US06368DH723 - Bank of Montreal Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik

Institutionella ägare	1 total, 1 long only, 0 short only, 0 long/short - change of 4,29% MRQ
Genomsnittlig portföljallokering	0.0547 % - change of −5,83% MRQ

Institutionella aktier (lång)	374 000 (ex 13D/G) - change of −0,01MM shares −3,86% MRQ
Institutionellt värde (lång)	$ 317 USD ($1000)

Institutionellt ägande och aktieägare

Bank of Montreal (CA:US06368DH723) har 1 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 374,000 aktier. Största aktieägare inkluderar DCFFX - Destinations Core Fixed Income Fund Class I .

Bank of Montreal (US06368DH723) 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%.

US06368DH723 / Bank of Montreal - 3.0880008% 2037-01-10 Institutional Ownership

13F- och NPORT-arkiveringar

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Fil Datum	Källa	Investerare	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-04-28	NP	DCFFX - Destinations Core Fixed Income Fund Class I	374 000	−1,84	318	−1,25
2025-08-28	NP	UITB - VictoryShares USAA Core Intermediate-Term Bond ETF			1 367	2,09
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			94	0,00
2025-06-30	NP	VFICX - Vanguard Intermediate-Term Investment-Grade 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			10 149	1,32
2025-08-26	NP	ILUAX - Voya U.S. Bond Index Portfolio Class ADV			101	2,02
2025-08-27	NP	VPLS - Vanguard Core-Plus Bond ETF ETF Shares			234	2,18
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			6 596	2,12
2025-07-22	NP	GIGB - Goldman Sachs Access Investment Grade Corporate Bond ETF			642	−11,08
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB			650	2,37
2025-06-26	NP	USIBX - Intermediate-Term Bond Fund Shares			2 177	−13,06
2025-06-26	NP	USAIX - Income Fund Shares			5 498	1,31
2025-08-22	NP	Variable Insurance Products Fund V - Bond Index Portfolio Initial Class			95	2,17
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			176	0,00
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			851	0,24
2025-07-25	NP	PNIIX - Bond Market Index Fund Institutional Class			106	0,00
2025-06-26	NP	AAINX - Thrivent Opportunity Income Plus Fund Class A			118	1,72
2025-06-26	NP	AABFX - Thrivent Balanced Income Plus Fund Class A			34	0,00
2025-08-27	NP	VMSAX - Vanguard Multi-Sector Income Bond Fund Admiral Shares			82	2,50
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			213	−44,24
2025-08-25	NP	MML Series Investment Fund II - MML Managed Bond Fund Initial Class			950	2,26
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			1 769	−5,45
2025-08-28	NP	TBIIX - TIAA-CREF Bond Index Fund Institutional Class			1 079	2,27
2025-07-25	NP	IMTB - iShares Core 5-10 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			21	75,00
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			226
2025-05-16	NP	NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I			56	7,84
2025-04-29	NP	BBAG - JPMorgan U.S. Aggregate Bond ETF			504	−28,71
2025-03-19	NP	NBDAX - Nationwide Bond Fund Class A			1 039	−1,14
2025-07-29	NP	VICSX - Vanguard Intermediate-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			26 501	−4,34
2025-08-25	NP	MMCBX - MassMutual Premier Core Bond Fund Class A			1 231	2,24
2025-08-28	NP	SSAFX - State Street Aggregate Bond Index Portfolio 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			174	2,37
2025-07-28	NP	BBCB - JPMorgan Corporate Bond Research Enhanced ETF			38	0,00
2025-07-25	NP	IGIB - iShares Intermediate-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			5 488	−11,21
2025-08-14	NP	BAGIX - Baird Aggregate Bond Fund Institutional			28 133	68,24
2025-07-28	NP	SPUBX - Symmetry Panoramic US Fixed Income Fund Class I Shares			235
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A			79	2,60
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			72	0,00
2025-06-24	NP	FEIG - FlexShares ESG & Climate Investment Grade Corporate Core 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			101	2,02
2025-08-26	NP	MAPOX - Mairs & Power Balanced Fund			1 860	2,25
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			1 998	7,48
2025-06-20	NP	BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF			13	0,00
2025-08-14	NP	BIMIX - Baird Intermediate Bond Fund Institutional			2 591	2,25
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			9	0,00
2025-08-28	NP	SPBO - SPDR Portfolio 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			385	30,07
2025-05-28	NP	TOTL - SPDR DoubleLine Total Return Tactical 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			2 089	1,95
2025-08-29	NP	LMRNX - 1919 Socially Responsive Balanced Fund Class I			2 176	2,26
2025-08-25	NP	SCHI - Schwab 5-10 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			4 796	12,79
2025-08-28	NP	UBND - VictoryShares ESG Core Plus Bond ETF			648	1,73
2025-08-27	NP	AAHYX - Thrivent Diversified Income Plus Fund Class A			121	1,69
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			9
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			348	2,06
2025-06-18	NP	GBIAX - Nationwide Bond Index Fund Class A			21	5,00
2025-06-25	NP	SBND - Columbia Short Duration Bond ETF			34	−19,51
2025-06-27	NP	CTRAX - Calamos Total Return Bond Fund Class A Shares			127	1,60
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A			36	2,86
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			171	0,00
2025-08-26	NP	MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio			208	2,46
2025-08-26	NP	ANAGX - AB GLOBAL BOND FUND, INC. Class A			3 050	2,11
2025-07-24	NP	FNDSX - Fidelity Sustainability 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			43	0,00
2025-06-18	NP	NWJGX - Nationwide Loomis Core Bond Fund Class A			1 056
2025-08-14	NP	BCOIX - Baird Core Plus Bond Fund Institutional			16 801	35,00
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			3 614	0,78
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			507	1,61
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			557	1,27
2025-08-25	NP	PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1			173	2,38
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			13 039
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			179	0,00
2025-08-27	NP	VCRB - Vanguard Core Bond ETF ETF Shares			738	2,08
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			521	2,16
2025-08-28	NP	STFBX - State Farm Balanced Fund			130	2,38
2025-07-28	NP	PTIAX - Performance Trust Strategic Bond Fund - Institutional Class			12 810	0,18
2025-08-28	NP	SPAB - SPDR(R) Portfolio Aggregate 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			382	2,14
2025-08-27	NP	VBIIX - Vanguard Intermediate-Term Bond 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			8 031	−4,78
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A			40	2,63