Bank Montreal Medium (BULZ): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 6

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$39.57

+125.0% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of BULZ (all 13F filers)

Larson Financial Group70 KType not verified+70 K
Citadel Advisors63 KQuant or multi-manager+63 K
HRT Financial32 KBank or trading desk+32 K
IMC-Chicago10 KBank or trading desk−220
Tower Research Capital LLC (TRC)2,738Type not verified+1,041
UBS Group500Bank or trading desk+500

Filer	Type
Larson Financial Group	Type not verified	70 K	+70 K	$2.8M
Citadel Advisors	Quant or multi-manager	63 K	+63 K	$2.5M
HRT Financial	Bank or trading desk	32 K	+32 K	$1.3M
IMC-Chicago	Bank or trading desk	10 K	−220	$400K
Tower Research Capital LLC (TRC)	Type not verified	2,738	+1,041	$108K
UBS Group	Bank or trading desk	500	+500	$19.8K

Larson Financial Group
Shares
70 K
Change
+70 K
See more
Type
Type not verified
Value
$2.8M
Citadel Advisors
Shares
63 K
Change
+63 K
See more
Type
Quant or multi-manager
Value
$2.5M
HRT Financial
Shares
32 K
Change
+32 K
See more
Type
Bank or trading desk
Value
$1.3M
IMC-Chicago
Shares
10 K
Change
−220
See more
Type
Bank or trading desk
Value
$400K
Tower Research Capital LLC (TRC)
Shares
2,738
Change
+1,041
See more
Type
Type not verified
Value
$108K
UBS Group
Shares
500
Change
+500
See more
Type
Bank or trading desk
Value
$19.8K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