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Equibles

SNFCA

Security National Financial Corp

Company with tickers: SNFCA

CIK
318673
CUSIP
814785309
Shares Outstanding
22,450,787
13F Activity (30d)
58 filings 53 filers

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.

Holders: 80
Total Value: $89,578,415
Total Shares: 9,449,206

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 80 13F filers · Δ vs Dec 31, 2025
Top Holder
23.3%
Jun 2023 → Mar 2026 · range 23.2% – 37.8%
−0.8 pts
Top 5
57.3%
Jun 2023 → Mar 2026 · range 57.3% – 84.6%
−1.7 pts
Top 10
78.8%
Jun 2023 → Mar 2026 · range 78.8% – 93.6%
−1.6 pts
HHI
964
Jun 2023 → Mar 2026 · range 964 – 2,286
Broadly held−46

Quarterly Activity

vs Dec 31, 2025
New
15
Increased
28
Decreased
22
Sold Out
7
Unchanged
15
Holder count: +8
Institutional value: +7.0%
Shares held: +1.7%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega AMERIPRISE FINANCIAL INC +84,183 730,502
Mega DIMENSIONAL FUND ADVISORS LP +25,607 793,553
Mega BlackRock, Inc. +17,158 936,413
Mega STATE STREET CORP +15,679 172,462
Mega CITADEL ADVISORS LLC +15,667 50,275

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC −41,913 278,746
Mega GOLDMAN SACHS GROUP INC −37,813 114,991
Small M3F, Inc. −35,000 2,198,648
Mega RAYMOND JAMES FINANCIAL INC −28,385 133,415
Mega BARCLAYS PLC −21,594 40,353

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 752,095 $7,129,860
Mega VANGUARD FIDUCIARY TRUST CO 124,688 $1,182,042
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 94,353 $894,466
Large Empowered Funds, LLC 90,859 $861,343
Mega AQR CAPITAL MANAGEMENT LLC 22,040 $208,936

