Who owns SECURITY NATIONAL FINANCIAL CORP?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SNFCA from SEC Form 13F filings across 77 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 77 institutions disclosed 9.4M shares of SECURITY NATIONAL FINANCIAL CORP worth $90.6M — about 36% of shares outstanding; the largest disclosed holder is M3F, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
77
13F holders
$90.6M
value, 2026 filers
36%
of shares outstanding (9.4M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SNFCA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | M3F, Inc. | 2.1M | $20.4M | 4.8% | 8.1% | -4.1% |
| 2 | BlackRock, Inc. | 1.0M | $9.8M | 0.0% | 3.9% | +8.2% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 845,357 | $8.2M | 0.0% | 3.2% | +6.5% |
| 4 | AMERIPRISE FINANCIAL INC | 823,770 | $8.0M | 0.0% | 3.2% | +12.8% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 746,134 | $7.2M | 0.0% | 2.9% | -0.8% |
| 6 | LHM, INC. | 601,188 | $5.5M | 1.9% | 2.3% | -16.2% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 410,426 | $4.0M | 0.0% | 1.6% | +6.8% |
| 8 | Veradace Capital Management LLC | 353,055 | $3.4M | 2.6% | 1.4% | 0.0% |
| 9 | RBF Capital, LLC | 303,534 | $2.9M | 0.1% | 1.2% | 0.0% |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 276,371 | $2.7M | 0.0% | 1.1% | -0.9% |
| 11 | STATE STREET CORP | 194,578 | $1.9M | 0.0% | 0.7% | +12.8% |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 193,740 | $1.9M | 0.0% | 0.7% | -4.7% |
| 13 | Gem Investment Advisors, LLC | 158,171 | $1.5M | 0.9% | 0.6% | 0.0% |
| 14 | NORTHERN TRUST CORP | 144,319 | $1.4M | 0.0% | 0.6% | +0.1% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 112,877 | $1.1M | 0.0% | 0.4% | -9.5% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 107,056 | $1.0M | 0.0% | 0.4% | +13.5% |
| 17 | Empowered Funds, LLC | 97,684 | $946,558 | 0.0% | 0.4% | +7.5% |
| 18 | GOLDMAN SACHS GROUP INC | 93,367 | $904,726 | 0.0% | 0.4% | -18.8% |
| 19 | EP Wealth Advisors, LLC | 63,892 | $619,113 | 0.0% | 0.2% | 0.0% |
| 20 | Verdad Advisers, LP | 60,000 | $581,400 | 0.6% | 0.2% | 0.0% |
| 21 | AQR CAPITAL MANAGEMENT LLC | 53,687 | $520,228 | 0.0% | 0.2% | +143.6% |
| 22 | Physician Wealth Advisors, Inc. | 52,376 | $507,519 | 0.1% | 0.2% | 0.0% |
| 23 | CITADEL ADVISORS LLC | 48,173 | $466,796 | 0.0% | 0.2% | -4.2% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 46,717 | $452,688 | 0.0% | 0.2% | +5.1% |
| 25 | EVERGREEN CAPITAL MANAGEMENT LLC | 39,291 | $380,730 | 0.0% | 0.2% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.