SNFCA · Security National Financial Corp · Shareholders & Ownership

$9.15 +0.07 (+0.77%) At close · Oct 23

Russell 2000 member Rebalance outlook locked

Market Cap

$250.50M

27.38M

Volume · Oct 23 34.96K Avg daily vol (3M) 28.04K

Every disclosed holder of SNFCA in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SNFCA

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	78	9,843,725	35.96%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	2,084,085	7.61%	Yes
Remaining	—	15,449,479	56.43%	Rest
Registered funds (N-PORT, not summed)	100	3,988,858	14.57%	No

Shares outstanding: 27,377,289, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SNFCA

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	M3F, Inc. 13F CIK 1511291 · Unknown · Sep 30, 2026	2,211,079	8.08%	-3,001	Sep 30, 2026
2	M3 Funds, LLC 13G CIK 1426094 · Unknown · Dec 31, 2023 Rule 13d-1(c), passive investor	2,084,085	7.61%	—	Dec 31, 2023	Rule 13d-1(c), passive investor
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,064,032	3.89%	+80,798	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	410,713	1.50%	+30,321	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	186,567	0.68%	+36,731	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	56,271	0.21%	+13,297	Jun 30, 2026	iShares Trust, not summed
3.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	28,124	0.10%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
3.5	iShares Russell Small/Mid-Cap Index Fund Fund S000050373 · Registered fund · Jul 31, 2026 BlackRock Funds, not summed	2,160	0.01%	-1	Jul 31, 2026	BlackRock Funds, not summed
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	887,625	3.24%	+54,394	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	212,933	0.78%	+18,093	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	93,500	0.34%	+17,978	Jul 31, 2026	Dimensional ETF Trust, not summed
4.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	82,305	0.30%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	80,231	0.29%	+999	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	70,720	0.26%	-1	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	864,959	3.16%	+97,932	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	607,757	2.22%	+37,283	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
5.2	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	111,521	0.41%	-1,876	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	783,441	2.86%	-6,259	Jun 30, 2026	carried, not yet filed for the newest quarter
7	LHM, INC. 13F CIK 2009224 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	631,247	2.31%	-122,136	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	543,947	1.99%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	430,947	1.57%	+27,431	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Veradace Capital Management LLC 13F CIK 1772351 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	370,708	1.35%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
11	RBF Capital, LLC 13F CIK 1134621 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	318,711	1.16%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
12	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	290,190	1.06%	-2,493	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	83,025	0.30%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
12.2	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	55,900	0.20%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
12.3	Ultra-Small Company Fund Fund S000004423 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	45,780	0.17%	-9,660	Jun 30, 2026	Bridgeway Funds, Inc., not summed
13	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	223,411	0.82%	-779	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	204,307	0.75%	+23,222	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	7,517	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	301	0.00%	-217	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
15	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	203,427	0.74%	-9,975	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Quist S. Andrew Insider CIK 1588309 · Dec 30, 2025 Director, Vice President/General Counsel, 10% Owner, issuer-wide, not summed	167,984	0.61%	-5,250	Dec 30, 2025	Director, Vice President/General Counsel, 10% Owner, issuer-wide, not summed
17	Gem Investment Advisors, LLC 13F CIK 1580018 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	166,080	0.61%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	151,535	0.55%	+186	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	8,916	0.03%	0	Jun 30, 2026	Northern Funds, not summed
18.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,766	0.02%	-273	Jun 30, 2026	Northern Funds, not summed
19	QUIST SCOTT M Insider CIK 1268844 · Dec 6, 2024 Director, Chairman of the Board/Pres/CEO, 10% Owner, issuer-wide, not summed	131,933	0.48%	-28,120	Dec 6, 2024	Director, Chairman of the Board/Pres/CEO, 10% Owner, issuer-wide, not summed
