FNGS

BANK MONTREAL MEDIUM

Institutional Ownership · Q4 2025

Filing: Q4 2025

BANK MONTREAL MEDIUM (FNGS) is held by 42 institutional investors with combined holdings of $77M. Major holders include OSAIC HOLDINGS, INC., WEALTH ENHANCEMENT ADVISO, HBW ADVISORY SERVICES LLC.

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Institutional Holders

Total Value

$77.0M

Ownership %

—

🏦 Top Institutional Holders

OSAIC HOLDINGS, INC.

289.4K shares

$19.7M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

196.9K shares

$13.3M

HBW ADVISORY SERVICES LLC

79.3K shares

$5.4M

Capital Investment Advisory Services, LLC

70.5K shares

$4.8M

Tactive Advisors, LLC

43.5K shares

$3.0M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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