SEC 13F Intelligence

SMEAD FDS TR

CUSIP 83178C709

Smead Fds Tr has 1 institutional holders in Filings Flow’s 13F database, together reporting 797.2K shares worth $71M as of Q1 2026.

Institutional Holders
1
Q1 2026
Reported Value
$71M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 1Q2 ’21Q4 ’21: 1Q4 ’21Q4 ’22: 1Q4 ’22Q4 ’25: 1Q4 ’25Q1 ’26: 1Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $53MQ2 ’21Q4 ’21: $68MQ4 ’21Q4 ’22: $70,538Q4 ’22Q4 ’25: $67MQ4 ’25Q1 ’26: $71MQ1 ’26Q2 ’26: $75MQ2 ’26filingsflow.com

Holders

Export to Excel
Manager% of PortfolioValueSharesQuarter
FULTON BANK, N.A.$3.3B AUM2.30%$75M790.0KQ2 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.