Security National Financial Corp (SNFCA) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

25,209,761Shares Outstanding

2,272,710Shares held by institutions

$20,727,115Value of institutional holdings

45.32%Institutional ownership %

3.73%Shares Changed QoQ

63No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Security National Financial Corp (NASDAQ:SNFCA) includes 63 filers as of the latest reporting cycle ending December 2025.

The percentage of Security National Financial owned by institutions changed from 45.0% in September 2025 to 45.3% in December 2025, marking a slight up trend.
Institutional share ownership changed by 3.73% QoQ, while the number of institutional owners saw an increase of 5.00% YoY.
A review of institutional activity for Security National Financial shows 33 of 63 filers increasing their positions, while 21 reduced their stake, and 9 remained unchanged.
This class of investors increased its holdings in Security National Financial to 11.43Mn shares for the 13F-cycle ending December 2025, up by 411.22K shares quarter on quarter, and up 1.41Mn shares year over year.
Soltis Investment Advisors LLC's holding of 2.61Mn shares as of December 31, 2025 makes it the primary institutional investor in Security National Financial, owning 10.36% of the stock.
Among the most significant buyers of Security National Financial during December 2025 were RBF Capital, LLC (297.39K), BlackRock, Inc. (85.45K), Verdad Advisers, LP (80.80K), AMERIPRISE FINANCIAL INC (77.02K), VANGUARD GROUP INC (29.14K).
Leading sellers of Security National Financial stock in December 2025 included BRIDGEWAY CAPITAL MANAGEMENT, LLC (41.75K), RENAISSANCE TECHNOLOGIES LLC (41.65K), Squarepoint Ops LLC (35.76K), MILLENNIUM MANAGEMENT LLC (27.11K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (26.27K).
The top 10 institutional holders of Security National Financial for the quarter ending December 2025 included Soltis Investment Advisors LLC (2.61Mn), M3F, Inc. (2.23Mn), BlackRock, Inc. (919.25K), VANGUARD GROUP INC (841.84K), DIMENSIONAL FUND ADVISORS LP (767.95K), LHM, INC. (718.03K), AMERIPRISE FINANCIAL INC (646.32K), RBF Capital, LLC (607.07K), GEODE CAPITAL MANAGEMENT, LLC (373.74K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (320.66K).

63 Institutional Holders

2,272,710 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Soltis Investment Advisors LLC	31 Dec, 2025	2,612,979	-24,816	-0.94%	$23,542,941.00
M3F, Inc.	31 Dec, 2025	2,233,648	0	0.00%	$20,125.00
BlackRock, Inc.	31 Dec, 2025	919,255	85,447	10.25%	$8,282,488.00
VANGUARD GROUP INC	31 Dec, 2025	841,836	29,145	3.59%	$7,584,942.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	767,946	2,117	0.28%	$6,919,550.00
LHM, INC.	31 Dec, 2025	718,033	-11,717	-1.61%	$6,469,477.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	646,319	77,024	13.53%	$5,823,334.00
RBF Capital, LLC	31 Dec, 2025	607,068	297,394	96.03%	$5,469,682.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	373,742	14,790	4.12%	$3,367,723.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	320,659	-41,749	-11.52%	$2,889,138.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	211,640	-41,647	-16.44%	$1,906,876.00
STATE STREET CORP	31 Dec, 2025	156,783	-772	-0.49%	$1,412,615.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	152,804	-20,540	-11.85%	$1,376,764.00
NORTHERN TRUST CORP	31 Dec, 2025	138,154	-3,857	-2.72%	$1,244,767.00
Empowered Funds, LLC	31 Dec, 2025	82,470	8,651	11.72%	$743,055.00
Verdad Advisers, LP	31 Dec, 2025	80,800	80,800	0.00%	$728,008.00
BARCLAYS PLC	31 Dec, 2025	61,947	3,667	6.29%	$558,142.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	46,430	15	0.03%	$418,334.00
MORGAN STANLEY	31 Dec, 2025	38,919	6,522	20.13%	$350,662.00
Bank of New York Mellon Corp	31 Dec, 2025	35,726	-275	-0.76%	$321,894.00

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