Bank of Montreal

FNGO

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; 7 institutions reported holding it in 13F filings for Q2 2026, worth $10.7M in total; no superinvestor holds it.

Other share classesBMO AIQD AIQU BERZ BNKD BNKU BRZD BRZL BULZ CARD CARU DULL FLYD FLYU FNGD 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 2025 vs. Q3 2025

How the institutions holding Bank of Montreal changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of FNGO: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Q4 2025	Change
Holders	5	5	0
Shares	80.7K	89.9K	+9.19K (+11.4%)
Value	$10.1M	$10.5M	+$360.4K (+3.6%)

New holders (2)

Institutions that held Bank of Montreal at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to FNGO in Q4 2025
Institution	Shares	Value	% of portfolio
GTS Securities LLC	23,073	$2.69M	0.09%
Jane Street Group, LLC	10,626	$1.24M	0.00%

Sold out (2)

Institutions that held Bank of Montreal at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of FNGO in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Client First Investment Management LLC	11,733	$1.47M
Newbridge Financial Services Group, Inc.	25	$3.10K