Smith & Associates Financial Fund

CUSIP U90010106COMQ4 2025

Smith & Associates Financial Fund — Owners — 13D/13G Beneficial Ownership · FBInvestor

13D / 13G Filings

Schedule 13D/13G on record

Beneficial Filers

Distinct reporting persons

Largest Stake

—

Max % of class reported

Institutional Holders

13F filers (latest quarter)

Schedule 13D (activist) & 13G (passive) 5%+ ownership filings

No 13D/13G filings on record yet

Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.

Largest reported positions · latest quarter

#	Fund	Shares	Value
1	Chicago Trust Co Na	9	$586.6K