13F Insight
DOSSIER · 13F Holders · Q2 2026
FNGS

BANK MONTREAL MEDIUM

42 institutions still hold BANK MONTREAL MEDIUM as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 06368B504·42 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$69M
visible holders
Holders
42
filers reporting
Concentration
21.98%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

42 institutions reported FNGS in Q2 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 22.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$15M199K0.03%Q2 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$13M182K0.02%Q2 202603
Capital Investment Advisory Services, LLC
CIK 0001659203
$5M75K0.34%Q2 202604
CITADEL ADVISORS LLC
CIK 0001423053
$4M59K0.00%Q2 202605
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$4M53K0.07%Q2 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M44K0.00%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M41K0.00%Q2 202608
MML INVESTORS SERVICES, LLC
CIK 0000701059
$3M41K0.01%Q2 202609
GTS SECURITIES LLC
CIK 0001452765· Market maker
$3M37K0.06%Q2 202610
HBW ADVISORY SERVICES LLC
CIK 0001790525
$2M26K0.17%Q2 202611
Cetera Investment Advisers
CIK 0001666741
$2M25K0.00%Q2 202612
Ethos Capital Management, Inc.
CIK 0002106214
$2M22K1.16%Q2 202613
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$2M26K0.05%Q1 202614
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$2M21K0.00%Q2 202615
WOLVERINE TRADING, LLC
CIK 0000927337
$1M21K0.00%Q3 202516
Snowden Capital Advisors LLC
CIK 0001903055
$1M18K0.03%Q2 202617
LPL Financial LLC
CIK 0001403438
$991K14K0.00%Q2 202618
VestGen Advisors, LLC
CIK 0002050130
$978K13K0.03%Q2 202619
Kestra Advisory Services, LLC
CIK 0001830819
$903K12K0.00%Q2 202620
Belvedere Trading LLC
CIK 0001632341
$809K11K0.00%Q2 2026
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