SVFYX Institutional Ownership & Shareholders
SMEAD VALUE FUND-Y (SVFYX) is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $74.54M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Fulton Bank, N.A. is currently the largest disclosed institutional shareholder of SVFYX tracked by InsiderSet, reporting ownership valued at approximately $74.54M in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SVFYX value among the investors covered in this analysis. Major shareholders include Fulton Bank, N.A., and several other long-term asset managers with concentrated positions in SMEAD VALUE FUND-Y (SVFYX).
This page ranks the largest institutional SVFYX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1
Total Reported Value
$74.54M
Largest Holder
Fulton Bank, N.A.
Largest Position
$74.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
1
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fulton Bank, N.A. | 2.27% | 769,019 | $74,541,080 | — | — | — |
Frequently asked questions about SVFYX
Who are the largest institutional holders of SVFYX?
The largest institutional holders of SVFYX reported in the latest SEC Form 13F filings include Fulton Bank, N.A.. InsiderSet ranks institutional holders by their latest reported SVFYX position.
What is SVFYX institutional ownership?
This page tracks SVFYX positions reported by institutional investment managers through SEC Form 13F. SMEAD VALUE FUND-Y (SVFYX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SVFYX?
InsiderSet currently tracks 1 institutional managers reporting SVFYX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SVFYX shareholders.
How much SVFYX stock do institutions own?
Institutional investment managers disclosed approximately $74.54M in SVFYX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SVFYX institutional ownership last updated?
The latest SVFYX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SVFYX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SVFYX position after the reporting date.
Are institutions buying or selling SVFYX?
Institutional buying and selling can be analyzed by comparing SVFYX positions across consecutive 13F reporting periods. InsiderSet's SVFYX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SVFYX ownership changes.
How has SVFYX institutional ownership changed over time?
InsiderSet tracks SVFYX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.