Who Owns BANK MONTREAL MEDIUM (FNGB)? -- Institutional Holders (2026-06-30)

28 institutions reported holding $27.4M of BANK MONTREAL MEDIUM (FNGB) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($8.5M), Larson Financial Group LLC ($3.5M), JANE STREET GROUP, LLC ($3.3M), TRUE Private Wealth Advisors ($2.3M), CITADEL ADVISORS LLC ($2.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$8.5M330,280Trimmed
2Larson Financial Group LLC$3.5M135,000Added
3JANE STREET GROUP, LLC$3.3M126,847New
4TRUE Private Wealth Advisors$2.3M91,322Trimmed
5CITADEL ADVISORS LLC$2.2M84,037New
6Centric Wealth Management$1.9M73,218Hold
7HRT FINANCIAL LP$1.4M52,895Trimmed
8RENAISSANCE TECHNOLOGIES LLC$786,72630,600Trimmed
9Tower Research Capital LLC (TRC)$584,51722,735Added
10ESG Planning DBA Harper Investing$564,12921,942Trimmed
11BARCLAYS PLC$503,91619,600Hold
12CITIGROUP INC$447,14817,392Trimmed
13Mayflower Financial Advisors, LLC$421,24816,385Trimmed
14Kestra Advisory Services, LLC$401,71915,625Added
15HUB Investment Partners, LLC$347,08513,500Hold
16XTX Topco Ltd$286,30711,136New
17PNC Financial Services Group, Inc.$83,1203,233Hold
18CREATIVE FINANCIAL DESIGNS INC /ADV$6,813265Hold
19MERCER GLOBAL ADVISORS INC /ADV$3,214125New
20Gordian Capital Singapore Pte Ltd$1,02840Trimmed
21Caitlin John, LLC$79731New
22Avestar Capital, LLC$00Exited
23GTS SECURITIES LLC$00Exited
24United Advisor Group, LLC$00Exited
25Portus Wealth Advisors, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30