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

BANK MONTREAL MEDIUM

GDXU
Institutions
19
Combined AUM (Q2 2026)
$25.4M
Combined Shares (Q2 2026)
558,602
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+381,831
11 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-42,531
18 · 13 Exit · ≈
⚖️ Net
+339,300
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$25.4M
Institutions
19
New Buys
8
Adds
3
Reduces
5
Exits
13
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CITIGROUP INC
<0.01%0.01%#9$10.5M123,510$24.9M123,51000.00%Unchanged
RENAISSANCE TECHNOLOGIES LLC
0.01%#7$8.1M94,800$00+94,800New Buy
Larson Financial Group LLC
0.05%#3$2.0M251,446$00+251,446New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#13$1.6M19,290$5.5M27,553-8,263-29.99%Reduce
Genesis Financial Group, LLC
0.58%1.27%#1$895,59110,503$2.0M10,000+503+5.03%Add
Headlands Technologies LLC
0.07%#2$699,7268,206$00+8,206New Buy
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#11$426,3505,000$1.0M5,00000.00%Unchanged
TWO SIGMA SECURITIES, LLC
0.03%0.18%#4$396,3354,648$1.6M7,838-3,190-40.70%Reduce
FLOW TRADERS U.S. LLC
0.01%#8$179,51122,580$00+22,580New Buy
Financial Gravity Companies, Inc.
0.03%#5$170,5402,000$00+2,000New Buy
UBS Group AG
<0.01%<0.01%#14$117,4171,377$132,515658+719+109.27%Add
180 WEALTH ADVISORS, LLC
0.01%0.02%#6$111,77714,060$173,50012,500+1,560+12.48%Add
MORGAN STANLEY
<0.01%<0.01%#18$54,999645$196,685960-315-32.81%Reduce
SIGNATUREFD, LLC
<0.01%<0.01%#10$25,581300$60,41730000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#15$11,938140$30,209150-10-6.67%Reduce
Spire Wealth Management
<0.01%<0.01%#12$6,82280$67,063333-253-75.98%Reduce
Integrated Wealth Concepts LLC
<0.01%#17$85310$00+10New Buy
Tower Research Capital LLC (TRC)
<0.01%#16$5126$00+6New Buy
JPMORGAN CHASE & CO
<0.01%#19$81$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow