BANK OF MONTREAL /CAN/ (BMO) — Institutional Holders, Q2 2026 (page 4)
659 institutional investment managers reported a BMO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $60.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BMO 13F holders ranked 301–400 of 659
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | BENJAMIN EDWARDS#301 · 4,868 sh | 4,868 | $860.1K | <0.01% | -43.5% |
| 302 | RMB Capital Management#302 · 4,841 sh | 4,841 | $855.4K | 0.01% | +2.4% |
| 303 | Ignite Planners#303 · 4,838 sh | 4,838 | $854.7K | — | -2.1% |
| 304 | GILL CAPITAL PARTNERS#304 · 4,824 sh | 4,824 | $852.4K | — | +100.0% |
| 305 | Ipswich Investment Management#305 · 4,810 sh | 4,810 | $849.9K | — | 0.0% |
| 306 | WILEY BROS.-AINTREE CAPITAL#306 · 4,790 sh | 4,790 | $846.4K | <0.01% | -56.0% |
| 307 | PRUDENTIAL FINANCIAL#307 · 4,770 sh | 4,770 | $842.9K | <0.01% | 0.0% |
| 308 | VestGen Advisors#308 · 4,762 sh | 4,762 | $841.4K | 0.02% | +2.9% |
| 309 | Sivia Capital Partners#309 · 4,672 sh | 4,672 | $825.5K | 0.10% | 0.0% |
| 310 | LANDAAS & /WI#310 · 4,639 sh | 4,639 | $819.6K | 0.15% | +141.9% |
| 311 | Midwest#311 · 4,607 sh | 4,607 | $814.1K | — | -0.5% |
| 312 | Ellenbecker Investment Group#312 · 4,548 sh | 4,548 | $803.8K | 0.09% | +1.0% |
| 313 | KESTRA PRIVATE WEALTH SERVICES#313 · 4,512 sh | 4,512 | $797.2K | <0.01% | +2.8% |
| 314 | PATRICK M SWEENEY & ASSOCIATES#314 · 4,453 sh | 4,453 | $786.8K | — | 0.0% |
| 315 | Boltwood Capital Management#315 · 4,400 sh | 4,400 | $777.5K | — | +0.6% |
| 316 | Fullerton Fund Management Ltd.#316 · 4,400 sh | 4,400 | $777.4K | 0.05% | New |
| 317 | Biltmore Family Office#317 · 4,360 sh | 4,360 | $770.4K | 0.10% | 0.0% |
| 318 | PDS Planning#318 · 4,284 sh | 4,284 | $757.0K | 0.04% | +0.8% |
| 319 | Versant Capital Management#319 · 4,241 sh | 4,241 | $749.4K | — | +1.9% |
| 320 | FERGUSON WELLMAN CAPITAL MANAGEMENT#320 · 4,238 sh | 4,238 | $748.9K | — | 0.0% |
| 321 | IFG Advisory#321 · 4,217 sh | 4,217 | $745.2K | 0.03% | +837.1% |
| 322 | Pacifica Partners#322 · 4,275 sh | 4,275 | $743.1K | — | -14.6% |
| 323 | EVERGREEN CAPITAL MANAGEMENT#323 · 4,190 sh | 4,190 | $740.4K | — | -3.4% |
| 324 | BRIGHTON JONES#324 · 4,167 sh | 4,167 | $736.2K | 0.01% | +15.8% |
| 325 | Avant Financial Advisors#325 · 4,160 sh | 4,160 | $735.1K | 0.46% | 0.0% |
| 326 | PCM Encore#326 · 4,136 sh | 4,136 | $730.8K | 0.13% | +2.4% |
| 327 | WATERSHED PRIVATE WEALTH#327 · 4,000 sh | 4,000 | $706.8K | 0.20% | 0.0% |
| 328 | CERTUITY#328 · 3,936 sh | 3,936 | $695.5K | 0.03% | -5.2% |
| 329 | OPPENHEIMER#329 · 3,890 sh | 3,890 | $687.4K | — | -6.4% |
| 330 | SILVERLAKE WEALTH MANAGEMENT#330 · 3,875 sh | 3,875 | $684.6K | — | -3.6% |
| 331 | Crescent Grove Advisors#331 · 3,839 sh | 3,839 | $678.4K | — | 0.0% |
