BANK MONTREAL MEDIUM NT LKD 38 is a security (CUSIP 06368B504) tracked across SEC portfolio filings. 39 institutional managers reported $74.7M on Form 13F as of 2026-06-30.
Showing 15 of 39 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $15.1M | 199,444 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $11.6M | 194,085 |
| Mariner, LLC | Overland Park, KS | $10.8M | 181,309 |
| Capital Investment Advisory Services, LLC | RALEIGH, NC | $5.5M | 75,213 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $4.6M | — |
| INDEPENDENT FINANCIAL GROUP, LLC | SAN DIEGO, CA | $3.8M | 52,731 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $3.0M | 41,271 |
| CITADEL ADVISORS LLC | MIAMI, FL | $3.0M | 44,453 |
| GTS SECURITIES LLC | NEW YORK, NY | $2.3M | 38,994 |
| HBW ADVISORY SERVICES LLC | SIMI VALLEY, CA | $1.9M | 25,609 |
| Ethos Capital Management, Inc. | NEWTOWN, PA | $1.6M | 22,406 |
| WOLVERINE TRADING, LLC | CHICAGO, IL | $1.5M | 5,129 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $1.5M | 24,502 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $1.4M | 23,790 |
| Snowden Capital Advisors LLC | New York, NY | $1.0M | 17,450 |