Who Owns BANK MONTREAL MEDIUM (FNGS)? -- Institutional Holders (2026-06-30)

46 institutions reported holding $74.5M of BANK MONTREAL MEDIUM (FNGS) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($15.1M), OSAIC HOLDINGS, INC. ($13.2M), Capital Investment Advisory Services, LLC ($5.5M), CITADEL ADVISORS LLC ($4.3M), INDEPENDENT FINANCIAL GROUP, LLC ($3.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$15.1M199,444Added
2OSAIC HOLDINGS, INC.$13.2M181,937Trimmed
3Capital Investment Advisory Services, LLC$5.5M75,213Added
4CITADEL ADVISORS LLC$4.3M59,220Added
5INDEPENDENT FINANCIAL GROUP, LLC$3.8M52,731Trimmed
6SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.2M44,050Trimmed
7ENVESTNET ASSET MANAGEMENT INC$3.0M41,271Added
8HRT FINANCIAL LP$3.0M41,149Trimmed
9MML INVESTORS SERVICES, LLC$2.9M40,584Added
10GTS SECURITIES LLC$2.7M36,707Trimmed
11FLOW TRADERS U.S. LLC$2.1M28,390Added
12HBW ADVISORY SERVICES LLC$1.9M25,609Added
13Cetera Investment Advisers$1.8M24,726Added
14Ethos Capital Management, Inc.$1.6M22,406Trimmed
15TWO SIGMA INVESTMENTS, LP$1.5M21,000New
16Snowden Capital Advisors LLC$1.3M18,209Added
17LPL Financial LLC$990,9350Trimmed
18VestGen Advisors, LLC$978,30613,479Trimmed
19Kestra Advisory Services, LLC$903,04012,442Trimmed
20Belvedere Trading LLC$809,48511,153New
21Royal Bank of Canada$728,00010,035Trimmed
22GOLDMAN SACHS GROUP INC$712,8819,822Added
23Mariner, LLC$563,0037,757Trimmed
24RHODES INVESTMENT ADVISORS INC /ADV$502,6896,926Added
25IMC-Chicago, LLC$312,0944,300Trimmed

Source: SEC Form 13F filings · as of 2026-06-30