Who Owns Security National Financial Corporation (SNFCA)?Hedge Fund & Institutional Holders

$8.53-0.14 (-1.61%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.3000201256762644e+113T

% of Float Held

QoQ Change in Holders

+15 / -1

Price History

$7.76$9.02$10.29$11.55$12.82Sep 24Jun 25Mar 26

SNFCA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Veradace Capital Management LLCNew Position+353K+$3.2M
Verdad Advisers, LPNew Position+81K+$728K
Physician Wealth Advisors, Inc.New Position+52K+$471K
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+39K+$354K
RITHOLTZ WEALTH MANAGEMENTNew Position+23K+$208K
TUCKER ASSET MANAGEMENT LLCNew Position+1K+$11K
CWM, LLCNew Position+422+$4K
CoreFirst Bank & TrustNew Position+353+$3K
MAI Capital ManagementNew Position+4+$0
Bank of New York Mellon CorpNew Position+36K+$0
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+12K+$0
MetLife Investment Management, LLCNew Position+9K+$0
EP Wealth Advisors, LLCNew Position+64K+$0
Allworth Financial LPNew Position+4+$0
SBI Securities Co., Ltd.New Position+1+$0

SNFCA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Soltis Investment Advisors LLCDecreased-25K-$22.8B
LHM, INC.Decreased-12K-$6.3B
BRIDGEWAY CAPITAL MANAGEMENT, LLCDecreased-42K-$3.1B
RBF Capital, LLCDecreased-6K-$2.7B
RENAISSANCE TECHNOLOGIES LLCDecreased-42K-$2.2B
GOLDMAN SACHS GROUP INCDecreased-21K-$1.5B
RAYMOND JAMES FINANCIAL INCDecreased-5K-$1.4B
STATE STREET CORPDecreased-772-$1.4B
NORTHERN TRUST CORPDecreased-4K-$1.2B
MILLENNIUM MANAGEMENT LLCDecreased-27K-$522.9M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-26K-$521.2M
Squarepoint Ops LLCDecreased-36K-$407.4M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDecreased-1K-$238.8M
DEUTSCHE BANK AG\Decreased-12K-$221.3M
Trexquant Investment LPClosed Position-16K-$141.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Soltis Investment Advisors LLC2,612,979$23.0M1.49%Share
2M3F, Inc.2,233,648$20.1M5.53%Share
3VANGUARD GROUP INC750,528$6.8M0.00%Share
4LHM, INC.718,033$6.5M2.41%Share
5DIMENSIONAL FUND ADVISORS LP717,688$6.0M0.00%Share
6AMERIPRISE FINANCIAL INC646,319$5.0M0.00%Share
7BlackRock, Inc.530,898$4.0M0.00%Share
8Veradace Capital Management LLC353,055$3.2M1.94%Share
9BRIDGEWAY CAPITAL MANAGEMENT, LLC320,659$2.0M0.04%Share
10GEODE CAPITAL MANAGEMENT, LLC318,498$2.0M0.00%Share
11RBF Capital, LLC303,534$2.0M0.09%Share
12BlackRock, Inc.258,363$2.0M0.00%Share
13RAYMOND JAMES FINANCIAL INC158,418$1.0M0.00%Share
14RENAISSANCE TECHNOLOGIES LLC211,640$1.0M0.00%Share
15STATE STREET CORP156,783$1.0M0.00%Share
16NORTHERN TRUST CORP135,629$1.0M0.00%Share
17VANGUARD GROUP INC85,064$766K0.00%Share
18Verdad Advisers, LP80,800$728K0.83%Share
19Physician Wealth Advisors, Inc.52,376$471K0.07%Share
20EVERGREEN CAPITAL MANAGEMENT LLC39,291$354K0.01%Share
21Black Maple Capital Management LP24,078$216K0.15%Share
22RITHOLTZ WEALTH MANAGEMENT23,175$208K0.00%Share
23HSBC HOLDINGS PLC20,874$188K0.00%Share
24Lunt Capital Management, Inc.17,972$161K0.06%Share
25Invesco Ltd.8,646$77K0.00%Share
26UBS Group AG8,400$75K0.00%Share
27Farther Finance Advisors, LLC6,382$57K0.00%Share
28VANGUARD GROUP INC6,244$56K0.00%Share
29Invesco Ltd.5,860$52K0.00%Share
30Invesco Ltd.2,467$22K0.00%Share
31TUCKER ASSET MANAGEMENT LLC1,246$11K0.00%Share
32UBS Group AG839$7K0.00%Share
33UBS Group AG599$5K0.00%Share
34CWM, LLC422$4K0.00%Share
35CoreFirst Bank & Trust353$3K0.00%Share
36ROYAL BANK OF CANADA130$00.00%Share
37CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1,000$00.00%Share
38MILLENNIUM MANAGEMENT LLC33,204$00.00%Share
39CITADEL ADVISORS LLC4,507$00.00%Share
40CITADEL ADVISORS LLC30,101$00.00%Share
41SUSQUEHANNA INTERNATIONAL GROUP, LLP11,764$00.00%Share
42Tower Research Capital LLC (TRC)1,204$00.00%Share
43FMR LLC1,827$00.00%Share
44BANK OF AMERICA CORP /DE/17,341$00.00%Share
45BANK OF AMERICA CORP /DE/163$00.00%Share
46BANK OF AMERICA CORP /DE/750$00.00%Share
47BANK OF AMERICA CORP /DE/1$00.00%Share
48NORTHERN TRUST CORP2,387$00.00%Share
49NORTHERN TRUST CORP138$00.00%Share
50MAI Capital Management4$00.00%Share

SNFCA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202572$90.0M+14
Q3 202558$77.5B+6
Q2 202552$74.7B-9
Q1 202561$94.9B+4
Q4 202457$32.7T+10
Q3 202447$54.4T-1
Q2 202448$23.3T+1
Q1 202447$19.6T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold SNFCA (Security National Financial Corporation). The largest holder is Soltis Investment Advisors LLC with $23.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own SNFCA?

As of Q4 2025, 50 institutional investors report holding SNFCA (Security National Financial Corporation) in their 13F filings.

Who is the largest institutional holder of SNFCA?

The largest institutional holder of SNFCA is Soltis Investment Advisors LLC with $23.0M in shares.

Is institutional ownership of SNFCA increasing or decreasing?

This quarter, 15 institutions opened new positions in SNFCA and 1 closed their positions.