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Sprott Focus Trust (FUND) Institutional Ownership

Sprott Focus Trust logo
$10.34 +0.09 (+0.83%)
As of 12:22 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Sprott Focus Trust (NASDAQ:FUND)

Current
Institutional Ownership
Percentage
12.63%
Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$8.94M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.64M
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FUND Institutional Buying and Selling by Quarter

Sprott Focus Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2026 Essex Financial Services Inc.218,586$2.09M0.1%+0.5%0.737%
2/18/2026 Evolve Private Wealth LLC150,916$1.31M0.1%N/A0.509%
2/18/20261607 Capital Partners LLC133,133$1.16M0.1%-3.1%0.449%
2/17/2026AQR Arbitrage LLC124,515$1.08M0.0%-11.1%0.420%
2/17/2026Captrust Financial Advisors85,417$741K0.0%+1.6%0.288%
2/17/2026Royal Bank of Canada695,626$6.04M0.0%+12.0%2.347%
2/17/2026Militia Capital Partners LP13,000$113K0.0%N/A0.044%
2/13/2026 Kestra Advisory Services LLC4,665$40K0.0%N/A0.016%
2/13/2026Integrated Wealth Concepts LLC250,275$2.17M0.0%-12.8%0.844%
2/13/2026 Wells Fargo & Company MN105,640$917K0.0%+7.2%0.356%
2/12/2026 Advocate Investing Services LLC7,066$61K0.1%N/A0.024%
2/12/2026 Sprott Inc.15,450,730$134.11M4.5%+1.5%52.128%
2/11/2026 LPL Financial LLC525,819$4.56M0.0%+18.7%1.774%
2/9/2026 Blue Bell Private Wealth Management LLC200,923$1.74M0.3%+14.9%0.678%
2/5/2026 Sapient Capital LLC80,823$705K0.0%+2.1%0.273%
1/26/2026 Shaker Financial Services LLC465,917$4.04M1.3%-1.8%1.572%
1/15/2026Hara Capital LLC32,889$285K0.2%-26.3%0.111%
11/17/2025Susquehanna International Group LLP21,570$179K0.0%-24.4%0.073%
11/17/2025Integrated Wealth Concepts LLC287,121$2.39M0.0%-5.8%0.969%
11/17/20251607 Capital Partners LLC137,368$1.14M0.1%-6.7%0.463%
11/14/2025AQR Arbitrage LLC140,061$1.16M0.0%-12.5%0.473%
11/14/2025Raymond James Financial Inc.45,493$378K0.0%+126.7%0.153%
11/12/2025 Sprott Inc.15,219,058$126.43M4.4%+0.9%51.346%
10/30/2025Hara Capital LLC44,633$371K0.2%-35.4%0.151%
10/28/2025 Lodestar Private Asset Management LLC29,114$242K0.0%-13.7%0.098%
10/28/2025 Wolverine Asset Management LLC4,025$33K0.0%+79.5%0.014%
10/22/2025 Shaker Financial Services LLC474,364$3.94M1.4%+3.2%1.600%
10/22/2025 Blue Bell Private Wealth Management LLC174,865$1.45M0.2%+19.9%0.590%
10/17/2025 Sapient Capital LLC79,187$657K0.0%-3.8%0.267%
9/4/2025Osaic Holdings Inc.50,438$377K0.0%+203.4%0.170%
8/15/2025Hara Capital LLC69,126$517K0.3%+2.1%0.233%
8/15/2025AQR Arbitrage LLC160,024$1.20M0.0%-2.3%0.540%
8/14/2025Raymond James Financial Inc.20,068$150K0.0%-6.8%0.068%
8/5/2025 Shaker Financial Services LLC459,701$3.44M1.2%+44.9%1.542%
7/25/2025 Lodestar Private Asset Management LLC33,747$252K0.0%-15.7%0.113%
5/16/2025NewEdge Advisors LLC13,500$100K0.0%+20.5%0.045%
5/16/2025Integrated Wealth Concepts LLC306,353$2.27M0.0%-3.8%1.028%
5/16/20251607 Capital Partners LLC164,668$1.22M0.1%-46.9%0.552%
5/15/2025Royal Bank of Canada579,065$4.29M0.0%+16.7%1.943%
5/14/2025Sprott Inc.14,932,818$110.65M6.0%+1.0%50.102%
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5/13/2025HighTower Advisors LLC17,774$132K0.0%-10.0%0.060%
5/12/2025Wolverine Asset Management LLC112,105$831K0.0%-40.5%0.376%
5/9/2025Shaker Financial Services LLC317,148$2.35M0.9%-15.5%1.064%
5/7/2025LPL Financial LLC433,753$3.21M0.0%+11.8%1.455%
5/6/2025Readystate Asset Management LP15,475$115K0.0%-60.1%0.052%
