Institutional Ownership
Bank Montreal Medium
CUSIP 06368B504NT LKD 38FNGSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
38
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 194.1K | $11.57M |
| 2 | Wealth Enhancement Advisory Services, LLC | 183.2K | $11.16M |
| 3 | Mariner, LLC | 181.3K | $10.81M |
| 4 | Capital Investment Advisory Services, LLC | 74.9K | $4.46M |
| 5 | Independent Financial Group, LLC | 52.8K | $3.15M |
| 6 | Citadel Advisors LLC | 44.5K | $2.65M |
| 7 | Gts Securities LLC | 39.0K | $2.32M |
| 8 | Ethos Capital Management, Inc. | 30.8K | $1.84M |
| 9 | Envestnet Asset Management Inc | 28.2K | $1.68M |
| 10 | Absolute Capital Management, LLC | 28.1K | $1.68M |