| 332 | Annex Advisory Services#332 · 3,836 sh | 3,836 | $677.8K | — | -2.3% |
| 333 | Parallel Advisors#333 · 3,814 sh | 3,814 | $674.0K | 0.01% | +31.0% |
| 334 | KLCM Advisors#334 · 3,779 sh | 3,779 | $667.7K | 0.05% | 0.0% |
| 335 | Legacy Financial Advisors#335 · 3,772 sh | 3,772 | $666.5K | 0.08% | -5.3% |
| 336 | Vident Advisory#336 · 3,741 sh | 3,741 | $661.0K | <0.01% | +5.6% |
| 337 | Drake & Associates#337 · 3,716 sh | 3,716 | $656.6K | 0.11% | New |
| 338 | CARY STREET PARTNERS FINANCIAL#338 · 3,700 sh | 3,700 | $653.8K | 0.01% | 0.0% |
| 339 | COMMERCE BANK#339 · 3,698 sh | 3,698 | $653.4K | <0.01% | +7.0% |
| 340 | NWAM#340 · 3,670 sh | 3,670 | $648.5K | 0.03% | +0.1% |
| 341 | JAMISON PRIVATE WEALTH MANAGEMENT#341 · 3,590 sh | 3,590 | $634.4K | — | +0.9% |
| 342 | PUZO MICHAEL J#342 · 3,500 sh | 3,500 | $618.5K | 0.16% | 0.0% |
| 343 | Integrated Wealth Concepts#343 · 3,490 sh | 3,490 | $616.7K | <0.01% | -10.8% |
| 344 | GeoWealth Management#344 · 3,448 sh | 3,448 | $609.3K | 0.02% | +32.5% |
| 345 | BROWN BROTHERS HARRIMAN#345 · 3,447 sh | 3,447 | $609.1K | <0.01% | 0.0% |
| 346 | David R. Rahn & Associates#346 · 3,425 sh | 3,425 | $605.2K | 0.14% | 0.0% |
| 347 | OLD NATIONAL BANCORP#347 · 3,380 sh | 3,380 | $597.2K | — | +73.1% |
| 348 | World Investment Advisors#348 · 4,408 sh | 4,408 | $597.1K | <0.01% | -3.8% |
| 349 | GROUP ONE TRADING, L.P.#349 · 3,371 sh | 3,371 | $595.7K | <0.01% | New |
| 350 | UNITED CAPITAL FINANCIAL ADVISORS#350 · 3,325 sh | 3,325 | $587.5K | <0.01% | +10.9% |
| 351 | ASSETMARK#351 · 3,310 sh | 3,310 | $584.9K | — | -71.9% |
| 352 | ROCKLAND#352 · 3,243 sh | 3,243 | $573.0K | — | 0.0% |
| 353 | Kathmere Capital Management#353 · 3,201 sh | 3,201 | $565.6K | — | +36.0% |
| 354 | Apollon Wealth Management#354 · 3,172 sh | 3,172 | $560.5K | — | +42.1% |
| 355 | Prospera Financial Services#355 · 3,168 sh | 3,168 | $559.8K | <0.01% | -7.9% |
| 356 | EverSource Wealth Advisors#356 · 3,145 sh | 3,145 | $555.7K | 0.02% | -74.3% |
| 357 | Checchi Capital Advisers#357 · 3,097 sh | 3,097 | $547.2K | 0.02% | -1.4% |
| 358 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#358 · 3,070 sh | 3,070 | $542.5K | 0.06% | 0.0% |
| 359 | Chicago Partners Investment Group#359 · 3,043 sh | 3,043 | $537.5K | — | New |
| 360 | Magnus Financial Group#360 · 3,035 sh | 3,035 | $536.3K | — | +32.2% |
| 361 | WEDBUSH SECURITIES#361 · 3,033 sh | 3,033 | $536.0K | — | -0.9% |
| 362 | Summit Global Investments#362 · 3,035 sh | 3,035 | $536.0K | 0.03% | New |
| 363 | Code Waechter#363 · 3,025 sh | 3,025 | $534.5K | — | -15.5% |
| 364 | Focus Partners Advisor Solutions#364 · 2,972 sh | 2,972 | $525.1K | <0.01% | -14.2% |
| 365 | DRW Securities#365 · 2,082 sh | 2,082 | $521.9K | 0.01% | 0.0% |
| 366 | FULTON BANK, N.A.#366 · 2,952 sh | 2,952 | $521.6K | — | -59.6% |
