BANK OF MONTREAL /CAN/

13D and 13G Filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.

Issuer	Symbol	CUSIP	% of Class	Shares	Form	Filed
OPENLANE, Inc. 13G/A Amendment 1 OPLN · 48238T109	OPLN	48238T109	4.5%	4,797,585	13G/A Amendment 1	8/12/2026 Event 6/30/2026
Bank of Montreal			4.5%	4,797,585
Bank of Montreal Holding Inc.			0%	7,175
Bmo Nesbitt Burns Inc.			0%	7,175
Bmo Asset Management Inc.			0%	7,175
Bmo Financial Corp.			<0.1%	15,833
Bmo Capital Markets Corp.			0%	300
Bmo Bank N.A.			<0.1%	15,533
1001271606 Ontario Inc			4.5%	4,774,577
Burgundy Asset Management, Inc.			4.5%	4,774,577
North American Construction Group Ltd. 13G/A Amendment 2 NOA · 656811106	NOA	656811106	5.1%	1,426,358	13G/A Amendment 2	8/12/2026 Event 6/30/2026
Bank of Montreal			5.1%	1,426,358
Bank of Montreal Holding Inc.			5.1%	1,426,358
Bmo Nesbitt Burns Inc.			5.1%	1,426,358
Bmo Asset Management Inc.			5.0%	1,413,984
TC Energy Corp 13G/A Amendment 5 TRP · 87807B107	TRP	87807B107	3.4%	35,221,997	13G/A Amendment 5	8/12/2026 Event 6/30/2026
Bank of Montreal			3.4%	35,221,997
Bank of Montreal Holding Inc.			3.1%	31,979,053
Bmo Nesbitt Burns Inc.			3.1%	31,979,053
Bmo Nesbitt Burns Securities Ltd.			<0.1%	172,395
Bmo Private Investment Counsel Inc.			0.3%	2,711,862
Bmo Asset Management Inc.			1.4%	14,534,783
Bmo Financial Corp.			0%	11,645
BMO Delaware Trust Company			0%	1,180
Bmo Bank N.A.			0%	5,767
Bmo Family Office, LLC			0%	4,594
Stoker Ostler Wealth Advisors, Inc.			0%	104
1001271606 Ontario Inc			0%	332
Burgundy Asset Management, Inc.			0%	332
Euronet Worldwide, Inc. 13G EEFT · 298736109	EEFT	298736109	5.8%	2,214,718	13G	8/12/2026 Event 6/30/2026
Bank of Montreal			5.8%	2,214,718
Bank of Montreal Holding Inc.			0%	2,828
Bmo Nesbitt Burns Inc.			0%	2,828
Bmo Asset Management Inc.			0%	2,500
Bmo Financial Corp.			<0.1%	5,614
Bmo Bank N.A.			0%	795
Bmo Family Office, LLC			<0.1%	4,819
Alarm.com Holdings, Inc. 13G/A Amendment 1 ALRM · 011642105	ALRM	011642105	7.0%	3,455,201	13G/A Amendment 1	8/12/2026 Event 6/30/2026
Bank of Montreal			7.0%	3,455,201
Bank of Montreal Holding Inc.			0%	3,409
Bmo Nesbitt Burns Inc.			0%	3,409
Bmo Asset Management Inc.			0%	3,392
Bmo Financial Corp.			0%	1,882
Bmo Bank N.A.			0%	1,273
Bmo Family Office, LLC			0%	609
1001271606 Ontario Inc			6.3%	3,129,915
Burgundy Asset Management, Inc.			6.3%	3,129,915
Akari Therapeutics Plc 13G AKTX · 00972G405	AKTX	00972G405	5.7%	8,000,000,000	13G	8/12/2026 Event 6/30/2026
Bank of Montreal			5.7%	8,000,000,000
Bank of Montreal Holding Inc.			5.7%	8,000,000,000
Bmo Nesbitt Burns Inc.			5.7%	8,000,000,000
Alarm.com Holdings, Inc. 13G ALRM · 011642105	ALRM	011642105	5.4%	2,675,661	13G	5/13/2026 Event 3/31/2026
Bank of Montreal			5.4%	2,675,661
Bank of Montreal Holding Inc.			0%	3,077
Bmo Nesbitt Burns Inc. Wealth Management			0%	3,053
Bmo Asset Management Inc.			0%	3,051
Bmo Nesbitt Burns Inc.			0%	24
Bmo Financial Corp.			<0.1%	19,846
Bmo Bank N.A.			0%	1,437
Bmo Family Office, LLC			0%	409
1001271606 Ontario Inc			4.8%	2,403,054
Burgundy Asset Management, Inc.			4.8%	2,403,054
SOL Strategies Inc. 13G/A Amendment 1 STKE · 83411A205	STKE	83411A205	<0.1%	6,466	13G/A Amendment 1	5/13/2026 Event 3/31/2026
Bank of Montreal			<0.1%	6,466
Bank of Montreal Holding Inc.			<0.1%	6,466
Bmo Nesbitt Burns Inc.			<0.1%	6,466
Transalta Corp 13G TAC · 89346D107	TAC	89346D107	6.0%	17,758,682	13G	5/13/2026 Event 3/31/2026
Bank of Montreal			6.0%	17,758,682
Bank of Montreal Holding Inc.			3.0%	8,814,845
Bmo Nesbitt Burns Inc. Wealth Management			1.6%	4,785,699
Bmo Nesbitt Burns Securities Ltd.			<0.1%	31,477
Bmo Private Investment Counsel Inc.			0%	3,668
Bmo Asset Management Inc.			1.6%	4,710,814
Bmo Nesbitt Burns Inc.			1.4%	4,029,146
Freshpet, Inc. 13G/A Amendment 1 FRPT · 358039105	FRPT	358039105	4.6%	2,233,818	13G/A Amendment 1	5/13/2026 Event 3/31/2026
Bank of Montreal			4.6%	2,233,818
Bank of Montreal Holding Inc.			0.1%	47,736
Bmo Nesbitt Burns Inc. Wealth Management			0%	3,400
Bmo Asset Management Inc.			0%	3,030
Bmo Nesbitt Burns Inc.			0.9%	44,336
Bmo Financial Corp.			0.3%	17,326
BMO Delaware Trust Company			0%
Bmo Capital Markets Corp.			<0.1%	12,127
Bmo Bank N.A.			0%	2,597
Bmo Family Office, LLC			0%	2,002
1001271606 Ontario Inc			2.7%	1,310,659
Burgundy Asset Management, Inc.			2.7%	1,310,659
CBIZ, Inc. 13G CBZ · 124805102	CBZ	124805102	6.4%	3,508,094	13G	5/13/2026 Event 3/31/2026
Bank of Montreal			6.4%	3,508,094
Bank of Montreal Holding Inc.			0%	93
Bmo Nesbitt Burns Inc. Wealth Management			0%	0
Bmo Nesbitt Burns Inc.			0%	93
Bmo Financial Corp.			0%	2,671
Bmo Capital Markets Corp.			0%	100
Bmo Bank N.A.			0%	301
Bmo Family Office, LLC			0%	2,270
1001271606 Ontario Inc			6.4%	3,505,334
Burgundy Asset Management, Inc.			6.4%	3,505,334
Canadian Imperial Bank of Commerce /Can/ 13G/A Amendment 2 CM · 136069101	CM	136069101	4.4%	40,951,471	13G/A Amendment 2	5/13/2026 Event 12/31/2025
Bank of Montreal			4.4%	40,951,471
Bank of Montreal Holding Inc.			3.2%	29,539,068
Bmo Nesbitt Burns Inc. Wealth Management			2.8%	26,156,816
Bmo Nesbitt Burns Securities Ltd.			0%	73,015
Bmo Private Investment Counsel Inc.			0.1%	752,975
Bmo Asset Management Inc.			2.1%	19,420,081
Bmo Nesbitt Burns Inc.			0.4%	3,348,714
Bmo Financial Corp.			0%	19,131
Bmo Bank N.A.			0%	16,691
Bmo Family Office, LLC			0%	2,440
Bank of Montreal Europe Public Limited Company			0%	72,379
Boyd Group Services Inc. 13G BGSI · 103310108	BGSI	103310108	5.2%	1,439,801	13G	5/13/2026 Event 3/31/2026
Bank of Montreal			5.2%	1,439,801
Bank of Montreal Holding Inc.			0%	830,730
Bmo Nesbitt Burns Inc. Wealth Management			3.0%	828,724
Bmo Private Investment Counsel Inc.			0%	293
Bmo Asset Management Inc.			1.9%	540,473
Bmo Nesbitt Burns Inc.			0%	2,493
1001271606 Ontario Inc			2.2%	603,740
Burgundy Asset Management, Inc.			2.2%	603,740
Bank of Nova Scotia 13G/A Amendment 3 BNS · 064149107	BNS	064149107	4.6%	57,321,526	13G/A Amendment 3	5/13/2026 Event 3/31/2026
Bank of Montreal			4.6%	57,321,526
Bank of Montreal Holding Inc.			3.0%	37,336,202
Bmo Nesbitt Burns Inc. Wealth Management			2.9%	35,368,216
Bmo Nesbitt Burns Securities Ltd.			0%	104,118
Bmo Private Investment Counsel Inc.			0.2%	2,699,681
Bmo Asset Management Inc.			2.0%	24,470,918
Bmo Nesbitt Burns Inc.			0.2%	1,926,447
Bmo Financial Corp.			0%	4,354
Bmo Bank N.A.			0%	2,442
Bmo Family Office, LLC			0%	1,912
1001271606 Ontario Inc			0.1%	1,164,507
Burgundy Asset Management Ltd.			0.1%	1,164,507
Starz Entertainment Corp /CN/ 13G/A Amendment 1 STRZ · 855919106	STRZ	855919106	0%		13G/A Amendment 1	5/8/2026 Event 4/30/2026
Bank of Montreal			0%
Bmo Financial Corp.			0%
Bmo Capital Markets Corp.			0%
Bmo Family Office, LLC			0%
Starz Entertainment Corp /CN/ 13G STRZ · 855919106	STRZ	855919106	10.8%	1,804,050	13G	4/7/2026 Event 3/31/2026
Bank of Montreal			10.8%	1,804,050
Bmo Financial Corp.			10.8%	1,804,050
Bmo Capital Markets Corp.			0%	100
Bmo Bank N.A.			10.8%	1,803,786
Bmo Family Office, LLC			0%	164
Silver Pegasus Acquisition Corp. 13G/A Amendment 1 SPEG · G8192J102	SPEG	G8192J102	0%	0	13G/A Amendment 1	2/17/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Mountain Lake Acquisition Corp. 13G/A Amendment 3 MLAC · G6301B101	MLAC	G6301B101	0.6%	137,132	13G/A Amendment 3	2/13/2026 Event 12/31/2025
Bank of Montreal			0.6%	137,132
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Bank of Montreal Europe Public Limited Company			0.6%	137,132
Horizon Space Acquisition II Corp. 13G/A Amendment 3 HSPT · G4627B103	HSPT	G4627B103	0%	0	13G/A Amendment 3	2/13/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Copley Acquisition Corp 13G/A Amendment 1 COPL · G24243100	COPL	G24243100	0%	0	13G/A Amendment 1	2/13/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Aris Mining Corp 13G/A Amendment 1 ARIS · 04040Y109	ARIS	04040Y109	3.0%	6,113,639	13G/A Amendment 1	2/13/2026 Event 9/30/2025
Bank of Montreal			3.0%	6,113,639
Bank of Montreal Holding Inc.			3.0%	6,110,339
Bmo Nesbitt Burns Inc. Wealth Management			0.6%	1,233,246
Bmo Asset Management Inc.			0.6%	1,196,716
Bmo Nesbitt Burns Inc.			2.4%	4,876,090
Freshpet, Inc. 13G FRPT · 358039105	FRPT	358039105	5.2%	2,555,965	13G	2/12/2026 Event 12/31/2025
Bank of Montreal			5.2%	2,555,965
Bank of Montreal Holding Inc.			0%	397,159
Bmo Nesbitt Burns Inc. Wealth Management			0%	2,820
Bmo Asset Management Inc.			0%	2,820
Bmo Nesbitt Burns Inc.			0.8%	394,169
Bmo Financial Corp.			0.3%	147,479
BMO Delaware Trust Company			0%	8
Bmo Capital Markets Corp.			0.3%	143,427
Bmo Bank N.A.			0%	2,070
Bmo Family Office, LLC			0%	1,982
1001271606 Ontario Inc			2.4%	1,188,167
Burgundy Asset Management, Inc.			2.4%	1,188,167
JENA ACQUISITION Corp II 13G/A Amendment 1 JENAU · G5093B121	JENAU	G5093B121	0%	0	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
JENA ACQUISITION Corp II 13G/A Amendment 1 JENAU · G5093B121	JENAU	G5093B121	0%	0	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Cable One, Inc. 13G CABO · 12685J105	CABO	12685J105	8.4%	471,442	13G	2/12/2026 Event 12/31/2025
Bank of Montreal			8.4%	471,442
Bank of Montreal Holding Inc.			0%	345
Bmo Nesbitt Burns Inc. Wealth Management			0%	260
Bmo Asset Management Inc.			0%	260
Bmo Financial Corp.			0.2%	12,276
Bmo Capital Markets Corp.			0.2%	11,870
Bmo Bank N.A.			0%	247
Bmo Family Office, LLC			0%	159
1001271606 Ontario Inc			8.1%	457,503
Burgundy Asset Management, Inc.			8.1%	457,503
PANTAGES CAPITAL ACQUSITION Corp 13G/A Amendment 3 PGAC · G8089R100	PGAC	G8089R100	0%	0	13G/A Amendment 3	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Strategic Education, Inc. 13G STRA · 86272C103	STRA	86272C103	6.3%	1,476,841	13G	2/12/2026 Event 12/31/2025
Bank of Montreal			6.3%	1,476,841
Bank of Montreal Holding Inc.			<0.1%	10,386
Bmo Nesbitt Burns Inc. Wealth Management			0%	0
Bmo Asset Management Inc.			0%	1,345
Bmo Nesbitt Burns Inc.			<0.1%	9,041
1001271606 Ontario Inc			6.2%	1,465,430
Burgundy Asset Management, Inc.			6.2%	1,465,430
OPENLANE, Inc. 13G OPLN · 48238T109	OPLN	48238T109	7.0%	7,485,668	13G	2/12/2026 Event 12/31/2025
Bank of Montreal			7.0%	7,485,668
Bank of Montreal Holding Inc.			0.1%	87,651
Bmo Nesbitt Burns Inc. Wealth Management			0%	8,153
Bmo Asset Management Inc.			0%	6,135
Bmo Nesbitt Burns Inc.			0.1%	79,498
Bmo Bank N.A.			0%	15,021
Bmo Capital Markets Corp.			0%	100
Bmo Financial Corp.			0%	15,121
1001271606 Ontario Inc			6.9%	7,382,471
Burgundy Asset Management, Inc.			6.9%	7,382,471
Hillman Solutions Corp. 13G HLMN · 431636109	HLMN	431636109	5.5%	10,855,347	13G	2/12/2026 Event 12/31/2025
Bank of Montreal			5.5%	10,855,347
Bank of Montreal Holding Inc.			0%	880
Bmo Nesbitt Burns Inc.			0%	880
Bmo Financial Corp.			0%	6,667
Bmo Capital Markets Corp.			0%	100
Bmo Bank N.A.			0%	5,637
Bmo Family Office, LLC			0%	930
1001271606 Ontario Inc			5.5%	10,847,815
Burgundy Asset Management, Inc.			5.5%	10,847,815
TC Energy Corp 13G/A Amendment 4 TRP · 87807B107	TRP	87807B107	5.8%	59,861,812	13G/A Amendment 4	2/12/2026 Event 12/31/2025
Bank of Montreal			5.8%	59,861,812
Bank of Montreal Holding Inc.			3.9%	40,319,559
Bmo Nesbitt Burns Inc. Wealth Management			2.9%	29,717,878
Bmo Nesbitt Burns Securities Ltd.			<0.1%	171,890
Bmo Private Investment Counsel Inc.			0.3%	0
Bmo Asset Management Inc.			1.2%	12,287,511
Bmo Nesbitt Burns Inc.			1.0%	10,601,681
Bmo Financial Corp.			0%	6,731
Bmo Bank N.A.			0%	6,337
Bmo Family Office, LLC			0%	344
Stoker Ostler Wealth Advisors, Inc.			0%	50
1001271606 Ontario Inc			0%	41,345
Burgundy Asset Management, Inc.			0%	41,363
SOL Strategies Inc. 13G STKE · 83411A205	STKE	83411A205	9.7%	2,727,928	13G	2/12/2026 Event 12/31/2025
Bank of Montreal			9.7%	2,727,928
Bank of Montreal Holding Inc.			9.7%	2,727,928
Bmo Nesbitt Burns Inc.			9.7%	2,727,928
Canadian Imperial Bank of Commerce /Can/ 13G/A Amendment 1 CM · 136069101	CM	136069101	5.3%	49,381,972	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Bank of Montreal			5.3%	49,381,972
Bank of Montreal Holding Inc.			3.5%	32,735,119
Bmo Nesbitt Burns Inc. Wealth Management			2.7%	25,494,721
Bmo Nesbitt Burns Securities Ltd.			0%	70,068
Bmo Private Investment Counsel Inc.			0.1%	773,897
Bmo Asset Management Inc.			2.1%	19,038,922
Bmo Nesbitt Burns Inc.			0.6%	7,240,398
Bmo Financial Corp.			0%	20,999
Bmo Bank N.A.			0%	16,646
Bmo Family Office, LLC			0%	4,353
Bank of Nova Scotia 13G/A Amendment 2 BNS · 064149107	BNS	064149107	5.2%	64,060,069	13G/A Amendment 2	2/12/2026 Event 12/31/2025
Bank of Montreal			5.2%	64,060,069
Bank of Montreal Holding Inc.			3.5%	42,965,950
Bmo Nesbitt Burns Inc. Wealth Management			2.9%	35,779,243
Bmo Nesbitt Burns Securities Ltd.			0%	103,492
Bmo Private Investment Counsel Inc.			0.2%	2,689,854
Bmo Asset Management Inc.			2.0%	25,156,069
Bmo Nesbitt Burns Inc.			0.6%	7,186,707
Bmo Financial Corp.			0%	1,875
Bmo Bank N.A.			0%	1,875
Bmo Family Office, LLC			0%	1,892
1001271606 Ontario Inc			0.1%	1,175,901
Burgundy Asset Management Ltd.			0.1%	1,175,901
Thayer Ventures Acquisition Corp II 13G/A Amendment 1 TVAIU · G87890128	TVAIU	G87890128	0%	0	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Tavia Acquisition Corp. 13G/A Amendment 1 TAVI · G86880104	TAVI	G86880104	0%	0	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Soulpower Acquisition Corp. 13G/A Amendment 1 SOUL · G82745103	SOUL	G82745103	3.9%	1,012,200	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Bank of Montreal			3.9%	1,012,200
Bank of Montreal Holding Inc.			3.9%	1,000,000
Bmo Nesbitt Burns Inc.			3.9%	1,000,000
Bmo Financial Corp.			<0.1%	12,200
Bmo Capital Markets Corp.			<0.1%	12,200
Siddhi Acquisition Corp (Cayman Islands) 13G/A Amendment 1 SDHI · G8118C124	SDHI	G8118C124	0%	0	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Rising Dragon Acquisition Corp. 13G/A Amendment 3 RDAC · G7576K107	RDAC	G7576K107	0%	0	13G/A Amendment 3	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Bank of Montreal Europe Plc			0%	0
Range Capital Acquisition Corp. 13G/A Amendment 3 RANG · G7375C108	RANG	G7375C108	0%	0	13G/A Amendment 3	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Bank of Montreal Europe Plc			0%	0
Kochav Defense Acquisition Corp. 13G/A Amendment 1 KCHVU · G5304D122	KCHVU	G5304D122	0%	0	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Jackson Acquisition Co II 13G/A Amendment 3 JACSU · G4992A201	JACSU	G4992A201	0%	0	13G/A Amendment 3	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Indigo Acquisition Corp. 13G/A Amendment 2 INAC · G4791J106	INAC	G4791J106	0%	0	13G/A Amendment 2	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
IB Acquisition Corp. 13G/A Amendment 1 IBAC · 44934N108	IBAC	44934N108	0%	0	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
GP-Act III Acquisition Corp. 13G/A Amendment 1 GPAT · G4035N103	GPAT	G4035N103	0%	0	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Bank of Montreal Europe Public Limited Company			0%	0
Emmis Acquisition Corp. 13G/A Amendment 1 EMISU · G3037D121	EMISU	G3037D121	0%	0	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Embrace Change Acquisition Corp. 13G/A Amendment 1 EMCG · G3034H109	EMCG	G3034H109	0%	0	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Bitcoin Depot Inc. 13G/A Amendment 1 BTMWQ · 09174P113	BTMWQ	09174P113	0%	0	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
ASPAC III Acquisition Corp. 13G/A Amendment 3 ASPCU · G0544A137	ASPCU	G0544A137	0%	0	13G/A Amendment 3	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Andretti Acquisition Corp. II 13G/A Amendment 1 POLE · G26745102	POLE	G26745102	0%	0	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Bank of Montreal Europe Public Limited Company			0%	0
North American Construction Group Ltd. 13G/A Amendment 1 NOA · 656811106	NOA	656811106	9.8%	2,873,159	13G/A Amendment 1	1/8/2026 Event 12/31/2025
Bank of Montreal			9.8%	2,873,159
Bank of Montreal Holding Inc.			9.8%	2,873,159
Bmo Nesbitt Burns Inc. Wealth Management			9.5%	2,794,959
Bmo Asset Management Inc.			8.4%	2,483,004
Bmo Nesbitt Burns Securities Ltd.			0%	750
Bmo Nesbitt Burns Inc.			0.3%	78,200
Melar Acquisition Corp. I/Cayman 13G/A Amendment 1 MACI · G6004G100	MACI	G6004G100	0%	0	13G/A Amendment 1	1/8/2026 Event 12/31/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Cannabist Co Holdings Inc. 13G/A Amendment 2 13766HAB5		13766HAB5	7.0%	36,721,908	13G/A Amendment 2	1/8/2026 Event 9/30/2025
Bank of Montreal			7.0%	36,721,908
Bank of Montreal Holding Inc.			7.0%	36,721,908
Bmo Nesbitt Burns Inc. Wealth Management			0%	309
Bmo Nesbitt Burns Inc.			4.99%	36,721,518
Indigo Acquisition Corp. 13G/A Amendment 1 INAC · G4791J106	INAC	G4791J106	6.5%	962,800	13G/A Amendment 1	11/17/2025 Event 9/30/2025
Bank of Montreal			6.5%	962,800
Bank of Montreal Holding Inc.			6.5%	962,800
Bmo Nesbitt Burns Inc.			6.5%	0
Telus Corp 13G/A Amendment 1 TU · 87971M103	TU	87971M103	3.8%	58,129,433	13G/A Amendment 1	11/14/2025 Event 9/30/2025
Bank of Montreal			3.8%	58,129,433
Bank of Montreal Holding Inc.			3.6%	55,701,031
Bmo Nesbitt Burns Inc. Wealth Management			3.6%	54,881,677
Bmo Nesbitt Burns Securities Ltd.			<0.1%	203,253
Bmo Private Investment Counsel Inc.			0.3%	3,858,627
Bmo Asset Management Inc.			1.7%	26,744,400
Bmo Nesbitt Burns Inc.			0.1%	819,354
Bank of Montreal Europe Public Limited Company			0%	26,635
Aris Mining Corp 13G ARIS · 04040Y109	ARIS	04040Y109	5.4%	10,989,729	13G	11/13/2025 Event 9/30/2025
Bank of Montreal			5.4%	10,989,729
Bank of Montreal Holding Inc.			5.4%	10,986,429
Bmo Nesbitt Burns Inc. Wealth Management			0.6%	1,233,246
Bmo Asset Management Inc.			0.6%	1,196,716
Bmo Nesbitt Burns Inc.			4.8%	9,752,180
Rising Dragon Acquisition Corp. 13G/A Amendment 2 RDAC · G7576K107	RDAC	G7576K107	6.8%	507,656	13G/A Amendment 2	11/13/2025 Event 9/30/2025
Bank of Montreal			6.8%	507,656
Bank of Montreal Holding Inc.			6.7%	500,000
Bmo Nesbitt Burns Inc.			6.7%	500,000
Bank of Montreal Europe Plc			0.1%	3,828
Range Capital Acquisition Corp. 13G/A Amendment 2 RANG · G7375C108	RANG	G7375C108	5.9%	948,972	13G/A Amendment 2	11/13/2025 Event 9/30/2025
Bank of Montreal			5.9%	948,972
Bank of Montreal Holding Inc.			5.8%	925,000
Bmo Nesbitt Burns Inc.			5.8%	925,000
Bank of Montreal Europe Plc			0.1%	11,986
LMP Capital & Income Fund Inc. 13G/A Amendment 1 SCDRT · 50208A110	SCDRT	50208A110	0%	0	13G/A Amendment 1	11/13/2025 Event 9/30/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Bank of Nova Scotia 13G/A Amendment 1 BNS · 064149107	BNS	064149107	3.3%	40,644,979	13G/A Amendment 1	11/13/2025 Event 9/30/2025
Bank of Montreal			3.3%	40,644,979
Bank of Montreal Holding Inc.			3.2%	39,472,996
Bmo Nesbitt Burns Inc. Wealth Management			2.8%	35,312,268
Bmo Nesbitt Burns Securities Ltd.			0%	102,943
Bmo Private Investment Counsel Inc.			0.2%	2,663,030
Bmo Asset Management Inc.			2.0%	24,549,841
Bmo Nesbitt Burns Inc.			0.3%	4,160,728
Bmo Financial Corp.			0%	3,804
Bmo Bank N.A.			0%	1,912
Bmo Family Office, LLC			0%	1,892
Bank of Montreal Europe Public Limited Company			0%	658,999
Telus Corp 13G TU · 87971M103	TU	87971M103	0%	58,129,433	13G	11/13/2025 Event 9/30/2025
Bank of Montreal			0%	58,129,433
Bank of Montreal Holding Inc.			3.6%	55,701,031
Bmo Nesbitt Burns Inc. Wealth Management			3.6%	54,881,677
Bmo Nesbitt Burns Securities Ltd.			<0.1%	203,253
Bmo Private Investment Counsel Inc.			0.3%	3,858,627
Bmo Asset Management Inc.			1.7%	26,744,400
Bmo Nesbitt Burns Inc.			0.1%	819,354
Bank of Montreal Europe Public Limited Company			0%	26,635
Tavia Acquisition Corp. 13G TAVI · G86880104	TAVI	G86880104	6.0%	960,000	13G	11/13/2025 Event 9/30/2025
Bank of Montreal			6.0%	960,000
Bank of Montreal Holding Inc.			6.0%	960,000
Bmo Nesbitt Burns Inc.			6.0%	960,000
Soulpower Acquisition Corp. 13G SOUL · G82745103	SOUL	G82745103	5.1%	1,299,300	13G	11/13/2025 Event 9/30/2025
Bank of Montreal			5.1%	1,299,300
Bank of Montreal Holding Inc.			5.1%	1,299,300
Bmo Nesbitt Burns Inc.			5.1%	1,299,300
Silver Pegasus Acquisition Corp. 13G SPEG · G8192J102	SPEG	G8192J102	8.9%	891,941	13G	11/13/2025 Event 9/30/2025
Bank of Montreal			8.9%	891,941
Bank of Montreal Holding Inc.			8.9%	891,941
Bmo Nesbitt Burns Inc.			8.9%	891,941
Indigo Sponsor Group LLC 13G INAC · G4791J106	INAC	G4791J106	6.5%	962,800	13G	11/13/2025 Event 9/30/2025
Bank of Montreal			6.5%	962,800
Bank of Montreal Holding Inc.			6.5%	962,800
Bmo Nesbitt Burns Inc.			6.5%	962,800
IB Acquisition Corp. 13G IBAC · 44934N108	IBAC	44934N108	6.2%	354,200	13G	11/13/2025 Event 9/30/2025
Bank of Montreal			6.2%	354,200
Bank of Montreal Holding Inc.			6.2%	354,200
Bmo Nesbitt Burns Inc.			6.2%	354,200
Hurco Companies Inc 13G/A Amendment 3 HURC · 447324104	HURC	447324104	0.7%	43,039	13G/A Amendment 3	11/13/2025 Event 9/30/2025
Bank of Montreal			0.7%	43,039
Bank of Montreal Holding Inc.			0.7%	43,039
Bmo Nesbitt Burns Inc.			0.7%	43,039
GP-Act III Acquisition Corp. 13G GPAT · G4035N103	GPAT	G4035N103	5.1%	1,478,904	13G	11/13/2025 Event 9/30/2025
Bank of Montreal			5.1%	1,478,904
Bank of Montreal Holding Inc.			4.6%	1,324,296
Bmo Nesbitt Burns Inc.			4.6%	1,324,296
Bank of Montreal Europe Public Limited Company			0.5%	154,608
Emmis Acquisition Corp. 13G EMISU · G3037D121	EMISU	G3037D121	5.1%	530,000	13G	11/13/2025 Event 9/30/2025
Bank of Montreal			5.1%	530,000
Bank of Montreal Holding Inc.			5.1%	530,000
Bmo Nesbitt Burns Inc.			5.1%	530,000
Embrace Change Acquisition Corp. 13G EMCG · G3034H109	EMCG	G3034H109	5.5%	250,000	13G	11/13/2025 Event 9/30/2025
Bank of Montreal			5.5%	250,000
Bank of Montreal Holding Inc.			5.5%	250,000
Bmo Nesbitt Burns Inc.			5.5%	250,000
Embrace Change Acquisition Corp. 13G EMCG · G3034H109	EMCG	G3034H109	5.5%	250,000	13G	11/13/2025 Event 9/30/2025
Bank of Montreal			5.5%	250,000
Bank of Montreal Holding Inc.			5.5%	250,000
Bmo Nesbitt Burns Inc.			5.5%	250,000
Bitcoin Depot Inc. 13G BTMWQ · 09174P113	BTMWQ	09174P113	6.3%	1,692,384	13G	11/13/2025 Event 9/30/2025
Bank of Montreal			6.3%	1,692,384
Bank of Montreal Holding Inc.			6.3%	1,692,384
Bmo Nesbitt Burns Inc.			6.3%	1,692,384
ASPAC III Acquisition Corp. 13G/A Amendment 2 ASPCU · G0544A137	ASPCU	G0544A137	5.2%	340,000	13G/A Amendment 2	11/13/2025 Event 4/30/2025
Bank of Montreal			5.2%	340,000
Bank of Montreal Holding Inc.			5.2%	340,000
Bmo Nesbitt Burns Inc.			5.2%	340,000
Andretti Acquisition Corp. II 13G POLE · G26745102	POLE	G26745102	5.6%	1,320,816	13G	11/13/2025 Event 9/30/2025
Bank of Montreal			5.6%	1,320,816
Bank of Montreal Holding Inc.			5.4%	1,285,408
Bmo Nesbitt Burns Inc.			5.4%	1,285,408
Bank of Montreal Europe Public Limited Company			0.1%	35,408
Cannabist Co Holdings Inc. 13G/A Amendment 1 13766HAB5		13766HAB5	4.99%	25,199,863	13G/A Amendment 1	8/6/2025 Event 6/30/2025
Bank of Montreal			4.99%	25,199,863
Bank of Montreal Holding Inc.			4.99%	25,199,863
Bmo Nesbitt Burns Inc. Wealth Management			0%	309
Bmo Nesbitt Burns Inc.			4.99%	25,199,473
Melar Acquisition Corp. I/Cayman 13G MACI · G6004G100	MACI	G6004G100	10.5%	1,685,000	13G	8/6/2025 Event 7/31/2025
Bank of Montreal			10.5%	1,685,000
Bank of Montreal Holding Inc.			10.5%	1,685,000
Bmo Nesbitt Burns Inc.			10.5%	1,685,000
Granite Real Estate Investment Trust 13G/A Amendment 4 GRTUF · 387437205	GRTUF	387437205	7.2%	4,527,882	13G/A Amendment 4	8/6/2025 Event 6/30/2025
Bank of Montreal			7.2%	4,527,882
Bank of Montreal Holding Inc.			7.1%	4,445,882
Bmo Nesbitt Burns Inc. Wealth Management			6.2%	3,888,244
Bmo Nesbitt Burns Securities Ltd.			<0.1%	8,121
Bmo Private Investment Counsel Inc.			0.2%	153,612
Bmo Asset Management Inc.			4.3%	2,691,372
Bmo Nesbitt Burns Inc.			0.9%	557,638
TC Energy Corp 13G TRP · 87807B107	TRP	87807B107	4.4%	46,029,764	13G	8/6/2025 Event 6/30/2025
Bank of Montreal			4.4%	46,029,764
Bank of Montreal Holding Inc.			2.7%	27,626,260
Bmo Nesbitt Burns Inc. Wealth Management			2.6%	27,344,803
Bmo Nesbitt Burns Securities Ltd.			<0.1%	166,297
Bmo Private Investment Counsel Inc.			0.2%	2,328,788
Bmo Asset Management Inc.			1.2%	11,589,445
Bmo Nesbitt Burns Inc.			<0.1%	281,457
Bmo Financial Corp.			0%	7,393
Bmo Bank N.A.			0%	6,591
Bmo Family Office, LLC			0%	705
Stoker Ostler Wealth Advisors, Inc.			0%	97
Canadian Imperial Bank of Commerce /Can/ 13G CM · 136069101	CM	136069101	4.9%	46,480,692	13G	8/6/2025 Event 6/30/2025
Bank of Montreal			4.9%	46,480,692
Bank of Montreal Holding Inc.			3.2%	30,422,614
Bmo Nesbitt Burns Inc. Wealth Management			2.6%	24,570,866
Bmo Nesbitt Burns Securities Ltd.			0%	68,576
Bmo Private Investment Counsel Inc.			0.1%	765,668
Bmo Asset Management Inc.			1.9%	17,874,141
Bmo Nesbitt Burns Inc.			0.6%	5,856,697
Bmo Financial Corp.			0%	20,992
Bmo Bank N.A.			0%	16,639
Bmo Family Office, LLC			0%	4,353
Toronto-Dominion Bank 13G/A Amendment 2 TD · 891160509	TD	891160509	4.9%	85,240,803	13G/A Amendment 2	8/6/2025 Event 6/30/2025
Bank of Montreal			4.9%	85,240,803
Bank of Montreal Holding Inc.			3.7%	62,488,320
Bmo Nesbitt Burns Inc. Wealth Management			3.2%	54,755,767
Bmo Nesbitt Burns Securities Ltd.			<0.1%	199,745
Bmo Private Investment Counsel Inc.			0.3%	4,812,705
Bmo Asset Management Inc.			1.8%	31,121,859
Bmo Nesbitt Burns Inc.			0.4%	7,732,553
Bmo Financial Corp.			0%	4,293
Bmo Bank N.A.			0%	1,467
Bmo Family Office, LLC			0%	2,826
Emera Inc 13G EMA · 290876101	EMA	290876101	5.3%	15,786,346	13G	8/6/2025 Event 6/30/2025
Bank of Montreal			5.3%	15,786,346
Bank of Montreal Holding Inc.			4.2%	12,607,207
Bmo Nesbitt Burns Inc. Wealth Management			4.2%	12,563,559
Bmo Nesbitt Burns Securities Ltd.			0%	20,531
Bmo Private Investment Counsel Inc.			<0.1%	96,146
Bmo Asset Management Inc.			0%	6,768,584
Bmo Nesbitt Burns Inc.			<0.1%	133,796
Mountain Lake Acquisition Corp. 13G/A Amendment 2 MLAC · G6301B101	MLAC	G6301B101	6.5%	1,549,303	13G/A Amendment 2	8/1/2025 Event 6/30/2025
Bank of Montreal			6.5%	1,549,303
Bank of Montreal Holding Inc.			6.2%	1,480,000
Bmo Nesbitt Burns Inc.			6.2%	1,480,000
Thayer Ventures Acquisition Corp II 13G TVAIU · G87890128	TVAIU	G87890128	6.2%	1,266,700	13G	7/31/2025 Event 6/30/2025
Bank of Montreal			6.2%	1,266,700
Bank of Montreal Holding Inc.			6.2%	1,266,700
Bmo Nesbitt Burns Inc.			6.2%	1,266,700
Kochav Defense Acquisition Corp. 13G KCHVU · G5304D122	KCHVU	G5304D122	8.3%	2,150,000	13G	7/31/2025 Event 6/30/2025
Bank of Montreal			8.3%	2,150,000
Bank of Montreal Holding Inc.			8.3%	2,150,000
Bmo Nesbitt Burns Inc.			8.3%	2,150,000
JENA ACQUISITION Corp II 13G JENAU · G5093B121	JENAU	G5093B121	5.3%	1,230,000	13G	7/31/2025 Event 6/30/2025
Bank of Montreal			5.3%	1,230,000
Bank of Montreal Holding Inc.			5.3%	1,230,000
Bmo Nesbitt Burns Inc.			5.3%	1,230,000
LMP Capital & Income Fund Inc. 13G SCDRT · 50208A110	SCDRT	50208A110	8.2%	1,528,853	13G	7/31/2025 Event 6/30/2025
Bank of Montreal			8.2%	1,528,853
Bank of Montreal Holding Inc.			8.2%	1,528,853
Bmo Nesbitt Burns Inc.			8.2%	1,528,853
Translational Development Acquisition Corp. 13G/A Amendment 1 TDAC · G9008W105	TDAC	G9008W105	4.6%	800,000	13G/A Amendment 1	7/31/2025 Event 6/30/2025
Bank of Montreal			4.6%	800,000
Bank of Montreal Holding Inc.			4.6%	800,000
Bmo Nesbitt Burns Inc.			4.6%	800,000
Siddhi Acquisition Corp (Cayman Islands) 13G SDHI · G8118C124	SDHI	G8118C124	9.7%	2,700,000	13G	7/31/2025 Event 6/30/2025
Bank of Montreal			9.7%	2,700,000
Bank of Montreal Holding Inc.			9.7%	2,700,000
Bmo Nesbitt Burns Inc.			9.0%	2,700,000
Jackson Acquisition Co II 13G/A Amendment 2 JACSU · G4992A201	JACSU	G4992A201	5.6%	1,340,200	13G/A Amendment 2	7/31/2025 Event 6/30/2025
