US06368BGS16 - Bank of Montreal Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik

Institutionella ägare	0 total, 0 long only, 0 short only, 0 long/short - change of −4,17% MRQ
Genomsnittlig portföljallokering	0.0590 % - change of −22,78% MRQ

Institutionellt ägande och aktieägare

Bank of Montreal (CA:US06368BGS16) har 0 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Största aktieägare inkluderar .

Bank of Montreal (US06368BGS16) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

US06368BGS16 / Bank of Montreal - 3.803% 2032-12-15 Institutional Ownership

13F- och NPORT-arkiveringar

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Ikraftträdande datum :

Fil Datum	Källa	Investerare	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-07-30	NP	UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A	470	−0,21
2025-07-30	NP	AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A	133	0,00
2025-07-25	NP	USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 990	9,28
2025-05-30	NP	MML Series Investment Fund II - MML Dynamic Bond Fund Class II	68	1,52
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class	68	1,49
2025-06-26	NP	BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	708	0,71
2025-07-25	NP	PMIYX - Putnam Income Strategies Portfolio -	44	0,00
2025-05-30	NP	RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	384	3,51
2025-06-18	NP	RGCYX - Opportunistic Credit Fund Class Y	63	0,00
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y	96	1,05
2025-05-29	NP	Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a)	2 955	−2,09
2025-07-25	NP	SUSB - iShares ESG 1-5 Year USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	165	0,00
2025-07-29	NP	VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	13 952	−26,14
2025-08-26	NP	WATFX - Western Asset Core Bond Fund Class I	6	0,00
2025-07-29	NP	VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	416	0,00
2025-07-22	NP	GIGB - Goldman Sachs Access Investment Grade Corporate Bond ETF	411	−47,64
2025-06-26	NP	NUBD - Nuveen ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	46	0,00
2025-08-26	NP	QCSCRX - Social Choice Account Class R1	9 740	0,82
2025-05-30	NP	WIORX - Wilshire Income Opportunities Fund Investment Class	71	−9,09
2025-08-25	NP	SCHJ - Schwab 1-5 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	253	16,59
2025-07-25	NP	EUSB - iShares ESG Advanced Total USD Bond Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	111	15,63
2025-08-28	NP	SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 851	−24,15
2025-07-24	NP	FNSOX - Fidelity Short-Term Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	580	0,00
2025-08-26	NP	QLMHIX - Western Asset Core Plus VIT Portfolio Class I	29	3,57
2025-06-24	NP	SKOR - FlexShares Credit-Scored US Corporate Bond Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 011	11,36
2025-07-25	NP	SUSC - iShares ESG USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	965	−3,88
2025-08-27	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 558	0,91
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	487	1,04
2025-07-24	NP	FIFZX - Fidelity Series Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 663	0,00
2025-06-26	NP	ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	517	28,04
2025-07-29	NP	ZTRE - F/m 3-Year Investment Grade Corporate Bond ETF Shares	354	−3,02
2025-08-25	NP	SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	394	0,77
2025-08-27	NP	TUSB - Thrivent Ultra Short Bond ETF	341	136,11
2025-07-29	NP	VTC - Vanguard Total Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	193
2025-08-27	NP	BBTBX - Bridge Builder Core Bond Fund	6 331	0,81
2025-08-27	NP	SEBLX - Touchstone Balanced Fund Class A	908	0,89
2025-06-18	NP	RFAYX - Investment Grade Bond Fund Class Y	275	0,73
2025-08-26	NP	ILUAX - Voya U.S. Bond Index Portfolio Class ADV	90	−84,33
2025-08-27	NP	TOBAX - Touchstone Active Bond Fund Class A	755	0,80
2025-08-28	NP	SPSB - SPDR(R) Portfolio Short Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3 749	−32,87
2025-07-25	NP	GBF - iShares Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	5	0,00
2025-07-24	NP	FIBUX - Fidelity Flex U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	97	0,00
2025-08-27	NP	SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1	13	0,00
2025-05-23	NP	EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB	423	−1,86
2025-07-25	NP	AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	5 282	1,27
2025-08-25	NP	VVBVX - Venerable Strategic Bond Fund Class V	750	0,81
2025-08-26	NP	WACPX - Western Asset Core Plus Bond Fund Class I	10	0,00
2025-08-27	NP	TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I	164	0,62
2025-06-18	NP	RFCYX - Strategic Bond Fund Class Y	2 622	0,65
2025-07-25	NP	SWSBX - Schwab Short-Term Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	193	0,00
2025-08-27	NP	VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	28 532	0,92
2025-08-28	NP	TBIIX - TIAA-CREF Bond Index Fund Institutional Class	414	0,73
2025-08-14	NP	BCOIX - Baird Core Plus Bond Fund Institutional	4 870	0,81
2025-07-24	NP	FXNAX - Fidelity U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	8 956	0,00
2025-07-25	NP	EAGG - iShares ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 073	3,68
2025-05-21	NP	DBND - DoubleLine Opportunistic Bond ETF	319	0,95
2025-07-25	NP	GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	275	0,00
2025-06-26	NP	KCCIX - Knights of Columbus Core Bond Fund I Shares	798	0,76
2025-07-25	NP	SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	193	0,00
2025-08-26	NP	TSBIX - TIAA-CREF Social Choice Bond Fund Institutional Class	9 740	0,82
2025-08-25	NP	PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1	385	0,79
2025-08-27	NP	VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	17 912	0,93
2025-07-25	NP	IGSB - iShares Short-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	7 249	−4,77
2025-06-20	NP	BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF	121	39,53
2025-06-27	NP	NISRX - American Beacon NIS Core Plus Bond Fund R6 Class	10	0,00
2025-08-27	NP	TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund	75	0,00
2025-05-30	NP	DBLFX - DoubleLine Core Fixed Income Fund Class I	7 153	0,99
2025-06-23	NP	PBMMX - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3	1 011	0,70
2025-08-26	NP	MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio	85	0,00