SECURITY NATIONAL FINANCIAL CORP - SNFCA
Detailed investor-level table based on 13F positions.
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 | Reduced | 2,108,648 | 20,433 | 4.84% | 5.17% | 1 | -90,000 | -4.09% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 1,013,364 | 9,819 | 0.0% | 0.0% | 2 | +76,951 | 8.22% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 845,357 | 8,191 | 0.0% | 0.0% | 3 | +51,804 | 6.53% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 823,770 | 7,982 | 0.0% | 0.0% | 4 | +93,268 | 12.77% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 746,134 | 7,230 | 0.0% | 0.0% | 5 | -5,961 | -0.79% | Q2 2026 | Aug 13, 2026 |
| LHM, INC. | History | Reduced | 601,188 | 5,548 | 1.89% | 2.68% | 6 | -116,320 | -16.21% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 410,426 | 3,978 | 0.0% | 0.0% | 7 | +26,125 | 6.8% | Q2 2026 | Aug 12, 2026 |
| Veradace Capital Management LLC | History | No change | 353,055 | 3,421 | 2.58% | 2.98% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 303,534 | 2,941 | 0.12% | 0.14% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 276,371 | 2,678 | 0.05% | 0.05% | 10 | -2,375 | -0.85% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 194,578 | 1,885 | 0.0% | 0.0% | 11 | +22,116 | 12.82% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 193,740 | 1,877 | 0.0% | 0.0% | 12 | -9,500 | -4.67% | Q2 2026 | Aug 13, 2026 |
| Gem Investment Advisors, LLC | History | No change | 158,171 | 1,532 | 0.94% | 1.47% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 144,319 | 1,398 | 0.0% | 0.0% | 14 | +177 | 0.12% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 112,877 | 1,093 | 0.0% | 0.0% | 15 | -11,811 | -9.47% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 107,056 | 1,037 | 0.0% | 0.0% | 16 | +12,703 | 13.46% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Added to | 97,684 | 946 | 0.0% | 0.01% | 17 | +6,825 | 7.51% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 93,367 | 904 | 0.0% | 0.0% | 18 | -21,624 | -18.8% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 63,892 | 619 | 0.0% | 0.0% | 19 | +15 | 0.02% | Q2 2026 | Aug 11, 2026 |
| Verdad Advisers, LP | History | No change | 60,000 | 581 | 0.56% | 0.64% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 53,687 | 520 | 0.0% | 0.0% | 21 | +31,647 | 143.59% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 52,376 | 507 | 0.06% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 48,173 | 466 | 0.0% | 0.0% | 23 | -2,102 | -4.18% | Q2 2026 | Sep 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 46,717 | 452 | 0.0% | 0.0% | 24 | +2,263 | 5.09% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 39,291 | 380 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARCLAYS PLC | History | Reduced | 38,924 | 377 | 0.0% | 0.0% | 26 | -1,429 | -3.54% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 38,080 | 368 | 0.0% | 0.0% | 27 | +823 | 2.21% | Q2 2026 | Aug 06, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 33,293 | 322 | 0.0% | — | 28 | +33,293 | New | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Added to | 32,067 | 310 | 0.0% | 0.0% | 29 | +2,374 | 8.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 25,901 | 250 | 0.0% | 0.0% | 30 | +3,639 | 16.35% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 20,842 | 201 | 0.0% | 0.0% | 31 | +106 | 0.51% | Q2 2026 | Aug 14, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 19,841 | 192 | 0.07% | 0.07% | 32 | +1,869 | 10.4% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 19,129 | 185 | 0.0% | 0.0% | 33 | -6,451 | -25.22% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 16,515 | 160 | 0.0% | 0.0% | 34 | -3,978 | -19.41% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | New | 15,330 | 148 | 0.0% | — | 35 | +15,330 | New | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 14,699 | 142 | 0.0% | 0.0% | 36 | -6,190 | -29.63% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Reduced | 13,880 | 134 | 0.0% | 0.0% | 37 | -3,283 | -19.13% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,525 | 131 | 0.0% | 0.0% | 38 | +7,262 | 115.95% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 12,016 | 117 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 11,994 | 116 | 0.0% | 0.0% | 40 | -5,761 | -32.45% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 10,940 | 106 | 0.0% | 0.0% | 41 | -180 | -1.62% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 10,462 | 101 | 0.0% | 0.0% | 42 | +7,608 | 266.57% | Q2 2026 | Aug 06, 2026 |
| Callan Family Office, LLC | History | No change | 10,026 | 97 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,505 | 82 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Added to | 7,399 | 71 | 0.0% | 0.0% | 45 | +6,643 | 878.7% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 7,371 | 71 | 0.0% | 0.0% | 46 | -202 | -2.67% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 6,820 | 66 | 0.0% | 0.0% | 48 | -4,031 | -37.15% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,793 | 66 | 0.0% | 0.0% | 47 | +17 | 0.25% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,400 | 62 | 0.0% | 0.0% | 49 | +15 | 0.23% | Q2 2026 | Jul 17, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 6,244 | 60 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 5,364 | 51 | 0.0% | 0.0% | 51 | +1,129 | 26.66% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,147 | 30 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,015 | 29 | 0.0% | 0.0% | 53 | -697 | -18.78% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,518 | 24 | 0.0% | 0.0% | 54 | -1,300 | -34.05% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,341 | 23 | 0.0% | — | 55 | +2,341 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 2,013 | 19 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,578 | 15 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,390 | 13 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 757 | 7 | 0.0% | — | 59 | +757 | New | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 698 | 6 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 220 | 2 | 0.0% | 0.0% | 62 | -660 | -75.0% | Q2 2026 | Aug 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 304 | 2 | 0.0% | 0.0% | 63 | -234 | -43.49% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 240 | 2 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | No change | 270 | 2 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Quarry LP | History | New | 150 | 1 | 0.0% | — | 68 | +150 | New | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 109 | 1 | 0.0% | — | 65 | +71 | 186.84% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 178 | 1 | 0.0% | 0.0% | 66 | +34 | 23.61% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 107 | 1 | 0.0% | — | 67 | +20 | 22.99% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -133,415 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,874 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,599 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Black Maple Capital Management LP | History | Closed out | 0 | 0 | — | 0.06% | — | -11,311 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,541 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CoreFirst Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -353 | -100.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 55 | 0 | — | — | — | +13 | 30.95% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Added to | 49 | 0 | — | — | — | +13 | 36.11% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | Added to | 18 | 0 | — | — | — | +13 | 260.0% | Q2 2026 | Jul 16, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 35 | 0 | — | — | — | +12 | 52.17% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Added to | 82 | 0 | — | — | — | +12 | 17.14% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |