SMEAD VALUE FUND-Y (SVFYX) Institutional Ownership and Insiders Activity

SMEAD VALUE FUND-Y (SVFYX) is widely held by institutional investors, with 1 firm reporting positions valued at approximately $75.34M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Fulton Bank, N.A. is the largest disclosed holder, reporting approximately $75.34M in SVFYX holdings in its latest filing.

Institutional ownership remains highly concentrated, with Fulton Bank, N.A. representing the majority of disclosed value.