SECURITY NATL FINL CORP (SNFCA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
77
Reporting holders
$70.7M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $9.8M | 1,013,364 | 0.00% | 8q | +8.2%+$745.7K |
| DIMENSIONAL FUND ADVISORS LP | $8.2M | 845,357 | 0.00% | 31q | +6.5%+$502.0K |
| AMERIPRISE FINANCIAL INC | $8.0M | 823,770 | 0.00% | 9q | -43.6%-$6.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.2M | 746,134 | 0.00% | 2q | -0.8%-$57.8K |
| LHM, INC. | $5.5M | 601,188 | 1.89% | 11q | -16.2%-$1.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $4.0M | 410,426 | 0.00% | 31q | +6.8%+$253.2K |
| Veradace Capital Management LLC | $3.4M | 353,055 | 2.58% | 3q | HELD |
| RBF Capital, LLC | $2.9M | 303,534 | 0.12% | 9q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.7M | 276,371 | 0.05% | 31q | -0.9%-$23.0K |
| STATE STREET CORP | $1.9M | 194,578 | 0.00% | 25q | +12.8%+$214.3K |
| RENAISSANCE TECHNOLOGIES LLC | $1.9M | 193,740 | 0.00% | 31q | -4.7%-$92.1K |
| Gem Investment Advisors, LLC | $1.5M | 158,171 | 0.94% | 3q | HELD |
| NORTHERN TRUST CORP | $1.4M | 144,319 | 0.00% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $1.1M | 112,877 | 0.00% | 2q | -9.5%-$114.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0M | 107,056 | 0.00% | 2q | +13.5%+$123.1K |
| Empowered Funds, LLC | $946.6K | 97,684 | 0.00% | 2q | +7.5%+$66.1K |
| GOLDMAN SACHS GROUP INC | $904.7K | 93,367 | 0.00% | 23q | -18.8%-$209.5K |
| EP Wealth Advisors, LLC | $619.1K | 63,892 | 0.00% | 10q | HELD |
| Verdad Advisers, LP | $581.4K | 60,000 | 0.56% | 7q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $520.2K | 53,687 | 0.00% | 2q | +143.6%+$306.7K |
| Physician Wealth Advisors, Inc. | $507.5K | 52,376 | 0.06% | 18q | HELD |
| CITADEL ADVISORS LLC | $466.8K | 48,173 | 0.00% | 5q | -4.2%-$20.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $452.7K | 46,717 | 0.00% | 5q | +5.1%+$21.9K |
| Sixth Street Partners Management Company, L.P. | $452.7K | 46,717 | 0.00% | new | NEW |
| EVERGREEN CAPITAL MANAGEMENT LLC | $380.7K | 39,291 | 0.01% | 5q | HELD |
| BARCLAYS PLC | $377.2K | 38,924 | 0.00% | 25q | -3.5%-$13.8K |
| Bank of New York Mellon Corp | $369.0K | 38,080 | 0.00% | 5q | +2.2%+$8.0K |
| PANAGORA ASSET MANAGEMENT INC | $322.6K | 33,293 | 0.00% | new | NEW |
| MORGAN STANLEY | $310.7K | 32,067 | 0.00% | 25q | +8.0%+$23.0K |
| RITHOLTZ WEALTH MANAGEMENT | $284.9K | 29,398 | 0.00% | 12q | +40.7%+$82.4K |
| Nuveen, LLC | $251.0K | 25,901 | 0.00% | 5q | +16.3%+$35.3K |
| MILLENNIUM MANAGEMENT LLC | $202.0K | 20,842 | 0.00% | 11q | +0.5%+$1.0K |
