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, Q3 2025
Institutional positions in Bank of Montreal as of Sep 30, 2025. 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
- 14
- +3 vs. Q2 2025
- Shares held
- 43.0K
- +11.3K (+35.4%) vs. Q2 2025
- Total value
- $8.81M
- +$6.51M (+281.8%) vs. Q2 2025
- New holders
- 6
- 4 more added
- Sold out
- 3
- 1 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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 | $61.1M |
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 19,902 | $4.08M | 0.01% | +19,902 | New |
| HRT Financial LP | 5,319 | $1.09M | 0.00% | +1,831+52.5% | Added |
| Coldstream Capital Management Inc | 4,500 | $922.0K | 0.01% | +4,500 | New |
| EverSource Wealth Advisors, LLC | 4,060 | $831.8K | 0.03% | −9,565−70.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,389 | $694.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,543 | $316.1K | 0.05% | +1,543 | New |
| Spire Wealth Management | 1,457 | $298.5K | 0.01% | +657+82.1% | Added |
| Gamco Investors, Inc. Et Al | 1,000 | $204.9K | 0.00% | +1,000 | New |
| Morgan Stanley | 960 | $196.7K | 0.00% | +670+231.0% | Added |
| Advisor Group Holdings, Inc. | 500 | $102.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 275 | $56.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $20.5K | 0.04% | +100 | New |
| Legacy Wealth Managment, LLC | 15 | $3.07K | 0.00% | +5+50.0% | Added |
| Bank of America Corp | – | $1.33K | 0.00% | – | New |
| Gainplan LLC | 0 | $0 | 0.00% | −4,890−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,392−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |