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FM Accum Ultrashort US FD (SGVA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Sugar Maple Asset Management, LLC
NEW
Shares16,000
Change+16,000
Value$1.6M
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
NEW
Shares7,140
Change+7,140
Value$721.4K
Filed 2026-10-23
IFP Advisors, Inc
NEW
Shares1,400
Change+1,400
Value$141.4K
Filed 2026-10-16
Bank of Montreal
DECREASED
Shares10 from 10,606
Change-10,596 (-100%)
Value$1.0K (-$1.1M)
Filed 2026-11-09
Status
Sugar Maple Asset Management, LLC
NEW16,000—+16,000——$1.6M—2026-10-13
Dhjj Financial Advisors, Ltd.
NEW7,140—+7,140——$721.4K—2026-10-23
IFP Advisors, Inc
NEW1,400—+1,400——$141.4K—2026-10-16
Bank of Montreal
DECREASED1010,606-10,596-100%$1.1M$1.0K-$1.1M2026-11-09
Showing 4 of 4 institutions