| Lunt Capital Management, Inc. | $192.3K | 19,841 | 0.07% | 9q | +10.4%+$18.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $185.4K | 19,129 | 0.00% | 13q | -25.2%-$62.5K |
| BANK OF AMERICA CORP /DE/ | $160.0K | 16,515 | 0.00% | 25q | -19.4%-$38.5K |
| Squarepoint Ops LLC | $148.5K | 15,330 | 0.00% | new | NEW |
| Invesco Ltd. | $134.5K | 13,880 | 0.00% | 5q | -19.1%-$31.8K |
| WELLS FARGO & COMPANY/MN | $131.1K | 13,525 | 0.00% | 25q | +8.0%+$9.7K |
| DEUTSCHE BANK AG\ | $116.2K | 11,994 | 0.00% | 4q | -32.4%-$55.8K |
| RHUMBLINE ADVISERS | $106.0K | 10,940 | 0.00% | 13q | -1.6%-$1.7K |
| Russell Investments Group, Ltd. | $101.4K | 10,462 | 0.00% | 8q | +266.6%+$73.7K |
| Callan Family Office, LLC | $97.2K | 10,026 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $82.4K | 8,505 | 0.00% | 5q | HELD |
| CITIGROUP INC | $71.7K | 7,399 | 0.00% | 15q | +878.7%+$64.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $71.4K | 7,371 | 0.00% | 5q | -2.7%-$2.0K |
| JPMORGAN CHASE & CO | $66.5K | 6,793 | 0.00% | 19q | HELD |
| UBS Group AG | $66.1K | 6,820 | 0.00% | 13q | -37.1%-$39.1K |
| Farther Finance Advisors, LLC | $62.0K | 6,400 | 0.00% | 7q | HELD |
| Vanguard Global Advisers, LLC | $60.5K | 6,244 | 0.00% | 2q | HELD |
| FMR LLC | $52.0K | 5,364 | 0.00% | 13q | +26.7%+$10.9K |
| Police & Firemen's Retirement System of New Jersey | $30.5K | 3,147 | 0.00% | 5q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $29.2K | 3,015 | 0.00% | 25q | -18.8%-$6.8K |
| Tower Research Capital LLC (TRC) | $24.4K | 2,518 | 0.00% | 4q | -34.0%-$12.6K |
| ROYAL BANK OF CANADA | $23.0K | 2,341 | 0.00% | new | NEW |
| M3F, Inc. | $20.4K | 2,108,648 | 4.84% | 31q | -4.1% |
| MERCER GLOBAL ADVISORS INC /ADV | $16.0K | 1,655 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $15.3K | 1,578 | 0.00% | 5q | HELD |
| Legal & General Group Plc | $13.5K | 1,390 | 0.00% | 5q | HELD |
| Arax Advisory Partners | $7.3K | 757 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $6.9K | 698 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $3.4K | 350 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $2.9K | 304 | 0.00% | 5q | -43.5%-$2.3K |
| GAMMA Investing LLC | $2.6K | 270 | 0.00% | 3q | HELD |
| PNC Financial Services Group, Inc. | $2.3K | 240 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $1.7K | 178 | 0.00% | 7q | +23.6% |
| Quarry LP | $1.5K | 150 | 0.00% | new | NEW |
| Allworth Financial LP | $1.1K | 109 | 0.00% | 3q | +186.8% |
| EverSource Wealth Advisors, LLC | $1.0K | 107 | 0.00% | 4q | +23.0% |
| Essential Partners LLC | $795 | 82 | 0.00% | 4q | +17.1% |
| ROTHSCHILD INVESTMENT LLC | $533 | 55 | 0.00% | 4q | +31.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $388 | 40 | 0.00% | 2q | HELD |
| Transamerica Financial Advisors, LLC | $339 | 35 | 0.00% | 2q | +52.2% |
| True Wealth Design, LLC | $175 | 18 | 0.00% | 2q | +260.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | $117 | 12,016 | 0.00% | 2q | HELD |
| Wealth Enhancement Trust Services, Inc. | $19 | 2 | 0.00% | new | NEW |
| NISA INVESTMENT ADVISORS, LLC | $10 | 1 | 0.00% | 3q | HELD |
| SBI Securities Co., Ltd. | $10 | 1 | 0.00% | 7q | HELD |
| SJS Investment Consulting Inc. | $10 | 1 | 0.00% | new | NEW |
| Covestor Ltd | $0 | 49 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 77 | $70.7M | 7,319,978 | 11 | 25 | 19 | 0.0% |
| Q1 2026 | 76 | $75.6M | 7,974,918 | 9 | 26 | 22 | 0.0% |
| Q4 2025 | 69 | $66.5M | 7,383,270 | 9 | 24 | 21 | 0.0% |
| Q3 2025 | 63 | $79.1M | 9,125,591 | 11 | 35 | 16 | 0.0% |
| Q2 2025 | 58 | $84.5M | 8,583,078 | 15 | 20 | 13 | 0.0% |
| Q1 2025 | 55 | $95.3M | 7,875,972 | 4 | 14 | 24 | 0.0% |
| Q4 2024 | 55 | $95.2M | 7,916,513 | 7 | 23 | 13 | 0.0% |
| Q3 2024 | 50 | $72.4M | 7,858,894 | 6 | 30 | 10 | 0.0% |
| Q2 2024 | 52 | $61.9M | 7,751,542 | 13 | 9 | 24 | 0.0% |
| Q1 2024 | 50 | $62.0M | 7,848,099 | 5 | 19 | 14 | 0.0% |
| Q4 2023 | 49 | $67.3M | 7,476,087 | 11 | 19 | 7 | 0.0% |
| Q3 2023 | 38 | $26.2M | 3,338,256 | 5 | 24 | 7 | 0.0% |
| Q2 2023 | 35 | $53.7M | 6,058,164 | 14 | 16 | 2 | 0.0% |
| Q1 2023 | 26 | $31.3M | 5,030,022 | 3 | 5 | 7 | 0.0% |
| Q4 2022 | 22 | $33.8M | 4,626,440 | 2 | 4 | 7 | 0.0% |
| Q3 2022 | 27 | $45.4M | 7,145,518 | 2 | 8 | 10 | 0.0% |
| Q2 2022 | 26 | $59.7M | 7,057,006 | 2 | 15 | 8 | 0.0% |
| Q1 2022 | 25 | $68.3M | 6,831,143 | 2 | 6 | 10 | 0.0% |
| Q4 2021 | 26 | $62.9M | 6,836,401 | 3 | 8 | 9 | 0.0% |
| Q3 2021 | 28 | $56.9M | 6,917,962 | 1 | 17 | 10 | 0.0% |
| Q2 2021 | 35 | $57.0M | 6,511,379 | 7 | 7 | 19 | 0.0% |
| Q1 2021 | 44 | $66.7M | 7,135,776 | 3 | 17 | 13 | 0.0% |
| Q4 2020 | 43 | $55.3M | 6,623,934 | 7 | 21 | 8 | 0.0% |
| Q3 2020 | 39 | $39.9M | 6,237,472 | 5 | 22 | 10 | 0.0% |
| Q2 2020 | 38 | $38.7M | 5,734,820 | 22 | 9 | 1 | 0.0% |
| Q1 2020 | 18 | $20.4M | 4,783,893 | 1 | 14 | 3 | 0.0% |
| Q4 2019 | 20 | $27.0M | 4,610,579 | 1 | 3 | 6 | 0.0% |
| Q3 2019 | 22 | $12.8M | 2,591,582 | 4 | 3 | 6 | 0.0% |
| Q2 2019 | 20 | $12.7M | 2,532,878 | 0 | 6 | 5 | 0.0% |
| Q1 2019 | 22 | $9.9M | 2,096,693 | 2 | 16 | 4 | 0.0% |
| Q4 2018 | 22 | $10.1M | 1,947,559 | 0 | 2 | 0 | 0.0% |