Security National Financial Ownership | Who Owns Security National Financial?

Security National Financial Ownership Summary

Security National Financial is owned by 42.92% institutional investors, 30.01% insiders, and 27.08% retail investors. Soltis investment advisors is the largest institutional shareholder, holding 10.75% of SNFCA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.85% of its assets in Security National Financial shares.

SNFCA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Security National Financial	42.92%	30.01%	27.08%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Mortgage Stocks	59.82%	17.02%	23.17%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Soltis investment advisors	2.62M	10.75%	$31.56M
Empowered funds	52.40K	0.21%	$630.40K
Ritholtz wealth management	40.73K	0.17%	$490.03K
Lunt capital management	15.86K	0.07%	$190.82K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Soltis investment advisors	2.62M	2.92%	$31.56M
Lunt capital management	15.86K	0.07%	$190.82K
Ritholtz wealth management	40.73K	0.01%	$490.03K
Empowered funds	52.40K	0.01%	$630.40K

Top Buyers

Holder	Shares	% Assets	Change
Ritholtz wealth management	40.73K	0.01%	15.09K
Empowered funds	52.40K	0.01%	2.44K
Lunt capital management	15.86K	0.07%	-
Soltis investment advisors	2.62M	2.92%	-197.12K

Top Sellers

Holder	Shares	% Assets	Change
Soltis investment advisors	2.62M	2.92%	-197.12K
Lunt capital management	15.86K	0.07%	-
Empowered funds	52.40K	0.01%	2.44K
Ritholtz wealth management	40.73K	0.01%	15.09K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	51	-7.27%	9,974,551	4.13%	42	2.31%	40	48.15%	9	-62.50%
Jun 30, 2024	55	-	9,579,201	-2.42%	43	2.21%	27	3.85%	24	33.33%
Mar 31, 2024	55	-	9,816,300	3.36%	44	2.39%	26	-25.71%	18	50.00%
Dec 31, 2023	55	27.91%	9,497,592	75.46%	43	7.15%	35	-	12	50.00%
Sep 30, 2023	43	13.16%	5,412,981	-32.01%	24	1.87%	35	6.06%	8	100.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	450.17K	1.85%	-
Columbia Small Cap Value I	300.14K	1.24%	4.20K
Columbia Small Cap Value I A	300.14K	1.24%	600.00
Vanguard Institutional Extnd Mkt Idx Tr	164.39K	0.68%	-64.27K
DFA US Small Cap Value I	156.65K	0.65%	6.38K
Bridgeway Ultra-Small Company	151.69K	0.62%	-6.00K
Columbia VP Small Cap Value 1	85.08K	0.35%	-5.10K
DFA US Micro Cap I	76.85K	0.32%	-
Bridgeway Ultra-Small Company Market	76.50K	0.32%	-
DFA US Targeted Value I	68.35K	0.28%	1.13K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 02, 2025	FULLER GILBERT A	-	Sell	$5.62K
Oct 31, 2024	Overbaugh Jason G.	VP & Nat Mark Dir of Life Ins	Sell	$24.45K
Oct 02, 2024	FULLER GILBERT A	-	Sell	$4.22K
Jul 02, 2024	FULLER GILBERT A	-	Sell	$3.66K
Apr 02, 2024	FULLER GILBERT A	-	Sell	$3.39K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	2
2024 Q3	-	1
2024 Q2	-	1
2024 Q1	-	2
2023 Q4	-	3

SNFCA Ownership FAQ

Who Owns Security National Financial?

Security National Financial shareholders are primarily institutional investors at 42.92%, followed by 30.01% insiders and 27.07% retail investors. The average institutional ownership in Security National Financial's industry, Mortgage Stocks, is 59.82%, which Security National Financial falls below.

Who owns the most shares of Security National Financial?

Security National Financial’s largest shareholders are Soltis investment advisors (2.62M shares, 10.75%), Empowered funds (52.4K shares, 0.21%), and Ritholtz wealth management (40.73K shares, 0.17%). Together, they hold 11.13% of Security National Financial’s total shares outstanding.

Does Blackrock own Security National Financial?

BlackRock is not among the top 10 institutional shareholders of Security National Financial.

Who is Security National Financial’s biggest shareholder by percentage of total assets invested?

Soltis investment advisors is Security National Financial’s biggest shareholder by percentage of total assets invested, with 2.92% of its assets in 2.62M Security National Financial shares, valued at 31.56M$.

Who is the top mutual fund holder of Security National Financial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Security National Financial shares, with 1.85% of its total shares outstanding invested in 450.17K Security National Financial shares.

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