Public record / Tickers / BMO

BMO — BANK OF MONTREAL /CAN/

Both disclosure regimes on one name: who in Congress filed about BMO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
7
all PTR rows naming BMO
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-06
filed 2023-06-06
13F holders
442
top-442 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Zoe Lofgren · $1.0K–$15.0K

Sale · traded 2023-05-26 → filed 2023-06-06. Ranked over every BMO row by the provable lower bound, never a point estimate.

No member disclosed BMO in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated BMO rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BMO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BMO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-06-06Zoe Lofgren D–CA-18Sale · SP (spouse-owned)Traded 05-26 +11d$1K–$15K
2023-04-12Tommy Tuberville R–ALSale · JT (jointly owned)Traded 03-06 +37d$1K–$15K
2022-04-08Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 03-30 +9d$1K–$15K
2019-07-22Bryan Steil R–WI-1SaleTraded 07-22 +0d$1K–$15K
2019-07-22Bryan Steil R–WI-1SaleTraded 07-12 +10d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in BMO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed BMO in the trailing 12 months.

Congress ↔ notable managers · BMO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BANK MONTREAL MEDIUM

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of BMO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1ROYAL BANK OF CANADA$7.1B1
2BANK OF MONTREAL /CAN/$3.8B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.7B1
4TD ASSET MANAGEMENT INC$2.6B1
5CIBC WORLD MARKET INC.$1.8B1
6FIL Ltd$1.6B1
7NATIONAL BANK OF CANADA /FI/$1.5B1
81832 Asset Management L.P.$1.3B1
9MACKENZIE FINANCIAL CORP$1.2B1
10FMR LLC$988M1
11CIBC Asset Management Inc$920M1
12TD Waterhouse Canada Inc.$849M1
13CANADA PENSION PLAN INVESTMENT BOARD$845M1
14VANGUARD FIDUCIARY TRUST CO$845M1
15CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$732M1
16BANK OF NOVA SCOTIA$681M1
17Vanguard Global Advisers, LLC$675M1
18Legal & General Group Plc$621M1
19Federation des caisses Desjardins du Quebec$537M1
20DIMENSIONAL FUND ADVISORS LP$499M1
21HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$473M1
22Fiera Capital Corp$471M1
23SCOTIA CAPITAL INC.$466M1
24MANUFACTURERS LIFE INSURANCE COMPANY, THE$329M1
25MORGAN STANLEY$298M1
26Connor, Clark & Lunn Investment Management Ltd.$283M1
27CHARLES SCHWAB INVESTMENT MANAGEMENT INC$271M1
28MASSACHUSETTS FINANCIAL SERVICES CO /MA/$254M1
29Invesco Ltd.$231M1
30BANK OF AMERICA CORP /DE/$221M1
31BARCLAYS PLC$214M1
32LETKO, BROSSEAU & ASSOCIATES INC$213M1
33VANGUARD ASSET MANAGEMENT, Ltd$194M1
34DEUTSCHE BANK AG\$176M1
35Newport Trust Company, LLC$176M1
36OMERS ADMINISTRATION Corp$165M1
37Amundi$152M1
38PUBLIC SECTOR PENSION INVESTMENT BOARD$151M1
39Aviso Financial Inc.$135M1
40Addenda Capital Inc.$127M1
41BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$120M1
42Alberta Investment Management Corp$114M1
43UBS Group AG$111M1
44BlackRock, Inc.$97.2M1
45GUARDIAN CAPITAL LP$91.9M1
46BCV Asset Management Inc.$88.5M1
47AVIVA PLC$84.7M1
48FEDERATED HERMES, INC.$81.8M1
49Scheer, Rowlett & Associates Investment Management Ltd.$80.8M1
50NORTHERN TRUST CORP$76.5M1
51Zurich Insurance Group Ltd/FI$72.0M1
52Nuveen, LLC$71.5M1
53BANK OF NOVA SCOTIA TRUST CO$67.1M1
54Value Partners Investments Inc.$59.6M1
55AQR CAPITAL MANAGEMENT LLC$58.3M1
56CITIGROUP INC$57.1M1
57INTACT INVESTMENT MANAGEMENT INC.$52.7M1
58Korea Investment CORP$52.7M1
59Pictet Asset Management Holding SA$51.2M1
60Guardian Partners Inc.$49.9M1
61Vanguard Investments Australia, Ltd.$47.7M1
62FRANKLIN RESOURCES INC$46.7M1
63AMERICAN CENTURY COMPANIES INC$46.4M1
64RAYMOND JAMES FINANCIAL INC$43.9M1
65APG Asset Management N.V.$43.3M1
66Purpose Unlimited Inc.$43.1M1
67Zurcher Kantonalbank (Zurich Cantonalbank)$41.8M1
68D. E. Shaw & Co., Inc.$40.9M1
69WELLS FARGO & COMPANY/MN$39.3M1
70LPL Financial LLC$39.2M1
71FIRST TRUST ADVISORS LP$36.9M1
72ENVESTNET ASSET MANAGEMENT INC$36.6M1
73STATE OF WISCONSIN INVESTMENT BOARD$33.5M1
74Candriam S.C.A.$32.9M1
75MILLENNIUM MANAGEMENT LLC$32.7M1
76PICTON MAHONEY ASSET MANAGEMENT$32.2M1
77Capital Wealth Planning, LLC$31.7M1
78Qube Research & Technologies Ltd$28.9M1
79BNP Paribas Asset Management Holding S.A.$28.4M1
80MONTRUSCO BOLTON INVESTMENTS INC.$27.7M1
81Investment Management Corp of Ontario$27.0M1
82INTECH INVESTMENT MANAGEMENT LLC$25.3M1
83Cardinal Point Capital Management ULC$23.9M1
84CANERECTOR INC$23.6M1
85SEB Asset Management AB$23.5M1
86Lansforsakringar Fondforvaltning AB (publ)$22.4M1
87Grantham, Mayo, Van Otterloo & Co. LLC$21.2M1
88Northwest & Ethical Investments L.P.$20.3M1
89Varma Mutual Pension Insurance Co$19.4M1
90Triasima Portfolio Management inc.$19.0M1
91Generali Asset Management SPA SGR$18.1M1
92CIDEL ASSET MANAGEMENT INC$17.6M1
93Swiss Life Asset Management Ltd$16.6M1
94Genus Capital Management Inc.$15.2M1
95USS Investment Management Ltd$14.9M1
96Vontobel Holding Ltd.$14.5M1
97Pinnacle Financial Partners, Inc.$14.3M1
98STIFEL FINANCIAL CORP$13.4M1
99American Assets Investment Management, LLC$13.0M1
100WELLINGTON MANAGEMENT GROUP LLP$12.4M1
101SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$12.1M1
102Maryland State Retirement & Pension System$10.8M1
103Creative Planning$10.6M1
104Utah Retirement Systems$10.5M1
105ALLIANCEBERNSTEIN L.P.$10.3M1
106CITADEL ADVISORS LLC$9.6M1
107Quantinno Capital Management LP$8.9M1
108Avanza Fonder AB$8.8M1
109Janus Henderson Group Ltd.$8.3M1
110M&T BANK CORP$7.8M1
111O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.7M1
112Harvest Portfolios Group Inc.$7.6M1
113Mariner, LLC$7.4M1
114Beacon Pointe Advisors, LLC$7.2M1
115TRUIST FINANCIAL CORP$6.9M1
116ROMANO BROTHERS AND COMPANY$6.7M1
117Cetera Investment Advisers$6.6M1
118K.J. Harrison & Partners Inc$6.5M1
119Allianz Asset Management GmbH$6.2M1
120CREDIT AGRICOLE S A$6.1M1
121JANE STREET GROUP, LLC$5.9M1
122PEAK6 LLC$5.9M1
123PCJ Investment Counsel Ltd.$5.9M1
124Osmosis Investment Management UK Ltd$5.8M1
125Y-Intercept (Hong Kong) Ltd$5.8M1
126Northwest Bancshares, Inc.$5.6M1
127Man Group plc$5.6M1
128Baird Financial Group, Inc.$5.6M1
129Andra AP-fonden$5.5M1
130Dana Investment Advisors, Inc.$5.5M1
131COMMONWEALTH EQUITY SERVICES, LLC$4.8M1
132Cumberland Partners Ltd$4.7M1
133PINNACLE ASSOCIATES LTD$4.5M1
134Vertex Planning Partners, LLC$4.3M1
135ROYAL LONDON ASSET MANAGEMENT LTD$4.2M1
136Ensign Peak Advisors, Inc$3.6M1
137Ewing Morris & Co. Investment Partners Ltd.$3.6M1
138NATIXIS$3.5M1
139NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.4M1
140US BANCORP \DE\$3.4M1
141Burkett Asset Management Ltd$3.3M1
142Carnegie Investment Counsel$3.2M1
143SUSQUEHANNA ADVISORS GROUP, INC.$3.2M1
144QUADRANT CAPITAL GROUP LLC$3.1M1
145ASR Vermogensbeheer N.V.$3.0M1
146Vanguard Personalized Indexing Management, LLC$3.0M1
147HighTower Advisors, LLC$3.0M1
148TWO SIGMA INVESTMENTS, LP$3.0M1
149Assenagon Asset Management S.A.$3.0M1
150Private Advisor Group, LLC$2.8M1
151OSAIC HOLDINGS, INC.$2.8M1
152Cerity Partners LLC$2.7M1
153Murchinson Ltd.$2.7M1
154MML INVESTORS SERVICES, LLC$2.7M1
155Numerai GP LLC$2.7M1
156Kestra Advisory Services, LLC$2.6M1
157Laird Norton Wetherby Trust Company, LLC$2.6M1
158Metis Global Partners, LLC$2.6M1
159DAVENPORT & Co LLC$2.6M1
160NorthRock Partners, LLC$2.5M1
161RITHOLTZ WEALTH MANAGEMENT$2.4M1
162Silver Lake Advisory, LLC$2.4M1
163NAPLES GLOBAL ADVISORS, LLC$2.3M1
164Corient Private Wealth LLC$2.3M1
165Vise Technologies, Inc.$2.2M1
166Rockefeller Capital Management L.P.$2.2M1
167Trexquant Investment LP$2.0M1
168DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.0M1
169Orion Porfolio Solutions, LLC$2.0M1
170Focus Partners Wealth$1.8M1
171Pathstone Holdings, LLC$1.7M1
172Texas Yale Capital Corp.$1.7M1
173ASSETMARK, INC$1.6M1
174KEYBANK NATIONAL ASSOCIATION/OH$1.6M1
175Dynamic Technology Lab Private Ltd$1.6M1
176STATE STREET CORP$1.6M1
177Probity Advisors, Inc.$1.6M1
178Magnetar Financial LLC$1.5M1
179Quadrature Capital Ltd$1.5M1
180&PARTNERS$1.5M1
181WORLDQUANT MILLENNIUM ADVISORS LLC$1.4M1
182Morningstar Investment Management LLC$1.4M1
183Redhawk Wealth Advisors, Inc.$1.4M1
184BLAIR WILLIAM & CO/IL$1.3M1
185Independent Advisor Alliance$1.3M1
186Compound Planning, Inc.$1.3M1
187Atria Investments, Inc$1.3M1
188HB Wealth Management, LLC$1.3M1
189Berger Financial Group, Inc$1.3M1
190D.A. DAVIDSON & CO.$1.3M1
191ASSOCIATED BANC-CORP$1.2M1
192Advisors Asset Management, Inc.$1.2M1
193State of Wyoming$1.2M1
194Tacita Capital Inc$1.2M1
195BENJAMIN EDWARDS INC$1.2M1
196JOURNEY STRATEGIC WEALTH LLC$1.2M1
197Ausdal Financial Partners, Inc.$1.1M1
198IEQ CAPITAL, LLC$1.1M1
199Callan Family Office, LLC$1.1M1
200SIMPLEX TRADING, LLC$1.1M1
201Jefferies Financial Group Inc.$1.0M1
202FULTON BANK, N.A.$988K1
203OBSIDIAN CIO, LLC$967K1
204Raleigh Capital Management Inc.$960K1
205Parrish Capital LLC$939K1
206Savant Capital, LLC$931K1
207Squarepoint Ops LLC$931K1
