Security National Financial (SNFCA) Ownership

6.41 ↓0.20 (-3.03%)
As of November 28, 2022, 9:52am EST.

Institutional Ownership

Soltis Investment Advisors, LLC is the biggest individual institutional holder of Security National Financial (SNFCA), owning a total of 2.9 million shares. Combined, the top 20 institutional holders of SNFCA own 33.03% of the company with a total of 6.9 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders increased their combined ownership of SNFCA by 39 thousand shares. 6 institutions bought 70,755 total additional shares and increased their ownership by an average of 4.97%. However 1 institutions sold 31,548 total shares and decreased their ownership by an average of 21.46%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Security National Financial increased by a net total of 39,207 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
M3F, Inc.8.920%0.434%1,870,9778,0882022-09-30
Vanguard Group Inc2.486%0.000%521,37012022-09-30
Dimensional Fund Advisors, Inc.1.638%1.009%343,5203,4312022-09-30
Carlson Capital LP1.065%25.236%223,31945,0002022-09-30
Verdad Advisers, LP0.550%-21.461%115,452-31,5482022-09-30
State Street Corporation0.216%0.000%45,30002022-09-30
Uma Financial Services Inc0.158%0.000%33,12402022-09-30
Goldman Sachs Group Inc0.133%3.123%27,9068452022-09-30
Acadian Asset Management LLC0.064%0.000%13,39013,3902022-09-30
Denali Advisors LLC0.016%0.000%3,36002022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Soltis Investment Advisors, LLC13.870%-5.352%2,909,130-164,5132022-06-30
M3F, Inc.8.920%0.434%1,870,9778,0882022-09-30
Vanguard Group Inc2.486%0.000%521,37012022-09-30
Dimensional Fund Advisors, Inc.1.638%1.009%343,5203,4312022-09-30
Bridgeway Capital Management, LLC1.526%0.000%319,99602022-06-30
Renaissance Technologies Corp1.175%-8.193%246,507-21,9992022-06-30
Carlson Capital LP1.065%25.236%223,31945,0002022-09-30
Geode Capital Management, LLC0.700%0.227%146,7843322022-06-30
Verdad Advisers, LP0.550%-21.461%115,452-31,5482022-09-30
State Street Corporation0.216%0.000%45,30002022-09-30
Uma Financial Services Inc0.158%0.000%33,12402022-09-30
Northern Trust Corp0.149%-2.049%31,266-6542022-06-30
Goldman Sachs Group Inc0.133%3.123%27,9068452022-09-30
Barclays PLC0.126%-9.054%26,407-2,6292022-06-30
Man Group PLC0.095%0.000%19,92019,9202022-06-30
Acadian Asset Management LLC0.064%0.000%13,39013,3902022-09-30
Bank of America Corp0.061%-28.630%12,793-5,1322022-06-30
O'Shaughnessy Asset Management LLC0.060%0.000%12,55012,5502022-06-30
JPMorgan Chase & Co0.025%-4.671%5,265-2582022-06-30
Denali Advisors LLC0.016%0.000%3,36002022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Security National Financial (SNFCA), owning a total of 294 thousand shares. Combined, the top 20 mutual fund holders of SNFCA own 7.35% of the company with a total of 1.5 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders not made any changes to their ownership of SNFCA. None of the mutual funds bought any additional shares.

Overall this is a neutral sign as the number of shares owned by the top 20 mutual funds holding Security National Financial stayed the same in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv1.401%0.000%293,85902022-10-31
Vanguard Extended Market Index Investor0.998%0.000%209,33402022-10-31
iShares Micro-Cap ETF0.103%0.000%21,66702022-10-31
Dimensional US Targeted Value ETF0.089%0.000%18,71402022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv1.401%0.000%293,85902022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr1.401%0.000%293,85902022-09-30
Vanguard Extended Market Index Investor0.998%0.000%209,33402022-10-31
Bridgeway Ultra-Small Company0.831%0.000%174,36602022-09-30
Bridgeway Ultra-Small Company Market0.452%0.000%94,80002022-09-30
Fidelity® Extended Market Index0.296%-28.028%62,156-24,2052022-09-30
DFA US Micro Cap I0.258%0.000%54,11102022-09-30
DFA US Targeted Value I0.233%0.000%48,94102022-09-30
DFA US Small Cap Value I0.224%0.000%47,00502022-09-30
DFA US Core Equity 2 I0.195%0.000%40,81402022-09-30
Bridgeway Omni Small-Cap Value0.138%0.000%28,88702022-09-30
Bridgeway Omni Small-Cap Value N0.138%0.000%28,88702022-09-30
Fidelity® Total Market Index0.128%0.000%26,75802022-09-30
BlackRock U.S. Equity Market F0.126%0.320%26,337842022-09-30
DFA US Core Equity 1 I0.104%0.000%21,77202022-09-30
iShares Micro-Cap ETF0.103%0.000%21,66702022-10-31
Bridgeway Omni Tax-Managed Sm-Cp Val N0.090%0.000%18,77902022-09-30
Dimensional US Targeted Value ETF0.089%0.000%18,71402022-10-31
Fidelity® Series Total Market Index0.074%0.000%15,44002022-09-30
Dimensional Global Trgtd Value USD Acc0.069%12.482%14,4181,6002022-09-30

Discussions

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kairaae

$SNFCA we always finish green after a red week. Less go!

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leahmccourt

$SNFCA Come on.. Let it fall.. buy later bulls

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davieshelvy

$SNFCA the greatest stock of all time
will not bow to the shorts
oh yeah

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dogefan77

$SNFCA why is there no volume? Is that suspicious?

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