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 $24M -1% Dec 2025
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M3F 2.2M $20M 0% Dec 2025
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BlackRock 919k $8.3M 10% Dec 2025
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Vanguard Group 842k $7.6M 4% Dec 2025
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Dimensional Fund Advisors 768k $6.9M 0% Dec 2025
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LHM 718k $6.5M -2% Dec 2025
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Ameriprise Financial 646k $5.8M 14% Dec 2025
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Geode Capital Management 374k $3.4M 4% Dec 2025
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Bridgeway Capital Management 362k $3.1M 8% Sep 2025
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Rbf Capital 310k $2.7M 5% Sep 2025
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Renaissance Technologies 212k $1.9M -16% Dec 2025
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Raymond James Financial 162k $1.5M -3% Dec 2025
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State Street Corporation 157k $1.4M 0% Dec 2025
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Goldman Sachs Group 153k $1.4M -12% Dec 2025
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Northern Trust 138k $1.2M -3% Dec 2025
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Verdad Advisers 81k $728k 100% Dec 2025
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EP Wealth Advisors 64k $576k 5% Dec 2025
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Barclays 62k $558k 6% Dec 2025
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Millennium Management 60k $523k 39% Sep 2025
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UMA Financial Services 52k $472k -7% Dec 2025
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Charles Schwab Investment Management 46k $418k 0% Dec 2025
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Evergreen Capital Management 39k $354k 0% Dec 2025
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Bank of New York Mellon 36k $322k -1% Dec 2025
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O'shaughnessy Asset Management 34k $305k -44% Dec 2025
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Arrowstreet Capital, Limited Partnership 26k $238k -4% Dec 2025
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Black Maple Capital Management 24k $217k 88% Dec 2025
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Comprehensive Portfolio Management 23k $209k -27% Dec 2025
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Nuveen 22k $201k 11% Dec 2025
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Hsbc Holdings 21k $180k -9% Sep 2025
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Wells Fargo & Company 19k $166k 53% Dec 2025
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Lunt Capital Management 18k $162k 0% Dec 2025
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Invesco 17k $153k 8% Dec 2025
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Citadel Advisors 17k $143k -40% Sep 2025
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Jpmorgan Chase & Co 16k $136k 100% Sep 2025
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Deutsche Bank Aktiengesellschaft 13k $119k -48% Dec 2025
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Susquehanna International 12k $106k 100% Dec 2025
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Rhumbline Advisers 11k $102k -18% Dec 2025
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Squarepoint Ops 11k $101k -76% Dec 2025
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UBS Group 9.8k $89k -20% Dec 2025
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MetLife Investment Advisors 9.4k $85k 100% Dec 2025
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New York State Common Retirement Fund 8.5k $77k 0% Dec 2025
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Mirae Asset Global Etfs Holdings 7.4k $67k 3% Dec 2025
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Farther Finance Advisors 6.4k $58k 0% Dec 2025
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Bnp Paribas Arbitrage, Snc 3.9k $35k -40% Dec 2025
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Police & Firemen's Retirement System of New Jersey 3.1k $28k 0% Dec 2025
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Russell Investments 2.2k $20k 37% Dec 2025
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Summit Investment Advisors 1.6k $14k 0% Dec 2025
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Legal & General Group 1.4k $13k 0% Dec 2025
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Tucker Asset Management 1.2k $11k 100% Dec 2025
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Tower Research Capital 1.2k $11k -21% Dec 2025
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California State Teachers Retirement System 1.0k $9.0k 4% Dec 2025
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Sterling Capital Management 937.00 $8.4k -12% Dec 2025
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Amalgamated Bank 511.00 $5.0k -3% Dec 2025
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CWM 422.00 $4.0k 171% Dec 2025
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CoreFirst Bank & Trust 353.00 $3.2k 100% Dec 2025
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FMR 352.00 $3.1k 1% Sep 2025
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Royal Bank of Canada 166.00 $0 -99% Sep 2025
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IFP Advisors 139.00 $1.3k 5% Dec 2025
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Brian McDonald 87.00 $784.000500 0% Dec 2025
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GAMMA Investing 82.00 $739.000400 100% Dec 2025
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EverSource Wealth Advisors 41.00 $369.000000 128% Dec 2025
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Rothschild Investment 35.00 $315.000000 0% Dec 2025
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MAI Wealth Advisors 4.00 $37.000000 100% Dec 2025
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Hanson McClain Advisors 4.00 $37.000000 100% Dec 2025
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NISA Investment Advisors 1.00 $9.000000 100% Dec 2025
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Sunbelt Securities 1.00 $9.000000 100% Dec 2025
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SBI Securities 1.00 $9.000000 0% Dec 2025
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Who sold out of Security National Financial?

Fund or Company Name Date Sold Shares Held Valued At
Empowered Funds Sep 2025 74k $640k
Trexquant Investment Sep 2025 16k $142k
PanAgora Asset Management Sep 2025 11k $93k
Acadian Asset Management Sep 2025 8.5k $72k
Ubs Global Asset Management Americas Sep 2025 3.7k $32k
Smithfield Trust Company Sep 2025 669.00 $6.0k
Covestor Sep 2025 521.00 $5.0k
SRS Capital Advisors Sep 2025 183.00 $1.6k
True Wealth Design Sep 2025 1.00 $9.000000