Bank of Montreal			5.6%	1,340,200
Bank of Montreal Holding Inc.			5.6%	1,340,200
Bmo Nesbitt Burns Inc.			5.6%	1,340,200
Hurco Companies Inc 13G/A Amendment 2 HURC · 447324104	HURC	447324104	6.2%	402,189	13G/A Amendment 2	7/31/2025 Event 7/1/2025
Bank of Montreal			6.2%	402,189
Bank of Montreal Holding Inc.			6.2%	402,189
Bmo Nesbitt Burns Inc.			6.2%	402,189
Copley Acquisition Corp 13G COPL · G24243100	COPL	G24243100	7.1%	1,234,800	13G	7/31/2025 Event 7/1/2025
Bank of Montreal			7.1%	1,234,800
Bank of Montreal Holding Inc.			7.1%	1,234,800
Bmo Nesbitt Burns Inc.			7.1%	1,234,800
Horizon Space Acquisition II Corp. 13G/A Amendment 2 HSPT · G4627B103	HSPT	G4627B103	5.8%	525,000	13G/A Amendment 2	7/31/2025 Event 7/1/2025
Bank of Montreal			5.8%	525,000
Bank of Montreal Holding Inc.			5.8%	525,000
Bmo Nesbitt Burns Inc.			5.8%	525,000
dMY Squared Technology Group, Inc. 13G/A Amendment 1 DMYY · 233276104	DMYY	233276104	1.3%	30,307	13G/A Amendment 1	7/31/2025 Event 7/1/2025
Bank of Montreal			1.3%	30,307
Bank of Montreal Holding Inc.			1.3%	30,307
Bmo Nesbitt Burns Inc.			1.3%	30,307
Aifeex Nexus Acquisition Corporation 13G/A Amendment 2 PGAC · G8089R100	PGAC	G8089R100	7.9%	700,000	13G/A Amendment 2	7/31/2025 Event 7/1/2025
Bank of Montreal			7.9%	700,000
Bank of Montreal Holding Inc.			7.9%	700,000
Bmo Nesbitt Burns Inc.			7.9%	700,000
Cannabist Co Holdings Inc. 13G 13766HAB5		13766HAB5	10.0%	53,444,440	13G	7/8/2025 Event 6/30/2025
Bank of Montreal			10.0%	53,444,440
Bank of Montreal Holding Inc.			10.0%	53,444,440
Bmo Nesbitt Burns Inc.			10.0%	53,444,440
North American Construction Group Ltd. 13G NOA · 656811106	NOA	656811106	10.7%	3,293,250	13G	6/9/2025 Event 5/31/2025
Bank of Montreal			10.7%	3,293,250
Bank of Montreal Holding Inc.			10.7%	3,293,250
Bmo Nesbitt Burns Inc. Wealth Management			7.5%	2,293,293
Bmo Asset Management Inc.			6.2%	1,912,019
Bmo Nesbitt Burns Inc.			3.3%	999,958
TC Energy Corp 13G/A Amendment 3 TRP · 87807B107	TRP	87807B107	6.7%	69,826,748	13G/A Amendment 3	5/9/2025 Event 3/31/2025
Bank of Montreal			6.7%	69,826,748
Bank of Montreal Holding Inc.			3.9%	40,573,017
Bmo Nesbitt Burns Inc. Wealth Management			2.6%	26,651,233
Bmo Nesbitt Burns Securities Ltd.			<0.1%	162,536
Bmo Private Investment Counsel Inc.			1.3%	2,318,347
Bmo Asset Management Inc.			0.2%	11,234,140
Bmo Nesbitt Burns Inc.			0.5%	13,921,784
Bmo Financial Corp.			0%	7,537
Bmo Bank N.A.			0%	6,638
Bmo Family Office, LLC			0%	705
Stoker Ostler Wealth Advisors, Inc.			0%	194
Bank of Montreal Europe Public Limited Company			0%	0
Bank of Montreal, Toronto Branch			2.8%	29,246,194
Osisko Gold Royalties Ltd 13G OR · 68827L101	OR	68827L101	3.4%	6,372,313	13G	5/9/2025 Event 4/1/2025
Bank of Montreal			3.4%	6,372,313
Bank of Montreal Holding Inc.			3.2%	6,021,896
Bmo Nesbitt Burns Inc. Wealth Management			0.6%	1,130,017
Bmo Nesbitt Burns Securities Ltd.			0%	53
Bmo Private Investment Counsel Inc.			<0.1%	3,830
Bmo Asset Management Inc.			0.6%	1,082,213
Bmo Nesbitt Burns Inc.			2.6%	4,891,879
Bmo Financial Corp.			0%	1,217
Bmo Bank N.A.			0%	1,217
Bank of Montreal, Toronto Branch			0.2%	349,200
Luminar Technologies, Inc. 13G/A Amendment 1 LAZRQ · 550424303	LAZRQ	550424303	4.6%	1,710,006	13G/A Amendment 1	5/9/2025 Event 3/31/2025
Bank of Montreal			4.6%	1,710,006
Bmo Financial Corp.			4.5%	1,706,011
Bmo Capital Markets Corp.			0.3%	104,969
Bmo Bank N.A.			4.3%	1,600,000
Bank of Montreal, New York Branch			<0.1%	3,995
Maywood Acquisition Corp. 13G/A Amendment 1 IPEX · G6001J107	IPEX	G6001J107	0%	0	13G/A Amendment 1	5/8/2025 Event 4/30/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Bold Eagle Acquisition Corp. 13G/A Amendment 1 BEAG · G2003N105	BEAG	G2003N105	1.1%	300,600	13G/A Amendment 1	5/8/2025 Event 4/30/2025
Bank of Montreal			1.1%	300,600
Bank of Montreal Holding Inc.			1.1%	300,600
Bmo Nesbitt Burns Inc.			1.1%	300,600