12 institutions reported holding $85.1M of BANK MONTREAL MEDIUM (SHNY) in SEC 13F filings for 2026-06-30. Largest institutional holders: IMC-Chicago, LLC ($38.5M), SIMPLEX TRADING, LLC ($28.7M), GROUP ONE TRADING LLC ($9.0M), HRT FINANCIAL LP ($6.2M), Larson Financial Group LLC ($2.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | IMC-Chicago, LLC | $38.5M | 1.8M | Added |
| 2 | SIMPLEX TRADING, LLC | $28.7M | 1.3M | Trimmed |
| 3 | GROUP ONE TRADING LLC | $9.0M | 439,600 | Trimmed |
| 4 | HRT FINANCIAL LP | $6.2M | 234,500 | Trimmed |
| 5 | Larson Financial Group LLC | $2.0M | 251,446 | New |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $327,309 | 41,171 | New |
| 7 | FLOW TRADERS U.S. LLC | $180,000 | 22,580 | New |
| 8 | 180 WEALTH ADVISORS, LLC | $111,777 | 14,060 | Added |
| 9 | OSAIC HOLDINGS, INC. | $11,925 | 1,500 | Hold |
| 10 | Tower Research Capital LLC (TRC) | $1,296 | 163 | New |
| 11 | JPMORGAN CHASE & CO | $8 | 1 | New |
| 12 | CURIO WEALTH, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30