FUND Institutional Ownership & Shareholders
SPROTT FOCUS TRUST INC (FUND) is currently held by 32 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $179.40M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sprott Inc. is currently the largest disclosed institutional shareholder of FUND tracked by InsiderSet, reporting ownership valued at approximately $148.35M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $157.61M, representing an estimated gain of +6.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed FUND value among the investors covered in this analysis. Major shareholders include Sprott Inc., Royal Bank Of Canada, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in SPROTT FOCUS TRUST INC (FUND).
This page ranks the largest institutional FUND shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
32
Total Reported Value
$179.40M
Largest Holder
Sprott Inc.
Largest Position
$148.35M
Insider Transactions (90d)
7
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sprott Inc. | 4.91% | 15,644,152 | $148,347,643 | $157,614,831 | +$9,267,188 | +6.25% | |
| Royal Bank Of Canada | 0.00% | 851,608 | $8,073,000 | $8,579,951 | +$506,951 | +6.28% | |
| Lpl Financial Llc | 0.00% | 543,929 | $5,156,451 | $5,480,085 | +$323,634 | +6.28% | |
| Morgan Stanley | 0.00% | 248,888 | $2,359,465 | $2,507,547 | +$148,082 | +6.28% | |
| Blue Bell Private Wealth Management, Llc | 0.28% | 243,279 | $2,357,373 | $2,451,036 | +$93,663 | +3.97% | |
| Essex Financial Services, Inc. | 0.10% | 218,889 | $2,075,064 | $2,205,307 | +$130,243 | +6.28% | |
| Integrated Wealth Concepts Llc | 0.01% | 155,517 | $1,474,301 | $1,566,834 | +$92,533 | +6.28% | |
| Evolve Private Wealth, Llc | 0.08% | 146,028 | $1,384,345 | $1,471,232 | +$86,887 | +6.28% | |
| Rivernorth Capital Management, Llc | 0.06% | 138,901 | $1,316,781 | $1,399,428 | +$82,647 | +6.28% | |
| Wells Fargo & Company/Mn | 0.00% | 107,550 | $1,019,581 | $1,083,566 | +$63,985 | +6.28% | |
| 1607 Capital Partners, Llc | 0.09% | 106,418 | $1,008,843 | $1,072,161 | +$63,318 | +6.28% | |
| Sapient Capital Llc | 0.01% | 81,762 | $792,274 | $823,752 | +$31,478 | +3.97% | |
| Captrust Financial Advisors | 0.00% | 82,499 | $782,091 | $831,177 | +$49,086 | +6.28% | |
| Shaker Financial Services, Llc | 0.25% | 76,777 | $743,970 | $773,528 | +$29,558 | +3.97% | |
| Raymond James Financial Inc | 0.00% | 57,337 | $543,554 | $577,670 | +$34,116 | +6.28% | |
| Osaic Holdings, Inc. | 0.00% | 46,999 | $445,568 | $473,515 | +$27,947 | +6.27% | |
| Lodestar Private Asset Management Llc | 0.02% | 29,114 | $282,113 | $293,324 | +$11,211 | +3.97% | |
| Level Four Advisory Services, Llc | 0.01% | 27,030 | $256,245 | $272,327 | +$16,082 | +6.28% | |
| Susquehanna International Group, Llp | 0.00% | 19,523 | $185,273 | $196,694 | +$11,421 | +6.16% | |
| Bank Of America Corp | 0.00% | 17,978 | $170,431 | $181,128 | +$10,697 | +6.28% | |
| Readystate Asset Management Lp | 0.01% | 14,119 | $133,989 | $142,249 | +$8,260 | +6.16% | |
| Pekin Hardy Strauss, Inc. | 0.01% | 12,206 | $118,276 | $122,975 | +$4,699 | +3.97% | |
| Uhlmann Price Securities, Llc | 0.01% | 11,106 | $107,622 | $111,893 | +$4,271 | +3.97% | |
| Institute For Wealth Management, Llc. | 0.01% | 7,723 | $73,212 | $77,809 | +$4,597 | +6.28% | |
| Advocate Investing Services Llc | 0.06% | 7,385 | $71,561 | $74,404 | +$2,843 | +3.97% | |
| Hara Capital Llc | 0.02% | 4,920 | $47,675 | $49,569 | +$1,894 | +3.97% | |
| Ubs Group Ag | 0.00% | 4,502 | $42,679 | $45,358 | +$2,679 | +6.28% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,611 | $15,272 | $16,231 | +$959 | +6.28% | |
| Cassaday & Co Wealth Management Llc | 0.00% | 1,091 | $10,572 | $10,992 | +$420 | +3.97% | |
| Ameritas Advisory Services, Llc | 0.00% | 792 | $7,503 | $7,979 | +$476 | +6.35% | |
| Aberdeen Wealth Management Llc | 0.00% | 102 | $967 | $1,028 | +$61 | +6.27% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 88,533 | $858 | $891,970 | +$891,112 | +103859.20% |
Frequently asked questions about FUND
Who are the largest institutional holders of FUND?
The largest institutional holders of FUND reported in the latest SEC Form 13F filings include Sprott Inc., Royal Bank Of Canada, Lpl Financial Llc, Morgan Stanley, and Blue Bell Private Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported FUND position.
What is FUND institutional ownership?
This page tracks FUND positions reported by institutional investment managers through SEC Form 13F. SPROTT FOCUS TRUST INC (FUND) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FUND?
InsiderSet currently tracks 32 institutional managers reporting FUND holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FUND shareholders.
How much FUND stock do institutions own?
Institutional investment managers disclosed approximately $179.40M in FUND holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FUND institutional ownership last updated?
The latest FUND institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FUND holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FUND position after the reporting date.
Are institutions buying or selling FUND?
Institutional buying and selling can be analyzed by comparing FUND positions across consecutive 13F reporting periods. InsiderSet's FUND Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FUND ownership changes.
How has FUND institutional ownership changed over time?
InsiderSet tracks FUND institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.