SNFCA Institutional Ownership
Security National Financial Corporation
1W: +3.8%
1M: +2.8%
3M: -9.1%
YTD: +4.5%
1Y: +6.2%
3Y: +16.6%
5Y: +23.9%
$9.07
+0.27 (+3.07%)
Weekly Expected Move ±3.1%
$9
$9
$9
$9
$10
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Institutional Ownership — SNFCA
87
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
$91M
Total Invested
10
New Positions
29
Increased
29
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (93 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | M3F, Inc. | 2,108,648 | $19M | -90,000 | -4.1% | 34Q | SEC ↗ |
| 2 | BlackRock, Inc. | 1,013,364 | $9M | +76,951 | +8.2% | 8Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 845,357 | $8M | +51,804 | +6.5% | 76Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 823,770 | $7M | +93,268 | +12.8% | 9Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 746,134 | $7M | -5,961 | -0.8% | 2Q | SEC ↗ |
| 6 | LHM, INC. | 601,188 | $5M | -116,320 | -16.2% | 11Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 410,426 | $4M | +26,125 | +6.8% | 55Q | SEC ↗ |
| 8 | Veradace Capital Management LLC | 353,055 | $3M | — | +0.0% | 3Q | SEC ↗ |
| 9 | RBF Capital, LLC | 303,534 | $3M | — | +0.0% | 9Q | SEC ↗ |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 276,371 | $3M | -2,375 | -0.9% | 55Q | SEC ↗ |
| 11 | STATE STREET CORP | 194,578 | $2M | +22,116 | +12.8% | 25Q | SEC ↗ |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 193,740 | $2M | -9,500 | -4.7% | 47Q | SEC ↗ |
| 13 | Gem Investment Advisors, LLC | 158,171 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 144,319 | $1M | +177 | +0.1% | 110Q | SEC ↗ |
| 15 | VANGUARD FIDUCIARY TRUST CO | 112,877 | $1M | -11,811 | -9.5% | 2Q | SEC ↗ |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 107,056 | $971K | +12,703 | +13.5% | 2Q | SEC ↗ |
| 17 | Empowered Funds, LLC | 97,684 | $886K | +6,825 | +7.5% | 13Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 93,367 | $847K | -21,624 | -18.8% | 15Q | SEC ↗ |
| 19 | EP Wealth Advisors, LLC | 63,892 | $580K | +15 | +0.0% | 3Q | SEC ↗ |
| 20 | Verdad Advisers, LP | 60,000 | $544K | — | +0.0% | 3Q | SEC ↗ |
| 21 | AQR CAPITAL MANAGEMENT LLC | 53,687 | $487K | +31,647 | +143.6% | 2Q | SEC ↗ |
| 22 | Physician Wealth Advisors, Inc. | 52,376 | $475K | — | +0.0% | 18Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC | 48,173 | $437K | -2,102 | -4.2% | 5Q | SEC ↗ |
| 24 | Sixth Street Partners Management Compa NEW | 46,717 | $424K | — | +0.0% | 1Q | SEC ↗ |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 46,717 | $424K | +2,263 | +5.1% | 5Q | SEC ↗ |
| 26 | EVERGREEN CAPITAL MANAGEMENT LLC | 39,291 | $356K | — | +0.0% | 5Q | SEC ↗ |
| 27 | BARCLAYS PLC | 38,924 | $353K | -1,429 | -3.5% | 25Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 38,080 | $345K | +823 | +2.2% | 5Q | SEC ↗ |
| 29 | PANAGORA ASSET MANAGEMENT INC NEW | 33,293 | $302K | — | +0.0% | 1Q | SEC ↗ |
| 30 | MORGAN STANLEY | 32,067 | $291K | +2,374 | +8.0% | 25Q | SEC ↗ |
| 31 | Nuveen, LLC | 25,901 | $235K | +3,639 | +16.3% | 5Q | SEC ↗ |
| 32 | MILLENNIUM MANAGEMENT LLC | 20,842 | $189K | +106 | +0.5% | 11Q | SEC ↗ |
| 33 | Lunt Capital Management, Inc. | 19,841 | $180K | +1,869 | +10.4% | 9Q | SEC ↗ |
| 34 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19,129 | $174K | -6,451 | -25.2% | 13Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE | 16,515 | $150K | -3,978 | -19.4% | 15Q | SEC ↗ |
| 36 | Squarepoint Ops LLC NEW | 15,330 | $139K | — | +0.0% | 1Q | SEC ↗ |
| 37 | RITHOLTZ WEALTH MANAGEMENT | 14,699 | $133K | -6,190 | -29.6% | 12Q | SEC ↗ |
| 38 | Invesco Ltd. | 13,880 | $126K | -3,283 | -19.1% | 5Q | SEC ↗ |
| 39 | WELLS FARGO & COMPANY/MN | 13,525 | $123K | +7,262 | +116.0% | 25Q | SEC ↗ |
| 40 | PRICE T ROWE ASSOCIATES INC /MD | 12,016 | $109K | — | +0.0% | 2Q | SEC ↗ |
| 41 | DEUTSCHE BANK AG | 11,994 | $109K | -5,761 | -32.4% | 4Q | SEC ↗ |
| 42 | RHUMBLINE ADVISERS | 10,940 | $99K | -180 | -1.6% | 13Q | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 10,462 | $95K | +7,608 | +266.6% | 8Q | SEC ↗ |
| 44 | Callan Family Office, LLC | 10,026 | $91K | — | +0.0% | 2Q | SEC ↗ |
| 45 | NEW YORK STATE COMMON RETIREMENT FUND | 8,505 | $77K | — | +0.0% | 5Q | SEC ↗ |
| 46 | CITIGROUP INC | 7,399 | $67K | +6,643 | +878.7% | 15Q | SEC ↗ |
| 47 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7,371 | $67K | -202 | -2.7% | 5Q | SEC ↗ |
| 48 | UBS Group AG | 6,820 | $62K | -4,031 | -37.1% | 13Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 6,793 | $62K | +17 | +0.3% | 19Q | SEC ↗ |
| 50 | Farther Finance Advisors, LLC | 6,400 | $58K | +15 | +0.2% | 7Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 46,717 | $424K |
| PANAGORA ASSET MANAGEMENT INC | 33,293 | $302K |
| Squarepoint Ops LLC | 15,330 | $139K |
| ROYAL BANK OF CANADA | 2,341 | $21K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,655 | $15K |
| Arax Advisory Partners | 757 | $7K |
| Integrated Wealth Concepts LLC | 350 | $3K |
| Quarry LP | 150 | $1K |
| Wealth Enhancement Trust Services, | 2 | $0K |
| SJS Investment Consulting Inc. | 1 | $0K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Soltis Investment Advisors LLC | 2,612,979 | $24M |
| RAYMOND JAMES FINANCIAL INC | 133,415 | $1M |
| HSBC HOLDINGS PLC | 20,874 | $189K |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 12,599 | $114K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,764 | $107K |
| Black Maple Capital Management LP | 11,311 | $103K |
| MetLife Investment Management, LLC | 4,541 | $41K |
| TUCKER ASSET MANAGEMENT LLC | 1,246 | $11K |
| AMALGAMATED BANK | 511 | $5K |
| CoreFirst Bank & Trust | 353 | $3K |
| MAI Capital Management | 5 | $0K |
| Root Financial Partners, LLC | 4 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +93,268 | +12.8% | 823,770 |
| BlackRock, Inc. | +76,951 | +8.2% | 1,013,364 |
| DIMENSIONAL FUND ADVISORS LP | +51,804 | +6.5% | 845,357 |
| AQR CAPITAL MANAGEMENT LLC | +31,647 | +143.6% | 53,687 |
| GEODE CAPITAL MANAGEMENT, LLC | +26,125 | +6.8% | 410,426 |
| STATE STREET CORP | +22,116 | +12.8% | 194,578 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +12,703 | +13.5% | 107,056 |
| Russell Investments Group, Ltd. | +7,608 | +266.6% | 10,462 |
| WELLS FARGO & COMPANY/MN | +7,262 | +116.0% | 13,525 |
| Empowered Funds, LLC | +6,825 | +7.5% | 97,684 |
| CITIGROUP INC | +6,643 | +878.7% | 7,399 |
| Nuveen, LLC | +3,639 | +16.3% | 25,901 |
| MORGAN STANLEY | +2,374 | +8.0% | 32,067 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +2,263 | +5.1% | 46,717 |
| Lunt Capital Management, Inc. | +1,869 | +10.4% | 19,841 |
| CWM, LLC | +1,591 | +377.0% | 2,013 |
| FMR LLC | +1,129 | +26.7% | 5,364 |
| Bank of New York Mellon Corp | +823 | +2.2% | 38,080 |
| NORTHERN TRUST CORP | +177 | +0.1% | 144,319 |
| MILLENNIUM MANAGEMENT LLC | +106 | +0.5% | 20,842 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LHM, INC. | -116,320 | -16.2% | 601,188 |
| M3F, Inc. | -90,000 | -4.1% | 2,108,648 |
| GOLDMAN SACHS GROUP INC | -21,624 | -18.8% | 93,367 |
| VANGUARD FIDUCIARY TRUST CO | -11,811 | -9.5% | 112,877 |
| RENAISSANCE TECHNOLOGIES LLC | -9,500 | -4.7% | 193,740 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -6,451 | -25.2% | 19,129 |
| RITHOLTZ WEALTH MANAGEMENT | -6,190 | -29.6% | 14,699 |
| VANGUARD CAPITAL MANAGEMENT LLC | -5,961 | -0.8% | 746,134 |
| DEUTSCHE BANK AG | -5,761 | -32.4% | 11,994 |
| UBS Group AG | -4,031 | -37.1% | 6,820 |
| BANK OF AMERICA CORP /DE | -3,978 | -19.4% | 16,515 |
| Invesco Ltd. | -3,283 | -19.1% | 13,880 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -2,375 | -0.9% | 276,371 |
| CITADEL ADVISORS LLC | -2,102 | -4.2% | 48,173 |
| BARCLAYS PLC | -1,429 | -3.5% | 38,924 |
| Tower Research Capital LLC (TRC) | -1,300 | -34.0% | 2,518 |
| BNP PARIBAS FINANCIAL MARKETS | -697 | -18.8% | 3,015 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -660 | -75.0% | 220 |
| Sterling Capital Management LLC | -234 | -43.5% | 304 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | -202 | -2.7% | 7,371 |