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 841,836 $7,584,941
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,764 $105,993
Large Squarepoint Ops LLC 11,233 $101,209
Small TUCKER ASSET MANAGEMENT LLC 1,246 $11,226
Mega ROYAL BANK OF CANADA 662 $5,963
Filter: New 15 Increased 28 Reduced 22 Sold out 7 Unchanged 15
Showing 80 of 80
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small M3F, Inc. $20,843,183 23.27% 2,198,648
Mega BlackRock, Inc. $8,877,192 9.91% 936,413
Mega DIMENSIONAL FUND ADVISORS LP $7,522,881 8.40% 793,553
Mega VANGUARD CAPITAL MANAGEMENT LLC $7,129,860 7.96% 752,095
Mega AMERIPRISE FINANCIAL INC $6,925,158 7.73% 730,502
Small LHM, INC. $6,801,975 7.59% 717,508
Mega GEODE CAPITAL MANAGEMENT, LLC $3,643,172 4.07% 384,301
Small Veradace Capital Management LLC $3,346,961 3.74% 353,055
Mid RBF Capital, LLC $2,877,502 3.21% 303,534
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $2,642,512 2.95% 278,746
Large RENAISSANCE TECHNOLOGIES LLC $1,926,715 2.15% 203,240
Mega STATE STREET CORP $1,634,939 1.83% 172,462
Small Gem Investment Advisors, LLC $1,499,461 1.67% 158,171
Mega NORTHERN TRUST CORP Bank $1,366,464 1.53% 144,142
Mega RAYMOND JAMES FINANCIAL INC $1,264,773 1.41% 133,415
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,182,042 1.32% 124,688
Mega GOLDMAN SACHS GROUP INC $1,090,114 1.22% 114,991
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $894,466 1.00% 94,353
Large Empowered Funds, LLC $861,343 0.96% 90,859
Mid EP Wealth Advisors, LLC $605,553 0.68% 63,877
Micro Verdad Advisers, LP $568,800 0.63% 60,000
Small Physician Wealth Advisors, Inc. $496,524 0.55% 52,376
Mega CITADEL ADVISORS LLC $476,607 0.53% 50,275
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $421,423 0.47% 44,454
Mega BARCLAYS PLC $382,545 0.43% 40,353
Mid EVERGREEN CAPITAL MANAGEMENT LLC $372,478 0.42% 39,291
Mega Bank of New York Mellon Corp Bank $353,195 0.39% 37,257
Mega MORGAN STANLEY $281,486 0.31% 29,693
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $242,498 0.27% 25,580
Mega Nuveen, LLC $211,043 0.24% 22,262
Mega AQR CAPITAL MANAGEMENT LLC $208,936 0.23% 22,040
Mid RITHOLTZ WEALTH MANAGEMENT $198,027 0.22% 20,889
Mega HSBC HOLDINGS PLC $197,885 0.22% 20,874
Mega MILLENNIUM MANAGEMENT LLC $196,577 0.22% 20,736
Mega BANK OF AMERICA CORP /DE/ Bank $194,273 0.22% 20,493
Micro Lunt Capital Management, Inc. $170,374 0.19% 17,972
Mega DEUTSCHE BANK AG\ Bank $168,317 0.19% 17,755
Mega Invesco Ltd. $162,703 0.18% 17,163
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $119,438 0.13% 12,599
Mega PRICE T ROWE ASSOCIATES INC /MD/ $113,911 0.13% 12,016
Small Black Maple Capital Management LP $107,228 0.12% 11,311
Mega RHUMBLINE ADVISERS $105,417 0.12% 11,120
Mega UBS Group AG $102,866 0.11% 10,851
Mid Callan Family Office, LLC Family Office $95,046 0.11% 10,026
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $80,627 0.09% 8,505
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $71,792 0.08% 7,573
Mega JPMORGAN CHASE & CO $64,235 0.07% 6,776
Mid Farther Finance Advisors, LLC $60,529 0.07% 6,385
Mega WELLS FARGO & COMPANY/MN $59,372 0.07% 6,263
Mega Vanguard Global Advisers, LLC $59,193 0.07% 6,244
Large MetLife Investment Management, LLC $43,048 0.05% 4,541
Mega FMR LLC $40,147 0.04% 4,235
Mid Tower Research Capital LLC (TRC) $36,194 0.04% 3,818
Mega BNP PARIBAS ARBITRAGE, SA $35,189 0.04% 3,712
Large Police & Firemen's Retirement System of New Jersey Pension $29,833 0.03% 3,147
Large Russell Investments Group, Ltd. $27,055 0.03% 2,854
Large CWM, LLC $19,083 0.02% 2,013
Mid Ameritas Investment Partners, Inc. $14,959 0.02% 1,578
Mega Legal & General Group Plc $13,177 0.01% 1,390
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $8,342 0.01% 880
Mega CITIGROUP INC $7,165 0.01% 756
Large JONES FINANCIAL COMPANIES LLLP $6,617 0.01% 698
Mid Sterling Capital Management LLC $5,100 0.01% 538
Micro CoreFirst Bank & Trust Bank $3,346 0.00% 353
Mid GAMMA Investing LLC $2,559 0.00% 270
Mega PNC FINANCIAL SERVICES GROUP, INC. $2,275 0.00% 240
Mid IFP Advisors, Inc $1,365 0.00% 144
Mid EverSource Wealth Advisors, LLC $824 0.00% 87
Small Essential Partners LLC $663 0.00% 70
Mid ROTHSCHILD INVESTMENT LLC $398 0.00% 42
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $379 0.00% 40
Mid Allworth Financial LP $360 0.00% 38
Small Covestor Ltd $341 0.00% 36
Small Transamerica Financial Advisors, LLC $218 0.00% 23
Mid MAI Capital Management $47 0.00% 5
Micro True Wealth Design, LLC $47 0.00% 5
Small Root Financial Partners, LLC $37 0.00% 4
Small Sunbelt Securities, Inc. Broker-Dealer $18 0.00% 2
Mid SBI Securities Co., Ltd. Broker-Dealer $9 0.00% 1
Large NISA INVESTMENT ADVISORS, LLC $9 0.00% 1

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