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Security Natl Finl Corp (SNFCA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
M3f, Inc.
INCREASED
Shares2,211,079 from 2,108,648
Change+102,431 (+5%)
Value$19.2K (-$1.2K)
Filed 2026-10-21
Dimensional Fund Advisors LP
INCREASED
Shares934,031 from 845,357
Change+88,674 (+10%)
Value$8.1M (-$65.4K)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares420,767 from 410,426
Change+10,341 (+3%)
Value$3.7M (-$316.4K)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
INCREASED
Shares54,995 from 52,376
Change+2,619 (+5%)
Value$478.5K (-$29.1K)
Filed 2026-10-20
Barclays PLC
INCREASED
Shares45,058 from 38,924
Change+6,134 (+16%)
Value$392.0K (+$14.8K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares41,513 from 38,080
Change+3,433 (+9%)
Value$361.2K (-$7.8K)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares41,256 from 39,291
Change+1,965 (+5%)
Value$358.9K (-$21.8K)
Filed 2026-10-23
Squarepoint Ops LLC
INCREASED
Shares31,566 from 15,330
Change+16,236 (+106%)
Value$274.6K (+$126.1K)
Filed 2026-11-09
Ritholtz Wealth Management
INCREASED
Shares23,519 from 14,699
Change+8,820 (+60%)
Value$204.6K (+$62.2K)
Filed 2026-11-05
Lunt Capital Management, Inc.
DECREASED
Shares19,233 from 19,841
Change-608 (-3%)
Value$167.3K (-$24.9K)
Filed 2026-10-30
Deutsche Bank Ag\
INCREASED
Shares14,135 from 11,994
Change+2,141 (+18%)
Value$123.0K (+$6.8K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares13,101 from 10,462
Change+2,639 (+25%)
Value$114.0K (+$12.6K)
Filed 2026-11-06
Drive Wealth Management, LLC
NEW
Shares10,057
Change+10,057
Value$87.5K
Filed 2026-11-09
Farther Finance Advisors, LLC
INCREASED
Shares6,708 from 6,400
Change+308 (+5%)
Value$58.4K (-$3.7K)
Filed 2026-10-08
Police & Firemen's Retirement System of New Jersey
INCREASED
Shares3,304 from 3,147
Change+157 (+5%)
Value$28.7K (-$1.7K)
Filed 2026-11-09
Citigroup Inc
DECREASED
Shares914 from 7,399
Change-6,485 (-88%)
Value$8.0K (-$63.7K)
Filed 2026-11-04
Fortitude Family Office, LLC
NEW
Shares721
Change+721
Value$6.3K
Filed 2026-10-14
Sterling Capital Management LLC
INCREASED
Shares331 from 304
Change+27 (+9%)
Value$2.9K (-$66)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares252 from 240
Change+12 (+5%)
Value$2.2K (-$134)
Filed 2026-11-06
Gamma Investing LLC
DECREASED
Shares141 from 270
Change-129 (-48%)
Value$1.2K (-$1.4K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares115 from 107
Change+8 (+7%)
Value$1.0K (-$35)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$1.1K ($0)
Filed 2026-11-06
Essential Partners LLC
DECREASED
Shares76 from 82
Change-6 (-7%)
Value$661 (-$134)
Filed 2026-10-14
Covestor Ltd
INCREASED
Shares59 from 49
Change+10 (+20%)
Value$1 (+$1)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares31 from 178
Change-147 (-83%)
Value$270 (-$1.5K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares9
Change+9
Value$78
Filed 2026-10-21
True Wealth Design, LLC
DECREASED
Shares9 from 18
Change-9 (-50%)
Value$79 (-$96)
Filed 2026-10-13
Nisa Investment Advisors, LLC
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$17 (+$7)
Filed 2026-10-20
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$9 (-$1)
Filed 2026-10-22
SJS Investment Consulting Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$9 (-$1)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$19)
Filed 2026-10-07
BlackRock, Inc.
N/A
Shares— from 1,013,364
Change-1,013,364 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 823,770
Change-823,770 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 746,134
Change-746,134 (-100%)
Value—
LHM, Inc.
