# BANK MONTREAL MEDIUM NT LKD 38

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.

## Summary

- Issuer: BANK MONTREAL MEDIUM
- Class: NT LKD 38
- CUSIP: 06368B504
- 13F holders: 39
- 13F value: $74.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 39 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | 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](https://search.stillhousedata.com/firm/149124) | RALEIGH, NC | $5.5M | 75,213 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $4.6M | — |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/7717) | SAN DIEGO, CA | $3.8M | 52,731 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $3.0M | 41,271 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $3.0M | 44,453 |
| [GTS SECURITIES LLC](https://search.stillhousedata.com/firm/149224) | NEW YORK, NY | $2.3M | 38,994 |
| HBW ADVISORY SERVICES LLC | SIMI VALLEY, CA | $1.9M | 25,609 |
| [Ethos Capital Management, Inc.](https://search.stillhousedata.com/firm/313145) | NEWTOWN, PA | $1.6M | 22,406 |
| WOLVERINE TRADING, LLC | CHICAGO, IL | $1.5M | 5,129 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $1.5M | 24,502 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $1.4M | 23,790 |
| [Snowden Capital Advisors LLC](https://search.stillhousedata.com/firm/157299) | New York, NY | $1.0M | 17,450 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/06368B504.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.