Institutional Ownership
Bank Montreal Medium
CUSIP 06368B504NT LKD 38FNGSQ1 2026
Institutional Holders
38
13F filers
Shares Held
1.15M
Aggregate institutional
Institutional Value
$62.19M
Q1 2026
Net New Holders
-4
6 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased10
Decreased16
Sold out10
Institutional Holders
38 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 194.1K | $11.57M | −95.3K | Reduced |
| 2 | Wealth Enhancement Advisory Services, LLC | 183.2K | $11.16M | −13.7K | Reduced |
| 3 | Mariner, LLC | 181.3K | $10.81M | +155.4K | Added |
| 4 | Capital Investment Advisory Services, LLC | 74.9K | $4.46M | +4.4K | Added |
| 5 | Independent Financial Group, LLC | 52.8K | $3.15M | −1.6K | Reduced |
| 6 | Citadel Advisors LLC | 44.5K | $2.65M | −28.1K | Reduced |
| 7 | Gts Securities LLC | 39.0K | $2.32M | −237 | Reduced |
| 8 | Ethos Capital Management, Inc. | 30.8K | $1.84M | −7.1K | Reduced |
| 9 | Envestnet Asset Management Inc | 28.2K | $1.68M | +2.9K | Added |
| 10 | Absolute Capital Management, LLC | 28.1K | $1.68M | +28.1K | New |
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