Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / CAL LKD 45
-
Total 13F shares
-
14,049,477
-
Share change
-
+6,146,365
-
Total reported value
-
$354,702,202
-
Price per share
-
$25.26
-
Number of holders
-
22
-
Value change
-
+$155,106,617
-
Number of buys
-
15
-
Number of sells
-
13
Institutional Holders of BANK OF MONTREAL /CAN/ - CAL LKD 45 (FNGU) as of Q4 2025
As of 31 Dec 2025,
BANK OF MONTREAL /CAN/ - CAL LKD 45 (FNGU) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,049,477 shares.
The largest 10 holders included
CITIGROUP INC, Oriental Harbor Investment Master Fund, MORGAN STANLEY, Larson Financial Group LLC, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, TRUE Private Wealth Advisors, Centric Wealth Management, ESG Planning DBA Harper Investing, and RENAISSANCE TECHNOLOGIES LLC.
This page lists
22
institutional shareholders reporting positions in this security
for the Q4 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.