# BANK MONTREAL MEDIUM MICROSCTR 3X LEV

BANK MONTREAL MEDIUM MICROSCTR 3X LEV is a security (CUSIP 063679542) tracked across SEC portfolio filings. 23 institutional managers reported $44.7M on Form 13F as of 2026-06-30.

## Summary

- Issuer: BANK MONTREAL MEDIUM
- Class: MICROSCTR 3X LEV
- CUSIP: 063679542
- 13F holders: 23
- 13F value: $44.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 23 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $18.9M | 94,022 |
| CITIGROUP INC | NEW YORK, NY | $10.5M | 123,510 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $5.5M | 27,553 |
| Jump Financial, LLC | Chicago, IL | $3.3M | 16,251 |
| [Genesis Financial Group, LLC](https://search.stillhousedata.com/firm/327996) | PARAMUS, NJ | $2.0M | 10,000 |
| [TWO SIGMA SECURITIES, LLC](https://search.stillhousedata.com/firm/148960) | New York, NY | $1.6M | 7,838 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $1.0M | 5,000 |
| [Militia Capital Management LLC](https://search.stillhousedata.com/firm/335763) | AUSTIN, TX | $483K | 2,400 |
| Financial Gravity Asset Management, Inc. | Lakeway, TX | $403K | 2,000 |
| Federation des caisses Desjardins du Quebec | LEVIS, A8 | $201K | 1,000 |
| [GAMCO INVESTORS, INC. ET AL](https://search.stillhousedata.com/firm/104950) | GREENWICH, CT | $201K | 1,000 |
| Financial Gravity Companies, Inc. | Lakeway, TX | $171K | 2,000 |
| UBS Group AG | Zurich, V8 | $133K | 658 |
| [Steward Partners Investment Advisory, LLC](https://search.stillhousedata.com/firm/283004) | NEW YORK, NY | $111K | 550 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $30K | 150 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/063679542.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.