BANK OF MONTREAL /CAN/ (BMO) — Institutional Holders, Q2 2026 (page 7)
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 601 to 659. 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 601–659 of 659
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Tradewinds Capital Management#601 · 125 sh | 125 | $22.1K | — | 0.0% |
| 602 | MCF Advisors#602 · 110 sh | 110 | $19.4K | <0.01% | 0.0% |
| 603 | SFAM#603 · 110 sh | 110 | $19.4K | 0.02% | 0.0% |
| 604 | Essential Partners#604 · 109 sh | 109 | $19.3K | — | 0.0% |
| 605 | Pinnacle Wealth Planning Services#605 · 107 sh | 107 | $18.9K | <0.01% | 0.0% |
| 606 | Western Pacific Wealth Management#606 · 102 sh | 102 | $18.0K | — | +218.8% |
| 607 | TOUNJIAN ADVISORY PARTNERS#607 · 101 sh | 101 | $17.8K | <0.01% | New |
| 608 | Princeton Global Asset Management#608 · 100 sh | 100 | $17.7K | — | 0.0% |
| 609 | TD PRIVATE CLIENT WEALTH#609 · 88 sh | 88 | $15.6K | <0.01% | -99.3% |
| 610 | Rossby Financial, LCC#610 · 85 sh | 85 | $15.0K | <0.01% | +4.9% |
| 611 | FINANCIAL CONSULATE#611 · 80 sh | 80 | $14.1K | — | +14.3% |
| 612 | GHP Investment Advisors#612 · 79 sh | 79 | $14.0K | — | 0.0% |
| 613 | ZRC WEALTH MANAGEMENT#613 · 79 sh | 79 | $14.0K | — | New |
| 614 | BOK Financial Private Wealth#614 · 75 sh | 75 | $13.3K | <0.01% | New |
| 615 | Signature Resources Capital Management#615 · 71 sh | 71 | $12.5K | — | 0.0% |
| 616 | Westside Investment Management#616 · 70 sh | 70 | $12.4K | <0.01% | 0.0% |
| 617 | Physician Wealth Advisors#617 · 66 sh | 66 | $11.7K | — | +10.0% |
| 618 | PRIVATE NA#618 · 66 sh | 66 | $11.7K | — | -88.5% |
| 619 | HIGHLINE WEALTH PARTNERS#619 · 65 sh | 65 | $11.5K | — | 0.0% |
| 620 | Cornerstone Financial Management#620 · 65 sh | 65 | $11.5K | <0.01% | +182.6% |
| 621 | COUNTRY BANK#621 · 62 sh | 62 | $11.0K | <0.01% | 0.0% |
| 622 | Triumph Capital Management#622 · 61 sh | 61 | $10.8K | — | +7.0% |
| 623 | Penserra Capital Management#623 · 51 sh | 51 | $9.0K | <0.01% | +21.4% |
| 624 | Financial Avengers#624 · 50 sh | 50 | $8.8K | <0.01% | 0.0% |
| 625 | Atlantic Edge Private Wealth Management#625 · 50 sh | 50 | $8.8K | — | 0.0% |
| 626 | RAFFA WEALTH MANAGEMENT#626 · 49 sh | 49 | $8.7K | <0.01% | +19.5% |
| 627 | Financial Perspectives#627 · 49 sh | 49 | $8.6K | <0.01% | +2.1% |
| 628 | Parkside Financial Bank#628 · 46 sh | 46 | $8.1K | <0.01% | +100.0% |
| 629 | SJS Investment Consulting#629 · 43 sh | 43 | $7.6K | — | 0.0% |
| 630 | Colonial Advisors#630 · 40 sh | 40 | $7.1K | <0.01% | 0.0% |
| 631 | MV CAPITAL MANAGEMENT#631 · 32 sh | 32 | $5.7K | <0.01% | -36.0% |
| 632 | MATHER GROUP#632 · 31 sh | 31 | $5.5K | — | -95.6% |
| 633 | Addison Advisors#633 · 28 sh | 28 | $4.9K | <0.01% | -78.8% |
| 634 | VALLEY NATIONAL ADVISERS#634 · 26 sh | 26 | $4.6K | — | 0.0% |
| 635 | STEPHENSON NATIONAL BANK#635 · 25 sh | 25 | $4.4K | — | 0.0% |
| 636 | Bell Investment Advisors#636 · 23 sh | 23 | $4.1K | <0.01% | 0.0% |
| 637 | Godfrey Financial Associates#637 · 23 sh | 23 | $4.1K | <0.01% | 0.0% |
| 638 | Continuum Advisory#638 · 18 sh | 18 | $3.2K | <0.01% | New |
| 639 | Stone House Investment Management#639 · 14 sh | 14 | $2.5K | — | +40.0% |
| 640 | Transamerica Financial Advisors#640 · 13 sh | 13 | $2.3K | <0.01% | New |
| 641 | CoreCap Advisors#641 · 12 sh | 12 | $2.1K | — | 0.0% |
| 642 | Leonteq Securities AG#642 · 12 sh | 12 | $2.1K | <0.01% | New |
| 643 | Private Wealth Asset Management#643 · 12 sh | 12 | $2.1K | <0.01% | 0.0% |
| 644 | Noble Wealth Management PBC#644 · 12 sh | 12 | $2.1K | — | New |
| 645 | HANTZ FINANCIAL SERVICES#645 · 12 sh | 12 | $2.0K | 0.00% | 0.0% |
| 646 | Financial Network Wealth Advisors#646 · 11 sh | 11 | $1.9K | <0.01% | +37.5% |
| 647 | ACTION POINT FINANCIAL PLANNING#647 · 10 sh | 10 | $1.6K | <0.01% | New |
| 648 | Dogwood Wealth Management#648 · 9 sh | 9 | $1.6K | <0.01% | New |
| 649 | MARSHALL INVESTMENT MANAGEMENT#649 · 8 sh | 8 | $1.4K | <0.01% | New |
| 650 | Raleigh Capital Management#650 · 6 sh | 6 | $1.1K | <0.01% | -99.9% |
| 651 | CREATIVE FINANCIAL DESIGNS#651 · 6 sh | 6 | $1.1K | <0.01% | 0.0% |
| 652 | RMG Wealth Management#652 · 2 sh | 2 | $367.00 | — | 0.0% |
| 653 | Nvest Wealth Strategies#653 · 2 sh | 2 | $354.00 | — | 0.0% |
| 654 | Game Plan Financial Advisors#654 · 2 sh | 2 | $353.00 | <0.01% | New |
| 655 | Walleye Capital#655 · 1 sh | 1 | $177.00 | 0.00% | -100.0% |
| 656 | High Note Wealth#656 · 1 sh | 1 | $177.00 | 0.00% | 0.0% |
| 657 | Mowery & Schoenfeld Wealth Management#657 · 1 sh | 1 | $167.00 | <0.01% | 0.0% |
| 658 | NOMURA ASSET MANAGEMENT LTD#658 · 0 sh | 0 | $0.00 | 0.00% | New |
| 659 | CANERECTOR#659 · 125,000 sh | 125,000 | — | — | 0.0% |
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.