30 Sep 2023 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$2,294,120,953
27,191,193 shares
|
— | 30 Sep 2023 |
| TD ASSET MANAGEMENT INC |
13F
Company
|
—
denominator unverified
|
$1,359,171,944
16,037,707 shares
|
— | 30 Sep 2023 |
| BANK OF NOVA SCOTIA |
13F
Company
|
—
denominator unverified
|
$1,247,154,199
14,783,968 shares
|
— | 30 Sep 2023 |
| TORONTO DOMINION BANK |
13F
Company
|
—
denominator unverified
|
$1,184,773,572
14,042,593 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 Q2 2026 Across Filers
Q2 2026 holders
7
Q4 2023 holders
5
Holder diff
-2
| Investor | Q2 2026 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q2 2026 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend