Bank of Montreal

OILU

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; 1 institution reported holding it in 13F filings for Q2 2026, worth $64.3K 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 FNGU GDXD GDXU HYGD HYGU JETD JETU JPND JPNU LQDD LQDU MNGU NRGD NRGU OILD SHNY SMHD SMHU SPYU TAWN TPEI WTID WTIU XLCD XLCU XLPD XLPU

Q3 2023 vs. Q2 2023

How the institutions holding Bank of Montreal changed between Q2 2023 and Q3 2023.

All holders in Q3 2023 All holders in Q2 2023

13F holders of OILU: Q2 2023 compared with Q3 2023
Measure	Q2 2023	Q3 2023	Change
Holders	7	5	−2
Shares	49.7K	61.1K	+11.4K (+23.0%)
Value	$1.75M	$2.83M	+$1.08M (+61.9%)

New holders (1)

Institutions that held Bank of Montreal at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to OILU in Q3 2023
Institution	Shares	Value	% of portfolio
UBS Group AG	779	$36.0K	0.00%

Sold out (3)

Institutions that held Bank of Montreal at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of OILU in Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
Renaissance Technologies LLC	11,100	$390.0K
Citadel Advisors LLC	6,783	$238.4K
Morgan Stanley	231	$8.12K