Vault-13

BANK MONTREAL MEDIUM GDXU

MICROSCTR 3X LEV · ETP · CUSIP 063679542

Canadian investment bank

15 institutional holders -7 vs Q1 2026
270,515270.5k shares reported held*
$23.1mreported value*
4 new 2 added 5 reduced 11 sold out net sold ≈ $2.9m (-34.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $85.27.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 1Q4 22: 9Q1 23: 10Q2 23: 8Q3 23: 5Q4 23: 8Q1 24: 5Q2 24: 7Q3 24: 9Q4 24: 9Q1 25: 12Q2 25: 12Q3 25: 13Q4 25: 16Q1 26: 22Q2 26: 1515Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20221
Q4 20229
Q1 202310
Q2 20238
Q3 20235
Q4 20238
Q1 20245
Q2 20247
Q3 20249
Q4 20249
Q1 202512
Q2 202512
Q3 202513
Q4 202516
Q1 202622
Q2 202615

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 5 bought or addedQ3 24: 4 cut or sold outQ4 24: 7 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 5 bought or addedQ1 25: 7 cut or sold outQ2 25: 5 bought or addedQ2 25: 10 cut or sold outQ2 25Q3 25: 10 bought or addedQ3 25: 3 cut or sold outQ4 25: 8 bought or addedQ4 25: 8 cut or sold outQ4 25Q1 26: 13 bought or addedQ1 26: 6 cut or sold outQ2 26: 6 bought or addedQ2 26: 16 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202454
Q4 202473
Q1 202557
Q2 2025510
Q3 2025103
Q4 202588
Q1 2026136
Q2 2026616

Biggest buyers

RENAISSANCE TECHNOLOGIES LLC New +94,800+94.8k
Headlands Technologies LLC New +8,206+8.2k
UBS Group AG Added +719+719
Genesis Financial Group, LLC Added +503+503
Integrated Wealth Concepts LLC New +10+10
Tower Research Capital LLC (TRC) New +6+6

Biggest sellers

MORGAN STANLEY Reduced -93,377-93.4k
Jump Financial, LLC Sold out -16,251-16.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -8,263-8.3k
Militia Capital Management LLC Sold out -7,200-7.2k
HRT FINANCIAL LP Sold out -3,784-3.8k
TWO SIGMA SECURITIES, LLC Reduced -3,190-3.2k
Belvedere Trading LLC Sold out -1,796-1.8k
GAMCO INVESTORS, INC. ET AL Sold out -1,000-1.0k
Federation des caisses Desjardins du Quebec Sold out -1,000-1.0k
SG Americas Securities, LLC Sold out -975-975

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 123,510123.5k $10.5m $10.5m 0.00% Unchanged
2 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 94,80094.8k $8.1m $8.1m 0.01% New
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,29019.3k $1.6m $1.6m 0.00% Reduced -8.3k -8,263
4 Genesis Financial Group, LLC 0.58% of their portfolio PARAMUS, NJ 10,50310.5k $895.6k $895.6k 0.58% Added +503 +503
5 Headlands Technologies LLC 0.07% of their portfolio CHICAGO, IL 8,2068.2k $699.7k $699.7k 0.07% New
6 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5,0005.0k $426.4k $426.4k 0.00% Unchanged
7 TWO SIGMA SECURITIES, LLC 0.03% of their portfolio NEW YORK, NY 4,6484.6k $396.3k $396.3k 0.03% Reduced -3.2k -3,190
8 Financial Gravity Companies, Inc. 0.03% of their portfolio Lakeway, TX 2,0002.0k $170.5k $170.5k 0.03% First filing
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,3771.4k $117.4k $117.4k 0.00% Added +719 +719
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 645645 $55.0k $55.0k 0.00% Reduced -93.4k -93,377
11 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 300300 $25.6k $25.6k 0.00% Unchanged
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 140140 $11.9k $11.9k 0.00% Reduced -10 -10
13 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 8080 $6.8k $6.8k 0.00% Reduced -253 -253
14 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1010 $853 $853 0.00% New
15 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 66 $512 $512 0.00% New