51 institutions reported holding $74.1M of BANK MONTREAL MEDIUM (FNGS) in SEC 13F filings for 2026-03-31. Largest institutional holders: OSAIC HOLDINGS, INC. ($11.6M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($11.2M), Mariner, LLC ($10.8M), HRT FINANCIAL LP ($5.0M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($4.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $11.6M | 194,085 | Trimmed |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.2M | 183,152 | Trimmed |
| 3 | Mariner, LLC | $10.8M | 181,309 | Added |
| 4 | HRT FINANCIAL LP | $5.0M | 83,678 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.6M | 76,600 | Trimmed |
| 6 | Capital Investment Advisory Services, LLC | $4.5M | 74,890 | Added |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $3.1M | 52,782 | Trimmed |
| 8 | CITADEL ADVISORS LLC | $3.0M | 50,053 | Trimmed |
| 9 | GTS SECURITIES LLC | $2.3M | 38,994 | Trimmed |
| 10 | Ethos Capital Management, Inc. | $1.8M | 30,833 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 28,160 | Added |
| 12 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $1.7M | 28,100 | New |
| 13 | FLOW TRADERS U.S. LLC | $1.6M | 26,366 | New |
| 14 | HBW ADVISORY SERVICES LLC | $1.5M | 24,951 | Trimmed |
| 15 | Cetera Investment Advisers | $1.5M | 24,502 | Trimmed |
| 16 | MML INVESTORS SERVICES, LLC | $1.4M | 23,790 | Trimmed |
| 17 | Snowden Capital Advisors LLC | $1.0M | 17,450 | Trimmed |
| 18 | VestGen Advisors, LLC | $1.0M | 14,061 | Added |
| 19 | Kestra Advisory Services, LLC | $828,162 | 13,893 | Added |
| 20 | LPL Financial LLC | $814,833 | 13,669 | Added |
| 21 | Royal Bank of Canada | $706,000 | 11,838 | Trimmed |
| 22 | GOLDMAN SACHS GROUP INC | $539,888 | 9,057 | New |
| 23 | IMC-Chicago, LLC | $447,075 | 7,500 | Trimmed |
| 24 | RHODES INVESTMENT ADVISORS INC /ADV | $397,956 | 6,676 | Hold |
| 25 | BOOTHBAY FUND MANAGEMENT, LLC | $274,206 | 4,600 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31