Security National Financial Ownership | Who Owns Security National Financial?
Security National Financial Ownership Summary
Security National Financial is owned by 44.10% institutional investors, 26.97% insiders, and 28.93% retail investors. Soltis investment advisors is the largest institutional shareholder, holding 10.65% of SNFCA shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.82% of its assets in Security National Financial shares.
SNFCA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Security National Financial | 44.10% | 26.97% | 28.93% |
| Sector | Financial Services Stocks | 36.96% | 15.48% | 47.56% |
| Industry | Mortgage Stocks | 33.74% | 16.28% | 49.98% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Soltis investment advisors | 2.64M | 10.65% | $22.87M |
| M3f | 2.23M | 9.02% | $19.37M |
| Blackrock funding, inc. /de | 833.81K | 3.37% | $7.23M |
| Vanguard group | 812.69K | 3.28% | $7.05M |
| Dimensional fund advisors lp | 765.83K | 3.09% | $6.64M |
| Lhm | 729.75K | 2.95% | $6.33M |
| Ameriprise financial | 569.29K | 2.30% | $4.94B |
| Bridgeway capital management | 362.41K | 1.46% | $3.14M |
| Geode capital management | 358.95K | 1.45% | $3.11M |
| Rbf capital | 309.67K | 1.25% | $2.68M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| M3f | 2.23M | 5.49% | $19.37M |
| Lhm | 729.75K | 2.09% | $6.33M |
| Soltis investment advisors | 2.64M | 1.58% | $22.87M |
| Rbf capital | 309.67K | 0.12% | $2.68M |
| Physician wealth advisors | 56.16K | 0.07% | $486.88K |
| Bridgeway capital management | 362.41K | 0.07% | $3.14M |
| Lunt capital management | 17.97K | 0.06% | $155.82K |
| Black maple capital management lp | 12.84K | 0.05% | $111.30K |
| Evergreen capital management | 39.29K | 0.01% | $340.65K |
| Empowered funds | 73.82K | 0.01% | $640.01K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 237.69K | 0.00% | 215.31K |
| Millennium management | 265.49K | 0.00% | 143.58K |
| Goldman sachs group | 173.34K | 0.00% | 131.11K |
| Blackrock funding, inc. /de | 833.81K | 0.00% | 128.88K |
| M3f | 2.23M | 5.49% | 111.22K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Janney montgomery scott | - | - | -70.49K |
| Acadian asset management | 8.51K | 0.00% | -49.57K |
| Townsquare capital | - | - | -41.29K |
| Arrowstreet capital, limited partnership | 27.55K | 0.00% | -30.48K |
| 683 capital management | - | - | -29.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Squarepoint ops | 46.99K | 0.00% | 46.99K | $407.40K |
| Deutsche bank ag\ | 25.52K | 0.00% | 25.52K | $221.27K |
| Black maple capital management lp | 12.84K | 0.05% | 12.84K | $111.30K |
| Ubs asset management americas | 3.68K | - | 3.68K | $31.91K |
| Covestor | 521.00 | 0.00% | 521.00 | $5.00K |
Sold Out
| Holder | Change |
|---|---|
| Advisor group | -152.00 |
| Point72 (difc) | -373.00 |
| Federated hermes | -680.00 |
| Van hulzen asset management | -1.41K |
| Metlife investment management | -9.23K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 60 | - | 10,923,176 | 2.04% | 44 | 2.13% | 44 | 15.79% | 15 | 25.00% |
| Jun 30, 2025 | 64 | 6.67% | 10,823,173 | 7.51% | 46 | 2.51% | 41 | 86.36% | 13 | -45.83% |
| Mar 31, 2025 | 1 | -98.28% | 59,860 | -99.40% | - | 0.02% | - | -100.00% | 1 | -93.33% |
| Dec 31, 2024 | 58 | 13.73% | 10,016,391 | 0.42% | 41 | 2.46% | 35 | -12.50% | 15 | 66.67% |
| Sep 30, 2024 | 51 | -7.27% | 9,974,551 | 4.13% | 42 | 2.31% | 40 | 48.15% | 9 | -62.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 450.17K | 1.82% | - |
| Vanguard Total Stock Mkt Idx Inv | 479.01K | 1.76% | -10.57K |
| Columbia Small Cap Value I A | 345.95K | 1.27% | 9.49K |
| Columbia Small Cap Value Discv A | 345.95K | 1.27% | 9.49K |
| Columbia Small Cap Value I | 320.43K | 1.24% | 1.09K |
| Columbia Small Cap Value Discovery Fund | 320.43K | 1.17% | 1.09K |
| iShares Russell 2000 ETF | 220.08K | 0.81% | - |
| DFA US Small Cap Value I | 173.62K | 0.64% | - |
| Bridgeway Ultra-Small Company | 146.19K | 0.54% | - |
| Fidelity Small Cap Index | 143.41K | 0.53% | 143.41K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 02, 2025 | FULLER GILBERT A | - | Sell | $5.62K |
| Oct 31, 2024 | Overbaugh Jason G. | VP & Nat Mark Dir of Life Ins | Sell | $24.45K |
| Oct 02, 2024 | FULLER GILBERT A | - | Sell | $4.22K |
| Jul 02, 2024 | FULLER GILBERT A | - | Sell | $3.66K |
| Apr 02, 2024 | FULLER GILBERT A | - | Sell | $3.39K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 1 |
SNFCA Ownership FAQ
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