IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Sprott Critical Materials ET (SETM)

CUSIP: 85208P402 | NYSE | 151 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Perigon Wealth Management, LLC485,757
0.2% of portfolio›$14.2M
Atria Investments, Inc460,304
0.1% of portfolio›$13.5M
BFI Infinity Ltd.405,466
5.6% of portfolio›$11.9M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors147,739
0.2% of portfolio›$4.3M
Commonwealth Equity Services, LLC124,298
0.0% of portfolio›$3.6M
TKG Advisors, LLC108,634
1.1% of portfolio›$3.2M
Cambridge Investment Research Advisors, Inc.103,907
0.0% of portfolio›$3.0K
Carnegie Investment Counsel90,844
0.1% of portfolio›$2.7M
Stegent Equity Advisors, Inc.83,102
1.9% of portfolio›$2.4M
Wealth Enhancement Advisory Services, LLC82,093
0.0% of portfolio›$2.3M
G&S Capital LLC76,483
0.6% of portfolio›$2.2M
Assetmark, Inc73,736
0.0% of portfolio›$2.2M
Cullen T Bankers, Inc.63,869
0.0% of portfolio›$1.9M
Vise Technologies, Inc.54,029
0.0% of portfolio›$1.6M
Visionary Wealth Advisors46,152
0.1% of portfolio›$1.4M
Brookstone Capital Management42,141
0.0% of portfolio›$1.2M
WT Wealth Management33,863
0.3% of portfolio›$992.2K
Asset One Wealth Management LLC33,380
0.1% of portfolio›$978.0K
Private Trust Co NA30,374
0.1% of portfolio›$890.0K
Cathy Pareto & Associates, Inc23,926
0.4% of portfolio›$701.0K
Harfst & Associates, Inc.23,914
0.1% of portfolio›$700.7K
Secure Asset Management, LLC23,286
0.1% of portfolio›$682.3K
Cambridge Advisors Inc.23,211
0.1% of portfolio›$680.1K
Triton Wealth Management, Pllc22,152
0.2% of portfolio›$535.7K
TD Waterhouse Canada Inc.15,791
0.0% of portfolio›$456.6K
Tcfg Investment Advisors, LLC14,715
0.1% of portfolio›$431.2K
Ashton Thomas Securities, LLC12,021
0.0% of portfolio›$352.2K
Financial Security Advisor, Inc.11,285
0.1% of portfolio›$330.7K
D.A. Davidson & Co.9,635
0.0% of portfolio›$282.3K
New England Private Wealth Advisors LLC9,632
0.0% of portfolio›$282.2K
Kestra Advisory Services, LLC9,400
0.0% of portfolio›$275.4K
Creative Planning8,392
0.0% of portfolio›$245.9K
Concurrent Investment Advisors, LLC7,798
0.0% of portfolio›$228.5K
Latitude Advisors, LLC3,135
0.0% of portfolio›$91.9K
Creative Financial Designs Inc2,733
0.0% of portfolio›$80.1K
Pension & Wealth Management Advisors, Inc.1,625
0.0% of portfolio›$47.6K
Farmers & Merchants Investments Inc900
0.0% of portfolio›$26.4K
Nfsg Corp775
0.0% of portfolio›$22.7K
Evolution Wealth Management Inc.364
0.0% of portfolio›$10.7K
Parallel Advisors, LLC350
0.0% of portfolio›$10.3K
Lanark Financial, Inc.300
0.0% of portfolio›$8.8K
Raleigh Capital Management Inc.236
0.0% of portfolio›$6.9K
GK Wealth Management LLC203
0.0% of portfolio›$6.0K
Highline Wealth Partners LLC194
0.0% of portfolio›$5.7K
Networth Advisors, LLC151
0.0% of portfolio›$4.4K
IFP Advisors, Inc30
0.0% of portfolio›$879
EverSource Wealth Advisors, LLC10
0.0% of portfolio›$293
Triumph Capital Management3
0.0% of portfolio›$88
StyleTurnoverLocationFiled
Perigon Wealth Management, LLC
485,757$14.2M0.2%GrowthLowSan Francisco, CA2026-10-22
Atria Investments, Inc
460,304$13.5M0.1%CoreMediumCharlotte, NC2026-10-15
BFI Infinity Ltd.
405,466$11.9M5.6%ETFHighZurich, Switzerland2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
147,739$4.3M0.2%ETFMediumWestlake, OH2026-10-14
Commonwealth Equity Services, LLC
124,298$3.6M0.0%ETFLowWaltham, MA2026-11-02
TKG Advisors, LLC
108,634$3.2M1.1%MomentumMediumValparaiso, IN2026-11-02
Cambridge Investment Research Advisors, Inc.
