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 60 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 $127 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
2,623,831
shares
|
$33.2 Million
3.05% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
M3 F, Inc.
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
2,013,862
shares
|
$25.5 Million
7.0% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Lhm, Inc.
Sandy, UT |
Feb 06, 2025 Q4 2024 |
863,659
shares
|
$10.9 Million
3.31% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
673,379
shares
|
$8.53 Million
0.0% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
634,973
shares
|
$8.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
447,898
shares
|
$5.67 Million
0.0% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
335,850
shares
|
$4.26 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
294,928
shares
|
$3.74 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
285,606
shares
|
$3.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
237,691
shares
|
$3.01 Million
0.0% of portfolio
|
Q4 2024
Added 962.26%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
168,793
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 78.75%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
130,361
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
121,907
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Added 49.09%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
93,682
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 42.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
78,257
shares
|
$991,516
0.0% of portfolio
|
Q4 2024
Added 91.19%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
74,029
shares
|
$937,947
0.0% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
71,941
shares
|
$911,492
0.88% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
71,245
shares
|
$902,674
0.0% of portfolio
|
Q4 2024
Added 68.88%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
71,120
shares
|
$901,090
0.0% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
68,776
shares
|
$871,391
0.0% of portfolio
|
Q4 2024
Added 84.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
60,825
shares
|
$770,652
0.01% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
55,000
shares
|
$696,850
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
52,402
shares
|
$663,933
0.01% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
49,026
shares
|
$621,159
0.0% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
45,855
shares
|
$580,982
0.0% of portfolio
|
Q4 2024
Added 6.36%
|