DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
SVFYX

SMEAD FDS TR

1 institutions still hold SMEAD FDS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 83178C709·1 13F holders·last filed Mar 31, 2026
Market cap
4.8%
vs prior quarter
13F value held
$71M
75.0% inst. owned
of float
Holders
1
+111 QoQ
filers reporting
Activity
+76 / −92
+867 added · −804 reduced
this quarter
Concentration
100.00%
FULTON BANK, N.A. #1
top holder share
AI Holders Summary · Q1 2026

1 institutions reported SVFYX in Q1 2026. FULTON BANK, N.A. leads at 100.0% of the visible book. +111 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FULTON BANK, N.A.
CIK 0000883782
$71M797K2.49%Q1 2026