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 | 2,198,648 | 20,843 | 5.17% | 5.53% | 1 | -35,000 | -1.57% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Added to | 936,413 | 8,877 | 0.0% | 0.0% | 2 | +17,158 | 1.87% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 841,836 | 7,584 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 793,553 | 7,522 | 0.0% | 0.0% | 4 | +25,607 | 3.33% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 752,095 | 7,129 | 0.0% | — | 5 | +752,095 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 730,502 | 6,925 | 0.0% | 0.0% | 6 | +84,183 | 13.02% | Q1 2026 | May 15, 2026 |
| LHM, INC. | History | Reduced | 717,508 | 6,801 | 2.68% | 2.41% | 7 | -525 | -0.07% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 384,301 | 3,645 | 0.0% | 0.0% | 8 | +10,559 | 2.83% | Q1 2026 | May 15, 2026 |
| Veradace Capital Management LLC | History | No change | 353,055 | 3,346 | 2.98% | 1.94% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RBF Capital, LLC | History | No change | 303,534 | 2,877 | 0.14% | 0.12% | 10 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 278,746 | 2,642 | 0.05% | 0.06% | 11 | -41,913 | -13.07% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 203,240 | 1,926 | 0.0% | 0.0% | 12 | -8,400 | -3.97% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 172,462 | 1,634 | 0.0% | 0.0% | 13 | +15,679 | 10.0% | Q1 2026 | May 15, 2026 |
| Gem Investment Advisors, LLC | History | No change | 158,171 | 1,499 | 1.47% | 1.35% | 14 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 144,142 | 1,366 | 0.0% | 0.0% | 15 | +5,988 | 4.33% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 133,415 | 1,264 | 0.0% | 0.0% | 16 | -28,385 | -17.54% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 124,688 | 1,182 | 0.0% | — | 17 | +124,688 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 114,991 | 1,090 | 0.0% | 0.0% | 18 | -37,813 | -24.75% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 94,353 | 894 | 0.0% | — | 19 | +94,353 | New | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | New | 90,859 | 861 | 0.01% | — | 20 | +90,859 | New | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 63,877 | 605 | 0.0% | 0.0% | 21 | +8 | 0.01% | Q1 2026 | May 14, 2026 |
| Verdad Advisers, LP | History | Reduced | 60,000 | 568 | 0.64% | 0.83% | 22 | -20,800 | -25.74% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 52,376 | 496 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 50,275 | 476 | 0.0% | 0.0% | 24 | +15,667 | 45.27% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 44,454 | 421 | 0.0% | 0.0% | 25 | -1,976 | -4.26% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 40,353 | 382 | 0.0% | 0.0% | 26 | -21,594 | -34.86% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 39,291 | 372 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 37,257 | 353 | 0.0% | 0.0% | 28 | +1,531 | 4.29% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 29,693 | 281 | 0.0% | 0.0% | 29 | -9,226 | -23.71% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 25,580 | 242 | 0.0% | 0.0% | 30 | -8,261 | -24.41% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | No change | 22,262 | 211 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 22,040 | 208 | 0.0% | — | 32 | +22,040 | New | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 20,889 | 198 | 0.0% | 0.0% | 33 | -2,286 | -9.86% | Q1 2026 | Apr 20, 2026 |
| HSBC HOLDINGS PLC | History | No change | 20,874 | 197 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 20,736 | 196 | 0.0% | 0.0% | 35 | -12,468 | -37.55% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 20,493 | 194 | 0.0% | 0.0% | 36 | +2,238 | 12.26% | Q1 2026 | May 15, 2026 |
| Lunt Capital Management, Inc. | History | No change | 17,972 | 170 | 0.07% | 0.06% | 37 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 17,755 | 168 | 0.0% | 0.0% | 38 | +4,574 | 34.7% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Added to | 17,163 | 162 | 0.0% | 0.0% | 39 | +190 | 1.12% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 12,599 | 119 | 0.0% | 0.0% | 40 | -13,783 | -52.24% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 12,016 | 114 | 0.0% | — | 41 | +12,016 | New | Q1 2026 | May 15, 2026 |
| Black Maple Capital Management LP | History | Reduced | 11,311 | 107 | 0.06% | 0.15% | 42 | -12,767 | -53.02% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 11,120 | 105 | 0.0% | 0.0% | 43 | -150 | -1.33% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 10,851 | 102 | 0.0% | 0.0% | 44 | +1,013 | 10.3% | Q1 2026 | May 05, 2026 |
| Callan Family Office, LLC | History | New | 10,026 | 95 | 0.0% | — | 45 | +10,026 | New | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,505 | 80 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,573 | 71 | 0.0% | 0.0% | 47 | +170 | 2.3% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,776 | 64 | 0.0% | 0.0% | 48 | -9,756 | -59.01% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,385 | 60 | 0.0% | 0.0% | 49 | +3 | 0.05% | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,263 | 59 | 0.0% | 0.0% | 50 | -12,194 | -66.07% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 6,244 | 59 | 0.0% | — | 51 | +6,244 | New | Q1 2026 | May 08, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 4,541 | 43 | 0.0% | 0.0% | 52 | -4,871 | -51.75% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 4,235 | 40 | 0.0% | 0.0% | 53 | +2,408 | 131.8% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,818 | 36 | 0.0% | 0.0% | 54 | +2,614 | 217.11% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,712 | 35 | 0.0% | 0.0% | 55 | -161 | -4.16% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,147 | 29 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,854 | 27 | 0.0% | 0.0% | 57 | +668 | 30.56% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 2,013 | 19 | 0.0% | 0.0% | 58 | +1,591 | 377.01% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,578 | 14 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 1,390 | 13 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,246 | 11 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 880 | 8 | 0.0% | 0.0% | 62 | -120 | -12.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 756 | 7 | 0.0% | 0.0% | 63 | +386 | 104.32% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 698 | 6 | 0.0% | — | 64 | +698 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 538 | 5 | 0.0% | 0.0% | 65 | -399 | -42.58% | Q1 2026 | Apr 22, 2026 |
| CoreFirst Bank & Trust | History | No change | 353 | 3 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Jun 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 240 | 2 | 0.0% | — | 68 | +240 | New | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 270 | 2 | 0.0% | — | 67 | +188 | 229.27% | Q1 2026 | Apr 06, 2026 |
| IFP Advisors, Inc | History | Added to | 144 | 1 | 0.0% | 0.0% | 69 | +5 | 3.6% | Q1 2026 | Apr 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,764 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,233 | -100.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -662 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -511 | -100.0% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | Added to | 70 | 0 | — | — | — | +66 | 1650.0% | Q1 2026 | May 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 87 | 0 | — | — | — | +46 | 112.2% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | New | 36 | 0 | — | — | — | +36 | New | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 38 | 0 | — | — | — | +34 | 850.0% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 42 | 0 | — | — | — | +7 | 20.0% | Q1 2026 | May 07, 2026 |
| True Wealth Design, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 87 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |