Bank of Montreal
13F holders, Q4 2025 (December 31)2holders +1
1new positions
0sold out
$243.66avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Bank of Montreal in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were EverSource Wealth Advisors, LLC ($1.7M) and Lodestone Wealth Management LLC ($49K).
- Company
- Bank of Montreal
- Filed as
- MICROSECTORS GOLD MINERS 3X LEVERAGED ETN (Q4 2025)
- CUSIP
- 063679658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $49K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 3,249 shares bought, net +3,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| EverSource Wealth Advisors, LLC | 0.06% | Add +75.1% | 7,109 | $1.7M |
| Lodestone Wealth Management LLC | 0.02% | New | 200 | $49K |
"% of holder's portfolio" is BANK OF MONTREAL's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.