Who owns SECURITY NATIONAL FINANCIAL CORP?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of SNFCA from SEC Form 13F filings across 62 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, 62 institutions disclosed 5.0M shares of SECURITY NATIONAL FINANCIAL CORP worth $48.4M — about 19.4% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
62
13F holders
$48.4M
value, 2026 filers
19.4%
of shares outstanding (5.0M sh)
8
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 | BlackRock, Inc. | 1.0M | $9.8M | 0.0% | 3.9% | +8.2% |
| 2 | AMERIPRISE FINANCIAL INC | 823,770 | $8.0M | 0.0% | 3.2% | +12.8% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 746,134 | $7.2M | 0.0% | 2.9% | -50.4% |
| 4 | LHM, INC. | 601,188 | $5.5M | 1.9% | 2.3% | -16.2% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 410,426 | $4.0M | 0.0% | 1.6% | +6.8% |
| 6 | RBF Capital, LLC | 303,534 | $2.9M | 0.1% | 1.2% | -50.0% |
| 7 | NORTHERN TRUST CORP | 144,319 | $1.4M | 0.0% | 0.6% | +0.1% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 112,877 | $1.1M | 0.0% | 0.4% | -9.5% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 107,056 | $1.0M | 0.0% | 0.4% | +13.5% |
| 10 | GOLDMAN SACHS GROUP INC | 93,367 | $904,726 | 0.0% | 0.4% | -18.8% |
| 11 | EP Wealth Advisors, LLC | 63,892 | $619,113 | 0.0% | 0.2% | 0.0% |
| 12 | Physician Wealth Advisors, Inc. | 52,376 | $507,519 | 0.1% | 0.2% | 0.0% |
| 13 | CITADEL ADVISORS LLC | 48,173 | $466,796 | 0.0% | 0.2% | -4.2% |
| 14 | Sixth Street Partners Management Company, L.P.NEW | 46,717 | $452,688 | 0.1% | 0.2% | new |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 46,717 | $452,688 | 0.0% | 0.2% | +5.1% |
| 16 | EVERGREEN CAPITAL MANAGEMENT LLC | 39,291 | $380,730 | 0.0% | 0.2% | 0.0% |
| 17 | BARCLAYS PLC | 38,924 | $377,173 | 0.0% | 0.1% | -3.5% |
| 18 | Bank of New York Mellon Corp | 38,080 | $368,998 | 0.0% | 0.1% | +2.2% |
| 19 | MORGAN STANLEY | 32,067 | $310,730 | 0.0% | 0.1% | +8.0% |
| 20 | RITHOLTZ WEALTH MANAGEMENT | 29,398 | $284,858 | 0.0% | 0.1% | +40.7% |
| 21 | Nuveen, LLC | 25,901 | $250,981 | 0.0% | 0.1% | +16.3% |
| 22 | MILLENNIUM MANAGEMENT LLC | 20,842 | $201,959 | 0.0% | 0.1% | +0.5% |
| 23 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19,129 | $185,360 | 0.0% | 0.1% | -25.2% |
| 24 | BANK OF AMERICA CORP /DE/ | 16,515 | $160,030 | 0.0% | 0.1% | -19.4% |
| 25 | Squarepoint Ops LLCNEW | 15,330 | $148,548 | 0.0% | 0.1% | new |
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.