13FBOX
BANK MONTREAL MEDIUM · 13F Institutional Holdings
Options Calculator Rankings
B

BANK MONTREAL MEDIUM

FNGS
Institutions
39
Combined AUM (Q2 2026)
$74.2M
Combined Shares (Q2 2026)
1.0M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+148,860
19 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-312,689
19 · 6 Exit · ≈
⚖️ Net
-163,829
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$74.2M
Institutions
39
New Buys
7
Adds
12
Reduces
13
Exits
6
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.02%#11$15.1M199,444$11.2M183,152+16,292+8.90%Add
OSAIC HOLDINGS, INC.
0.02%0.02%#12$13.2M181,937$11.6M194,085-12,148-6.26%Reduce
Capital Investment Advisory Services, LLC
0.34%0.33%#3$5.5M75,213$4.5M74,890+323+0.43%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#26$4.3M59,220$3.0M50,053+9,167+18.31%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.07%#6$3.8M52,731$00+52,731New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#27$3.2M44,050$4.6M76,600-32,550-42.49%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#24$3.0M41,271$1.7M28,160+13,111+46.56%Add
HRT FINANCIAL LP
0.01%0.01%#14$3.0M41,149$5.0M83,678-42,529-50.82%Reduce
MML INVESTORS SERVICES, LLC
0.01%<0.01%#13$2.9M40,584$1.4M23,790+16,794+70.59%Add
GTS SECURITIES LLC
0.06%0.08%#8$2.7M36,707$2.3M38,994-2,287-5.87%Reduce
FLOW TRADERS U.S. LLC
0.08%0.05%#5$2.1M28,390$1.6M26,366+2,024+7.68%Add
HBW ADVISORY SERVICES LLC
0.17%0.16%#4$1.9M25,609$1.5M24,951+658+2.64%Add
Cetera Investment Advisers
<0.01%<0.01%#19$1.8M24,726$1.5M24,502+224+0.91%Add
Ethos Capital Management, Inc.
1.16%1.58%#1$1.6M22,406$1.8M30,833-8,427-27.33%Reduce
TWO SIGMA INVESTMENTS, LP
<0.01%#22$1.5M21,000$00+21,000New Buy
Snowden Capital Advisors LLC
0.03%0.03%#9$1.3M18,209$1.0M17,450+759+4.35%Add
LPL Financial LLC
<0.01%<0.01%#28$990,93513,653$814,83313,669-16-0.12%Reduce
VestGen Advisors, LLC
0.03%0.03%#10$978,30613,479$1.0M14,061-582-4.14%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#17$903,04012,442$828,16213,893-1,451-10.44%Reduce
Belvedere Trading LLC
<0.01%#23$809,48511,153$00+11,153New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#31$728,00010,035$706,00011,838-1,803-15.23%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#33$712,8819,822$539,8889,057+765+8.45%Add
Mariner, LLC
<0.01%0.01%#25$563,0037,757$10.8M181,309-173,552-95.72%Reduce
RHODES INVESTMENT ADVISORS INC /ADV
0.37%0.34%#2$502,6896,926$397,9566,676+250+3.74%Add
Creative Planning
<0.01%<0.01%#29$255,2643,517$209,6483,51700.00%Unchanged
BOOTHBAY FUND MANAGEMENT, LLC
<0.01%<0.01%#16$246,7723,400$274,2064,600-1,200-26.09%Reduce
Bawa N Mallick Trust
0.07%#7$217,7403,000$00+3,000New Buy
IFP Advisors, Inc
<0.01%<0.01%#15$196,1112,702$163,0332,735-33-1.21%Reduce
UBS Group AG
<0.01%<0.01%#36$116,0561,599$80,4741,350+249+18.44%Add
NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#35$44,933619$36,89961900.00%Unchanged
Allworth Financial LP
<0.01%<0.01%#32$15,460213$12,69721300.00%Unchanged
Institute for Wealth Management, LLC.
<0.01%#20$14,516200$00+200New Buy
Glen Eagle Advisors, LLC
<0.01%<0.01%#18$14,516200$11,92220000.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#30$13,935192$11,67919200.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#38$7,258100$196,0832,802-2,702-96.43%Reduce
Arax Advisory Partners
<0.01%#34$7,258100$00+100New Buy
JONES FINANCIAL COMPANIES LLLP
<0.01%#37$4,27060$00+60New Buy
Cypress Capital Management LLC (WY)
<0.01%<0.01%#21$1,52421$1,2522100.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#39$1,01614$8351400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow