Who owns Security National Financial?

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Analyze quarterly positions in Security National Financial with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Security National Financial stock

Who bought or sold Security National Financial this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Soltis Investment Advisors 2.6M $23M 3% Sep 2025
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M3F 2.2M $19M 5% Sep 2025
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BlackRock 834k $7.2M 18% Sep 2025
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Vanguard Group 813k $7.0M 9% Sep 2025
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Dimensional Fund Advisors 766k $6.6M 5% Sep 2025
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LHM 730k $6.3M -1% Sep 2025
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Ameriprise Financial 569k $4.9M 22% Sep 2025
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Bridgeway Capital Management 362k $3.1M 8% Sep 2025
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Geode Capital Management 359k $3.1M 16% Sep 2025
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Rbf Capital 310k $2.7M 5% Sep 2025
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Renaissance Technologies 253k $2.2M -2% Sep 2025
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Goldman Sachs Group 173k $1.5M 85% Sep 2025
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Raymond James Financial 167k $1.4M 10% Sep 2025
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State Street Corporation 158k $1.4M 11% Sep 2025
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Northern Trust 142k $1.2M 15% Sep 2025
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Empowered Funds 74k $640k 19% Sep 2025
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EP Wealth Advisors 61k $599k 0% Jun 2025
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Millennium Management 60k $523k 39% Sep 2025
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O'shaughnessy Asset Management 60k $521k -27% Sep 2025
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Barclays 58k $505k -5% Sep 2025
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UMA Financial Services 56k $487k 5% Sep 2025
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Morgan Stanley 48k $469k 100% Jun 2025
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Squarepoint Ops 47k $407k 100% Sep 2025
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Charles Schwab Investment Management 46k $402k 5% Sep 2025
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Evergreen Capital Management 39k $341k 5% Sep 2025
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Bank of New York Mellon 36k $312k 8% Sep 2025
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Comprehensive Portfolio Management 32k $276k -27% Sep 2025
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Arrowstreet Capital, Limited Partnership 28k $239k -53% Sep 2025
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Deutsche Bank Aktiengesellschaft 26k $221k 100% Sep 2025
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Hsbc Holdings 21k $180k -9% Sep 2025
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Nuveen 20k $174k 5% Sep 2025
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Lunt Capital Management 18k $156k 9% Sep 2025
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Citadel Advisors 17k $143k -40% Sep 2025
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Trexquant Investment 16k $142k 100% Sep 2025
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Invesco 16k $137k 23% Sep 2025
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Jpmorgan Chase & Co 16k $136k 18110% Sep 2025
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Rhumbline Advisers 14k $119k -15% Sep 2025
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Black Maple Capital Management 13k $111k 100% Sep 2025
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UBS Group 12k $107k 99% Sep 2025
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Wells Fargo & Company 12k $105k 25% Sep 2025
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PanAgora Asset Management 11k $93k -1% Sep 2025
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Acadian Asset Management 8.5k $72k -85% Sep 2025
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New York State Common Retirement Fund 8.5k $74k -20% Sep 2025
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Mirae Asset Global Etfs Holdings 7.2k $62k -11% Sep 2025
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Bnp Paribas Arbitrage, Snc 6.4k $56k 126% Sep 2025
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Farther Finance Advisors 6.4k $55k 5% Sep 2025
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Ubs Global Asset Management Americas 3.7k $32k 100% Sep 2025
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Police & Firemen's Retirement System of New Jersey 3.1k $27k 100% Sep 2025
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Russell Investments 1.6k $14k 2550% Sep 2025
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Summit Investment Advisors 1.6k $14k 5% Sep 2025
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Tower Research Capital 1.5k $13k 100% Sep 2025
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Legal & General Group 1.4k $12k 5% Sep 2025
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Sterling Capital Management 1.1k $9.3k 168% Sep 2025
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California State Teachers Retirement System 965.00 $8.4k 5% Sep 2025
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Smithfield Trust Company 669.00 $6.0k 5% Sep 2025
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Amalgamated Bank 528.00 $5.0k 5% Sep 2025
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Covestor 521.00 $5.0k 100% Sep 2025
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FMR 352.00 $3.1k 1% Sep 2025
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SRS Capital Advisors 183.00 $1.6k 100% Sep 2025
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Royal Bank of Canada 166.00 $0 -99% Sep 2025
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CWM 156.00 $1.0k 100% Sep 2025
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IFP Advisors 132.00 $1.1k 5% Sep 2025
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Brian McDonald 87.00 $754.002900 -65% Sep 2025
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Rothschild Investment 35.00 $302.998500 100% Sep 2025
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EverSource Wealth Advisors 18.00 $156.000600 100% Sep 2025
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True Wealth Design 1.00 $9.000000 100% Sep 2025
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SBI Securities 1.00 $9.000000 0% Sep 2025
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Who sold out of Security National Financial?

Fund or Company Name Date Sold Shares Held Valued At
Janney Montgomery Scott Jun 2025 71k $694k
Marshall Wace Jun 2025 29k $283k
Susquehanna International Jun 2025 23k $229k
Jane Street Jun 2025 21k $210k
MetLife Investment Advisors Jun 2025 9.2k $91k