103,907$3.0K0.0%ETFLowFairfield, IA2026-11-02
Carnegie Investment Counsel
90,844$2.7M0.1%CoreLowPepper Pike, OH2026-10-20
Stegent Equity Advisors, Inc.
83,102$2.4M1.9%ETFHighHouston, TX2026-10-13
Wealth Enhancement Advisory Services, LLC
82,093$2.3M0.0%CoreLowPlymouth, MN2026-10-13
G&S Capital LLC
76,483$2.2M0.6%CoreMediumDenver, CO2026-10-23
Assetmark, Inc
73,736$2.2M0.0%ETFLowConcord, CA2026-10-21
Cullen T Bankers, Inc.
63,869$1.9M0.0%GrowthLowSan Antonio, TX2026-10-28
Vise Technologies, Inc.
54,029$1.6M0.0%IndexLowNew York, NY2026-10-29
Visionary Wealth Advisors
46,152$1.4M0.1%ETFLowO'Fallon, IL2026-11-04
Brookstone Capital Management
42,141$1.2M0.0%ETFMediumWheaton, IL2026-10-22
WT Wealth Management
33,863$992.2K0.3%ETFMediumScottsdale, AZ2026-10-13
Asset One Wealth Management LLC
33,380$978.0K0.1%GrowthLowBellevue, WA2026-11-02
Private Trust Co NA
30,374$890.0K0.1%CoreLowCleveland, OH2026-10-20
Cathy Pareto & Associates, Inc
23,926$701.0K0.4%ETFLowCoral Gables, FL2026-10-15
Harfst & Associates, Inc.
23,914$700.7K0.1%GARPLowSheridan, WY2026-10-20
Secure Asset Management, LLC
23,286$682.3K0.1%GrowthMediumTroy, MI2026-10-19
Cambridge Advisors Inc.
23,211$680.1K0.1%ETFVery LowOmaha, NE2026-10-19
Triton Wealth Management, Pllc
22,152$535.7K0.2%ETFMediumSun City, AZ2026-11-04
TD Waterhouse Canada Inc.
15,791$456.6K0.0%CoreLowToronto, Australia2026-10-16
Tcfg Investment Advisors, LLC
14,715$431.2K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Ashton Thomas Securities, LLC
12,021$352.2K0.0%ETFMediumRochester, NY2026-10-26
Financial Security Advisor, Inc.
11,285$330.7K0.1%CoreLowVirginia Beach, VA2026-11-03
D.A. Davidson & Co.
9,635$282.3K0.0%CoreLowGreat Falls, MT2026-10-28
New England Private Wealth Advisors LLC
9,632$282.2K0.0%ETFVery LowWellesley, MA2026-10-19
Kestra Advisory Services, LLC
9,400$275.4K0.0%CoreLowAustin, TX2026-11-02
Creative Planning
8,392$245.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Concurrent Investment Advisors, LLC
7,798$228.5K0.0%GrowthMediumTampa, FL2026-10-16
Latitude Advisors, LLC
3,135$91.9K0.0%ETFLowYorkville, IL2026-10-27
Creative Financial Designs Inc
2,733$80.1K0.0%ETFMediumKokomo, IN2026-11-04
Pension & Wealth Management Advisors, Inc.
1,625$47.6K0.0%ETFLowWaltham, MA2026-10-16
Farmers & Merchants Investments Inc
900$26.4K0.0%CoreVery LowLincoln, NE2026-10-22
Nfsg Corp
775$22.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Evolution Wealth Management Inc.
364$10.7K0.0%ETFMediumFort Myers, FL2026-10-28
Parallel Advisors, LLC
350$10.3K0.0%IndexLowSan Francisco, CA2026-11-03
Lanark Financial, Inc.
300$8.8K0.0%CoreMediumBirmingham, AL2026-10-26
Raleigh Capital Management Inc.
236$6.9K0.0%CoreMediumCary, NC2026-10-28
GK Wealth Management LLC
203$6.0K0.0%GARPVery HighReno, NV2026-10-09
Highline Wealth Partners LLC
194$5.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Networth Advisors, LLC
151$4.4K0.0%ETFMediumCanonsburg, PA2026-11-03
IFP Advisors, Inc
30$8790.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
10$2930.0%CoreMediumBirmingham, AL2026-11-04
Triumph Capital Management
3$880.0%ETFMediumDenver, CO2026-10-14