SNFCA · Security National Financial Corp

$8.86 -0.04 (-0.45%) At close · Aug 20

Market Cap

$241.47M

27.38M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 77

Total Value: $90,822,041

Total Shares: 9,377,571

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 77 13F filers · Δ vs Mar 31, 2026

Top Holder

22.5%

−0.8 pts

Top 5

59.1%

+1.8 pts

Top 10

79.8%

+1.0 pts

HHI

961

Broadly held−3

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -3

Institutional value: +1.4%

Shares held: -0.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega AMERIPRISE FINANCIAL INC	+97,931	864,958
Mega BlackRock, Inc.	+80,798	1,064,032
Mega DIMENSIONAL FUND ADVISORS LP	+54,394	887,625
Mega AQR CAPITAL MANAGEMENT LLC	+33,229	56,371
Mega GEODE CAPITAL MANAGEMENT, LLC	+27,431	430,947

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small LHM, INC.	−122,136	631,247
Small M3F, Inc.	−94,500	2,214,080
Mega GOLDMAN SACHS GROUP INC	−22,706	98,035
Mega VANGUARD FIDUCIARY TRUST CO	−12,401	118,521
Large RENAISSANCE TECHNOLOGIES LLC	−9,975	203,427

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large PANAGORA ASSET MANAGEMENT INC	34,958	$322,610
Large Squarepoint Ops LLC	16,096	$148,548
Mega ROYAL BANK OF CANADA	2,458	$22,684
Mid Arax Advisory Partners	795	$7,335
Mid Integrated Wealth Concepts LLC	368	$3,391

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega RAYMOND JAMES FINANCIAL INC	140,086	$1,264,777
Mega HSBC HOLDINGS PLC	21,918	$197,886
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	13,229	$119,438
Small Black Maple Capital Management LP	11,877	$107,228
Large MetLife Investment Management, LLC	4,768	$43,048

Filter: New 8 Increased 30 Reduced 20 Sold out 11 Unchanged 19

Showing 77 of 77

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

M3F, Inc.

$20,432,862

22.50%

2,108,648

BlackRock, Inc.

$9,819,525

10.81%

1,013,364

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	46,863	$454,103	4.6%	Sole
BlackRock Investment Management, LLC	46,857	$454,045	4.6%	Sole
BLACKROCK ADVISORS LLC	30,777	$298,230	3.0%	Sole
BlackRock Fund Advisors	623,557	$6,042,286	61.5%	Sole
BlackRock Institutional Trust Company, N.A.	265,305	$2,570,813	26.2%	Sole
Aperio Group, LLC	5	$48	0.0%	Sole

DIMENSIONAL FUND ADVISORS LP

$8,191,532

9.02%

845,357

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,786	$17,306	0.2%	Defined
DFA Australia Ltd.	9,338	$90,485	1.1%	Defined
Dimensional Ireland Ltd	38,685	$374,858	4.6%	Defined
Held directly	795,548	$7,708,883	94.1%	Sole

AMERIPRISE FINANCIAL INC

$7,982,356

8.79%

823,770

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	823,770	$7,982,356	100.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$7,230,060

7.96%

746,134

LHM, INC.

$5,825,529

6.41%

601,188

GEODE CAPITAL MANAGEMENT, LLC

$3,977,039

4.38%

410,426

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	65,976	$639,309	16.1%	Defined
Held directly	344,450	$3,337,730	83.9%	Defined

Veradace Capital Management LLC

$3,421,113

3.77%

353,055

RBF Capital, LLC

$2,941,253

3.24%

303,534

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$2,678,043

2.95%

276,371

STATE STREET CORP

$1,885,466

2.08%

194,578

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	194,578	$1,885,466	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$1,877,346

2.07%

193,740

Gem Investment Advisors, LLC

$1,532,681

1.69%

158,171

NORTHERN TRUST CORP

$1,398,454

1.54%

144,319

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	141,932	$1,375,324	98.3%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	2,387	$23,130	1.7%	Other

VANGUARD FIDUCIARY TRUST CO

$1,093,781

1.20%

112,877

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,037,375

1.14%

107,056

Empowered Funds, LLC

$946,560

1.04%

97,684

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	97,684	$946,560	100.0%	Other

GOLDMAN SACHS GROUP INC

$904,728

1.00%

93,367

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	30,555	$296,078	32.7%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	62,812	$608,650	67.3%	Defined

EP Wealth Advisors, LLC

$619,115

0.68%

63,892

Verdad Advisers, LP

$581,401

0.64%

60,000

AQR CAPITAL MANAGEMENT LLC

$520,226

0.57%

53,687

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Prism Planning Partners LLC	99	$959	0.2%	Other
Compound Planning, Inc.	4	$38	0.0%	Other
Arax Advisory Partners	738	$7,151	1.4%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	340	$3,294	0.6%	Other
Stokes Family Office, LLC	1,566	$15,174	2.9%	Other
Held directly	50,940	$493,610	94.9%	Defined

Physician Wealth Advisors, Inc.

