SECURITY NATIONAL FINANCIAL CORP
Institutional Ownership & Holdings Analysis
About
security-national-financial is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | Soltis Investment Advisors LLC(2025-03-31) | $31.0M |
| 2 | M3F, Inc.(2025-03-31) | $24.4M |
| 3 | LHM, INC.(2025-03-31) | $9.5M |
| 4 | DIMENSIONAL FUND ADVISORS LP(2025-03-31) | $8.4M |
| 5 | VANGUARD GROUP INC(2025-03-31) | $7.9M |
| 6 | AMERIPRISE FINANCIAL INC(2025-03-31) | $5.6M |
| 7 | BRIDGEWAY CAPITAL MANAGEMENT, LLC(2025-03-31) | $4.0M |
| 8 | RBF Capital, LLC(2025-03-31) | $3.6M |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP(2025-03-31) | $3.4M |
| 10 | MILLENNIUM MANAGEMENT LLC(2025-03-31) | $3.2M |
| 11 | RENAISSANCE TECHNOLOGIES LLC(2025-03-31) | $3.0M |
| 12 | BlackRock, Inc.(2025-03-31) | $2.2M |
| 13 | GEODE CAPITAL MANAGEMENT, LLC(2025-03-31) | $1.6M |
| 14 | GOLDMAN SACHS GROUP INC(2025-03-31) | $1.1M |
| 15 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC(2025-03-31) | $1.0M |
| 16 | Janney Montgomery Scott LLC(2025-03-31) | $852.0K |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP(2025-03-31) | $800.9K |
| 18 | EP Wealth Advisors, LLC(2025-03-31) | $736.0K |
| 19 | JANE STREET GROUP, LLC(2025-03-31) | $724.3K |
| 20 | ACADIAN ASSET MANAGEMENT LLC(2025-03-31) | $701.0K |
As of 2025-03-31
Value:$31.0M
As of 2025-03-31
Value:$24.4M
As of 2025-03-31
Value:$9.5M
As of 2025-03-31
Value:$8.4M
As of 2025-03-31
Value:$7.9M
As of 2025-03-31
Value:$5.6M
As of 2025-03-31
Value:$4.0M
As of 2025-03-31
Value:$3.6M
As of 2025-03-31
Value:$3.4M
As of 2025-03-31
Value:$3.2M
As of 2025-03-31
Value:$3.0M
As of 2025-03-31
Value:$2.2M
As of 2025-03-31
Value:$1.6M
As of 2025-03-31
Value:$1.1M
As of 2025-03-31
Value:$1.0M
As of 2025-03-31
Value:$852.0K
As of 2025-03-31
Value:$800.9K
As of 2025-03-31
Value:$736.0K
As of 2025-03-31
Value:$724.3K
As of 2025-03-31
Value:$701.0K
Total Institutional Holders:66
Top 10 Holders Own:82.5%