Max S&P 500 4X Leveraged ETNSPYUETF

13F holders, Q1 2026 (March 31)
13holders +1
5new positions
4sold out
1famous investor
$23.79avg. 13F price*

At the end of Q1 2026, 13 institutions reported holding Max S&P 500 4X Leveraged ETN (SPYU) in their 13F filings, up 1 from Q4 2025. 5 opened new positions and 4 sold out. The largest holders were Millington Financial Advisors, LLC ($3.0M), Susquehanna International Group, LLP ($1.7M) and Jane Street Group, LLC ($1.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Max S&P 500 4X Leveraged ETN
Filed as
BANK MONTREAL MEDIUM (Q1 2026)
CUSIP
063679567
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 7Q1 2024Q2 2024: 8Q2 2024Q3 2024: 10Q3 2024Q4 2024: 12Q4 2024Q1 2025: 13Q1 2025Q2 2025: 12Q2 2025Q3 2025: 12Q3 2025Q4 2025: 12Q4 2025Q1 2026: 13Q1 2026Q2 2026: 11Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions5$1.6M
Exits4$681K

All 13F filers, Q4 2025 → Q1 2026: 216,069 shares bought and 12,419 shares sold, net +203,650 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

Millington Financial Advisors, LLC 1.25% Add +103.4% 100,201 $3.0M
Susquehanna International Group, LLP 0.00% Add +293.2% 81,899 $1.7M
Jane Street Group, LLC 0.00% New 48,558 $1.0M
Citadel Advisors 0.00% Add +190.4% 22,456 $468K
Tower Research Capital LLC (TRC) 0.01% Add +250.1% 14,301 $298K
IMC-Chicago, LLC 0.00% New 13,010 $271K
Two Sigma Securities, LLC 0.03% New 11,514 $240K
Signaturefd, LLC 0.00% New 2,500 $52K
Summit Securities Group LLC 0.02% New 2,000 $42K
UBS Group AG 0.00% Add +202.8% 1,199 $25K
Fifth Third Bancorp 0.00% Add +100.0% 898 $19K
Hollencrest Capital Management 0.00% Add +91.0% 426 $9K
Toth Financial Advisory Corp. 0.00% Add +100.0% 160 $3K

"% of holder's portfolio" is SPYU's weight in each manager's 13F, not the share of Max S&P 500 4X Leveraged ETN the manager owns.