10 institutions reported holding $7.1M of BANK MONTREAL MEDIUM (BULZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Larson Financial Group LLC ($2.8M), CITADEL ADVISORS LLC ($2.5M), HRT FINANCIAL LP ($1.3M), IMC-Chicago, LLC ($400,448), Tower Research Capital LLC (TRC) ($108,343). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Larson Financial Group LLC | $2.8M | 70,000 | New |
| 2 | CITADEL ADVISORS LLC | $2.5M | 62,807 | New |
| 3 | HRT FINANCIAL LP | $1.3M | 32,439 | New |
| 4 | IMC-Chicago, LLC | $400,448 | 10,120 | Trimmed |
| 5 | Tower Research Capital LLC (TRC) | $108,343 | 2,738 | Added |
| 6 | UBS Group AG | $19,785 | 500 | New |
| 7 | Avestar Capital, LLC | $0 | 0 | Exited |
| 8 | FNY Investment Advisers, LLC | $0 | 0 | Exited |
| 9 | GTS SECURITIES LLC | $0 | 0 | Exited |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30