SNFCASECURITY NATL FINL CORP
CUSIP 814785309 · Yahoo Finance ↗ · Google Finance ↗
Security Natl Finl Corp (SNFCA) has 78 institutional holders in Filings Flow’s 13F database, together reporting 9.46M shares worth $69M as of Q1 2026. The largest reported holders are Soltis Investment Advisors LLC, Blackrock, Inc., and Vanguard Group Inc.
Institutional Holders
78
Q1 2026
Reported Value
$69M
Ticker
SNFCA
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Veradace Capital Management LLC$112M AUM | 2.98% | $3M | 353.1K | Q1 2026OLDER |
| LHM, INC.$254M AUM | 2.68% | $7M | 717.5K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 1.53% | $24M | 2.61M | Q4 2025OLDER |
| Gem Investment Advisors, LLC$102M AUM | 1.47% | $1M | 158.2K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.14% | $3M | 303.5K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.07% | $496,520 | 52.4K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.07% | $170,375 | 18.0K | Q1 2026OLDER |
| Black Maple Capital Management LP$179M AUM | 0.06% | $107,228 | 11.3K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.05% | $3M | 278.7K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $372,479 | 39.3K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $861,343 | 90.9K | Q2 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $198,024 | 20.9K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $11,226 | 1.2K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 203.2K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $605,554 | 63.9K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.00% | $95,046 | 10.0K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.00% | $3,346 | 353 | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 730.5K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $8M | 793.6K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $141,763 | 16.4K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $242,498 | 25.6K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $36,195 | 3.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $60,402 | 6.4K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $14,959 | 1.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 133.4K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $92,821 | 10.7K | Q3 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $1M | 124.7K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $29,834 | 3.1K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $4M | 384.3K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $43,049 | 4.5K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $1M | 144.1K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $7M | 752.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $9M | 936.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 115.0K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $80,627 | 8.5K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $8M | 841.8K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $101,209 | 11.2K | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $197,468 | 20.9K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $71,792 | 7.6K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $2,616 | 270 | Q2 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $5,100 | 538 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $208,939 | 22.0K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $382,546 | 40.4K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $105,453 | 11.1K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $196,577 | 20.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $476,607 | 50.3K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $353,199 | 37.3K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $119,439 | 12.6K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $421,424 | 44.5K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $211,044 | 22.3K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $2M | 172.5K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $168,317 | 17.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $19,083 | 2.0K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $894,466 | 94.4K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $59,193 | 6.2K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $27,056 | 2.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,365 | 144 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $824 | 87 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $162,705 | 17.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,586 | 183 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $350,662 | 38.9K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $398 | 42 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $218 | 23 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $35,190 | 3.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $102,868 | 10.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $194,273 | 20.5K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $48 | 5 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $114 | 12.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $105,994 | 11.8K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $59,370 | 6.3K | Q2 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $8,342 | 880 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $64,304 | 6.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $784 | 87 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6,450 | 698 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $7,167 | 756 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $13,177 | 1.4K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $40,148 | 4.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $38 | 4 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $361 | 38 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2,275 | 240 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $19 | 2 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6,000 | 662 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $48 | 5 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $9 | 1 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $379 | 40 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $9 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.