| 367 | Five Oceans Advisors#367 · 2,938 sh | 2,938 | $519.1K | — | 0.0% |
| 368 | Modern Wealth Management#368 · 2,911 sh | 2,911 | $514.4K | <0.01% | +19.8% |
| 369 | Ascent Group#369 · 2,890 sh | 2,890 | $510.7K | 0.02% | +4.2% |
| 370 | Pure Financial Advisors#370 · 2,870 sh | 2,870 | $507.2K | <0.01% | +13.8% |
| 371 | Ameritas Advisory Services#371 · 2,842 sh | 2,842 | $502.2K | 0.01% | +59.8% |
| 372 | Evergreen Wealth Solutions#372 · 2,678 sh | 2,678 | $493.2K | 0.03% | +0.7% |
| 373 | FIRST BUSINESS FINANCIAL SERVICES#373 · 2,785 sh | 2,785 | $492.1K | 0.04% | 0.0% |
| 374 | Diversified#374 · 2,784 sh | 2,784 | $491.9K | <0.01% | -11.9% |
| 375 | Murphy & Mullick Capital Management#375 · 2,732 sh | 2,732 | $482.7K | 0.30% | 0.0% |
| 376 | FIRST MERCHANTS#376 · 2,716 sh | 2,716 | $479.9K | — | 0.0% |
| 377 | NBC SECURITIES#377 · 2,708 sh | 2,708 | $478.7K | — | -9.0% |
| 378 | 49 WEALTH MANAGEMENT#378 · 2,675 sh | 2,675 | $472.7K | 0.09% | New |
| 379 | ALONGSIDE#379 · 2,675 sh | 2,675 | $472.7K | 0.09% | — |
| 380 | Bogart Wealth#380 · 2,673 sh | 2,673 | $472.3K | 0.02% | +12.2% |
| 381 | ISTHMUS PARTNERS#381 · 2,671 sh | 2,671 | $472.0K | — | -7.6% |
| 382 | Fielder Capital Group#382 · 2,640 sh | 2,640 | $466.6K | 0.10% | 0.0% |
| 383 | SMITH, MOORE#383 · 2,636 sh | 2,636 | $465.8K | 0.03% | 0.0% |
| 384 | ASAHI LIFE ASSET MANAGEMENT , LTD.#384 · 2,635 sh | 2,635 | $465.6K | 0.26% | -17.5% |
| 385 | WELLINGTON-ALTUS USA#385 · 3,056 sh | 3,056 | $460.9K | 0.33% | 0.0% |
| 386 | GAM Holding AG#386 · 2,600 sh | 2,600 | $459.4K | 0.04% | New |
| 387 | QRG CAPITAL MANAGEMENT#387 · 2,584 sh | 2,584 | $456.6K | <0.01% | +19.0% |
| 388 | Evelyn Partners Group Ltd#388 · 2,564 sh | 2,564 | $452.7K | <0.01% | — |
| 389 | Arkos Global Advisors#389 · 2,557 sh | 2,557 | $452.0K | 0.05% | 0.0% |
| 390 | CVA Family Office#390 · 2,512 sh | 2,512 | $443.9K | 0.04% | 0.0% |
| 391 | COZAD ASSET MANAGEMENT#391 · 2,488 sh | 2,488 | $439.6K | 0.03% | +1.4% |
| 392 | Allworth Financial#392 · 2,469 sh | 2,469 | $436.4K | <0.01% | -1.0% |
| 393 | Private Advisor Group#393 · 2,459 sh | 2,459 | $434.6K | <0.01% | -88.3% |
| 394 | Larry Mathis Financial Planning#394 · 2,449 sh | 2,449 | $432.7K | — | New |
| 395 | North Star Investment Management#395 · 2,425 sh | 2,425 | $428.6K | 0.02% | 0.0% |
| 396 | Mesirow Financial Investment Management#396 · 2,411 sh | 2,411 | $426.0K | <0.01% | 0.0% |
| 397 | Dixon Mitchell Investment Counsel#397 · 2,409 sh | 2,409 | $425.6K | 0.01% | -33.3% |
| 398 | Savvy Advisors#398 · 2,402 sh | 2,402 | $424.5K | <0.01% | +16.9% |
| 399 | OSSIAM#399 · 2,401 sh | 2,401 | $424.2K | <0.01% | -56.8% |
| 400 | SBI Securities , Ltd.#400 · 2,400 sh | 2,400 | $424.1K | — | -3.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.