Security National Financial Ownership | Who Owns Security National Financial?
Security National Financial Ownership Summary
Security National Financial is owned by 0.26% institutional investors, 28.34% insiders, and 71.41% retail investors. Soltis investment advisors is the largest institutional shareholder, holding 10.75% 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 | 0.26% | 28.34% | 71.41% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Mortgage Stocks | 41.52% | 15.83% | 42.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Soltis investment advisors | 2.62M | 10.75% | $31.56M |
| M3f | 2.01M | 8.25% | $24.23M |
| Lhm | 863.66K | 3.54% | $10.39M |
| Dimensional fund advisors lp | 673.38K | 2.76% | $8.10M |
| Vanguard group | 634.97K | 2.60% | $7.64M |
| Ameriprise financial | 447.90K | 1.84% | $5.39M |
| Bridgeway capital management | 335.85K | 1.38% | $4.04M |
| Rbf capital | 294.93K | 1.21% | $3.55M |
| Renaissance | 285.61K | 1.17% | $3.44M |
| Millennium management | 265.49K | 1.13% | $3.21M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| M3f | 2.01M | 7.00% | $24.23M |
| Lhm | 863.66K | 3.31% | $10.39M |
| Soltis investment advisors | 2.62M | 2.92% | $31.56M |
| Rbf capital | 294.93K | 0.18% | $3.55M |
| Bridgeway capital management | 335.85K | 0.09% | $4.04M |
| Lunt capital management | 15.86K | 0.07% | $190.82K |
| Physician wealth advisors | 30.75K | 0.06% | $369.96K |
| Point72 asia (singapore) pte. | 15.21K | 0.05% | $183.01K |
| Ritholtz wealth management | 40.73K | 0.01% | $490.03K |
| O'shaughnessy asset management | 93.68K | 0.01% | $1.13M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 237.69K | 0.00% | 215.31K |
| Millennium management | 265.49K | 0.00% | 143.58K |
| Dimensional fund advisors lp | 673.38K | 0.00% | 38.52K |
| Goldman sachs group | 68.78K | 0.00% | 31.42K |
| Qube research | 71.25K | 0.00% | 29.06K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Soltis investment advisors | 2.62M | 2.92% | -197.12K |
| Vanguard group | 634.97K | 0.00% | -72.60K |
| Townsquare capital | - | - | -41.29K |
| M3f | 2.01M | 7.00% | -36.14K |
| Renaissance | 285.61K | 0.01% | -35.10K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Schonfeld strategic advisors | 28.45K | 0.00% | 28.45K | $342.29K |
| Acadian asset management | 14.41K | 0.00% | 14.41K | $173.00K |
| Farther finance advisors | 6.08K | 0.00% | 6.08K | $73.12K |
| Smithfield trust | 637.00 | 0.00% | 637.00 | $8.00K |
| Ifp advisors | 126.00 | - | 126.00 | $1.52K |
Sold Out
| Holder | Change |
|---|---|
| Rhumbline advisers | -1.00 |
| Federated hermes | -680.00 |
| Van hulzen asset management | -1.41K |
| Jefferies financial group | -12.88K |
| Trexquant investment lp | -14.35K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 55 | - | 9,579,201 | -2.42% | 43 | 2.21% | 27 | 3.85% | 24 | 33.33% |
| Mar 31, 2024 | 55 | - | 9,816,300 | 3.36% | 44 | 2.39% | 26 | -25.71% | 18 | 50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 450.17K | 1.82% | - |
| Vanguard Total Stock Mkt Idx Inv | 466.27K | 1.80% | - |
| Columbia Small Cap Value I A | 320.43K | 1.24% | - |
| Columbia Small Cap Value I | 320.43K | 1.24% | 1.09K |
| iShares Russell 2000 ETF | 215.36K | 0.87% | -4.09K |
| DFA US Small Cap Value I | 165.35K | 0.64% | 2.53K |
| Vanguard Institutional Extnd Mkt Idx Tr | 164.39K | 0.64% | - |
| Bridgeway Ultra-Small Company | 146.19K | 0.59% | - |
| iShares Russell 2000 Value ETF | 133.30K | 0.54% | 99.00 |
| Columbia VP Small Cap Value 1 | 86.18K | 0.33% | - |
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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