Bank of Montreal

BULZ

Exchange: NYSE
Industry: Commercial Banks, NEC
SEC CIK: 0000927971

SEC filings (opens in a new tab)

No open-market purchases or sales by Bank of Montreal insiders were filed in the last 90 days; 6 institutions reported holding it in 13F filings for Q2 2026, worth $7.07M in total; no superinvestor holds it.

Other share classesBMO AIQD AIQU BERZ BNKD BNKU BRZD BRZL CARD CARU DULL FLYD FLYU FNGD FNGO FNGS FNGU GDXD GDXU HYGD HYGU JETD JETU JPND JPNU LQDD LQDU MNGU NRGD NRGU OILD OILU SHNY SMHD SMHU SPYU TAWN TPEI WTID WTIU XLCD XLCU XLPD XLPU

Q2 2026 vs. Q1 2026

How the institutions holding Bank of Montreal changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of BULZ: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Q2 2026	Change
Holders	6	6	0
Shares	417.1K	178.6K	−238.5K (−57.2%)
Value	$7.34M	$7.07M	−$269.4K (−3.7%)

New holders (4)

Institutions that held Bank of Montreal at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to BULZ in Q2 2026
Institution	Shares	Value	% of portfolio
Larson Financial Group LLC	70,000	$2.77M	0.07%
Citadel Advisors LLC	62,807	$2.49M	0.00%
HRT Financial LP	32,439	$1.28M	0.00%
UBS Group AG	500	$19.8K	0.00%

Sold out (4)

Institutions that held Bank of Montreal at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of BULZ in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Avestar Capital, LLC	275,000	$4.84M
Susquehanna International Group, LLP	90,000	$1.58M
FNY Investment Advisers, LLC	30,000	$527.0K
GTS Securities LLC	10,066	$177.1K