SGDM institutional holders

Sprott Gold Miners ETF · 115 reporting institutions · $161.6M reported value

Funds that can replace SGDM · SGDM return decomposition

Institutional holdings

Institutions reporting SGDM, largest first
InstitutionReported positionAdvisors at firmReport period
UBS Group AG$15M02026-06-30
Morgan Stanley$14.7M23,1852026-06-30
Asset One Wealth Management LLC$14.7M182026-06-30
Captrust Financial Advisors$12M9622026-06-30
Lpl Financial LLC$7.6M23,4582026-06-30
Bank of America Corp /de$7M02026-06-30
Raymond James Financial Inc$6.5M02026-06-30
Wells Fargo & Company/mn$5.3M02026-06-30
Sprott Inc.$4M02026-06-30
Royal Bank of Canada$4M02026-06-30
Osaic Holdings, Inc.$3.6M02026-06-30
Cetera Investment Advisers$3.3M10,3702026-06-30
Riggs Asset Managment Co. Inc.$3.2M82026-06-30
D.A. Davidson & Co.$3M6892026-06-30
Auxano Advisors$2.8M82026-06-30
Baird Financial Group, Inc.$2.7M02026-06-30
Thor Investment Management Inc /oh/ /adv$2.7M82026-06-30
Hc Advisors LLC$2.7M62026-06-30
Evergreen Capital Management LLC$2.3M282026-06-30
U.S. Capital Wealth Advisors, LLC$2.1M02026-03-31
Kestra Advisory Services, LLC$2M1,4792026-06-30
Pekin Hardy Strauss, Inc.$2M82026-06-30
Jane Street Group, LLC$1.9M02026-06-30
New Harbor Financial Group, LLC$1.9M52026-06-30
Arax Advisory Partners$1.9M2322026-06-30
Ameriprise Financial Inc$1.8M02026-06-30
Commonwealth Equity Services, LLC$1.7M2,8632026-06-30
Federation Des Caisses Desjardins Du Quebec$1.4M02026-06-30
Gts Securities LLC$1.2M02026-06-30
Beacon Pointe Advisors, LLC$1.2M4662026-06-30
Ade, LLC$1.2M62026-06-30
United Capital Financial Advisors, LLC$1.1M1662026-06-30
MML Investors Services, LLC$1.1M5,1202026-06-30
Bayshore Capital Advisors, LLC$1M02026-06-30
Pfg Investments, LLC$1M02026-06-30
180 Wealth Advisors, LLC$962.9K62026-06-30
Rossby Financial, Lcc$927.8K312026-06-30
Vestgen Advisors, LLC$888.3K582026-06-30
Cwa Asset Management Group, LLC$848.7K492026-06-30
Kovack Advisors, Inc.$746.3K2582026-06-30
Stratos Wealth Partners, Ltd.$697.2K3862026-06-30
Optimum Investment Advisors$663.4K02025-09-30
Meridian Wealth Advisors, LLC$628.7K92026-06-30
D. E. Shaw & Co., LP$628.4K02026-06-30
Stifel Financial Corp$614.6K02026-06-30
Barometer Capital Management$572.1K02026-06-30
Beaumont Financial Advisors, LLC$498.4K162026-06-30
TD Waterhouse Canada Inc.$493K02026-06-30
Barry Investment Advisors, LLC$486.4K82026-06-30
Wealthcare Advisory Partners LLC$472.3K1702026-06-30
Satovsky Asset Management LLC$446.1K52026-06-30
Integrated Wealth Concepts LLC$410.1K4802026-06-30
Centurion Wealth Management LLC$407.6K62026-06-30
Capital Wealth Alliance, LLC$400.9K32026-06-30
Summit Financial, LLC$398.7K2292026-06-30
Belvedere Trading LLC$372.2K02026-06-30
Citadel Advisors LLC$368.3K02026-06-30
One Plus One Wealth Management, LLC$362.7K02026-06-30
Advisornet Wealth Partners$343K582026-06-30
Sunbelt Securities, Inc.$310.6K632026-03-31
Alphastar Capital Management, LLC$297.1K1572026-06-30
Montis Financial, LLC$280.9K162026-06-30
Wealth Alliance Advisory Group, LLC$278.2K62026-06-30
Kestra Private Wealth Services, LLC$269.2K2062026-06-30
Rockefeller Capital Management LP$257.2K3462026-06-30
Nicolet Wealth Management$256.1K462025-12-31
Hightower Advisors, LLC$252.7K1,0462026-06-30
Gateway Wealth Partners, LLC$239.4K1012026-06-30
Prospera Financial Services, Inc.$236.1K2702026-06-30
Evanson Asset Management, LLC$232.7K02026-03-31
Fiduciary Trust Co$224.3K02026-06-30
Blair William & Co/il$221.3K3292026-06-30
Beirne.$220K42026-06-30
Nicolet Bankshares Inc$217.8K02026-06-30
Waverly Advisors, LLC$214.1K2312026-06-30
Envestnet Pmc$209K602026-06-30
Hbw Advisory Services LLC$200.1K682026-06-30
Hara Capital LLC$191.8K12026-06-30
Regatta Research & Money Management LLC$182K62026-06-30
Premier Financial Group Inc$160.7K122026-03-31
CIBC Private Wealth Group LLC$158.6K02025-12-31
Geneos Wealth Management, Inc.$155.9K1932026-06-30
Farther Finance Advisors, LLC$145K3342026-06-30
Mh & Associates Securities Management Corp /adv$91.7K02026-06-30
Hilltop National Bank$78.6K02026-06-30
Cwm, LLC$78.2K6672026-03-31
Blue Trust, Inc.$76.5K02026-06-30
Synergy Investment Management, LLC$61.4K192026-06-30
Qube Research & Technologies Ltd$48.3K02026-06-30
Fwl Investment Management, LLC$47.2K22026-06-30
Atlatl Advisers LLC$43.2K72026-06-30
Fmr LLC$32.1K02026-06-30
Eversource Wealth Advisors, LLC$25.1K772026-06-30
Corecap Advisors, LLC$21.4K1182026-06-30
Org Partners LLC$20.9K02025-12-31
National Bank of Canada /fi$20.1K02026-06-30
Stonehage Fleming Financial Services Holdings Ltd$18.8K02026-06-30
Parkside Financial Bank & Trust$17.1K02026-03-31
Allworth Financial, LP$12.6K3172026-06-30
Colonial Trust Co / Sc$11.5K02026-06-30
West Branch Capital LLC$10.5K42026-06-30
Contravisory Investment Management, Inc.$9.7K52026-06-30
Harbor Investment Advisory, LLC$9.4K312026-06-30
Colonial Trust Advisors$6.3K152026-06-30
Costello Asset Management, Inc.$6.3K22026-06-30
Gen-Wealth Partners Inc$4.7K82026-06-30
Jpmorgan Chase & Co$3.8K02026-06-30
Simplex Trading, LLC$3.6K02026-06-30
Rothschild Investment LLC$2.5K182026-06-30
City State Bank$2.1K02026-06-30
Broadwater Capital Management LLC$1.3K12026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$1.1K02026-06-30
Cambridge Investment Research Advisors, Inc.$2813,9402026-03-31
International Assets Investment Management, LLC$1271222026-06-30
West Oak Capital, LLC$1202025-09-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30