Security National Financial Ownership | Who Owns Security National Financial?
Security National Financial Ownership Summary
Security National Financial is owned by 29.66% institutional investors, 27.01% insiders, and 43.33% retail investors. Soltis investment advisors is the largest institutional shareholder, holding 10.57% of SNFCA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.95% of its assets in Security National Financial shares.
SNFCA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Security National Financial | 29.66% | 27.01% | 43.33% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Mortgage Stocks | 43.54% | 15.90% | 40.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Soltis investment advisors | 2.61M | 10.57% | $23.54M |
| M3f | 2.23M | 9.02% | $19.37M |
| Blackrock funding, inc. /de | 919.25K | 3.72% | $8.28M |
| Vanguard group | 841.84K | 3.41% | $7.58M |
| Dimensional fund advisors lp | 767.95K | 3.11% | $6.92M |
| Lhm | 718.03K | 2.91% | $6.47M |
| Ameriprise financial | 569.29K | 2.30% | $4.94B |
| Geode capital management | 373.74K | 1.51% | $3.37M |
| Bridgeway capital management | 362.41K | 1.46% | $3.14M |
| 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 | 718.03K | 2.41% | $6.47M |
| Soltis investment advisors | 2.61M | 1.53% | $23.54M |
| Rbf capital | 309.67K | 0.12% | $2.68M |
| Bridgeway capital management | 362.41K | 0.07% | $3.14M |
| Physician wealth advisors | 52.38K | 0.07% | $471.90K |
| Lunt capital management | 17.97K | 0.06% | $161.93K |
| Black maple capital management lp | 12.84K | 0.05% | $111.30K |
| Evergreen capital management | 39.29K | 0.01% | $354.01K |
| Empowered funds | 82.47K | 0.01% | $743.05K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 237.69K | 0.00% | 215.31K |
| Millennium management | 265.49K | 0.00% | 143.58K |
| M3f | 2.23M | 5.49% | 111.22K |
| Ameriprise financial | 569.29K | 0.00% | 101.48K |
| Blackrock funding, inc. /de | 919.25K | 0.00% | 85.45K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Janney montgomery scott | - | - | -70.49K |
| Renaissance | 211.64K | 0.00% | -41.65K |
| 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 |
| Black maple capital management lp | 12.84K | 0.05% | 12.84K | $111.30K |
| Tucker asset management | 1.25K | 0.00% | 1.25K | $11.23K |
| Corefirst bank & trust | 353.00 | 0.00% | 353.00 | $3.18K |
| Gamma investing | 82.00 | - | 82.00 | $739.00 |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| Advisor group | -152.00 |
| Srs capital advisors | -183.00 |
| Point72 (difc) | -373.00 |
| Covestor | -521.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 48 | -29.41% | 7,328,458 | -35.45% | 29 | 1.41% | 21 | -59.62% | 17 | 13.33% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 483.08K | 1.95% | 4.13K |
| Columbia Small Cap Value Discv A | 468.19K | 1.89% | 468.19K |
| Columbia Small Cap Value Discovery Fund | 463.39K | 1.87% | 59.95K |
| Vanguard US Total Market Shares ETF | 450.17K | 1.82% | - |
| iShares Russell 2000 ETF | 327.27K | 1.32% | 327.27K |
| Columbia Small Cap Value I A | 345.95K | 1.27% | 9.49K |
| Columbia Small Cap Value I | 320.43K | 1.24% | 1.09K |
| DFA US Small Cap Value I | 173.62K | 0.70% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 171.18K | 0.69% | 11.54K |
| Fidelity Small Cap Index | 151.15K | 0.61% | -180.00 |
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 |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
SNFCA Ownership FAQ
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