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 | Added to | 2,211,079 | 19,236 | 4.92% | 4.84% | 1 | +102,431 | 4.86% | Q3 2026 | Oct 21, 2026 |
| BlackRock, Inc. | History | No change | 1,013,364 | 9,819 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 934,031 | 8,126 | 0.0% | 0.0% | 3 | +88,674 | 10.49% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 823,770 | 7,982 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 746,134 | 7,230 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LHM, INC. | History | No change | 601,188 | 5,548 | 1.89% | 1.89% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 410,426 | 3,978 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Veradace Capital Management LLC | History | No change | 353,055 | 3,421 | 2.58% | 2.58% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 303,534 | 2,941 | 0.12% | 0.12% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 276,371 | 2,678 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 194,578 | 1,885 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 193,740 | 1,877 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gem Investment Advisors, LLC | History | No change | 158,171 | 1,532 | 0.94% | 0.94% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 144,319 | 1,398 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 112,877 | 1,093 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 107,056 | 1,037 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 97,684 | 946 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 93,367 | 904 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 63,892 | 619 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verdad Advisers, LP | History | No change | 60,000 | 581 | 0.56% | 0.56% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 53,687 | 520 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 54,995 | 478 | 0.05% | 0.06% | 22 | +2,619 | 5.0% | Q3 2026 | Oct 20, 2026 |
| CITADEL ADVISORS LLC | History | No change | 48,173 | 466 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 46,717 | 452 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 38,924 | 377 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 38,080 | 368 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 41,256 | 358 | 0.01% | 0.01% | 27 | +1,965 | 5.0% | Q3 2026 | Oct 23, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 33,293 | 322 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 32,067 | 310 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 25,901 | 250 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 20,842 | 201 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 19,129 | 185 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 19,233 | 167 | 0.06% | 0.07% | 33 | -608 | -3.06% | Q3 2026 | Oct 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 16,515 | 160 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 15,330 | 148 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 14,699 | 142 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 13,880 | 134 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 13,525 | 131 | 0.0% | 0.0% | 38 | 0 | 0.0% | 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 | No change | 11,994 | 116 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | No change | 10,940 | 106 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 10,462 | 101 | 0.0% | 0.0% | 42 | 0 | 0.0% | 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 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,371 | 71 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,793 | 66 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 6,820 | 66 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 6,244 | 60 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,708 | 58 | 0.0% | 0.0% | 49 | +308 | 4.81% | Q3 2026 | Oct 08, 2026 |
| FMR LLC | History | No change | 5,364 | 51 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,147 | 30 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,015 | 29 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,518 | 24 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,341 | 23 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,578 | 15 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,390 | 13 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 914 | 7 | 0.0% | 0.0% | 57 | -6,485 | -87.65% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 757 | 7 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fortitude Family Office, LLC | History | New | 721 | 6 | 0.0% | — | 60 | +721 | New | Q3 2026 | Oct 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 698 | 6 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 331 | 2 | 0.0% | 0.0% | 63 | +27 | 8.88% | Q3 2026 | Oct 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 240 | 2 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 220 | 2 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| GAMMA Investing LLC | History | Reduced | 141 | 1 | 0.0% | 0.0% | 68 | -129 | -47.78% | Q3 2026 | Oct 08, 2026 |
| Covestor Ltd | History | Added to | 59 | 1 | 0.0% | — | 66 | +10 | 20.41% | Q3 2026 | Oct 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 115 | 1 | 0.0% | 0.0% | 65 | +8 | 7.48% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 109 | 1 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quarry LP | History | No change | 150 | 1 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 31 | 0 | — | 0.0% | — | -147 | -82.58% | Q3 2026 | Oct 16, 2026 |
| True Wealth Design, LLC | History | Reduced | 9 | 0 | — | — | — | -9 | -50.0% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 21, 2026 |
| Essential Partners LLC | History | Reduced | 76 | 0 | — | — | — | -6 | -7.32% | Q3 2026 | Oct 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 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 |
| Transamerica Financial Advisors, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |