OneDigital Investment Advisors LLC
Position in SPPP — Sprott Physical Platinum & Palladium Trust
CIK 1690370
OVERLAND PARK, KS
Position in SPPP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,070,242
-$439,103 QoQ
Shares Held
133,306
-10.5% QoQ
Ownership
0.306%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPPP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $38,898,463 across 33 Asset Management names. SPPP ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
39,911 | $5,778,713 | |
| 2 | SII |
Sprott Inc.
|
27,369 | $3,911,030 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
145,710 | $3,553,866 | |
| 4 | BLK |
BlackRock, Inc.
|
3,140 | $3,019,769 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
233,576 | $2,686,124 | |
| 6 | SPPP |
Sprott Physical Platinum & Palladium Trust
This page
|
133,306 | $2,070,242 | |
| 7 | NAC |
Nuveen California Quality Municipal Income Fund
|
170,888 | $1,990,845 | |
| 8 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
186,486 | $1,935,724 |
All Filings in SPPP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,070,242 | 133,306 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,509,345 | 149,011 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,895,496 | 139,580 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,671,067 | 142,461 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,408,468 | 141,697 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,312,635 | 147,653 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,792,415 | 182,527 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,838,528 | 188,181 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||