# BANK MONTREAL MEDIUM CAL LKD 45

BANK MONTREAL MEDIUM CAL LKD 45 is a security (CUSIP 063679385) tracked across SEC portfolio filings. 21 institutional managers reported $34.2M on Form 13F as of 2026-06-30.

## Summary

- Issuer: BANK MONTREAL MEDIUM
- Class: CAL LKD 45
- CUSIP: 063679385
- 13F holders: 21
- 13F value: $34.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 21 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $16.3M | 1,045,650 |
| [RENAISSANCE TECHNOLOGIES LLC](https://search.stillhousedata.com/firm/106661) | NEW YORK, NY | $6.6M | 419,100 |
| BARCLAYS PLC | LONDON, X0 | $2.6M | 19,600 |
| [TRUE Private Wealth Advisors](https://search.stillhousedata.com/firm/164947) | Salem, OR | $2.3M | 91,322 |
| [Centric Wealth Management](https://search.stillhousedata.com/firm/133877) | CHICAGO, IL | $1.9M | 73,218 |
| Headlands Technologies LLC | CHICAGO, IL | $882K | 56,424 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $798K | 51,042 |
| [Altura Wealth Advisors Inc.](https://search.stillhousedata.com/firm/309501) | SANTA CLARA, CA | $564K | 21,942 |
| CITIGROUP INC | NEW YORK, NY | $447K | 17,392 |
| Mayflower Financial Advisors, LLC | BOSTON, MA | $421K | 16,385 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $402K | 15,625 |
| [HUB Investment Partners, LLC](https://search.stillhousedata.com/firm/307956) | AUSTIN, TX | $347K | 13,500 |
| [GTS SECURITIES LLC](https://search.stillhousedata.com/firm/149224) | NEW YORK, NY | $176K | 11,234 |
| [TWO SIGMA SECURITIES, LLC](https://search.stillhousedata.com/firm/148960) | New York, NY | $167K | 10,712 |
| [Gordian Capital Singapore Pte Ltd](https://search.stillhousedata.com/firm/281555) | SINGAPORE, U0 | $157K | 10,040 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/063679385.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.