Institutional Ownership Security National Financial Corp (SNFCA)
This table provides information about the institutional ownership of Security National Financial Corp (SNFCA). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $89.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
2,637,795
shares
|
$21.7 Million
1.64% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
M3 F, Inc.
Salt Lake City, UT |
Nov 12, 2025 Q3 2025 |
2,233,648
shares
|
$18.4 Million
5.49% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
812,691
shares
|
$6.7 Million
0.0% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
765,829
shares
|
$6.31 Million
0.0% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Lhm, Inc.
Sandy, UT |
Nov 13, 2025 Q3 2025 |
729,750
shares
|
$6.01 Million
2.09% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
569,295
shares
|
$4.69 Million
0.0% of portfolio
|
Q3 2025
Added 21.69%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
362,408
shares
|
$2.99 Million
0.07% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
358,952
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
309,674
shares
|
$2.55 Million
0.12% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
253,287
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
173,344
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 310.42%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
168,793
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2024
Reduced 78.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
166,513
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
157,555
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
142,011
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
73,819
shares
|
$608,268
0.01% of portfolio
|
Q3 2025
Added 19.34%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
71,941
shares
|
$592,793
0.88% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
60,825
shares
|
$501,198
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
60,310
shares
|
$496,954
0.0% of portfolio
|
Q3 2025
Added 38.72%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
60,112
shares
|
$495,322
0.0% of portfolio
|
Q3 2025
Reduced 26.84%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
58,280
shares
|
$480,227
0.0% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
56,157
shares
|
$462,733
0.07% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
55,000
shares
|
$453,200
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
46,990
shares
|
$387,197
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
46,415
shares
|
$382,459
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|