N/A
Shares— from 601,188
Change-601,188 (-100%)
Value—
Veradace Capital Management LLC
N/A
Shares— from 353,055
Change-353,055 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 303,534
Change-303,534 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 276,371
Change-276,371 (-100%)
Value—
State Street Corp
N/A
Shares— from 194,578
Change-194,578 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 193,740
Change-193,740 (-100%)
Value—
Gem Investment Advisors, LLC
N/A
Shares— from 158,171
Change-158,171 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 144,319
Change-144,319 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 112,877
Change-112,877 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 107,056
Change-107,056 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 97,684
Change-97,684 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 93,367
Change-93,367 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 63,892
Change-63,892 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 53,687
Change-53,687 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 48,173
Change-48,173 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 46,717
Change-46,717 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 33,293
Change-33,293 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 32,067
Change-32,067 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 25,901
Change-25,901 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 20,842
Change-20,842 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 19,129
Change-19,129 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 16,515
Change-16,515 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 13,880
Change-13,880 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 13,525
Change-13,525 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 12,016
Change-12,016 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 10,940
Change-10,940 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 10,026
Change-10,026 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 7,371
Change-7,371 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,820
Change-6,820 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,793
Change-6,793 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 6,244
Change-6,244 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,364
Change-5,364 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,015
Change-3,015 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,341
Change-2,341 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 757
Change-757 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 698
Change-698 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 220
Change-220 (-100%)
Value—
Quarry LP
N/A
Shares— from 150
Change-150 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Status
M3f, Inc.
INCREASED2,211,0792,108,648+102,431+5%$20.4K$19.2K-$1.2K2026-10-21
Dimensional Fund Advisors LP
INCREASED934,031845,357+88,674+10%$8.2M$8.1M-$65.4K2026-11-04
Geode Capital Management, LLC
INCREASED420,767410,426+10,341+3%$4.0M$3.7M-$316.4K2026-11-06
Physician Wealth Advisors, Inc.
INCREASED54,99552,376+2,619+5%$507.5K$478.5K-$29.1K2026-10-20
Barclays PLC
INCREASED45,05838,924+6,134+16%$377.2K$392.0K+$14.8K2026-11-06
Bank of New York Mellon Corp
INCREASED41,51338,080+3,433+9%$369.0K$361.2K-$7.8K2026-11-05
Evergreen Capital Management LLC
INCREASED41,25639,291+1,965+5%$380.7K$358.9K-$21.8K2026-10-23
Squarepoint Ops LLC
INCREASED31,56615,330+16,236+106%$148.5K$274.6K+$126.1K2026-11-09
Ritholtz Wealth Management
INCREASED23,51914,699+8,820+60%$142.4K$204.6K+$62.2K2026-11-05
Lunt Capital Management, Inc.
DECREASED19,23319,841-608-3%$192.3K$167.3K-$24.9K2026-10-30
Deutsche Bank Ag\
INCREASED14,13511,994+2,141+18%$116.2K$123.0K+$6.8K2026-11-06
Russell Investments Group, Ltd.
INCREASED13,10110,462+2,639+25%$101.4K$114.0K+$12.6K2026-11-06
Drive Wealth Management, LLC
NEW10,057—+10,057——$87.5K—2026-11-09
Farther Finance Advisors, LLC
INCREASED6,7086,400+308+5%$62.0K$58.4K-$3.7K2026-10-08
Police & Firemen's Retirement System of New Jersey
INCREASED3,3043,147+157+5%$30.5K$28.7K-$1.7K2026-11-09
Citigroup Inc
DECREASED9147,399-6,485-88%$71.7K$8.0K-$63.7K2026-11-04
Fortitude Family Office, LLC
NEW721—+721——$6.3K—2026-10-14
Sterling Capital Management LLC
INCREASED331304+27+9%$2.9K$2.9K-$662026-10-22
PNC Financial Services Group, Inc.
INCREASED252240+12+5%$2.3K$2.2K-$1342026-11-06
Gamma Investing LLC
DECREASED141270-129-48%$2.6K$1.2K-$1.4K2026-10-08
EverSource Wealth Advisors, LLC
INCREASED115107+8+7%$1.0K$1.0K-$352026-11-04
Allworth Financial LP
UNCHANGED10910900%$1.1K$1.1K$02026-11-06
Essential Partners LLC
DECREASED7682-6-7%$795$661-$1342026-10-14
Covestor Ltd
INCREASED5949+10+20%$0$1+$12026-10-30
IFP Advisors, Inc
DECREASED31178-147-83%$1.7K$270-$1.5K2026-10-16
Root Financial Partners, LLC
NEW9—+9——$78—2026-10-21
True Wealth Design, LLC
DECREASED918-9-50%$175$79-$962026-10-13
Nisa Investment Advisors, LLC
INCREASED21+1+100%$10$17+$72026-10-20
SBI Securities Co., Ltd.
