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

27 institutions reported holding $27.4M of BANK MONTREAL MEDIUM (FNGU) 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.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$8.5M	330,280	Trimmed
2	Larson Financial Group LLC	$3.5M	135,000	Added
3	JANE STREET GROUP, LLC	$3.3M	126,847	New
4	TRUE Private Wealth Advisors	$2.3M	91,322	Trimmed
5	CITADEL ADVISORS LLC	$2.2M	84,037	New
6	Centric Wealth Management	$1.9M	73,218	Hold
7	HRT FINANCIAL LP	$1.4M	52,895	Trimmed
8	RENAISSANCE TECHNOLOGIES LLC	$786,726	30,600	Trimmed
9	Tower Research Capital LLC (TRC)	$584,517	22,735	Added
10	ESG Planning DBA Harper Investing	$564,129	21,942	Trimmed
11	BARCLAYS PLC	$503,916	19,600	Hold
12	CITIGROUP INC	$447,148	17,392	Trimmed
13	Mayflower Financial Advisors, LLC	$421,248	16,385	Trimmed
14	Kestra Advisory Services, LLC	$401,719	15,625	Added
15	HUB Investment Partners, LLC	$347,085	13,500	Hold
16	XTX Topco Ltd	$286,307	11,136	New
17	PNC Financial Services Group, Inc.	$83,120	3,233	Hold
18	CREATIVE FINANCIAL DESIGNS INC /ADV	$6,813	265	Hold
19	Gordian Capital Singapore Pte Ltd	$1,028	40	Trimmed
20	Caitlin John, LLC	$797	31	New
21	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$0	0	Exited
22	TWO SIGMA SECURITIES, LLC	$0	0	Exited
23	GTS SECURITIES LLC	$0	0	Exited
24	Headlands Technologies LLC	$0	0	Exited
25	Avestar Capital, LLC	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30