Bank of Montreal

FNGU

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; 20 institutions reported holding it in 13F filings for Q2 2026, worth $27.4M in total; no superinvestor holds it.

Other share classesBMO AIQD AIQU BERZ BNKD BNKU BRZD BRZL BULZ CARD CARU DULL FLYD FLYU FNGD FNGO FNGS 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 2022 vs. Q3 2022

How the institutions holding Bank of Montreal changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of FNGU: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Q4 2022	Change
Holders	22	1	−21
Shares	1.42M	55.4K	−1.37M (−96.1%)
Value	$8.30M	$2.40M	−$5.90M (−71.1%)

New holders (0)

Institutions that held Bank of Montreal at the end of Q4 2022 but not at the end of Q3 2022.

None.

Sold out (21)

Institutions that held Bank of Montreal at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of FNGU in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Cavalier Investments, LLC	401,804	$2.38M
Qube Research & Technologies Ltd	217,000	$1.28M
Tower Research Capital LLC (TRC)	107,608	$636.0K
Barclays PLC	50,000	$296.0K
Millennium Management LLC	43,442	$257.0K
Creative Planning	43,094	$255.0K
UBS Group AG	33,530	$198.0K
HRT Financial LP	26,117	$154.0K
Jane Street Group, LLC	14,602	$86.0K
F3Logic, LLC	12,604	$77.0K
Susquehanna International Group, LLP	12,287	$73.0K
Flow Traders U.S. LLC	11,989	$71.0K
Two Sigma Securities, LLC	10,018	$59.0K
Tobias Financial Advisors, Inc.	10,000	$59.0K
Harbour Investments, Inc.	2,650	$20.0K
Spire Wealth Management	500	$3.00K
Horan Securities, Inc.	197	$1.00K
Advisor Group Holdings, Inc.	167	$1.00K
FNY Investment Advisers, LLC	200	$1.00K
Harel Insurance Investments & Financial Services Ltd.	19,070	–
IFP Advisors, Inc	1,500	–