SNFCA Security National Financial Co
Security National Financial Co (SNFCA) Institutional Ownership
What the institutions did with SNFCA last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| M3F, Inc. | 2.1M | 22.5% |
| BlackRock, Inc. | 1.0M | 10.8% |
| DIMENSIONAL FUND ADVISORS LP | 845.4K | 9.0% |
| AMERIPRISE FINANCIAL INC | 823.8K | 8.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 746.1K | 8.0% |
| LHM, INC. | 601.2K | 6.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 410.4K | 4.4% |
| Veradace Capital Management LLC | 353.1K | 3.8% |
| RBF Capital, LLC | 303.5K | 3.2% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 276.4K | 2.9% |
| STATE STREET CORP | 194.6K | 2.1% |
| RENAISSANCE TECHNOLOGIES LLC | 193.7K | 2.1% |
| Gem Investment Advisors, LLC | 158.2K | 1.7% |
| NORTHERN TRUST CORP | 144.3K | 1.5% |
| VANGUARD FIDUCIARY TRUST CO | 112.9K | 1.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 107.1K | 1.1% |
| Empowered Funds, LLC | 97.7K | 1.0% |
| GOLDMAN SACHS GROUP INC | 93.4K | 1.0% |
| EP Wealth Advisors, LLC | 63.9K | 0.7% |
| Verdad Advisers, LP | 60.0K | 0.6% |
| AQR CAPITAL MANAGEMENT LLC | 53.7K | 0.6% |
| Physician Wealth Advisors, Inc. | 52.4K | 0.6% |
| CITADEL ADVISORS LLC | 48.2K | 0.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 46.7K | 0.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 39.3K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Sold Out | 133.4K | 0 | -133.4K |
| LHM, INC. | Reduced | 717.5K | 601.2K | -116.3K |
| AMERIPRISE FINANCIAL INC | Increased | 730.5K | 823.8K | +93.3K |
| M3F, Inc. | Reduced | 2.2M | 2.1M | -90.0K |
| BlackRock, Inc. | Increased | 936.4K | 1.0M | +77.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 793.6K | 845.4K | +51.8K |
| PANAGORA ASSET MANAGEMENT INC | New | 0 | 33.3K | +33.3K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 22.0K | 53.7K | +31.6K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 384.3K | 410.4K | +26.1K |
| STATE STREET CORP | Increased | 172.5K | 194.6K | +22.1K |
| GOLDMAN SACHS GROUP INC | Reduced | 115.0K | 93.4K | -21.6K |
| HSBC HOLDINGS PLC | Sold Out | 20.9K | 0 | -20.9K |
| Squarepoint Ops LLC | New | 0 | 15.3K | +15.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 94.4K | 107.1K | +12.7K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold Out | 12.6K | 0 | -12.6K |
| VANGUARD FIDUCIARY TRUST CO | Reduced | 124.7K | 112.9K | -11.8K |
| Black Maple Capital Management LP | Sold Out | 11.3K | 0 | -11.3K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 203.2K | 193.7K | -9.5K |
| Russell Investments Group, Ltd. | Increased | 2.9K | 10.5K | +7.6K |
| WELLS FARGO & COMPANY/MN | Increased | 6.3K | 13.5K | +7.3K |
| Empowered Funds, LLC | Increased | 90.9K | 97.7K | +6.8K |
| CITIGROUP INC | Increased | 756 | 7.4K | +6.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Reduced | 25.6K | 19.1K | -6.5K |
| RITHOLTZ WEALTH MANAGEMENT | Reduced | 20.9K | 14.7K | -6.2K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 752.1K | 746.1K | -6.0K |
| DEUTSCHE BANK AG\ | Reduced | 17.8K | 12.0K | -5.8K |
| MetLife Investment Management, LLC | Sold Out | 4.5K | 0 | -4.5K |
| UBS Group AG | Reduced | 10.9K | 6.8K | -4.0K |
| BANK OF AMERICA CORP /DE/ | Reduced | 20.5K | 16.5K | -4.0K |
| Nuveen, LLC | Increased | 22.3K | 25.9K | +3.6K |
| Invesco Ltd. | Reduced | 17.2K | 13.9K | -3.3K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | 278.7K | 276.4K | -2.4K |
| MORGAN STANLEY | Increased | 29.7K | 32.1K | +2.4K |
| ROYAL BANK OF CANADA | New | 0 | 2.3K | +2.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 44.5K | 46.7K | +2.3K |
| CITADEL ADVISORS LLC | Reduced | 50.3K | 48.2K | -2.1K |
| Lunt Capital Management, Inc. | Increased | 18.0K | 19.8K | +1.9K |
| BARCLAYS PLC | Reduced | 40.4K | 38.9K | -1.4K |
| Tower Research Capital LLC (TRC) | Reduced | 3.8K | 2.5K | -1.3K |
| FMR LLC | Increased | 4.2K | 5.4K | +1.1K |
| Bank of New York Mellon Corp | Increased | 37.3K | 38.1K | +823 |
| Arax Advisory Partners | New | 0 | 757 | +757 |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 3.7K | 3.0K | -697 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Reduced | 880 | 220 | -660 |
| CoreFirst Bank & Trust | Sold Out | 353 | 0 | -353 |
| Sterling Capital Management LLC | Reduced | 538 | 304 | -234 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Reduced | 7.6K | 7.4K | -202 |
| RHUMBLINE ADVISERS | Reduced | 11.1K | 10.9K | -180 |
| NORTHERN TRUST CORP | Increased | 144.1K | 144.3K | +177 |
| Quarry LP | New | 0 | 150 | +150 |
| MILLENNIUM MANAGEMENT LLC | Increased | 20.7K | 20.8K | +106 |
| Allworth Financial LP | Increased | 38 | 109 | +71 |
| IFP Advisors, Inc | Increased | 144 | 178 | +34 |
| EverSource Wealth Advisors, LLC | Increased | 87 | 107 | +20 |
| JPMORGAN CHASE & CO | Increased | 6.8K | 6.8K | +17 |
| EP Wealth Advisors, LLC | Increased | 63.9K | 63.9K | +15 |
| Farther Finance Advisors, LLC | Increased | 6.4K | 6.4K | +15 |
| Covestor Ltd | Increased | 36 | 49 | +13 |
| True Wealth Design, LLC | Increased | 5 | 18 | +13 |
| ROTHSCHILD INVESTMENT LLC | Increased | 42 | 55 | +13 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.