$483,357

0.53%

52,376

CITADEL ADVISORS LLC

$466,797

0.51%

48,173

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	48,173	$466,797	100.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$452,689

0.50%

46,717

BARCLAYS PLC

$377,174

0.42%

38,924

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	38,664	$374,655	99.3%	Defined
BARCLAYS CAPITAL INC.	260	$2,519	0.7%	Defined

Bank of New York Mellon Corp

$368,995

0.41%

38,080

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	11,987	$116,154	31.5%	Defined
The Bank of New York Mellon	26,088	$252,793	68.5%	Defined
Held directly	5	$48	0.0%	Defined

EVERGREEN CAPITAL MANAGEMENT LLC

$362,600

0.40%

39,291

PANAGORA ASSET MANAGEMENT INC

$322,610

0.36%

33,293

MORGAN STANLEY

$310,727

0.34%

32,067

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	87	$843	0.3%	Defined
MORGAN STANLEY & CO. LLC	4,391	$42,548	13.7%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	10,795	$104,603	33.7%	Defined
MORGAN STANLEY SMITH BARNEY LLC	9,979	$96,696	31.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	6,815	$66,037	21.3%	Defined

Nuveen, LLC

$250,981

0.28%

25,901

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TEACHERS ADVISORS, LLC joint	25,901	$250,981	100.0%	Defined

MILLENNIUM MANAGEMENT LLC

$201,959

0.22%

20,842

Lunt Capital Management, Inc.

$192,259

0.21%

19,841

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$185,360

0.20%

19,129

BANK OF AMERICA CORP /DE/

$160,030

0.18%

16,515

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	16,515	$160,030	100.0%	Defined

Squarepoint Ops LLC

$148,548

0.16%

15,330

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	15,330	$148,548	100.0%	Defined

RITHOLTZ WEALTH MANAGEMENT

$142,433

0.16%

14,699

Invesco Ltd.

$134,496

0.15%

13,880

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	1,924	$18,643	13.9%	Defined
Invesco Trust Co joint	5,860	$56,783	42.2%	Defined
Invesco Capital Management LLC	6,096	$59,070	43.9%	Defined

WELLS FARGO & COMPANY/MN

$131,056

0.14%

13,525

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	12,859	$124,604	95.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	120	$1,162	0.9%	Defined
Wells Fargo Securities, LLC	546	$5,290	4.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$116,435

0.13%

12,016

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	12,016	$116,435	100.0%	Defined

DEUTSCHE BANK AG\

$116,222

0.13%

11,994

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	11,994	$116,222	100.0%	Defined

RHUMBLINE ADVISERS

$106,008

0.12%

10,940

Russell Investments Group, Ltd.

$101,376

0.11%

10,462

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	10,462	$101,376	100.0%	Defined

Callan Family Office, LLC

$97,152

0.11%

10,026

NEW YORK STATE COMMON RETIREMENT FUND

$82,413

0.09%

8,505

CITIGROUP INC

$71,695

0.08%

7,399

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	7,399	$71,695	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$71,425

0.08%

7,371

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	7,371	$71,425	100.0%	Defined

UBS Group AG

$66,084

0.07%

6,820

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	839	$8,129	12.3%	Defined
UBS AG	5,946	$57,616	87.2%	Defined
UBS Securities LLC	35	$339	0.5%	Defined

JPMORGAN CHASE & CO

$65,823

0.07%

6,793

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	6,637	$64,312	97.7%	Defined
J.P. Morgan Securities plc	156	$1,511	2.3%	Defined

Vanguard Global Advisers, LLC

$60,504

0.07%

6,244

Farther Finance Advisors, LLC

$59,063

0.07%

6,400

FMR LLC

$51,977

0.06%

5,364

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	5,364	$51,977	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$29,215

0.03%

3,015

Police & Firemen's Retirement System of New Jersey

$29,042

0.03%

3,147

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	3,147	$29,042	100.0%	Defined

Tower Research Capital LLC (TRC)

$24,399

0.03%

2,518

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	2,518	$24,399	100.0%	Defined

ROYAL BANK OF CANADA

$22,684

0.02%

2,341

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	396	$3,837	16.9%	Defined
RBC Capital Markets, LLC	1,945	$18,847	83.1%	Defined

Ameritas Investment Partners, Inc.

$15,290

0.02%

1,578

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	1,578	$15,290	100.0%	Other

Legal & General Group Plc

$13,469

0.01%

1,390

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,390	$13,469	100.0%	Defined

Arax Advisory Partners

$7,335

0.01%

757

JONES FINANCIAL COMPANIES LLLP

$6,763

0.01%

698

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	698	$6,763	100.0%	Sole

Integrated Wealth Concepts LLC

$3,391

0.00%

350

Sterling Capital Management LLC

$2,945

0.00%

304

GAMMA Investing LLC

$2,616

0.00%

270

PNC FINANCIAL SERVICES GROUP, INC.

$2,325

0.00%

240

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	240	$2,325	100.0%	Defined

IFP Advisors, Inc

$1,642

0.00%

178

Quarry LP

$1,453

0.00%

150

Allworth Financial LP

$1,056

0.00%

109

EverSource Wealth Advisors, LLC

$986

0.00%

107

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	13	$119	12.1%	Sole
Held directly	94	$867	87.9%	Sole

Essential Partners LLC

$794

0.00%

ROTHSCHILD INVESTMENT LLC

$532

0.00%

Covestor Ltd

$474

0.00%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$387

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	40	$387	100.0%	Defined

Transamerica Financial Advisors, LLC

$339

0.00%

True Wealth Design, LLC

$166

0.00%

Wealth Enhancement Trust Services, Inc.

$18

0.00%

SJS Investment Consulting Inc.

0.00%

SBI Securities Co., Ltd.

0.00%

NISA INVESTMENT ADVISORS, LLC

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	3,382	$32,061	2.5%	Defined
Raymond James Financial Services Advisors, Inc.	130,033	$1,232,716	97.5%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	20,874	$197,886	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	4,541	$43,048	100.0%	Defined

Key facts CIK 318673 CUSIP 814785309 13F (30d) 72 filings 72 filers Visit website Investor relations