Who Owns SECURITY NATL FINL CORP (SNFCA)? -- Institutional Holders (2026-06-30)
83 institutions reported holding $91.0M of SECURITY NATL FINL CORP (SNFCA) in SEC 13F filings for 2026-06-30. Largest institutional holders: M3F, Inc. ($20.4M), BlackRock, Inc. ($9.8M), VANGUARD GROUP INC ($9.4M), DIMENSIONAL FUND ADVISORS LP ($8.2M), AMERIPRISE FINANCIAL INC ($8.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | M3F, Inc. | $20.4M | 2.1M | Trimmed |
| 2 | BlackRock, Inc. | $9.8M | 1.0M | Added |
| 3 | VANGUARD GROUP INC | $9.4M | 972,311 | Trimmed |
| 4 | DIMENSIONAL FUND ADVISORS LP | $8.2M | 845,357 | Added |
| 5 | AMERIPRISE FINANCIAL INC | $8.0M | 823,770 | Added |
| 6 | LHM, INC. | $5.5M | 601,188 | Trimmed |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $4.0M | 410,426 | Added |
| 8 | Veradace Capital Management LLC | $3.4M | 353,055 | Hold |
| 9 | RBF Capital, LLC | $2.9M | 303,534 | Hold |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.7M | 276,371 | Trimmed |
| 11 | STATE STREET CORP | $1.9M | 194,578 | Added |
| 12 | RENAISSANCE TECHNOLOGIES LLC | $1.9M | 193,740 | Trimmed |
| 13 | Gem Investment Advisors, LLC | $1.5M | 158,171 | Hold |
| 14 | NORTHERN TRUST CORP | $1.4M | 144,319 | Added |
| 15 | Empowered Funds, LLC | $946,558 | 97,684 | Added |
| 16 | GOLDMAN SACHS GROUP INC | $904,726 | 93,367 | Trimmed |
| 17 | EP Wealth Advisors, LLC | $619,113 | 63,892 | Added |
| 18 | Verdad Advisers, LP | $581,400 | 60,000 | Hold |
| 19 | AQR CAPITAL MANAGEMENT LLC | $520,228 | 53,687 | Added |
| 20 | Physician Wealth Advisors, Inc. | $507,519 | 52,376 | Hold |
| 21 | CITADEL ADVISORS LLC | $466,796 | 48,173 | Trimmed |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $452,688 | 46,717 | Added |
| 23 | Sixth Street Partners Management Company, L.P. | $452,688 | 46,717 | New |
| 24 | EVERGREEN CAPITAL MANAGEMENT LLC | $380,730 | 39,291 | Hold |
| 25 | BARCLAYS PLC | $377,173 | 38,924 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30