Security National Financial Ownership | Who Owns Security National Financial?

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Security National Financial Ownership Summary

Security National Financial is owned by 46.01% institutional investors, 26.96% insiders, and 27.02% 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	46.01%	26.96%	27.02%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Mortgage Stocks	58.41%	15.83%	25.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Soltis investment advisors	2.62M	10.75%	$31.56M
M3f	2.12M	9.02%	$20.91M
Lhm	738.12K	3.14%	$7.27M
Blackrock funding, inc. /de	704.93K	3.00%	$6.94M
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	1.25%	$2.91M
Renaissance	285.61K	1.17%	$3.44M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	2.12M	5.90%	$20.91M
Soltis investment advisors	2.62M	2.92%	$31.56M
Lhm	738.12K	2.41%	$7.27M
Rbf capital	294.93K	0.14%	$2.91M
Bridgeway capital management	335.85K	0.09%	$4.04M
Physician wealth advisors	53.48K	0.08%	$526.81K
Lunt capital management	15.86K	0.07%	$190.82K
Ritholtz wealth management	40.73K	0.01%	$490.03K
Evergreen capital management	37.42K	0.01%	$368.59K
O'shaughnessy asset management	93.68K	0.01%	$1.13M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	704.93K	0.00%	525.72K
Susquehanna group, llp	237.69K	0.00%	215.31K
Millennium management	265.49K	0.00%	143.58K
Raymond james financial	151.69K	0.00%	141.61K
M3f	2.12M	5.90%	105.66K

Top Sellers

Holder	Shares	% Assets	Change
Soltis investment advisors	2.62M	2.92%	-197.12K
Vanguard group	634.97K	0.00%	-72.60K
Lhm	738.12K	2.41%	-43.05K
Townsquare capital	-	-	-41.29K
Renaissance	285.61K	0.01%	-35.10K

New Positions

Holder	Shares	% Assets	Change	Value
Evergreen capital management	37.42K	0.01%	37.42K	$368.59K
Sterling capital management	398.00	0.00%	398.00	$3.92K
Ifp advisors	126.00	-	126.00	$1.52K

Sold Out

Holder	Change
Rhumbline advisers	-1.00
Tower research capital llc (trc)	-196.00
Point72 (difc)	-373.00
Federated hermes	-680.00
Van hulzen asset management	-1.41K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	55	-	9,579,201	-2.42%	43	2.21%	27	3.85%	24	33.33%

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 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
iShares Russell 2000 Value ETF	133.30K	0.54%	99.00
Bridgeway Ultra-Small Company	146.19K	0.54%	-
Fidelity Small Cap Index	143.41K	0.53%	143.41K
Vanguard Institutional Extnd Mkt Idx Tr	118.58K	0.43%	-54.03K

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

Who Owns Security National Financial?

Security National Financial shareholders are primarily institutional investors at 46.01%, followed by 26.96% insiders and 27.03% retail investors. The average institutional ownership in Security National Financial's industry, Mortgage Stocks, is 58.41%, which Security National Financial falls below.

Who owns the most shares of Security National Financial?

Security National Financial’s largest shareholders are Soltis investment advisors (2.62M shares, 10.75%), M3f (2.12M shares, 9.02%), and Lhm (738.12K shares, 3.14%). Together, they hold 22.91% of Security National Financial’s total shares outstanding.

Does Blackrock own Security National Financial?

BlackRock is not among the top 10 institutional shareholders of Security National Financial.

Who is Security National Financial’s biggest shareholder by percentage of total assets invested?

M3f is Security National Financial’s biggest shareholder by percentage of total assets invested, with 5.90% of its assets in 2.12M Security National Financial shares, valued at 20.91M$.

Who is the top mutual fund holder of Security National Financial shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Security National Financial shares, with 1.82% of its total shares outstanding invested in 450.17K Security National Financial shares.

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