Security National Financial Ownership | Who Owns Security National Financial?
Security National Financial Ownership Summary
Security National Financial is owned by 43.11% institutional investors, 30.01% insiders, and 26.88% retail investors. Soltis investment advisors is the largest institutional shareholder, holding 12.56% of SNFCA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.86% of its assets in Security National Financial shares.
SNFCA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Security National Financial | 43.11% | 30.01% | 26.88% |
| Sector | Financial Services Stocks | 43.20% | 12.55% | 44.25% |
| Industry | Mortgage Stocks | 60.23% | 17.47% | 22.30% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Soltis investment advisors | 2.79M | 12.56% | $22.31M |
| M3f | 1.76M | 7.93% | $14.07M |
| Lhm | 822.53K | 3.70% | $6.57M |
| Vanguard group | 655.16K | 2.95% | $5.23M |
| Dimensional fund advisors lp | 550.81K | 2.48% | $4.40M |
| Ameriprise financial | 412.34K | 1.86% | $3.29M |
| Bridgeway capital management | 328.20K | 1.48% | $2.62M |
| Renaissance | 291.55K | 1.31% | $2.33M |
| Rbf capital | 280.13K | 1.26% | $2.24M |
| Blackrock | 168.79K | 0.76% | $1.35M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| M3f | 1.76M | 5.21% | $14.07M |
| Lhm | 822.53K | 2.77% | $6.57M |
| Soltis investment advisors | 2.79M | 2.36% | $22.31M |
| Verdad advisers, lp | 69.50K | 0.64% | $555.27K |
| Rbf capital | 280.13K | 0.13% | $2.24M |
| Bridgeway capital management | 328.20K | 0.06% | $2.62M |
| Lunt capital management | 15.11K | 0.06% | $120.70K |
| Physician wealth advisors | 32.30K | 0.05% | $250.62K |
| Point72 asia (singapore) pte. | 12.89K | 0.02% | $103.00K |
| Townsquare capital | 110.75K | 0.01% | $884.92K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 412.34K | 0.00% | 412.34K |
| Rbf capital | 280.13K | 0.13% | 280.13K |
| Millennium management | 117.05K | 0.00% | 100.20K |
| Renaissance | 291.55K | 0.00% | 88.85K |
| Dimensional fund advisors lp | 550.81K | 0.00% | 51.54K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 168.79K | - | -625.64K |
| Carlson capital l p | - | - | -213.00K |
| Geode capital management | 131.33K | 0.00% | -145.57K |
| Soltis investment advisors | 2.79M | 2.36% | -125.34K |
| M3f | 1.76M | 5.21% | -92.84K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ameriprise financial | 412.34K | 0.00% | 412.34K | $3.29M |
| Rbf capital | 280.13K | 0.13% | 280.13K | $2.24M |
| Qube research | 26.85K | 0.00% | 26.85K | $214.55K |
| Hsbc | 25.70K | 0.00% | 25.70K | $198.39K |
| Lunt capital management | 15.11K | 0.06% | 15.11K | $120.70K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Cwm | -96.00 |
| New york state common retirement fund | -106.00 |
| Amalgamated bank | -421.00 |
| Ameritas investment partners | -1.03K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 38 | 31.03% | 7,961,874 | 12.14% | 36 | 3.04% | 33 | 135.71% | 4 | -55.56% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 450.17K | 1.86% | - |
| Columbia Small Cap Value I A | 295.94K | 1.22% | - |
| Columbia Small Cap Value I | 295.94K | 1.22% | 295.94K |
| Vanguard Institutional Extnd Mkt Idx Tr | 229.06K | 0.95% | - |
| Bridgeway Ultra-Small Company | 150.18K | 0.62% | -27.90K |
| DFA US Small Cap Value I | 139.82K | 0.58% | 11.62K |
| Columbia VP Small Cap Value 1 | 94.38K | 0.39% | -900.00 |
| DFA US Micro Cap I | 76.85K | 0.32% | - |
| Bridgeway Ultra-Small Company Market | 72.86K | 0.30% | - |
| Fidelity Extended Market Index | 69.68K | 0.29% | -4.49K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Jan 02, 2024 | FULLER GILBERT A | - | Sell | $3.66K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | 3 |
SNFCA Ownership FAQ
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