Smead Value Fund-y
$101.980%
-$686.6K
Net Activity
-0.90% total shares
Institutions Holding
1
Popularity Rank
#20100
Avg Weight
2.30%
Total Value
$75.3M
1 institutions currently hold SVFYX, with 0 net buyers and 1 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Decreased
Based on recent trading activity
Net Selling Institutions
1
Net Buying Institutions
0
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Across its top 1 institutional holders, SVFYX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 18/100).
SVFYX ranks #20100 out of 37503 tracked stocks by institutional interest — a comparatively under-the-radar name outside the most closely tracked half.
1 institutions disclose a position in SVFYX, but none treat it as a major bet — even Fulton Bank, N.a., its most concentrated holder, allocates just 2.3% of its own portfolio to it.
Fulton Bank, N.a. has added to its SVFYX position for two straight quarters, increasing it by $8.6M to reach $75.3M today.
+$0.0
Total Buy Value
$686.6K
Total Sell Value
0
Net Buyers
1
Net Sellers
SVFYX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
83178C709
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,063
Total reported value
$377.7B
Held by 4063 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,142
Total reported value
$2.9T
Held by 6142 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,807
Total reported value
$1.8T
Held by 5807 institutions — one of the most-tracked stocks on AlphaSMO
Access SVFYX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SVFYXCLI
npx alphasmo stocks get SVFYX