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
Q4 2025 vs. Q3 2025
How the institutions holding Bank of Montreal changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 14 | 18 | +4 |
| Shares | 43.0K | 190.2K | +147.2K (+342.2%) |
| Value | $8.81M | $46.4M | +$37.5M (+425.9%) |
New holders (6)
Institutions that held Bank of Montreal at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Citigroup Inc | 123,671 | $30.1M | 0.02% |
| Jump Financial, LLC | 20,597 | $5.02M | 0.06% |
| Genesis Financial Group, LLC | 10,300 | $2.51M | 1.46% |
| Steward Partners Investment Advisory, LLC | 550 | $134.0K | 0.00% |
| Lodestone Wealth Management LLC | 200 | $48.7K | 0.02% |
| Tower Research Capital LLC (TRC) | 140 | $34.1K | 0.00% |
Sold out (2)
Institutions that held Bank of Montreal at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| HRT Financial LP | 5,319 | $1.09M |
| Bank of America Corp | – | $1.33K |