UNCHANGED1100%$10$9-$12026-10-22
SJS Investment Consulting Inc.
UNCHANGED1100%$10$9-$12026-10-26
Wealth Enhancement Trust Services, Inc.
CLOSED02-2-100%$19$0-$192026-10-07
BlackRock, Inc.
N/A—1,013,364-1,013,364-100%$9.8M———
Ameriprise Financial Inc
N/A—823,770-823,770-100%$8.0M———
Vanguard Capital Management LLC
N/A—746,134-746,134-100%$7.2M———
LHM, Inc.
N/A—601,188-601,188-100%$5.5M———
Veradace Capital Management LLC
N/A—353,055-353,055-100%$3.4M———
RBF Capital, LLC
N/A—303,534-303,534-100%$2.9M———
Bridgeway Capital Management, LLC
N/A—276,371-276,371-100%$2.7M———
State Street Corp
N/A—194,578-194,578-100%$1.9M———
Renaissance Technologies LLC
N/A—193,740-193,740-100%$1.9M———
Gem Investment Advisors, LLC
N/A—158,171-158,171-100%$1.5M———
Northern Trust Corp
N/A—144,319-144,319-100%$1.4M———
Vanguard Fiduciary Trust Co
N/A—112,877-112,877-100%$1.1M———
Vanguard Portfolio Management LLC
N/A—107,056-107,056-100%$1.0M———
Empowered Funds, LLC
N/A—97,684-97,684-100%$946.6K———
Goldman Sachs Group Inc
N/A—93,367-93,367-100%$904.7K———
EP Wealth Advisors, LLC
N/A—63,892-63,892-100%$619.1K———
Verdad Advisers, LP
N/A—60,000-60,000-100%$581.4K———
AQR Capital Management LLC
N/A—53,687-53,687-100%$520.2K———
Citadel Advisors LLC
N/A—48,173-48,173-100%$466.8K———
Charles Schwab Investment Management Inc
N/A—46,717-46,717-100%$452.7K———
Panagora Asset Management Inc
N/A—33,293-33,293-100%$322.6K———
Morgan Stanley
N/A—32,067-32,067-100%$310.7K———
Nuveen, LLC
N/A—25,901-25,901-100%$251.0K———
Millennium Management LLC
N/A—20,842-20,842-100%$202.0K———
O'shaughnessy Asset Management, LLC
N/A—19,129-19,129-100%$185.4K———
Bank of America Corp
N/A—16,515-16,515-100%$160.0K———
Invesco Ltd.
N/A—13,880-13,880-100%$134.5K———
Wells Fargo & Company
N/A—13,525-13,525-100%$131.1K———
Price T Rowe Associates Inc
N/A—12,016-12,016-100%$117———
Rhumbline Advisers
N/A—10,940-10,940-100%$106.0K———
Callan Family Office, LLC
N/A—10,026-10,026-100%$97.2K———
New York State Common Retirement Fund
N/A—8,505-8,505-100%$82.4K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—7,371-7,371-100%$71.4K———
UBS Group AG
N/A—6,820-6,820-100%$66.1K———
JPMorgan Chase & Co
N/A—6,793-6,793-100%$66.5K———
Vanguard Global Advisers, LLC
N/A—6,244-6,244-100%$60.5K———
FMR LLC
N/A—5,364-5,364-100%$52.0K———
BNP Paribas Financial Markets
N/A—3,015-3,015-100%$29.2K———
Tower Research Capital LLC (TRC)
N/A—2,518-2,518-100%$24.4K———
Royal Bank of Canada
N/A—2,341-2,341-100%$23.0K———
Ameritas Investment Partners, Inc.
N/A—1,578-1,578-100%$15.3K———
Legal & General Group Plc
N/A—1,390-1,390-100%$13.5K———
Arax Advisory Partners
N/A—757-757-100%$7.3K———
Jones Financial Companies Lllp
N/A—698-698-100%$6.9K———
California State Teachers Retirement System
N/A—220-220-100%$2.1K———
Quarry LP
N/A—150-150-100%$1.5K———
Rothschild Investment LLC
N/A—55-55-100%$533———
UBS Asset Management Americas LLC
N/A—40-40-100%$388———
Transamerica Financial Advisors, LLC
N/A—35-35-100%$339———
Showing 80 of 80 institutions