Filing Research | Bank of Montreal Institutional Holdings

Snapshot holdings

50 / 176 loaded

#		Instrument	quantity
1	Cardinal Capital Management, Inc.	Shares	999.3KSH	$176.3M
2	Addenda Capital Inc.	Shares	625.1KSH	$156.7M
3	INTACT INVESTMENT MANAGEMENT INC.	Shares	626.8KSH	$110.8M
4	CIDEL ASSET MANAGEMENT INC	Shares	294.0KSH	$51.9M
5	Value Partners Investments Inc.	Shares	239.6KSH	$42.3M
6	Cardinal Point Capital Management ULC	Shares	175.5KSH	$31.0M
7	Rempart Asset Management Inc.	Shares	174.3KSH	$30.7M
8	MONTRUSCO BOLTON INVESTMENTS INC.	Shares	171.9KSH	$30.4M
9	Triasima Portfolio Management inc.	Shares	154.0KSH	$27.2M
10	PensionDanmark Pensionsforsikringsaktieselskab	Shares	114.6KSH	$20.2M
11	Kepler Cheuvreux (Suisse) SA	Shares	63.7KSH	$16.0M
12	Avanza Fonder AB	Shares	51.5KSH	$12.9M
13	ROMANO BROTHERS AND COMPANY	Shares	49.2KSH	$8.7M
14	JCIC Asset Management Inc.	Shares	61.4KSH	$8.3M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	44.4KSH	$7.9M
16	Rathbones Group PLC	Shares	41.6KSH	$7.4M
17	Fideuram Asset Management (Ireland) dac	Shares	25.2KSH	$6.1M
18	ST GERMAIN D J CO INC	Shares	29.9KSH	$5.3M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	PUT	24.0KSH	$4.3M
20	ASR Vermogensbeheer N.V.	Shares	22.5KSH	$4.0M
21	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	22.1KSH	$3.9M
22	Assenagon Asset Management S.A.	Shares	21.8KSH	$3.9M
23	NAPLES GLOBAL ADVISORS, LLC	Shares	17.3KSH	$3.1M
24	Union Bancaire Privee, UBP SA	Shares	15.1KSH	$2.6M
25	Mediolanum International Funds Ltd	Shares	14.6KSH	$2.6M
26	First Bank & Trust	Shares	14.3KSH	$2.5M
27	Curbstone Financial Management Corp	Shares	13.0KSH	$2.3M
28	SIGNATUREFD, LLC	Shares	12.9KSH	$2.3M
29	Crossmark Global Holdings, Inc.	Shares	11.8KSH	$2.1M
30	Redhawk Wealth Advisors, Inc.	Shares	10.8KSH	$1.9M
31	First American Bank	Shares	9.3KSH	$1.6M
32	Abacus Wealth Partners, LLC	Shares	8.6KSH	$1.5M
33	LOUISBOURG INVESTMENTS INC.	Shares	8.4KSH	$1.5M
34	Morningstar Investment Management LLC	Shares	10.7KSH	$1.4M
35	D.A. DAVIDSON & CO.	Shares	7.4KSH	$1.3M
36	TI-TRUST, INC	Shares	6.7KSH	$1.2M
37	Merit Financial Group, LLC	Shares	6.6KSH	$1.2M
38	Dickmeyer Boyce Financial Management, Inc.	Shares	6.6KSH	$1.2M
39	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	6.5KSH	$1.1M
40	Sequoia Financial Advisors, LLC	Shares	6.4KSH	$1.1M
41	Farther Finance Advisors, LLC	Shares	5.7KSH	$1.0M
42	Quilter Plc	Shares	3.7KSH	$930.0K
43	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	5.0KSH	$883.5K
44	Legacy Wealth Asset Management, LLC	Shares	5.0KSH	$876.1K
45	BENJAMIN EDWARDS INC	Shares	4.9KSH	$860.1K
46	Ignite Planners, LLC	Shares	4.8KSH	$854.7K
47	Ipswich Investment Management Co., Inc.	Shares	4.8KSH	$849.9K
48	Sivia Capital Partners, LLC	Shares	4.7KSH	$825.5K
49	LANDAAS & CO /WI /ADV	Shares	4.6KSH	$819.6K
50	Boltwood Capital Management	Shares	4.4KSH	$777.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 188 loaded

