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FNGU — Bank Montreal Medium Institutional Holders · Q2 2026

Who owns Bank Montreal Medium (FNGU)? 27 institutions reported holding $27.41M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Morgan Stanley ($8.5M), Larson Financial Group LLC ($3.5M), Jane Street Group, LLC ($3.3M).

RankInstitutionValueSharesChange
1MORGAN STANLEY$8.5M330,280Trimmed
2Larson Financial Group LLC$3.5M135,000Added
3JANE STREET GROUP, LLC$3.3M126,847New
4TRUE Private Wealth Advisors$2.3M91,322Trimmed
5CITADEL ADVISORS LLC$2.2M84,037New
6Centric Wealth Management$1.9M73,218Hold
7HRT FINANCIAL LP$1.4M52,895Trimmed
8RENAISSANCE TECHNOLOGIES LLC$786,72630,600Trimmed
9Tower Research Capital LLC (TRC)$584,51722,735Added
10ESG Planning DBA Harper Investing$564,12921,942Trimmed
11BARCLAYS PLC$503,91619,600Hold
12CITIGROUP INC$447,14817,392Trimmed
13Mayflower Financial Advisors, LLC$421,24816,385Trimmed
14Kestra Advisory Services, LLC$401,71915,625Added
15HUB Investment Partners, LLC$347,08513,500Hold
16XTX Topco Ltd$286,30711,136New
17PNC Financial Services Group, Inc.$83,1203,233Hold
18CREATIVE FINANCIAL DESIGNS INC /ADV$6,813265Hold
19Gordian Capital Singapore Pte Ltd$1,02840Trimmed
20Caitlin John, LLC$79731New
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$00Exited
22TWO SIGMA SECURITIES, LLC$00Exited
23GTS SECURITIES LLC$00Exited
24Headlands Technologies LLC$00Exited
25Avestar Capital, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30