SECURITY NATL FINL CORP-CL A SNFCA
$9.72
-0.7% 52w: $7.76 – $9.93
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data7.768.849.93
Jun 20, 2025 Jul 2, 2026
Institutional holders
80
+8 QoQ
13F value
$89.6M
+3.4% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SNFCA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| M3F, Inc. ★3 | Fundamental concentrated | 2.2M | $20.8M | 5.2% | -1.6% |
| BlackRock, Inc. | Index provider | 936.4K | $8.9M | 0.0% | +1.9% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 793.6K | $7.5M | 0.0% | +3.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 752.1K | $7.1M | 0.0% | — |
| AMERIPRISE FINANCIAL INC | Bank broker | 730.5K | $6.9M | 0.0% | +13.0% |
| LHM, INC. | Wealth advisor | 717.5K | $6.8M | 2.7% | -0.1% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 384.3K | $3.6M | 0.0% | +2.8% |
| Veradace Capital Management LLC ★2 | Fundamental concentrated | 353.1K | $3.3M | 3.0% | Held |
| RBF Capital, LLC | Other | 303.5K | $2.9M | 0.1% | -50.0% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 278.7K | $2.6M | 0.1% | -13.1% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 203.2K | $1.9M | 0.0% | -4.0% |
| STATE STREET CORP | Index provider | 172.5K | $1.6M | 0.0% | +10.0% |
| Gem Investment Advisors, LLC ★3 | Fundamental concentrated | 158.2K | $1.5M | 1.5% | Held |
| NORTHERN TRUST CORP | Index provider | 144.1K | $1.4M | 0.0% | +4.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 133.4K | $1.3M | 0.0% | -17.5% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 124.7K | $1.2M | 0.0% | — |
| GOLDMAN SACHS GROUP INC | Bank broker | 115.0K | $1.1M | 0.0% | -24.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 94.4K | $894K | 0.0% | — |
| Empowered Funds, LLC | Diversified mechanical | 90.9K | $861K | 0.0% | New |
| EP Wealth Advisors, LLC | Wealth advisor | 63.9K | $606K | 0.0% | 0.0% |
| Verdad Advisers, LP | Quant stat arb | 60.0K | $569K | 0.6% | -25.7% |
| Physician Wealth Advisors, Inc. | Wealth advisor | 52.4K | $497K | 0.1% | Held |
| CITADEL ADVISORS LLC | Multistrat pod | 50.3K | $477K | 0.0% | +45.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 44.5K | $421K | 0.0% | -4.3% |
| BARCLAYS PLC | Bank broker | 40.4K | $383K | 0.0% | -34.9% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 39.3K | $372K | 0.0% | Held |
| Bank of New York Mellon Corp | Diversified mechanical | 37.3K | $353K | 0.0% | +4.3% |
| MORGAN STANLEY | Bank broker | 29.7K | $281K | 0.0% | -23.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 25.6K | $242K | 0.0% | -24.4% |
| Nuveen, LLC | Diversified mechanical | 22.3K | $211K | 0.0% | Held |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 22.0K | $209K | 0.0% | New |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 20.9K | $198K | 0.0% | -9.9% |
| HSBC HOLDINGS PLC | Bank broker | 20.9K | $197K | 0.0% | -50.0% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 20.7K | $197K | 0.0% | -37.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 20.5K | $194K | 0.0% | +12.3% |
| Lunt Capital Management, Inc. | Wealth advisor | 18.0K | $170K | 0.1% | Held |
| DEUTSCHE BANK AG\ | Bank broker | 17.8K | $168K | 0.0% | +34.7% |
| Invesco Ltd. | Index provider | 17.2K | $163K | 0.0% | +1.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 12.6K | $119K | 0.0% | -52.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 12.0K | $114K | 0.0% | New |
| Black Maple Capital Management LP | Other | 11.3K | $107K | 0.1% | -53.0% |
| RHUMBLINE ADVISERS | Diversified mechanical | 11.1K | $105K | 0.0% | -1.3% |
| UBS Group AG | Bank broker | 10.9K | $103K | 0.0% | +10.3% |
| Callan Family Office, LLC | Other | 10.0K | $95K | 0.0% | New |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 8.5K | $81K | 0.0% | Held |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 7.6K | $72K | 0.0% | +2.3% |
| JPMORGAN CHASE & CO | Bank broker | 6.8K | $64K | 0.0% | -59.0% |
| Farther Finance Advisors, LLC | Wealth advisor | 6.4K | $60K | 0.0% | 0.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.3K | $59K | 0.0% | -66.1% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 6.2K | $59K | 0.0% | — |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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