BANK OF MONTREAL /CAN/ - CAL LKD 45 (FNGU)

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / CAL LKD 45
Total 13F shares
6,341,965
Share change
+6,225,821
Total reported value
$158,036,424
Price per share
$24.89
Number of holders
18
Value change
+$155,659,063
Number of buys
17
Number of sells
1

Institutional Holders of BANK OF MONTREAL /CAN/ - CAL LKD 45 (FNGU) as of Q2 2025

As of 30 Jun 2025, BANK OF MONTREAL /CAN/ - CAL LKD 45 (FNGU) was held by 18 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 6,341,965 shares. The largest 10 holders included Oriental Harbor Investment Master Fund, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Centric Wealth Management, Jump Financial, LLC, MORGAN STANLEY, ESG Planning DBA Harper Investing, TRUE Private Wealth Advisors, JANE STREET GROUP, LLC, IMC-Chicago, LLC, and HRT FINANCIAL LP. This page lists 18 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.