13F Insight
DOSSIER · 13F Holders · Q1 2026
GDXU

BANK MONTREAL QUE

21 institutions still hold BANK MONTREAL QUE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 063679542·21 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$45M
visible holders
Holders
21
filers reporting
Concentration
41.93%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

21 institutions reported GDXU in Q1 2026. MORGAN STANLEY leads at 41.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$19M94K0.00%Q1 202602
CITIGROUP INC
CIK 0000831001
$11M124K0.00%Q2 202603
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$6M28K0.00%Q1 202604
Jump Financial, LLC
CIK 0001831577
$3M16K0.04%Q1 202605
Genesis Financial Group, LLC
CIK 0002097587
$2M10K1.27%Q1 202606
TWO SIGMA SECURITIES, LLC
CIK 0001450144· Market maker
$2M8K0.18%Q1 202607
Militia Capital Management LLC
CIK 0002130487
$967K5K0.11%Q1 202608
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$821K3K0.00%Q4 202509
Financial Gravity Asset Management, Inc.
CIK 0001741736
$403K2K0.07%Q1 202610
Federation des caisses Desjardins du Quebec
CIK 0002022297
$201K1K0.00%Q1 202611
GAMCO INVESTORS, INC. ET AL
CIK 0000807249
$201K1K0.00%Q1 202612
SG Americas Securities, LLC
CIK 0001313360
$196K9750.00%Q1 202613
Financial Gravity Companies, Inc.
CIK 0001377167
$171K2K0.03%Q2 202614
UBS Group AG
CIK 0001610520
$133K6580.00%Q1 202615
Steward Partners Investment Advisory, LLC
CIK 0001723397
$111K5500.00%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$30K1500.00%Q1 202617
SIGNATUREFD, LLC
CIK 0001456048
$26K3000.00%Q2 202618
Spire Wealth Management
CIK 0001858740
$7K800.00%Q2 202619
BARCLAYS PLC
CIK 0000312069
$5K250.00%Q1 202620
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$2K100.00%Q1 2026
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