SECURITY NATIONAL FINANCIAL CORP - SNFCA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M3F, Inc. | History | No change | 2,233,648 | 20,125 | 5.53% | 5.49% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 919,255 | 8,282 | 0.0% | 0.0% | 2 | +85,447 | 10.25% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 841,836 | 7,584 | 0.0% | 0.0% | 3 | +29,145 | 3.59% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 767,946 | 6,919 | 0.0% | 0.0% | 4 | +2,117 | 0.28% | Q4 2025 | Feb 12, 2026 |
| LHM, INC. | History | Reduced | 718,033 | 6,469 | 2.41% | 2.09% | 5 | -11,717 | -1.61% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 646,319 | 5,823 | 0.0% | 0.0% | 6 | +77,024 | 13.53% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 373,742 | 3,367 | 0.0% | 0.0% | 7 | +14,790 | 4.12% | Q4 2025 | Feb 09, 2026 |
| Veradace Capital Management LLC | History | New | 353,055 | 3,181 | 1.94% | — | 8 | +353,055 | New | Q4 2025 | Feb 18, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 320,659 | 2,889 | 0.06% | 0.07% | 9 | -41,749 | -11.52% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | Reduced | 303,534 | 2,734 | 0.12% | 0.12% | 10 | -6,140 | -1.98% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 211,640 | 1,906 | 0.0% | 0.0% | 11 | -41,647 | -16.44% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 161,800 | 1,457 | 0.0% | 0.0% | 12 | -4,713 | -2.83% | Q4 2025 | Feb 18, 2026 |
| STATE STREET CORP | History | Reduced | 156,783 | 1,412 | 0.0% | 0.0% | 13 | -772 | -0.49% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 152,804 | 1,376 | 0.0% | 0.0% | 14 | -20,540 | -11.85% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 138,154 | 1,244 | 0.0% | 0.0% | 15 | -3,857 | -2.72% | Q4 2025 | Feb 17, 2026 |
| Verdad Advisers, LP | History | New | 80,800 | 728 | 0.83% | — | 16 | +80,800 | New | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 63,869 | 575 | 0.0% | — | 17 | +63,869 | New | Q4 2025 | Feb 18, 2026 |
| BARCLAYS PLC | History | Added to | 61,947 | 558 | 0.0% | 0.0% | 18 | +3,667 | 6.29% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 52,376 | 471 | 0.07% | 0.07% | 19 | -3,781 | -6.73% | Q4 2025 | Jan 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 46,430 | 418 | 0.0% | 0.0% | 20 | +15 | 0.03% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 39,291 | 354 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MORGAN STANLEY | History | Added to | 38,919 | 350 | 0.0% | 0.0% | 22 | +6,522 | 20.13% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 35,726 | 321 | 0.0% | 0.0% | 23 | -275 | -0.76% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 34,608 | 311 | 0.0% | 0.0% | 24 | +18,065 | 109.2% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 33,841 | 304 | 0.0% | 0.0% | 25 | -26,271 | -43.7% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 33,204 | 299 | 0.0% | 0.0% | 26 | -27,106 | -44.94% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 26,382 | 237 | 0.0% | 0.0% | 27 | -1,166 | -4.23% | Q4 2025 | Feb 13, 2026 |
| Black Maple Capital Management LP | History | Added to | 24,078 | 216 | 0.15% | 0.05% | 28 | +11,241 | 87.57% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 23,175 | 208 | 0.0% | 0.01% | 29 | -8,662 | -27.21% | Q4 2025 | Jan 23, 2026 |
| Nuveen, LLC | History | Added to | 22,262 | 200 | 0.0% | 0.0% | 30 | +2,204 | 10.99% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 20,874 | 188 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 18,457 | 166 | 0.0% | 0.0% | 32 | +6,374 | 52.75% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 18,255 | 164 | 0.0% | 0.0% | 33 | +6,454 | 54.69% | Q4 2025 | Feb 17, 2026 |
| Lunt Capital Management, Inc. | History | No change | 17,972 | 161 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Invesco Ltd. | History | Added to | 16,973 | 152 | 0.0% | 0.0% | 35 | +1,221 | 7.75% | Q4 2025 | Feb 19, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 16,532 | 148 | 0.0% | 0.0% | 36 | +871 | 5.56% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 13,181 | 118 | 0.0% | 0.0% | 37 | -12,340 | -48.35% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,764 | 105 | 0.0% | — | 38 | +11,764 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 11,233 | 101 | 0.0% | 0.0% | 40 | -35,757 | -76.09% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 11,270 | 101 | 0.0% | 0.0% | 39 | -2,501 | -18.16% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 9,838 | 88 | 0.0% | 0.0% | 41 | -2,506 | -20.3% | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | New | 9,412 | 84 | 0.0% | — | 42 | +9,412 | New | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,505 | 76 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,403 | 66 | 0.0% | 0.0% | 44 | +220 | 3.06% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,382 | 57 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,873 | 34 | 0.0% | 0.0% | 46 | -2,533 | -39.54% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,147 | 28 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,186 | 19 | 0.0% | 0.0% | 48 | +596 | 37.48% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 1,827 | 16 | 0.0% | 0.0% | 49 | +1,475 | 419.03% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,578 | 14 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 1,390 | 12 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 1,246 | 11 | 0.0% | — | 52 | +1,246 | New | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,204 | 10 | 0.0% | 0.0% | 53 | -323 | -21.15% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 1,000 | 9 | 0.0% | 0.0% | 54 | +35 | 3.63% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 937 | 8 | 0.0% | 0.0% | 55 | -130 | -12.18% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 662 | 6 | 0.0% | — | 56 | +662 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 511 | 5 | 0.0% | 0.0% | 57 | -17 | -3.22% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 422 | 4 | 0.0% | 0.0% | 58 | +266 | 170.51% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 370 | 3 | 0.0% | 0.0% | 59 | -859 | -69.89% | Q4 2025 | Feb 13, 2026 |
| CoreFirst Bank & Trust | History | New | 353 | 3 | 0.0% | — | 60 | +353 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 139 | 1 | 0.0% | 0.0% | 61 | +7 | 5.3% | Q4 2025 | Feb 06, 2026 |
| Soltis Investment Advisors LLC | History | Closed out | 0 | 0 | — | 1.58% | — | -2,637,795 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -73,819 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,351 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,706 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,513 | -100.0% | Q3 2025 | Nov 13, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,681 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Smithfield Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -669 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -521 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GAMMA Investing LLC | History | New | 82 | 0 | — | — | — | +82 | New | Q4 2025 | Jan 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 41 | 0 | — | — | — | +23 | 127.78% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 15, 2026 |
| Sunbelt Securities, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 20, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | No change | 87 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |