SNFCA NASDAQ
Security National Financial Corporation
1W: -1.3%
1M: -4.2%
3M: +5.8%
YTD: +8.5%
1Y: -9.0%
3Y: +33.0%
5Y: +32.3%
$9.35
-0.07 (-0.74%)
Weekly Expected Move ±3.8%
$9
$9
$9
$10
$10
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Income Statement
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Institutional Ownership — SNFCA
87
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$88M
Total Invested
13
New Positions
27
Increased
33
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (97 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | M3F, Inc. | 2,198,648 | $$21M | -35,000 | -1.6% | 13Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 1,504,190 | $$14M | — | +0.0% | 1Q | SEC ↗ |
| 3 | BlackRock, Inc. | 936,413 | $$9M | +17,158 | +1.9% | 7Q | SEC ↗ |
| 4 | VANGUARD GROUP INC | 841,836 | $$8M | +29,145 | +3.6% | 12Q | SEC ↗ |
| 5 | DIMENSIONAL FUND ADVISORS LP | 793,553 | $$7M | +25,607 | +3.3% | 13Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 730,502 | $$7M | +84,183 | +13.0% | 8Q | SEC ↗ |
| 7 | LHM, INC. | 717,508 | $$7M | -525 | -0.1% | 10Q | SEC ↗ |
| 8 | RBF Capital, LLC | 607,068 | $$6M | — | +0.0% | 8Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 384,301 | $$4M | +10,559 | +2.8% | 13Q | SEC ↗ |
| 10 | Veradace Capital Management LLC | 353,055 | $$3M | — | +0.0% | 2Q | SEC ↗ |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 278,746 | $$3M | -41,913 | -13.1% | 13Q | SEC ↗ |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 203,240 | $$2M | -8,400 | -4.0% | 13Q | SEC ↗ |
| 13 | STATE STREET CORP | 172,462 | $$2M | +15,679 | +10.0% | 13Q | SEC ↗ |
| 14 | Gem Investment Advisors, LLC | 158,171 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 144,142 | $$1M | +5,988 | +4.3% | 13Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 133,415 | $$1M | -28,385 | -17.5% | 5Q | SEC ↗ |
| 17 | VANGUARD FIDUCIARY TRUST CO NEW | 124,688 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 114,991 | $$1M | -190,617 | -62.4% | 13Q | SEC ↗ |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 94,353 | $$882K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Empowered Funds, LLC | 90,859 | $$850K | +8,389 | +10.2% | 12Q | SEC ↗ |
| 21 | EP Wealth Advisors, LLC | 63,877 | $$597K | +8 | +0.0% | 2Q | SEC ↗ |
| 22 | Verdad Advisers, LP | 60,000 | $$561K | -20,800 | -25.7% | 2Q | SEC ↗ |
| 23 | Physician Wealth Advisors, Inc. | 52,376 | $$490K | — | +0.0% | 13Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 44,454 | $$416K | -1,976 | -4.3% | 4Q | SEC ↗ |
| 25 | BARCLAYS PLC | 40,353 | $$377K | -21,594 | -34.9% | 13Q | SEC ↗ |
| 26 | EVERGREEN CAPITAL MANAGEMENT LLC | 39,291 | $$367K | — | +0.0% | 4Q | SEC ↗ |
| 27 | MORGAN STANLEY | 38,919 | $$364K | +6,522 | +20.1% | 12Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 37,257 | $$348K | +1,531 | +4.3% | 4Q | SEC ↗ |
| 29 | CITADEL ADVISORS LLC | 34,608 | $$324K | +18,065 | +109.2% | 3Q | SEC ↗ |
| 30 | MILLENNIUM MANAGEMENT LLC | 33,204 | $$310K | -27,106 | -44.9% | 9Q | SEC ↗ |
| 31 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 25,580 | $$239K | -8,261 | -24.4% | 12Q | SEC ↗ |
| 32 | Black Maple Capital Management LP | 24,078 | $$225K | +11,241 | +87.6% | 2Q | SEC ↗ |
| 33 | Nuveen, LLC | 22,262 | $$208K | — | +0.0% | 4Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC NEW | 22,040 | $$206K | — | +0.0% | 1Q | SEC ↗ |
| 35 | RITHOLTZ WEALTH MANAGEMENT | 20,889 | $$195K | -2,286 | -9.9% | 11Q | SEC ↗ |
| 36 | HSBC HOLDINGS PLC | 20,874 | $$195K | -20,874 | -50.0% | 8Q | SEC ↗ |
| 37 | BANK OF AMERICA CORP /DE | 20,493 | $$192K | +2,238 | +12.3% | 13Q | SEC ↗ |
| 38 | WELLS FARGO & COMPANY/MN | 18,457 | $$173K | +6,374 | +52.8% | 12Q | SEC ↗ |
| 39 | Lunt Capital Management, Inc. | 17,972 | $$168K | — | +0.0% | 8Q | SEC ↗ |
| 40 | DEUTSCHE BANK AG | 17,755 | $$166K | +4,574 | +34.7% | 3Q | SEC ↗ |
| 41 | Invesco Ltd. | 17,163 | $$160K | +190 | +1.1% | 4Q | SEC ↗ |
| 42 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 12,599 | $$118K | -13,783 | -52.2% | 7Q | SEC ↗ |
| 43 | PRICE T ROWE ASSOCIATES INC /MD NEW | 12,016 | $$112K | — | +0.0% | 1Q | SEC ↗ |
| 44 | RHUMBLINE ADVISERS | 11,120 | $$104K | -150 | -1.3% | 12Q | SEC ↗ |
| 45 | UBS Group AG | 10,851 | $$101K | +1,013 | +10.3% | 12Q | SEC ↗ |
| 46 | Callan Family Office, LLC NEW | 10,026 | $$94K | — | +0.0% | 1Q | SEC ↗ |
| 47 | NEW YORK STATE COMMON RETIREMENT FUND | 8,505 | $$80K | — | +0.0% | 4Q | SEC ↗ |
| 48 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7,573 | $$71K | +170 | +2.3% | 4Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 6,776 | $$63K | -9,756 | -59.0% | 13Q | SEC ↗ |
| 50 | Farther Finance Advisors, LLC | 6,385 | $$60K | +3 | +0.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 1,504,190 | $$14M |
| VANGUARD FIDUCIARY TRUST CO | 124,688 | $$1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 94,353 | $$882K |
| AQR CAPITAL MANAGEMENT LLC | 22,040 | $$206K |
| PRICE T ROWE ASSOCIATES INC /MD | 12,016 | $$112K |
| Callan Family Office, LLC | 10,026 | $$94K |
| Vanguard Global Advisers, LLC | 6,244 | $$58K |
| TUCKER ASSET MANAGEMENT LLC | 1,246 | $$12K |
| JONES FINANCIAL COMPANIES LLLP | 698 | $$7K |
| CoreFirst Bank & Trust | 353 | $$3K |
| PNC FINANCIAL SERVICES GROUP, INC. | 240 | $$2K |
| UBS AM, a distinct business unit of | 40 | $$0K |
| Transamerica Financial Advisors, LL | 23 | $$0K |
| True Wealth Design, LLC | 5 | $$0K |
| Root Financial Partners, LLC | 4 | $$0K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Soltis Investment Advisors LLC | 2,612,979 | $$24M |
| Janney Montgomery Scott LLC | 70,492 | $$659K |
| MARSHALL WACE, LLP | 28,735 | $$269K |
| JANE STREET GROUP, LLC | 21,331 | $$199K |
| Trexquant Investment LP | 16,351 | $$153K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,764 | $$110K |
| Squarepoint Ops LLC | 11,233 | $$105K |
| PANAGORA ASSET MANAGEMENT INC | 10,706 | $$100K |
| ACADIAN ASSET MANAGEMENT LLC | 8,513 | $$80K |
| Smithfield Trust Co | 669 | $$6K |
| ROYAL BANK OF CANADA | 662 | $$6K |
| Covestor Ltd | 521 | $$5K |
| AMALGAMATED BANK | 511 | $$5K |
| Arax Advisory Partners | 183 | $$2K |
| OSAIC HOLDINGS, INC. | 152 | $$1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +84,183 | +13.0% | 730,502 |
| VANGUARD GROUP INC | +29,145 | +3.6% | 841,836 |
| DIMENSIONAL FUND ADVISORS LP | +25,607 | +3.3% | 793,553 |
| CITADEL ADVISORS LLC | +18,065 | +109.2% | 34,608 |
| BlackRock, Inc. | +17,158 | +1.9% | 936,413 |
| STATE STREET CORP | +15,679 | +10.0% | 172,462 |
| Black Maple Capital Management LP | +11,241 | +87.6% | 24,078 |
| GEODE CAPITAL MANAGEMENT, LLC | +10,559 | +2.8% | 384,301 |
| Empowered Funds, LLC | +8,389 | +10.2% | 90,859 |
| MORGAN STANLEY | +6,522 | +20.1% | 38,919 |
| WELLS FARGO & COMPANY/MN | +6,374 | +52.8% | 18,457 |
| NORTHERN TRUST CORP | +5,988 | +4.3% | 144,142 |
| DEUTSCHE BANK AG | +4,574 | +34.7% | 17,755 |
| Tower Research Capital LLC (TRC) | +2,614 | +217.1% | 3,818 |
| FMR LLC | +2,408 | +131.8% | 4,235 |
| BANK OF AMERICA CORP /DE | +2,238 | +12.3% | 20,493 |
| CWM, LLC | +1,591 | +377.0% | 2,013 |
| Bank of New York Mellon Corp | +1,531 | +4.3% | 37,257 |
| EverSource Wealth Advisors, LLC | +1,081 | +2636.6% | 1,122 |
| UBS Group AG | +1,013 | +10.3% | 10,851 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -190,617 | -62.4% | 114,991 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -41,913 | -13.1% | 278,746 |
| M3F, Inc. | -35,000 | -1.6% | 2,198,648 |
| RAYMOND JAMES FINANCIAL INC | -28,385 | -17.5% | 133,415 |
| MILLENNIUM MANAGEMENT LLC | -27,106 | -44.9% | 33,204 |
| BARCLAYS PLC | -21,594 | -34.9% | 40,353 |
| HSBC HOLDINGS PLC | -20,874 | -50.0% | 20,874 |
| Verdad Advisers, LP | -20,800 | -25.7% | 60,000 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -13,783 | -52.2% | 12,599 |
| JPMORGAN CHASE & CO | -9,756 | -59.0% | 6,776 |
| RENAISSANCE TECHNOLOGIES LLC | -8,400 | -4.0% | 203,240 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -8,261 | -24.4% | 25,580 |
| MetLife Investment Management, LLC | -4,871 | -51.8% | 4,541 |
| RITHOLTZ WEALTH MANAGEMENT | -2,286 | -9.9% | 20,889 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -1,976 | -4.3% | 44,454 |
| CITIGROUP INC | -859 | -69.9% | 370 |
| LHM, INC. | -525 | -0.1% | 717,508 |
| Sterling Capital Management LLC | -399 | -42.6% | 538 |
| BNP PARIBAS FINANCIAL MARKETS | -161 | -4.2% | 3,712 |
| RHUMBLINE ADVISERS | -150 | -1.3% | 11,120 |