Security National Financial Corp
SNFCA- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0000318673
No open-market purchases or sales by Security National Financial Corp insiders were filed in the last 90 days; 77 institutions reported holding it in 13F filings for Q2 2026, worth $90.6M in total; no superinvestor holds it.
Q3 2025 vs. Q2 2025
How the institutions holding Security National Financial Corp changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 63 | 2 | 69 | +8 |
| Shares | 10.8M | 102.1K | 11.4M | +633.1K (+5.9%) |
| Value | $106.6M | $1.01M | $98.4M | −$7.16M (−6.8%) |
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Security National Financial Corp at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Squarepoint Ops LLC | 46,990 | $407.4K | 0.00% |
| Deutsche Bank AG | 25,521 | $221.3K | 0.00% |
| Trexquant Investment LP | 16,351 | $141.8K | 0.00% |
| Black Maple Capital Management LP | 12,837 | $111.3K | 0.08% |
| UBS Asset Management Americas Inc | 3,681 | $31.9K | 0.00% |
| Tower Research Capital LLC (TRC) | 1,527 | $13.2K | 0.00% |
| Covestor Ltd | 521 | $5.00K | 0.00% |
| SRS Capital Advisors, Inc. | 183 | $1.59K | 0.00% |
| CWM, LLC | 156 | $1.00K | 0.00% |
| Rothschild Investment LLC | 35 | $303 | 0.00% |
| EverSource Wealth Advisors, LLC | 18 | $156 | 0.00% |
| Essential Partners LLC | 3 | $26 | 0.00% |
| True Wealth Design, LLC | 1 | $9 | 0.00% |
Sold out (5)
Institutions that held Security National Financial Corp at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Janney Montgomery Scott LLC | 70,492 | $694.0K |
| Marshall Wace, LLP | 28,735 | $283.0K |
| Susquehanna International Group, LLP | 23,194 | $228.5K |
| Jane Street Group, LLC | 21,331 | $210.1K |
| MetLife Investment Management | 9,226 | $90.9K |
Not filed for Q3 2025 yet (2)
Institutions that held Security National Financial Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| EP Wealth Advisors, LLC | 60,825 | $599.1K |
| Scott Marsh Financial, LLC | 41,291 | $406.7K |