208Dickmeyer Boyce Financial Management, Inc.$924K1
209MERCER GLOBAL ADVISORS INC /ADV$918K1
210MAIRS & POWER INC$913K1
211TI-TRUST, INC$906K1
212Frank, Rimerman Advisors LLC$904K1
213VIEWPOINT INVESTMENT PARTNERS CORP$896K1
214Merit Financial Group, LLC$873K1
215Sequoia Financial Advisors, LLC$864K1
216Caprock Group, LLC$832K1
217Walleye Capital LLC$819K1
218Envestnet Portfolio Solutions, Inc.$765K1
219GREAT VALLEY ADVISOR GROUP, INC.$756K1
220OSSIAM$750K1
221Tradition Wealth Management, LLC$742K1
222NICOLET BANKSHARES INC$740K1
223Verdence Capital Advisors LLC$736K1
224Sand Hill Global Advisors, LLC$732K1
225VAUGHAN & Co SECURITIES, INC.$710K1
226VestGen Advisors, LLC$706K1
227Quilter Plc$699K1
228Steward Partners Investment Advisory, LLC$695K1
229HSBC HOLDINGS PLC$678K1
230Legacy Wealth Asset Management, LLC$677K1
231Ignite Planners, LLC$667K1
232Ipswich Investment Management Co., Inc.$651K1
233Curi Capital, LLC$640K1
234Sivia Capital Partners, LLC$632K1
235Midwest Trust Co$627K1
236World Investment Advisors$620K1
237WEALTH ALLIANCE, LLC$619K1
238MAI Capital Management$617K1
239FIRST CITIZENS BANK & TRUST CO$604K1
240PATRICK M SWEENEY & ASSOCIATES, INC$603K1
241KESTRA PRIVATE WEALTH SERVICES, LLC$594K1
242Boltwood Capital Management$592K1
243Biltmore Family Office, LLC$590K1
244Qtron Investments LLC$588K1
245EVERGREEN CAPITAL MANAGEMENT LLC$587K1
246PDS Planning, Inc$575K1
247CAPSTONE INVESTMENT ADVISORS, LLC$567K1
248XTX Topco Ltd$564K1
249Avant Financial Advisors LLC$563K1
250OPPENHEIMER & CO INC$562K1
251Tower Research Capital LLC (TRC)$558K1
252PCM Encore, LLC$547K1
253SILVERLAKE WEALTH MANAGEMENT LLC$544K1
254WATERSHED PRIVATE WEALTH LLC$541K1
255CWM, LLC$537K1
256Annex Advisory Services, LLC$531K1
257KLCM Advisors, Inc.$511K1
258TWINBEECH CAPITAL LP$501K1
259NWAM LLC$496K1
260PRUDENTIAL FINANCIAL INC$488K1
261Code Waechter LLC$485K1
262JAMISON PRIVATE WEALTH MANAGEMENT, INC.$482K1
263Vident Advisory, LLC$480K1
264INTRUST BANK NA$472K1
265Focus Partners Advisor Solutions, LLC$469K1
266COMMERCE BANK$468K1
267Prospera Financial Services Inc$465K1
268AVALON CAPITAL MANAGEMENT$464K1
269111 Capital$445K1
270Gateway Wealth Partners, LLC$441K1
271ROCKLAND TRUST CO$439K1
272ASAHI LIFE ASSET MANAGEMENT CO., LTD.$431K1
273Diversified Trust Co$428K1
274Checchi Capital Advisers, LLC$425K1
275INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$423K1
276LAZARD ASSET MANAGEMENT LLC$418K1
277Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$416K1
278FOURPATH CAPITAL MANAGEMENT, LLC$413K1
279UNITED CAPITAL FINANCIAL ADVISORS, LLC$406K1
280AE Wealth Management LLC$398K1
281Five Oceans Advisors$398K1
282Ascent Group, LLC$375K1
283FIFTH THIRD BANCORP$370K1
284Murphy & Mullick Capital Management Corp$370K1
285KINTRA WEALTH, LLC$360K1
286Fielder Capital Group LLC$357K1
287GeoWealth Management, LLC$352K1
288Medallion Wealth Advisors, LLC$346K1
289Snowden Capital Advisors LLC$342K1
290Bridgewater Advisors Inc.$342K1
291Pure Financial Advisors, LLC$341K1