20	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	118,521	0.43%	-12,401	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	112,409	0.41%	+13,338	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Overbaugh Jason G. Insider CIK 1588310 · May 14, 2026 Director, VP & Nat Mark Dir of Life Ins, 10% Owner, issuer-wide, not summed	108,554	0.40%	+15,326	May 14, 2026	Director, VP & Nat Mark Dir of Life Ins, 10% Owner, issuer-wide, not summed
23	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	102,568	0.37%	+7,166	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	102,568	0.37%	+7,166	Jun 30, 2026	EA Series Trust, not summed
24	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	98,035	0.36%	-22,706	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	23,422	0.09%	+309	May 31, 2026	Goldman Sachs ETF Trust, not summed
24.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	20,382	0.07%	+7,409	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
25	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	87,132	0.32%	+2,958	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
26	Sill Garrett S. Insider CIK 1568673 · Feb 19, 2025 Chief Financial Officer, issuer-wide, not summed	79,950	0.29%	-91,975	Feb 19, 2025	Chief Financial Officer, issuer-wide, not summed
27	EP Wealth Advisors, LLC 13F CIK 1540569 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	67,087	0.25%	+16	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Hunter Robert Gail Insider CIK 1298091 · Nov 28, 2025 Director, issuer-wide, not summed	64,713	0.24%	+4,047	Nov 28, 2025	Director, issuer-wide, not summed
29	Verdad Advisers, LP 13F CIK 1812822 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	63,000	0.23%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
30	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	56,371	0.21%	+33,229	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Physician Wealth Advisors, Inc. 13F CIK 1795173 · Registered investment adviser · Sep 30, 2026	54,995	0.20%	0	Sep 30, 2026
32	MOODY H. CRAIG Insider CIK 1298129 · Oct 1, 2026 Director, issuer-wide, not summed	53,213	0.19%	+615	Oct 1, 2026	Director, issuer-wide, not summed
33	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	50,582	0.18%	-2,207	Jun 30, 2026	carried, not yet filed for the newest quarter
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	49,053	0.18%	+2,376	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	40,830	0.15%	+2,356	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	8,162	0.03%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35	EVERGREEN CAPITAL MANAGEMENT LLC 13F CIK 1260824 · Registered investment adviser · Sep 30, 2026	41,256	0.15%	0	Sep 30, 2026
36	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	40,870	0.15%	-1,501	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	39,984	0.15%	+864	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Stephens Jeffrey Russell Insider CIK 1488171 · Jul 1, 2026 Gen. Counsel & Corp. Sec, issuer-wide, not summed	38,979	0.14%	+932	Jul 1, 2026	Gen. Counsel & Corp. Sec, issuer-wide, not summed
39	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	34,958	0.13%	+34,958	Jun 30, 2026	carried, not yet filed for the newest quarter
40	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	33,670	0.12%	+2,492	Jun 30, 2026	carried, not yet filed for the newest quarter
41	FULLER GILBERT A Insider CIK 1203302 · Oct 1, 2026 Director, issuer-wide, not summed	33,572	0.12%	0	Oct 1, 2026	Director, issuer-wide, not summed
42	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	27,196	0.10%	+3,821	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	24,881	0.09%	+3,820	Jul 31, 2026	TIAA-CREF Funds, not summed
42.2	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	2,314	0.01%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
43	Cook John L Insider CIK 1593993 · Oct 1, 2026 Director, issuer-wide, not summed	27,008	0.10%	+615	Oct 1, 2026	Director, issuer-wide, not summed
44	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,884	0.08%	+111	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Quist Adam George Insider CIK 1740330 · Apr 18, 2026 Director, Vice President/General Counsel, 10% Owner, issuer-wide, not summed	20,939	0.08%	+9,380	Apr 18, 2026	Director, Vice President/General Counsel, 10% Owner, issuer-wide, not summed
46	Lunt Capital Management, Inc. 13F CIK 1608034 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,833	0.08%	+1,962	Jun 30, 2026	carried, not yet filed for the newest quarter
47	O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13F CIK 1423442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,085	0.07%	-6,774	Jun 30, 2026	carried, not yet filed for the newest quarter
48	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	17,341	0.06%	-4,177	Jun 30, 2026	carried, not yet filed for the newest quarter
49	EQ/2000 Managed Volatility Portfolio Fund S000025800 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	16,717	0.06%	0	Jun 30, 2026	EQ Advisors Trust, not summed
50	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,097	0.06%	+16,097	Jun 30, 2026	carried, not yet filed for the newest quarter

16 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 138 holders

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