8 institutions reported holding $2.6M of BANK MONTREAL MEDIUM (SHNY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Larson Financial Group LLC ($2.0M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($327,309), FLOW TRADERS U.S. LLC ($180,000), 180 WEALTH ADVISORS, LLC ($111,777), OSAIC HOLDINGS, INC. ($11,925). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Larson Financial Group LLC | $2.0M | 251,446 | New |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $327,309 | 41,171 | New |
| 3 | FLOW TRADERS U.S. LLC | $180,000 | 22,580 | New |
| 4 | 180 WEALTH ADVISORS, LLC | $111,777 | 14,060 | Added |
| 5 | OSAIC HOLDINGS, INC. | $11,925 | 1,500 | Hold |
| 6 | Tower Research Capital LLC (TRC) | $1,296 | 163 | New |
| 7 | JPMORGAN CHASE & CO | $8 | 1 | New |
| 8 | CURIO WEALTH, LLC | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30