Sprott Focus Tr (FUND): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it. 1 officer or director bought in 6 months.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of FUND (all 13F filers)
- Sprott15.6 MType not verified+107 K
- Royal Bank of Canada852 KBank or trading desk+49 K
- LPL Financial544 KWealth adviser+5,799
- Morgan Stanley249 KBank or trading desk−696
- Blue Bell Private Wealth Management238 KWealth adviser+22 K
- Essex Financial Services219 KType not verified+303
- Integrated Wealth Concepts156 KWealth adviser−78 K
- Evolve Private Wealth146 KWealth adviser−4,616
- Rivernorth Capital Management139 KType not verified0
- Shaker Financial Services127 KType not verified−76 K
- Shares
- 15.6 M
- Change
- +107 K
See more
- Type
- Type not verified
- Value
- $148M
- Shares
- 852 K
- Change
- +49 K
See more
- Type
- Bank or trading desk
- Value
- $8.1M
- Shares
- 544 K
- Change
- +5,799
See more
- Type
- Wealth adviser
- Value
- $5.2M
- Shares
- 249 K
- Change
- −696
See more
- Type
- Bank or trading desk
- Value
- $2.4M
- Blue Bell Private Wealth Management
- Shares
- 238 K
- Change
- +22 K
See more
- Type
- Wealth adviser
- Value
- $2.3M
- Shares
- 219 K
- Change
- +303
See more
- Type
- Type not verified
- Value
- $2.1M
- Shares
- 156 K
- Change
- −78 K
See more
- Type
- Wealth adviser
- Value
- $1.5M
- Shares
- 146 K
- Change
- −4,616
See more
- Type
- Wealth adviser
- Value
- $1.4M
- Shares
- 139 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $1.3M
- Shaker Financial Services
- Shares
- 127 K
- Change
- −76 K
See more
- Type
- Type not verified
- Value
- $1.2M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- W. Whitney George41%13D · amendmentfiling ↗Event: Dec 30, 2024 · filed: Jan 3, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