Bank of Montreal

FNGD

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; 9 institutions reported holding it in 13F filings for Q2 2026, worth $3.54M in total; no superinvestor holds it.

Other share classesBMO AIQD AIQU BERZ BNKD BNKU BRZD BRZL BULZ CARD CARU DULL FLYD FLYU 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

Q4 2023 vs. Q3 2023

How the institutions holding Bank of Montreal changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of FNGD: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	17	1	12	−4
Shares	1.10M	39.5K	2.96M	+1.90M (+178.6%)
Value	$10.9M	$391.5K	$17.3M	+$6.74M (+64.1%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (3)

Institutions that held Bank of Montreal at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to FNGD in Q4 2023
Institution	Shares	Value	% of portfolio
FNY Investment Advisers, LLC	375,270	$2.19M	2.45%
Morgan Stanley	100,000	$583.0K	0.00%
National Bank of Canada	1,300	$8.13K	0.00%

Sold out (7)

Institutions that held Bank of Montreal at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of FNGD in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
GTS Securities LLC	55,683	$551.3K
National Asset Management, Inc.	37,500	$371.3K
Citadel Advisors LLC	33,337	$330.0K
Boston Partners	24,875	$246.3K
Quantbot Technologies LP	7,613	$75.4K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	7,500	$74.3K
IFP Advisors, Inc	300	$2.97K

Not filed for Q4 2023 yet (1)

Institutions that held Bank of Montreal at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FNGD in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Pathstone Family Office, LLC	39,542	$391.5K