Sprott Focus Trust Ownership | Who Owns Sprott Focus Trust?
Sprott Focus Trust Ownership Summary
Sprott Focus Trust is owned by 63.84% institutional investors, 65.24% insiders. Sprott is the largest institutional shareholder, holding 52.33% of FUND shares.
FUND Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sprott Focus Trust | 63.84% | 65.24% | -29.07% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Asset Management Stocks | 47.59% | 11.88% | 40.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Sprott | 15.64M | 52.33% | $148.35M |
| Royal bank of canada | 851.61K | 2.85% | $8.07M |
| Lpl financial | 543.93K | 1.82% | $5.16M |
| Morgan stanley | 248.89K | 0.83% | $2.36M |
| Blue bell private wealth management | 237.84K | 0.80% | $2.25M |
| Essex financial services | 218.89K | 0.73% | $2.08M |
| Integrated wealth concepts | 155.52K | 0.52% | $1.47M |
| Rivernorth capital management | 138.90K | 0.46% | $1.32M |
| Shaker financial services | 126.73K | 0.42% | $1.20M |
| Wells fargo & company/mn | 107.55K | 0.36% | $1.02M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sprott | 15.64M | 4.70% | $148.35M |
| Shaker financial services | 126.73K | 0.38% | $1.20M |
| Blue bell private wealth management | 237.84K | 0.28% | $2.25M |
| Essex financial services | 218.89K | 0.10% | $2.08M |
| 1607 capital partners | 106.42K | 0.09% | $1.01M |
| Rivernorth capital management | 138.90K | 0.06% | $1.32M |
| Hara capital | 8.49K | 0.04% | $80.48K |
| Lodestar private asset management | 29.11K | 0.02% | $276.00K |
| Mraz, amerine & associates | 10.72K | 0.01% | $101.61K |
| 9258 wealth management | 10.77K | 0.01% | $80.52K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sprott | 15.64M | 4.70% | 107.27K |
| Cambridge investment research advisors | 87.27K | 0.00% | 87.27K |
| Royal bank of canada | 851.61K | 0.00% | 49.18K |
| Blue bell private wealth management | 237.84K | 0.28% | 22.25K |
| Advisor group | 47.00K | 0.00% | 18.45K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cetera investment advisers | - | - | -231.35K |
| Aqr arbitrage | - | - | -124.52K |
| Integrated wealth concepts | 155.52K | 0.01% | -77.63K |
| Shaker financial services | 126.73K | 0.38% | -76.48K |
| 1607 capital partners | 106.42K | 0.09% | -46.72K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cambridge investment research advisors | 87.27K | 0.00% | 87.27K | $827.00K |
| Readystate asset management lp | 14.12K | 0.00% | 14.12K | $133.99K |
| Pekin hardy strauss | 11.69K | 0.01% | 11.69K | $110.83K |
| Institute for wealth management, llc. | 7.72K | 0.01% | 7.72K | $73.21K |
| Ameritas advisory services | 792.00 | 0.00% | 792.00 | $7.50K |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -1.00 |
| Ronald blue trust | -1.00 |
| Rockefeller capital management | -1.00 |
| Bessemer group | -652.00 |
| Elequin securities | -672.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 34 | 6.25% | 19,085,284 | 0.51% | 63 | 1.58% | 18 | -10.00% | 11 | 57.14% |
| Mar 31, 2026 | 20 | -39.39% | 17,213,395 | -10.51% | 57 | 1.37% | 14 | -33.33% | 4 | -42.86% |
| Dec 31, 2025 | 19 | -42.42% | 17,499,426 | -7.03% | 58 | 1.47% | 12 | -33.33% | 4 | -69.23% |
| Sep 30, 2025 | 31 | -3.13% | 18,739,523 | 1.99% | 63 | 1.68% | 17 | - | 12 | 20.00% |
| Jun 30, 2025 | 33 | - | 18,591,479 | 1.18% | 61 | 1.65% | 16 | 6.67% | 12 | -20.00% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 29, 2026 | GEORGE W WHITNEY | Senior Portfolio Manager | Buy | $374.23K |
| Jun 29, 2026 | GEORGE W WHITNEY | Senior Portfolio Manager | Buy | $206.00K |
| Jun 29, 2026 | GEORGE W WHITNEY | Senior Portfolio Manager | Buy | $157.87K |
| Jun 29, 2026 | GEORGE W WHITNEY | Senior Portfolio Manager | Buy | $10.75K |
| Jun 29, 2026 | GEORGE W WHITNEY | Senior Portfolio Manager | Buy | $44.36K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 7 | - |
| 2026 Q1 | 8 | 1 |
| 2025 Q4 | 7 | 1 |
| 2025 Q3 | 7 | 1 |
| 2025 Q2 | 7 | 6 |
FUND Ownership FAQ
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