#		Instrument
1	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+237.3K	+$58.0M	$110.8M
2	Cardinal Capital Management, Inc. trimmed	Shares	-5.3K	+$40.6M	$176.3M
3	CIDEL ASSET MANAGEMENT INC added	Shares	+163.4K	+$34.3M	$51.9M
4	Addenda Capital Inc. trimmed	Shares	-49.0K	+$29.7M	$156.7M
5	Kepler Cheuvreux (Suisse) SA added	Shares	+29.4K	+$9.5M	$16.0M
6	Triasima Portfolio Management inc. added	Shares	+13.2K	+$8.2M	$27.2M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.0K	+$7.9M	$7.9M
8	Cardinal Point Capital Management ULC trimmed	Shares	-1.1K	+$7.1M	$31.0M
9	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+11.4K	+$6.3M	$20.2M
10	Fideuram Asset Management (Ireland) dac new	Shares	+25.2K	+$6.1M	$6.1M
11	Rempart Asset Management Inc. trimmed	Shares	-17.6K	+$4.8M	$30.7M
12	Avanza Fonder AB added	Shares	+4.9K	+$4.1M	$12.9M
13	MONTRUSCO BOLTON INVESTMENTS INC. trimmed	Shares	-33.1K	+$2.7M	$30.4M
14	ROMANO BROTHERS AND COMPANY trimmed	Shares	-400	+$2.0M	$8.7M
15	Mediolanum International Funds Ltd added	Shares	+7.4K	+$1.6M	$2.6M
16	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+2.5K	+$1.2M	$3.9M
17	ST GERMAIN D J CO INC trimmed	Shares	-1.4K	+$1.1M	$5.3M
18	ASR Vermogensbeheer N.V. added	Shares	+309	+$980.2K	$4.0M
19	Assenagon Asset Management S.A. trimmed	Shares	-36	+$904.2K	$3.9M
20	SIGNATUREFD, LLC added	Shares	+1.6K	+$748.2K	$2.3M
21	NAPLES GLOBAL ADVISORS, LLC trimmed	Shares	-50	+$709.2K	$3.1M
22	Union Bancaire Privee, UBP SA added	Shares	+114	+$668.5K	$2.6M
23	LANDAAS & CO /WI /ADV added	Shares	+2.7K	+$560.0K	$819.6K
24	Redhawk Wealth Advisors, Inc. added	Shares	+333	+$491.4K	$1.9M
25	Curbstone Financial Management Corp trimmed	Shares	-650	+$449.0K	$2.3M
26	Larry Mathis Financial Planning, LLC new	Shares	+2.4K	+$432.7K	$432.7K
27	CREDIT INDUSTRIEL ET COMMERCIAL added	PUT	+1.5K	+$409.8K	$883.5K
28	First American Bank trimmed	Shares	-63	+$376.0K	$1.6M
29	LOUISBOURG INVESTMENTS INC. added	Shares	+22	+$350.2K	$1.5M
30	OLD NATIONAL BANCORP /IN/ added	Shares	+1.4K	+$332.9K	$597.2K
31	Farther Finance Advisors, LLC added	Shares	+701	+$322.6K	$1.0M
32	Venturi Wealth Management, LLC new	Shares	+1.7K	+$302.9K	$302.9K
33	Merit Financial Group, LLC added	Shares	+201	+$302.2K	$1.2M
34	CWA Asset Management Group, LLC new	Shares	+1.6K	+$286.8K	$286.8K
35	Abacus Wealth Partners, LLC trimmed	Shares	-581	+$277.9K	$1.5M
36	TI-TRUST, INC unchanged	Shares	0	+$276.8K	$1.2M
37	Sequoia Financial Advisors, LLC added	Shares	+52	+$273.1K	$1.1M
38	55 North Private Wealth, LLC new	Shares	+1.5K	+$270.6K	$270.6K
39	KPP Advisory Services LLC new	Shares	+1.5K	+$260.8K	$260.8K
40	GREENLEAF TRUST new	Shares	+1.5K	+$259.9K	$259.9K
41	Apollon Wealth Management, LLC added	Shares	+940	+$258.4K	$560.5K
42	VIEWPOINT INVESTMENT PARTNERS CORP unchanged	Shares	0	+$253.1K	$1.1M
43	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+1.4K	+$252.0K	$252.0K
44	CONTINUUM WEALTH ADVISORS, LLC new	Shares	+1.4K	+$251.6K	$251.6K
45	Dickmeyer Boyce Financial Management, Inc. trimmed	Shares	-205	+$246.3K	$1.2M
46	LVW Advisors, LLC new	Shares	+1.4K	+$241.5K	$241.5K
47	RIVERSEDGE ADVISORS, LLC new	Shares	+1.4K	+$240.5K	$240.5K
48	Goldstein Advisors, LLC new	Shares	+1.3K	+$238.2K	$238.2K
49	Braun-Bostich & Associates Inc. new	Shares	+1.3K	+$231.1K	$231.1K
50	Quilter Plc unchanged	Shares	0	+$230.9K	$930.0K

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