20 institutions reported holding $28.2M of BANK MONTREAL MEDIUM (BMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: PensionDanmark Pensionsforsikringsaktieselskab ($20.2M), Assenagon Asset Management S.A. ($3.9M), Boltwood Capital Management ($777,480), Versant Capital Management, Inc ($749,385), ROCKLAND TRUST CO ($573,038). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PensionDanmark Pensionsforsikringsaktieselskab | $20.2M | 114,582 | New |
| 2 | Assenagon Asset Management S.A. | $3.9M | 21,816 | Trimmed |
| 3 | Boltwood Capital Management | $777,480 | 4,400 | Added |
| 4 | Versant Capital Management, Inc | $749,385 | 4,241 | Added |
| 5 | ROCKLAND TRUST CO | $573,038 | 3,243 | Hold |
| 6 | Valeo Financial Advisors, LLC | $534,175 | 3,023 | Added |
| 7 | Affinity Capital Advisors, LLC | $301,131 | 1,710 | Hold |
| 8 | 55 North Private Wealth, LLC | $270,558 | 1,531 | New |
| 9 | Apella Capital, LLC | $205,522 | 1,153 | New |
| 10 | GAMMA Investing LLC | $131,111 | 742 | Trimmed |
| 11 | Grove Bank & Trust | $125,457 | 710 | Hold |
| 12 | MassMutual Private Wealth & Trust, FSB | $105,313 | 596 | Added |
| 13 | CX Institutional | $98,000 | 554 | Trimmed |
| 14 | EASTERN BANK | $87,643 | 496 | New |
| 15 | Retirement Wealth Solutions LLC | $86,053 | 487 | Trimmed |
| 16 | ELEVATION WEALTH PARTNERS, LLC | $13,960 | 79 | New |
| 17 | CoreCap Advisors, LLC | $2,144 | 12 | Hold |
| 18 | Noble Wealth Management PBC | $2,120 | 12 | New |
| 19 | Dogwood Wealth Management LLC | $1,590 | 9 | New |
| 20 | Strategic Investment Solutions, Inc. /IL | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30