Smead Value Fund-InstSVFFX
13F holders, Q1 2025 (March 31)1holders
1new positions
1sold out
$76.65avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Smead Value Fund-Inst (SVFFX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holder was Great Lakes Advisors, LLC ($258K).
- Company
- Smead Value Fund-Inst
- Filed as
- Smead Funds Tr Value Fund Inst (Q1 2025)
- CUSIP
- 83178C873
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $258K |
| Exits | 1 | $8K |
All 13F filers, Q4 2024 → Q1 2025: 3,360 shares bought and 106 shares sold, net +3,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Great Lakes Advisors, LLC | 0.00% | New | 3,360 | $258K |
"% of holder's portfolio" is SVFFX's weight in each manager's 13F, not the share of Smead Value Fund-Inst the manager owns.