Bank of Montreal
XOVR

Bank of Montreal’s EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF XOVR Stock Holding History

Bank of Montreal’s Portfolio XOVR Stock Details XOVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$956K Buy
+45,400
New +$867K ﹤0.01% 2106

Other funds holding XOVR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
DBG
De Burlo Group Boston, Massachusetts $547M AUM 43.99% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bank of Montreal's XOVR Position: Q2 2026 in Review

Bank of Montreal opened a new position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) in Q2 2026: 52,488 shares worth $1.1M. The stake represents ﹤0.01% of the portfolio and ranks #2035 among its holdings.

185 funds tracked by Wall St. Rank hold XOVR as of Q2 2026.

  • Bank of Montreal held 52,488 shares of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF worth $1.1M as of Q2 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF was a new Bank of Montreal position in Q2 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2035 holding.
  • 185 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.