292CVA Family Office, LLC$340K1
293Performance Wealth Partners, LLC$338K1
294Allworth Financial LP$338K1
295Townsend & Associates, Inc$336K1
296Modern Wealth Management, LLC$333K1
297SAGESPRING WEALTH PARTNERS, LLC$328K1
298Mesirow Financial Investment Management, Inc.$326K1
299BROWN ADVISORY INC$321K1
300Kathmere Capital Management, LLC$319K1
301Keudell/Morrison Wealth Management$318K1
302WESTWOOD HOLDINGS GROUP INC$316K1
303PATTEN & PATTEN INC/TN$315K1
304Magnus Financial Group LLC$311K1
305SEEDS INVESTOR LLC$311K1
306Centiva Capital, LP$308K1
307Apollon Wealth Management, LLC$302K1
308J.W. COLE ADVISORS, INC.$302K1
309Beverly Hills Private Wealth, LLC$300K1
310Fund Advisors of America Inc/FL$296K1
311West Family Investments, Inc.$295K1
312QRG CAPITAL MANAGEMENT, INC.$294K1
313FOX RUN MANAGEMENT, L.L.C.$292K1
314Aprio Wealth Management, LLC$292K1
315First Affirmative Financial Network$291K1
316STEPHENS INC /AR/$290K1
317Plancorp, LLC$288K1
318Income Insurance Ltd$288K1
319Riverpoint Wealth Management Holdings, LLC$281K1
320Evelyn Partners Investment Management LLP$279K1
321Savvy Advisors, Inc.$278K1
322SNS Financial Group, LLC$277K1
323CIBC Bancorp USA Inc.$271K1
324Stratos Wealth Partners, LTD.$269K1
325Saxony Capital Management, LLC$267K1
326Concurrent Investment Advisors, LLC$267K1
327OLD NATIONAL BANCORP /IN/$264K1
328MSH Capital Advisors LLC$264K1
329LANDAAS & CO /WI /ADV$260K1
330NewEdge Advisors, LLC$255K1
331Ballentine Partners, LLC$251K1
332Lantz Financial LLC$250K1
333UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$247K1
334FIDUCIARY FINANCIAL GROUP, LLC$247K1
335Measured Wealth Private Client Group, LLC$245K1
336BUCKHEAD CAPITAL MANAGEMENT LLC$241K1
337ARQ WEALTH ADVISORS, LLC$240K1
338SCHMIDT P J INVESTMENT MANAGEMENT INC$240K1
339J. Safra Sarasin Holding AG$240K1
340Cromwell Holdings LLC$235K1
341Krane Financial Solutions LLC$235K1
342Affinity Capital Advisors, LLC$231K1
343BETO FINANCIAL GROUP, LLC$231K1
344SkyOak Wealth, LLC$230K1
345INDEPENDENT FINANCIAL GROUP, LLC$229K1
346ERn Financial, LLC$227K1
347Brookstone Capital Management$226K1
348TWO SIGMA SECURITIES, LLC$225K1
349Annis Gardner Whiting Capital Advisors, LLC$220K1
350GREENWOOD GEARHART LLC$220K1
351ALTFEST L J & CO INC$219K1
352OneAscent Family Office, LLC$219K1
353PFG Investments, LLC$218K1
354PDT Partners, LLC$217K1
355Trust Investment Advisors$215K1
356CHOREO, LLC$214K1
357FORM Wealth Advisors, LLC$207K1
358KOM Wealth Management Group, LLC$206K1
359Winning Points Advisors, LLC$204K1
360COLDSTREAM CAPITAL MANAGEMENT INC$203K1
361Caldwell Trust Co$203K1
362SEI INVESTMENTS CO$202K1
363WEBSTER BANK, N. A.$189K1
364Manchester Capital Management LLC$188K1
365Bank Julius Baer & Co. Ltd, Zurich$176K1
366LOM Asset Management Ltd$175K1
367ACADIAN ASSET MANAGEMENT LLC$161K1
368Bayforest Capital Ltd$137K1
369TOMPKINS FINANCIAL CORP$135K1
370Hills Bank & Trust Co$135K1
371UMB Bank, n.a.$113K1
372Johnson Financial Group, Inc.$107K1
373Smartleaf Asset Management LLC$104K1
