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 63 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $90.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
2,565,504
shares
|
$22.7 Million
2.87% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
M3 F, Inc.
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
2,016,765
shares
|
$17.8 Million
6.71% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Lhm, Inc.
Sandy, UT |
May 12, 2025 Q1 2025 |
781,169
shares
|
$6.91 Million
3.13% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
691,414
shares
|
$6.12 Million
0.0% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
651,073
shares
|
$5.76 Million
0.0% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
466,072
shares
|
$4.12 Million
0.0% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
331,500
shares
|
$2.93 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
294,928
shares
|
$2.61 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
282,906
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
Added 19.02%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
265,488
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2025
Added 117.78%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
245,706
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
168,793
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2024
Reduced 78.75%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
131,669
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
93,796
shares
|
$830,094
0.0% of portfolio
|
Q1 2025
Added 36.38%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
86,604
shares
|
$766,445
0.01% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
71,941
shares
|
$636,677
0.88% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
70,492
shares
|
$623,854
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
66,190
shares
|
$585,781
0.0% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
60,825
shares
|
$538,301
0.01% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
59,860
shares
|
$529,761
0.0% of portfolio
|
Q1 2025
Reduced 23.51%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
58,081
shares
|
$514,016
0.0% of portfolio
|
Q1 2025
Added 303.03%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
56,652
shares
|
$501,370
0.01% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
55,000
shares
|
$486,750
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
53,483
shares
|
$473,324
0.09% of portfolio
|
Q1 2025
Added 73.91%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
49,026
shares
|
$433,880
0.0% of portfolio
|
Q4 2024
Reduced 4.18%
|