Bank of Montreal

SPYU

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; 11 institutions reported holding it in 13F filings for Q2 2026, worth $6.81M 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 OILU SHNY SMHD SMHU TAWN TPEI WTID WTIU XLCD XLCU XLPD XLPU

Q1 2026 vs. Q4 2025

How the institutions holding Bank of Montreal changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of SPYU: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Q1 2026	Change
Holders	12	13	+1
SharesConverted for a 2-for-1 split	190.9K	299.1K	+108.2K (+56.7%)
Value	$5.28M	$7.12M	+$1.84M (+34.9%)

New holders (5)

Institutions that held Bank of Montreal at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to SPYU in Q1 2026
Institution	Shares	Value	% of portfolio
Jane Street Group, LLC	48,558	$1.01M	0.00%
IMC-Chicago, LLC	13,010	$271.1K	0.00%
Two Sigma Securities, LLC	11,514	$240.0K	0.03%
Signaturefd, LLC	2,500	$52.1K	0.00%
Clear Street Markets LLC	2,000	$41.7K	0.02%

Sold out (4)

Institutions that held Bank of Montreal at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of SPYU in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Goldman Sachs Group Inc	7,566	$414.9K
Mainstay Capital Management LLC	4,727	$259.2K
Advisor Group Holdings, Inc.	106	$5.81K
Royal Bank of Canada	20	$1.00K