Bank of Montreal
GDXU- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0000927971
No open-market purchases or sales by Bank of Montreal insiders were filed in the last 90 days; 17 institutions reported holding it in 13F filings for Q2 2026, worth $23.4M in total; no superinvestor holds it.
Other share classesBMOAIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU
13F holders, Q2 2026
Institutional positions in Bank of Montreal as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 17
- −7 vs. Q1 2026
- Shares held
- 274.4K
- −31.9K (−10.4%) vs. Q1 2026
- Total value
- $23.4M
- −$38.3M (−62.1%) vs. Q1 2026
- New holders
- 4
- 3 more added
- Sold out
- 11
- 5 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GDXU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 17 | $23.4M |
| Q1 2026 | 25 | $62.1M |
| Q4 2025 | 18 | $46.4M |
| Q3 2025 | 14 | $8.81M |
| Q2 2025 | 12 | $2.31M |
| Q1 2025 | 12 | $6.10M |
| Q4 2024 | 10 | $4.99M |
| Q3 2024 | 9 | $2.20M |
| Q2 2024 | 7 | $3.04M |
| Q1 2024 | 5 | $1.16M |
| Q4 2023 | 8 | $6.49M |
| Q3 2023 | 4 | $1.31M |
| Q2 2023 | 8 | $3.32M |
| Q1 2023 | 10 | $8.31M |
| Q4 2022 | 8 | $10.7M |
| Q3 2022 | 10 | $3.95M |
| Q2 2022 | 8 | $1.76M |
| Q1 2022 | 8 | $1.81M |
| Q4 2021 | 5 | $940.0K |
| Q3 2021 | 8 | $1.70M |
| Q2 2021 | 2 | $8.83K |
| Q1 2021 | 3 | $396.0K |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 123,510 | $10.5M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 94,800 | $8.08M | 0.01% | +94,800 | New |
| Susquehanna International Group, LLP | 19,290 | $1.64M | 0.00% | −8,263−30.0% | Reduced |
| Genesis Financial Group, LLC | 10,503 | $895.6K | 0.58% | +503+5.0% | Added |
| Headlands Technologies LLC | 8,206 | $699.7K | 0.07% | +8,206 | New |
| The PNC Financial Services Group, Inc. | 5,000 | $426.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,648 | $396.3K | 0.03% | −3,190−40.7% | Reduced |
| EverSource Wealth Advisors, LLC | 3,618 | $308.5K | 0.01% | +203+5.9% | Added |
| Financial Gravity Companies, Inc. | 2,000 | $170.5K | 0.03% | +2,000 | New |
| UBS Group AG | 1,377 | $117.4K | 0.00% | +719+109.3% | Added |
| Morgan Stanley | 645 | $55.0K | 0.00% | −93,377−99.3% | Reduced |
| Signaturefd, LLC | 300 | $25.6K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 200 | $17.1K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 140 | $11.9K | 0.00% | −10−6.7% | Reduced |
| Spire Wealth Management | 80 | $6.82K | 0.00% | −253−76.0% | Reduced |
| Harbour Investments, Inc. | 27 | $2.30K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6 | $512 | 0.00% | +6 | New |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,251−100.0% | Sold out |
| Militia Capital Management LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,784−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −1,796−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sofos Investments, Inc. | – | – | – | – | Not filed |