Filing Research | SPROTT INC Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	INTACT INVESTMENT MANAGEMENT INC.	Shares	93.8KSH	$10.6M
2	CWA Asset Management Group, LLC	Shares	88.3KSH	$9.9M
3	Walser Wealth Management Company, A Ltd Liability Co	Shares	33.2KSH	$3.7M
4	Fideuram Asset Management (Ireland) dac	Shares	17.4KSH	$3.0M
5	TMB Capital Partners, LLC	Shares	25.0KSH	$2.8M
6	Y-Intercept (Hong Kong) Ltd	Shares	16.4KSH	$1.8M
7	TCFG Investment Advisors, LLC	Shares	16.4KSH	$1.8M
8	Harbour Capital Advisors, LLC	Shares	13.1KSH	$1.4M
9	HARBOR INVESTMENT ADVISORY, LLC	Shares	12.1KSH	$1.4M
10	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	8.9KSH	$999.9K
11	Sage Investment Advisers LLC	Shares	8.7KSH	$974.6K
12	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.7KSH	$637.1K
13	Southland Equity Partners LLC	Shares	5.0KSH	$566.3K
14	Plus Group Wealth Advisors LLC	Shares	5.0KSH	$561.8K
15	J. M. Brown & Associates Inc.	Shares	4.8KSH	$543.7K
16	Rathbones Group PLC	Shares	4.0KSH	$453.7K
17	BENEDICT FINANCIAL ADVISORS INC	Shares	3.9KSH	$434.9K
18	Integrity Investment Advisors, LLC	Shares	3.5KSH	$389.4K
19	Baron Wealth Management LLC	Shares	2.8KSH	$314.1K
20	TERRIL BROTHERS, INC.	Shares	2.5KSH	$278.1K
21	SAPIENT CAPITAL LLC	Shares	2.3KSH	$255.0K
22	Farther Finance Advisors, LLC	Shares	2.0KSH	$229.1K
23	Pacifica Partners Inc.	Shares	1.0KSH	$111.4K
24	Spire Wealth Management	Shares	620SH	$69.7K
25	Atlatl Advisers LLC	Shares	500SH	$56.2K
26	Grove Bank & Trust	Shares	500SH	$56.2K
27	Cornerstone National Bank & Trust Co	Shares	400SH	$45.1K
28	Dogwood Wealth Management LLC	Shares	227SH	$25.5K
29	EverSource Wealth Advisors, LLC	Shares	207SH	$23.3K
30	Blue Trust, Inc.	Shares	200SH	$22.5K
31	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	188SH	$21.1K
32	MB, LEVIS & ASSOCIATES, LLC	Shares	110SH	$12.4K
33	Tradewinds Capital Management, LLC	Shares	50SH	$5.6K
34	CoreCap Advisors, LLC	Shares	27SH	$3.0K
35	Abound Wealth Management	Shares	3SH	$284

Manager changes2026-06-30 vs 2026-03-31

42 / 42 loaded

#		Instrument
1	Walser Wealth Management Company, A Ltd Liability Co new	Shares	+33.2K	+$3.7M	$3.7M
2	Fideuram Asset Management (Ireland) dac added	Shares	+14.5K	+$2.4M	$3.0M
3	CWA Asset Management Group, LLC added	Shares	+31.0K	+$1.7M	$9.9M
4	Y-Intercept (Hong Kong) Ltd added	Shares	+14.0K	+$1.5M	$1.8M
5	Southland Equity Partners LLC new	Shares	+5.0K	+$566.3K	$566.3K
6	Integrity Investment Advisors, LLC new	Shares	+3.5K	+$389.4K	$389.4K
7	Atlatl Advisers LLC new	Shares	+500	+$56.2K	$56.2K
8	Grove Bank & Trust new	Shares	+500	+$56.2K	$56.2K
9	Baron Wealth Management LLC added	Shares	+761	+$23.2K	$314.1K
10	Tradewinds Capital Management, LLC added	Shares	+25	+$2.0K	$5.6K
11	Abound Wealth Management unchanged	Shares	0	-$77	$284
12	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+38	-$313	$21.1K
13	Dogwood Wealth Management LLC added	Shares	+46	-$362	$25.5K
14	SBI Securities Co., Ltd. exited	Shares	-6	-$857	$0
15	CoreCap Advisors, LLC trimmed	Shares	-1	-$973	$3.0K
16	MB, LEVIS & ASSOCIATES, LLC unchanged	Shares	0	-$3.4K	$12.4K
17	Blue Trust, Inc. trimmed	Shares	-15	-$8.3K	$22.5K
18	Spire Wealth Management added	Shares	+65	-$9.7K	$69.7K
19	TOTH FINANCIAL ADVISORY CORP exited	Shares	-80	-$11.4K	$0
20	Cornerstone National Bank & Trust Co unchanged	Shares	0	-$13.6K	$45.1K
21	Sound Income Strategies, LLC exited	Shares	-120	-$17.6K	$0
22	Pacifica Partners Inc. unchanged	Shares	0	-$31.0K	$111.4K
23	EverSource Wealth Advisors, LLC trimmed	Shares	-194	-$34.0K	$23.3K
24	Farther Finance Advisors, LLC added	Shares	+63	-$60.0K	$229.1K
25	TERRIL BROTHERS, INC. unchanged	Shares	0	-$75.6K	$278.1K
26	BENEDICT FINANCIAL ADVISORS INC added	Shares	+9	-$116.9K	$434.9K
27	Plus Group Wealth Advisors LLC unchanged	Shares	0	-$152.8K	$561.8K
28	Merit Financial Group, LLC exited	Shares	-1.4K	-$205.6K	$0
29	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-328	-$220.1K	$637.1K
30	Wealthcare Advisory Partners LLC exited	Shares	-1.5K	-$220.9K	$0
31	Apollon Wealth Management, LLC exited	Shares	-1.6K	-$221.9K	$0
32	Murphy Pohlad Asset Management LLC exited	Shares	-1.8K	-$257.2K	$0
33	Sage Investment Advisers LLC trimmed	Shares	-100	-$313.3K	$974.6K
34	Harbour Capital Advisors, LLC trimmed	Shares	-165	-$336.9K	$1.4M
35	TCFG Investment Advisors, LLC added	Shares	+1.0K	-$338.5K	$1.8M
36	HARBOR INVESTMENT ADVISORY, LLC trimmed	Shares	-12	-$358.9K	$1.4M
37	Beirne Wealth Consulting Services, LLC exited	Shares	-2.9K	-$409.6K	$0
38	Rathbones Group PLC trimmed	Shares	-4.1K	-$705.9K	$453.7K
39	TMB Capital Partners, LLC trimmed	Shares	-10	-$766.1K	$2.8M
40	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-4.1K	-$857.8K	$999.9K
41	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+1.6K	-$2.6M	$10.6M
42	SAPIENT CAPITAL LLC trimmed	Shares	-44.0K	-$6.3M	$255.0K