Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / NT LKD 38
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
1.21M
-
Shares change
-
+130K
-
Total reported value, excl. options
-
$78.9M
-
Value change
-
+$14.6M
-
Put/Call ratio
-
0.48
-
Number of buys
-
23
-
Number of sells
-
-19
-
Price
-
$65.15
Significant Holders of BANK OF MONTREAL /CAN/ - NT LKD 38 (FNGS) as of Q2 2025
54 filings reported holding FNGS - BANK OF MONTREAL /CAN/ - NT LKD 38 as of Q2 2025.
BANK OF MONTREAL /CAN/ - NT LKD 38 (FNGS) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.21M shares
.
Largest 10 shareholders include OSAIC HOLDINGS, INC. (509K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (161K shares), Capital Investment Advisory Services, LLC (91.1K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (69.3K shares), Tactive Advisors, LLC (52K shares), HBW ADVISORY SERVICES LLC (34.5K shares), CITADEL ADVISORS LLC (28.5K shares), Cetera Investment Advisers (26.9K shares), ENVESTNET ASSET MANAGEMENT INC (24.3K shares), and MML INVESTORS SERVICES, LLC (23.6K shares).
This table shows the top 40 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.