Who Owns BANK MONTREAL MEDIUM (FNGS)? -- Institutional Holders (2026-06-30)
46 institutions reported holding $74.5M of BANK MONTREAL MEDIUM (FNGS) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($15.1M), OSAIC HOLDINGS, INC. ($13.2M), Capital Investment Advisory Services, LLC ($5.5M), CITADEL ADVISORS LLC ($4.3M), INDEPENDENT FINANCIAL GROUP, LLC ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.1M | 199,444 | Added |
| 2 | OSAIC HOLDINGS, INC. | $13.2M | 181,937 | Trimmed |
| 3 | Capital Investment Advisory Services, LLC | $5.5M | 75,213 | Added |
| 4 | CITADEL ADVISORS LLC | $4.3M | 59,220 | Added |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $3.8M | 52,731 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.2M | 44,050 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 41,271 | Added |
| 8 | HRT FINANCIAL LP | $3.0M | 41,149 | Trimmed |
| 9 | MML INVESTORS SERVICES, LLC | $2.9M | 40,584 | Added |
| 10 | GTS SECURITIES LLC | $2.7M | 36,707 | Trimmed |
| 11 | FLOW TRADERS U.S. LLC | $2.1M | 28,390 | Added |
| 12 | HBW ADVISORY SERVICES LLC | $1.9M | 25,609 | Added |
| 13 | Cetera Investment Advisers | $1.8M | 24,726 | Added |
| 14 | Ethos Capital Management, Inc. | $1.6M | 22,406 | Trimmed |
| 15 | TWO SIGMA INVESTMENTS, LP | $1.5M | 21,000 | New |
| 16 | Snowden Capital Advisors LLC | $1.3M | 18,209 | Added |
| 17 | LPL Financial LLC | $990,935 | 0 | Trimmed |
| 18 | VestGen Advisors, LLC | $978,306 | 13,479 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $903,040 | 12,442 | Trimmed |
| 20 | Belvedere Trading LLC | $809,485 | 11,153 | New |
| 21 | Royal Bank of Canada | $728,000 | 10,035 | Trimmed |
| 22 | GOLDMAN SACHS GROUP INC | $712,881 | 9,822 | Added |
| 23 | Mariner, LLC | $563,003 | 7,757 | Trimmed |
| 24 | RHODES INVESTMENT ADVISORS INC /ADV | $502,689 | 6,926 | Added |
| 25 | IMC-Chicago, LLC | $312,094 | 4,300 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30