374HM PAYSON & CO$103K1
375DHJJ Financial Advisors, Ltd.$99.6K1
376Grove Bank & Trust$96.1K1
377MATHER GROUP, LLC.$94.7K1
378JONES FINANCIAL COMPANIES LLLP$81.2K1
379CENTRAL TRUST Co$75.1K1
380VIRTUS ADVISERS, LLC$71.2K1
381CALDWELL SUTTER CAPITAL, INC.$69.3K1
382Retirement Wealth Solutions LLC$68.9K1
383Evelyn Partners Investment Management Services Ltd$67.7K1
384TOTH FINANCIAL ADVISORY CORP$67.7K1
385IFG Advisory, LLC$60.9K1
386JNBA Financial Advisors$59.6K1
387Arax Advisory Partners$59.6K1
388CDKV HOLDINGS LLC$55.8K1
389TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$54.9K1
390VISION FINANCIAL MARKETS LLC$54.1K1
391Crewe Advisors LLC$54.1K1
392Larson Financial Group LLC$52.4K1
393CANADA LIFE ASSURANCE Co$49.2K1
394Harbor Asset Planning, Inc.$47.8K1
395Truvestments Capital LLC$40.6K1
396True Wealth Design, LLC$40.2K1
397JPL Wealth Management, LLC$20.7K1
398DekaBank Deutsche Girozentrale$19.9K1
399Blue Trust, Inc.$18.0K1
400Jackson, Grant Investment Advisers, Inc.$18.0K1
401Addison Advisors LLC$17.9K1
402Tradewinds Capital Management, LLC$16.9K1
403JFS WEALTH ADVISORS, LLC$16.4K1
404MCF Advisors LLC$14.9K1
405Pinnacle Wealth Planning Services, Inc.$14.5K1
406MBM WEALTH CONSULTANTS, LLC$11.8K1
407Richard W. Paul & Associates, LLC$10.8K1
408GHP Investment Advisors, Inc.$10.7K1
409Signature Resources Capital Management, LLC$9.6K1
410FINANCIAL CONSULATE, INC$9.5K1
411COUNTRY TRUST BANK$8.4K1
412Physician Wealth Advisors, Inc.$8.1K1
413Triumph Capital Management$7.7K1
414Kingdom Financial Group LLC.$7.3K1
415MV CAPITAL MANAGEMENT, INC.$6.8K1
416Atlantic Edge Private Wealth Management, LLC$6.8K1
417Financial Perspectives, Inc$6.6K1
418THRIVENT FINANCIAL FOR LUTHERANS$6.4K1
419SJS Investment Consulting Inc.$5.8K1
420MASECO LLP$4.8K1
421Parkside Financial Bank & Trust$3.1K1
422Bell Investment Advisors, Inc$3.1K1
423Godfrey Financial Associates, Inc.$3.1K1
424Kilter Group LLC$3.0K1
425EVOLUTION WEALTH MANAGEMENT INC.$2.4K1
426Optiver Holding B.V.$2.0K1
427Westfuller Advisors, LLC$1.9K1
428Intentional Wealth Strategies, LLC$1.5K1
429Cambridge Investment Research Advisors, Inc.$1.4K1
430Stone House Investment Management, LLC$1.4K1
431Smithfield Trust Co$1.3K1
432HRT FINANCIAL LP$7181
433PARK AVENUE SECURITIES LLC$5621
434Quest 10 Wealth Builders, Inc.$5411
435Frazier Financial Advisors, LLC$4071
436ALGERT GLOBAL LLC$2881
437Nvest Wealth Strategies, Inc.$2711
438Mowery & Schoenfeld Wealth Management, LLC$1271
439Capital Analysts, LLC$451
440Penserra Capital Management LLC$51
441VALLEY NATIONAL ADVISERS INC$31
442NOMURA ASSET MANAGEMENT CO LTD$01
Truncated by Public Filings. The published aggregate ranks the top 442 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BMO

RETAINED WINDOW · ACTIVE HITS

Zero hits on BMO in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for BMO · financials and macro

Financials — as filed PLANNED

BMO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BMO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing