DOSSIER · 13F Holders · Q4 2025
BULZ

BANK MONTREAL QUE

7 institutions still hold BANK MONTREAL QUE as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 063679559·7 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$9M
visible holders
Holders
7
filers reporting
Concentration
59.15%
CITADEL ADVISORS LLC #1
top holder share
AI Holders Summary · Q4 2025

7 institutions reported BULZ in Q4 2025. CITADEL ADVISORS LLC leads at 59.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CITADEL ADVISORS LLC
CIK 0001423053
$6M21K0.00%Q4 2025
02
Larson Financial Group LLC
CIK 0001731061
$3M70K0.07%Q2 2026
03
FNY Investment Advisers, LLC
CIK 0001742998
$527K30K0.23%Q1 2026
04
IMC-Chicago, LLC
CIK 0001452861· Market maker
$400K10K0.00%Q2 2026
05
Tower Research Capital LLC (TRC)
CIK 0001533421
$108K3K0.00%Q2 2026
06
UBS Group AG
CIK 0001610520
$20K5000.00%Q2 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025