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Security Natl Finl Corp (SNFCA)

CUSIP: 814785309 | NYSE | Financial Services · Insurance - Life | Micro Cap | 184 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

M3f, Inc.2,211,079
0.0% of portfolio›$19.2K
Dimensional Fund Advisors LP934,031
0.0% of portfolio›$8.1M
Physician Wealth Advisors, Inc.54,995
0.1% of portfolio›$478.5K
Bank of New York Mellon Corp41,513
0.0% of portfolio›$361.2K
Evergreen Capital Management LLC41,256
0.0% of portfolio›$358.9K
Ritholtz Wealth Management23,519
0.0% of portfolio›$204.6K
Lunt Capital Management, Inc.19,233
0.1% of portfolio›$167.3K
Farther Finance Advisors, LLC6,708
0.0% of portfolio›$58.4K
Citigroup Inc914
0.0% of portfolio›$8.0K
Fortitude Family Office, LLC721
0.0% of portfolio›$6.3K
Sterling Capital Management LLC331
0.0% of portfolio›$2.9K
Gamma Investing LLC141
0.0% of portfolio›$1.2K
EverSource Wealth Advisors, LLC115
0.0% of portfolio›$1.0K
Essential Partners LLC76
0.0% of portfolio›$661
Covestor Ltd59
0.0% of portfolio›$1
IFP Advisors, Inc31
0.0% of portfolio›$270
Root Financial Partners, LLC9
0.0% of portfolio›$78
True Wealth Design, LLC9
0.0% of portfolio›$79
Nisa Investment Advisors, LLC2
0.0% of portfolio›$17
SJS Investment Consulting Inc.1
0.0% of portfolio›$9
SBI Securities Co., Ltd.1
0.0% of portfolio›$9
StyleTurnoverLocationFiled
M3f, Inc.
2,211,079$19.2K0.0%YieldMediumSalt Lake City, UT2026-10-21
Dimensional Fund Advisors LP
934,031$8.1M0.0%IndexLowAustin, TX2026-11-04
Physician Wealth Advisors, Inc.
54,995$478.5K0.1%ETFMediumMidvale, UT2026-10-20
Bank of New York Mellon Corp
41,513$361.2K0.0%CoreLowNew York, NY2026-11-05
Evergreen Capital Management LLC
41,256$358.9K0.0%GARPMediumBellevue, WA2026-10-23
Ritholtz Wealth Management
23,519$204.6K0.0%IndexLowNew York, NY2026-11-05
Lunt Capital Management, Inc.
19,233$167.3K0.1%ETFLowHolladay, UT2026-10-30
Farther Finance Advisors, LLC
6,708$58.4K0.0%IndexLowSan Francisco, CA2026-10-08
Citigroup Inc
914$8.0K0.0%CoreMediumNew York, NY2026-11-04
Fortitude Family Office, LLC
721$6.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Sterling Capital Management LLC
331$2.9K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
141$1.2K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
115$1.0K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
76$6610.0%ValueMediumRancho Santa Fe, CA2026-10-14
Covestor Ltd
59$10.0%ValueHighLondon, United Kingdom2026-10-30
IFP Advisors, Inc
31$2700.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
9$780.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
9$790.0%ETFMediumAkron, OH2026-10-13
Nisa Investment Advisors, LLC
2$170.0%IndexVery LowSt. Louis, MO2026-10-20
SJS Investment Consulting Inc.
1$90.0%ETFVery LowSylvania, OH2026-10-26
SBI Securities Co., Ltd.
1$90.0%Agg GrowthLowTokyo, Mexico2026-10-22