BANK MONTREAL MEDIUM

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BERZ·063679351·US·ETF

BERZ (BANK MONTREAL MEDIUM) is held by 2 institutional investors as of Q2 2026. Largest holders: UBS Group AG ($2,594), HRT FINANCIAL LP ($240). Net institutional sentiment: Bullish.

2

Holders

$2,834

Total Value

100% (2)

Consensus

2 buying - 0 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)79

Insider (Form 4)27

Activist (13D/13G)53

Congressional (STOCK Act)64

Holder Quality

30

★★★★★

Elite

16

★★★★

Strong

38

★★★

Solid

76

★★

Below

81

★

Weak

Held by 2 funds

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for BERZ.

Top Holders

Top Holders (2)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	New	112	$2,594	0.0%	-7.77%	19
HRT FINANCIAL LP	New	10,372	$240	0.0%	-7.77%	15

BERZBANK MONTREAL MEDIUM

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer