Who Owns BANK MONTREAL MEDIUM (FNGB)? -- Institutional Holders (2026-03-31)

28 institutions reported holding $105.2M of BANK MONTREAL MEDIUM (FNGB) in SEC 13F filings for 2026-03-31. Largest institutional holders: CITIGROUP INC ($70.3M), MORGAN STANLEY ($16.3M), RENAISSANCE TECHNOLOGIES LLC ($6.6M), BARCLAYS PLC ($2.6M), Centric Wealth Management ($1.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CITIGROUP INC$70.3M4.5MTrimmed
2MORGAN STANLEY$16.3M1.0MAdded
3RENAISSANCE TECHNOLOGIES LLC$6.6M419,100Added
4BARCLAYS PLC$2.6M19,600Trimmed
5Centric Wealth Management$1.9M73,218Added
6TRUE Private Wealth Advisors$1.5M95,335Added
7HRT FINANCIAL LP$1.1M72,685Added
8Headlands Technologies LLC$881,90756,424New
9ESG Planning DBA Harper Investing$820,40352,489Trimmed
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$797,78651,042Trimmed
11Avestar Capital, LLC$781,50050,000New
12United Advisor Group, LLC$314,67920,133New
13Mayflower Financial Advisors, LLC$275,01217,595Added
14Kestra Advisory Services, LLC$240,70215,400New
15HUB Investment Partners, LLC$211,00513,500Hold
16GTS SECURITIES LLC$175,58711,234Trimmed
17TWO SIGMA SECURITIES, LLC$167,42910,712New
18Gordian Capital Singapore Pte Ltd$156,92510,040Added
19PNC Financial Services Group, Inc.$50,5323,233Hold
20Larson Financial Group LLC$9,925635Trimmed
21CREATIVE FINANCIAL DESIGNS INC /ADV$4,142265Trimmed
22Portus Wealth Advisors, LLC$3,954253New
23Tower Research Capital LLC (TRC)$23415Added
24CITADEL ADVISORS LLC$00Exited
25JPMORGAN CHASE & CO$00Exited

Source: SEC Form 13F filings · as of 2026-03-31