5/5/2025Blue Bell Private Wealth Management LLC143,963$1.07M0.2%+7.7%0.483%
4/30/2025Hara Capital LLC67,696$502K0.3%-2.7%0.227%
4/25/2025Essex Financial Services Inc.222,879$1.65M0.1%-5.0%0.748%
3/14/2025Hara Capital LLC69,586$509K0.3%N/A0.233%
2/17/2025Waverly Advisors LLC10,792$79K0.0%N/A0.036%
2/17/2025Captrust Financial Advisors90,290$660K0.0%-2.4%0.303%
2/14/2025AQR Arbitrage LLC162,776$1.18M0.0%+34.5%0.546%
2/14/2025Integrated Wealth Concepts LLC318,403$2.33M0.0%-3.4%1.068%
2/14/2025Shaker Financial Services LLC375,210$2.75M1.1%-61.5%1.259%
2/13/20251607 Capital Partners LLC310,073$2.27M0.2%+20.4%1.040%
2/13/2025NewEdge Advisors LLC11,200$82K0.0%N/A0.038%
2/13/2025Raymond James Financial Inc.20,302$149K0.0%N/A0.068%
2/13/2025Wells Fargo & Company MN86,671$634K0.0%+7.6%0.291%
2/12/2025Landscape Capital Management L.L.C.37,723$276K0.0%-29.4%0.127%
2/12/2025Level Four Advisory Services LLC23,548$172K0.0%+9.0%0.079%
2/11/2025LPL Financial LLC388,110$2.84M0.0%+179.0%1.302%
2/7/2025HighTower Advisors LLC19,750$144K0.0%N/A0.066%
2/7/2025Blue Bell Private Wealth Management LLC133,641$978K0.2%+41.3%0.448%
2/6/2025Raymond James Financial Inc.20,302$149K0.0%N/A0.068%
2/4/2025Sprott Inc.14,777,915$108.08M6.4%+2.3%49.574%
2/3/2025Wolverine Asset Management LLC188,488$1.38M0.0%+38.8%0.632%
1/31/2025Hara Capital LLC79,586$582K0.4%N/A0.267%
1/29/2025Essex Financial Services Inc.234,707$1.72M0.1%-1.0%0.787%
1/29/2025Sapient Capital LLC81,603$597K0.0%+3.0%0.274%
11/15/2024Integrated Wealth Concepts LLC329,649$2.54M0.0%+1.0%1.106%
11/14/2024Captrust Financial Advisors92,514$712K0.0%+3.4%0.310%
10/31/2024Shaker Financial Services LLC974,603$7.50M2.8%-2.1%3.292%
10/11/2024Sapient Capital LLC79,258$610K0.0%-13.5%0.266%
9/5/2024Sanctuary Advisors LLC160,023$1.23M0.0%N/A0.541%
8/22/2024Cetera Investment Advisers234,209$1.75M0.0%-0.9%0.791%
8/16/2024Northwestern Mutual Wealth Management Co.18,110$135K0.0%-16.0%0.061%
8/5/2024Blue Bell Private Wealth Management LLC63,348$474K0.1%+392.5%0.214%
8/3/2024Shaker Financial Services LLC995,343$7.47M3.0%+10.2%3.363%
8/2/2024Wolverine Asset Management LLC134,938$1.01M0.0%+4.8%0.456%
8/1/2024Mraz Amerine & Associates Inc.11,720$88K0.0%-26.0%0.040%
7/31/2024Essex Financial Services Inc.260,300$1.95M0.1%-3.0%0.879%
5/24/2024Cetera Advisors LLC232,185$1.87M0.0%N/A0.784%
5/24/2024Cetera Investment Advisers236,266$1.90M0.0%-0.8%0.798%
5/4/20249258 Wealth Management LLC10,765$87K0.0%N/A0.036%
4/24/2024Blue Bell Private Wealth Management LLC12,863$103K0.0%+266.8%0.043%
4/24/2024Essex Financial Services Inc.268,272$2.16M0.2%-1.5%0.906%
4/23/2024Sapient Capital LLC92,179$741K0.0%-2.1%0.311%
2/14/2024Sprott Inc.114,355$915K0.1%+3.1%0.386%
2/13/2024Peapack Gladstone Financial Corp10,301$82K0.0%-33.3%0.035%
2/7/2024Shaker Financial Services LLC837,041$6.70M2.7%+23.3%2.828%
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2/6/2024Sapient Capital LLC94,131$753K0.0%N/A0.318%
2/6/2024Essex Financial Services Inc.272,375$2.18M0.2%-1.1%0.920%
2/1/2024Wolverine Asset Management LLC58,482$468K0.0%+1,015.9%0.198%
1/29/2024Sapient Capital LLC83,501$668K0.0%N/A0.282%
1/25/2024Blue Bell Private Wealth Management LLC3,507$28K0.0%N/A0.012%
11/15/2023Integrated Wealth Concepts LLC350,795$2.64M0.0%-0.6%1.185%
11/15/20231607 Capital Partners LLC409,935$3.09M0.2%-7.9%1.385%
11/14/2023AQR Arbitrage LLC11,568$87K0.0%N/A0.039%
11/13/2023LPL Financial LLC480,419$3.62M0.0%-1.9%1.623%
11/13/2023Wolverine Asset Management LLC5,241$39K0.0%N/A0.018%


