M/S Energy-3X Inv Leverg ETNWTIDETF

13F holders, Q1 2026 (March 31)
5holders +4
4new positions
0sold out
$4.08avg. 13F price*

At the end of Q1 2026, 5 institutions reported holding M/S Energy-3X Inv Leverg ETN (WTID) in their 13F filings, up 4 from Q4 2025. 4 opened new positions and 0 sold out. The largest holders were Jane Street Group, LLC ($768K), Old Mission Capital LLC ($210K) and Creative Planning ($41K).

Company
M/S Energy-3X Inv Leverg ETN
Filed as
BANK MONTREAL MEDIUM (Q1 2026)
CUSIP
06368L403
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 5Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions4$1.0M
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 252,064 shares bought and 100 shares sold, net +251,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Jane Street Group, LLC 0.00% New 188,284 $768K
Old Mission Capital LLC 0.01% New 51,399 $210K
Creative Planning 0.00% New 10,000 $41K
Tower Research Capital LLC (TRC) 0.00% New 2,381 $10K
UBS Group AG 0.00% Reduce -99.0% 1 $4

"% of holder's portfolio" is WTID's weight in each manager's 13F, not the share of M/S Energy-3X Inv Leverg ETN the manager owns.