M/S Energy 3X Leveraged ETNWTIUETF

13F holders, Q2 2025 (June 30)
4holders +1
2new positions
1sold out
$9.18avg. 13F price*

At the end of Q2 2025, 4 institutions reported holding M/S Energy 3X Leveraged ETN (WTIU) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Jane Street Group, LLC ($200K), NewEdge Advisors, LLC ($198K) and Spire Wealth Management ($21K).

Company
M/S Energy 3X Leveraged ETN
Filed as
BANK MONTREAL MEDIUM (Q2 2025)
CUSIP
06368L304
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 1Q1 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 3Q1 2025Q2 2025: 4Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 3Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$399K
Exits1$212K

All 13F filers, Q1 2025 → Q2 2025: 43,825 shares bought and 15,651 shares sold, net +28,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Jane Street Group, LLC 0.00% New 21,790 $200K
NewEdge Advisors, LLC 0.00% New 21,621 $198K
Spire Wealth Management 0.00% No change 2,311 $21K
UBS Group AG 0.00% Add +608.8% 482 $4K

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