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 71 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $89.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
41,291
shares
|
$340,237
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
39,291
shares
|
$323,757
0.01% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
32,397
shares
|
$266,951
0.0% of portfolio
|
Q3 2025
Reduced 31.89%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
31,837
shares
|
$262,336
0.01% of portfolio
|
Q3 2025
Reduced 26.86%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
30,923
shares
|
$254,805
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
27,548
shares
|
$226,995
0.0% of portfolio
|
Q3 2025
Reduced 52.52%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
25,521
shares
|
$210,293
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
20,874
shares
|
$172,001
0.0% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
20,058
shares
|
$165,277
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
17,972
shares
|
$148,089
0.06% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
16,543
shares
|
$136,314
0.0% of portfolio
|
Q3 2025
Reduced 39.66%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
16,351
shares
|
$134,732
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
15,752
shares
|
$129,796
0.0% of portfolio
|
Q3 2025
Added 22.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
15,661
shares
|
$129,046
0.0% of portfolio
|
Q3 2025
Added 18110.47%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
13,771
shares
|
$113,473
0.0% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2025 Q3 2025 |
12,837
shares
|
$105,776
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
12,344
shares
|
$101,714
0.0% of portfolio
|
Q3 2025
Added 99.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
12,083
shares
|
$99,563
0.0% of portfolio
|
Q3 2025
Added 24.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
11,801
shares
|
$97,240
0.0% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
10,706
shares
|
$88,217
0.0% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
8,513
shares
|
$70,147
0.0% of portfolio
|
Q3 2025
Reduced 85.34%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
8,505
shares
|
$70,081
0.0% of portfolio
|
Q3 2025
Reduced 19.76%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
7,183
shares
|
$59,187
0.0% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,382
shares
|
$52,587
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,681
shares
|
$30,331
0.0% of portfolio
|
Q3 2025
New holding
|
|