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

Q1 2024 vs. Q4 2023

How the institutions holding Bank of Montreal changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of FNGD: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	12	1	9	−2
Shares	2.96M	21.6K	234.4K	−2.70M (−92.0%)
Value	$17.3M	$125.6K	$7.60M	−$9.53M (−55.6%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (4)

Institutions that held Bank of Montreal at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to FNGD in Q1 2024
Institution	Shares	Value	% of portfolio
GTS Securities LLC	133,404	$4.90M	0.13%
National Asset Management, Inc.	37,500	$371.3K	0.01%
Whittier Trust Co of Nevada Inc	1,165	$42.8K	0.00%
Headlands Technologies LLC	579	$21.3K	0.01%

Sold out (6)

Institutions that held Bank of Montreal at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of FNGD in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
HRT Financial LP	1,523,744	$8.88M
FNY Investment Advisers, LLC	375,270	$2.19M
Prosperity Wealth Management, Inc.	131,003	$763.7K
Morgan Stanley	100,000	$583.0K
IMC-Chicago, LLC	71,416	$416.4K
Two Sigma Securities, LLC	17,149	$100.0K

Not filed for Q1 2024 yet (1)

Institutions that held Bank of Montreal at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FNGD in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Pariax, LLC	21,550	$125.6K