FUND Institutional Ownership - Frequently Asked Questions

During the previous two years, 33 institutional investors and hedge funds held shares of Sprott Focus Trust. The most heavily invested institutionals were Sprott Inc. ($134.11M), Royal Bank of Canada ($6.04M), LPL Financial LLC ($4.56M), Shaker Financial Services LLC ($4.04M), Integrated Wealth Concepts LLC ($2.17M), Essex Financial Services Inc. ($2.09M), and Cetera Advisors LLC ($1.87M).Learn more on Sprott Focus Trust's institutional investors.

12.63% of Sprott Focus Trust's stock is owned by institutional investors. Learn more on FUND's institutional investor holdings.

Of the 26 institutional investors that purchased Sprott Focus Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sprott Inc. ($854.24K), LPL Financial LLC ($377.41K), Shaker Financial Services LLC ($249.69K), Cetera Advisors LLC ($232.19K), Sanctuary Advisors LLC ($160.02K), Royal Bank of Canada ($157.56K), and Blue Bell Private Wealth Management LLC ($154.91K).

Institutional investors have bought a total of 1,075,374 shares in the last 24 months. This purchase volume represents approximately $8.94M in transactions.

Of the 9 institutional investors that sold Sprott Focus Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 1607 Capital Partners LLC ($159.54K), Integrated Wealth Concepts LLC ($66.67K), AQR Arbitrage LLC ($39.22K), Hara Capital LLC ($36.24K), Lodestar Private Asset Management LLC ($10.90K), Shaker Financial Services LLC ($8.45K), and Susquehanna International Group LLP ($6.96K).

Institutional investors have sold a total of 332,546 shares in the last 24 months. This volume of shares sold represents approximately $2.64M in transactions.


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This page (NASDAQ:FUND) was last updated on 5/14/2026 by MarketBeat.com Staff.
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