CUSIP 814785309
SECURITY NATL FINL CORP
101 institutions · $83.8M total · 11,572,487 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Soltis Investment Advisors LLC | 2,612,979 | $23.5M | 22.57% | 2025-12-31 |
| 2 | VANGUARD GROUP INC | 750,528 | $6.8M | 6.48% | 2025-12-31 |
| 3 | LHM, INC. | 718,033 | $6.5M | 6.20% | 2025-12-31 |
| 4 | DIMENSIONAL FUND ADVISORS LP | 717,688 | $6.5M | 6.20% | 2025-12-31 |
| 5 | AMERIPRISE FINANCIAL INC | 646,319 | $5.8M | 5.58% | 2025-12-31 |
| 6 | BlackRock, Inc. | 530,898 | $4.8M | 4.58% | 2025-12-31 |
| 7 | Veradace Capital Management LLC | 353,055 | $3.2M | 3.05% | 2025-12-31 |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 320,659 | $2.9M | 2.77% | 2025-12-31 |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 318,498 | $2.9M | 2.75% | 2025-12-31 |
| 10 | RBF Capital, LLC | 303,534 | $2.7M | 2.62% | 2025-12-31 |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 211,640 | $1.9M | 1.82% | 2025-12-31 |
| 12 | RAYMOND JAMES FINANCIAL INC | 158,418 | $1.4M | 1.36% | 2025-12-31 |
| 13 | STATE STREET CORP | 156,783 | $1.4M | 1.35% | 2025-12-31 |
| 14 | NORTHERN TRUST CORP | 135,629 | $1.2M | 1.17% | 2025-12-31 |
| 15 | GOLDMAN SACHS GROUP INC | 97,835 | $881.5K | 0.84% | 2025-12-31 |
| 16 | Empowered Funds, LLC | 82,470 | $743.1K | 0.71% | 2025-12-31 |
| 17 | Verdad Advisers, LP | 80,800 | $728.0K | 0.69% | 2025-12-31 |
| 18 | BARCLAYS PLC | 61,312 | $603.9K | 0.52% | 2025-12-31 |
| 19 | EP Wealth Advisors, LLC | 63,869 | $575.5K | 0.55% | 2025-12-31 |
| 20 | TOWNSQUARE CAPITAL LLC | 41,291 | $499.6K | 0.35% | 2025-03-31 |
| 21 | Physician Wealth Advisors, Inc. | 52,376 | $471.9K | 0.45% | 2025-12-31 |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 46,430 | $418.3K | 0.40% | 2025-12-31 |
| 23 | Scott Marsh Financial, LLC | 41,291 | $406.7K | 0.35% | 2025-06-30 |
| 24 | EVERGREEN CAPITAL MANAGEMENT LLC | 39,291 | $354.0K | 0.33% | 2025-12-31 |
| 25 | 683 Capital Management, LLC | 29,399 | $353.7K | 0.25% | 2024-12-31 |
| 26 | Qube Research & Technologies Ltd | 27,845 | $336.9K | 0.24% | 2025-03-31 |
| 27 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 33,841 | $304.9K | 0.29% | 2025-12-31 |
| 28 | MILLENNIUM MANAGEMENT LLC | 33,204 | $299.2K | 0.28% | 2025-12-31 |
| 29 | CITADEL ADVISORS LLC | 30,101 | $271.2K | 0.26% | 2025-12-31 |
| 30 | Hillsdale Investment Management Inc. | 21,600 | $261.4K | 0.18% | 2025-03-31 |
| 31 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 26,382 | $237.7K | 0.22% | 2025-12-31 |
| 32 | Bank of New York Mellon Corp | 24,391 | $219.8K | 0.21% | 2025-12-31 |
| 33 | Black Maple Capital Management LP | 24,078 | $216.9K | 0.20% | 2025-12-31 |
| 34 | JANE STREET GROUP, LLC | 21,331 | $210.1K | 0.18% | 2025-06-30 |
| 35 | RITHOLTZ WEALTH MANAGEMENT | 23,175 | $208.8K | 0.20% | 2025-12-31 |
| 36 | Nuveen, LLC | 22,262 | $200.6K | 0.19% | 2025-12-31 |
| 37 | MARSHALL WACE, LLP | 20,062 | $197.6K | 0.17% | 2025-06-30 |
| 38 | Schonfeld Strategic Advisors LLC | 15,698 | $189.9K | 0.13% | 2025-03-31 |
| 39 | Jain Global LLC | 15,114 | $182.9K | 0.13% | 2025-03-31 |
| 40 | HSBC HOLDINGS PLC | 20,874 | $179.5K | 0.18% | 2025-09-30 |
| 41 | Balyasny Asset Management L.P. | 14,383 | $174.0K | 0.12% | 2025-03-31 |
| 42 | Lunt Capital Management, Inc. | 17,972 | $161.9K | 0.15% | 2025-12-31 |
| 43 | WELLS FARGO & COMPANY/MN | 17,681 | $159.3K | 0.15% | 2025-12-31 |
| 44 | BANK OF AMERICA CORP /DE/ | 17,341 | $156.2K | 0.14% | 2025-12-31 |
| 45 | Jefferies Financial Group Inc. | 12,882 | $155.9K | 0.11% | 2025-03-31 |
| 46 | MORGAN STANLEY | 16,324 | $147.1K | 0.14% | 2025-12-31 |
| 47 | Trexquant Investment LP | 16,351 | $141.8K | 0.14% | 2025-09-30 |
| 48 | Cubist Systematic Strategies, LLC | 10,679 | $129.2K | 0.09% | 2025-03-31 |
| 49 | Point72 Asia (Singapore) Pte. Ltd. | 10,359 | $125.3K | 0.08% | 2025-03-31 |
| 50 | DEUTSCHE BANK AG\ | 13,181 | $118.8K | 0.11% | 2025-12-31 |
| 51 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,764 | $106.0K | 0.10% | 2025-12-31 |
| 52 | RHUMBLINE ADVISERS | 11,270 | $101.6K | 0.09% | 2025-12-31 |
| 53 | Squarepoint Ops LLC | 11,233 | $101.2K | 0.09% | 2025-12-31 |
| 54 | PANAGORA ASSET MANAGEMENT INC | 10,706 | $92.8K | 0.09% | 2025-09-30 |
| 55 | JPMORGAN CHASE & CO | 9,869 | $88.9K | 0.08% | 2025-12-31 |
| 56 | MetLife Investment Management, LLC | 9,412 | $84.8K | 0.08% | 2025-12-31 |
| 57 | Invesco Ltd. | 8,646 | $77.9K | 0.07% | 2025-12-31 |
| 58 | NEW YORK STATE COMMON RETIREMENT FUND | 8,505 | $76.6K | 0.07% | 2025-12-31 |
| 59 | UBS Group AG | 8,400 | $75.7K | 0.07% | 2025-12-31 |
| 60 | Aster Capital Management (DIFC) Ltd | 5,970 | $71.8K | 0.05% | 2024-12-31 |
| 61 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7,403 | $66.7K | 0.06% | 2025-12-31 |
| 62 | Farther Finance Advisors, LLC | 6,382 | $57.5K | 0.05% | 2025-12-31 |
| 63 | BNP PARIBAS FINANCIAL MARKETS | 3,873 | $34.9K | 0.03% | 2025-12-31 |
| 64 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 3,681 | $31.9K | 0.03% | 2025-09-30 |
| 65 | Police & Firemen's Retirement System of New Jersey | 3,147 | $28.4K | 0.02% | 2025-12-31 |
| 66 | M3F, Inc. | 2,233,648 | $20.1K | 19.30% | 2025-12-31 |
| 67 | Van Hulzen Asset Management, LLC | 1,405 | $16.9K | 0.01% | 2024-12-31 |
| 68 | FMR LLC | 1,827 | $16.5K | 0.01% | 2025-12-31 |
| 69 | Ameritas Investment Partners, Inc. | 1,578 | $14.2K | 0.01% | 2025-12-31 |
| 70 | Legal & General Group Plc | 1,390 | $12.5K | 0.01% | 2025-12-31 |
| 71 | Russell Investments Group, Ltd. | 1,280 | $11.5K | 0.01% | 2025-12-31 |
| 72 | TUCKER ASSET MANAGEMENT LLC | 1,246 | $11.2K | 0.01% | 2025-12-31 |
| 73 | Tower Research Capital LLC (TRC) | 1,204 | $10.8K | 0.01% | 2025-12-31 |
| 74 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1,000 | $9.0K | 0.00% | 2025-12-31 |
| 75 | Sterling Capital Management LLC | 937 | $8.4K | 0.00% | 2025-12-31 |
| 76 | Point72 (DIFC) Ltd | 373 | $4.5K | 0.00% | 2025-03-31 |
| 77 | Royal Bank of Canada | 392 | $4.0K | 0.00% | 2025-12-31 |
| 78 | CITIGROUP INC | 368 | $3.3K | 0.00% | 2025-12-31 |
| 79 | CoreFirst Bank & Trust | 353 | $3.2K | 0.00% | 2025-12-31 |
| 80 | OSAIC HOLDINGS, INC. | 152 | $1.8K | 0.00% | 2025-06-30 |
| 81 | Arax Advisory Partners | 183 | $1.6K | 0.00% | 2025-09-30 |
| 82 | IFP Advisors, Inc | 139 | $1.3K | 0.00% | 2025-12-31 |
| 83 | COMERICA BANK | 87 | $784 | 0.00% | 2025-12-31 |
| 84 | GAMMA Investing LLC | 82 | $739 | 0.00% | 2025-12-31 |
| 85 | Janney Montgomery Scott LLC | 70,492 | $694 | 0.60% | 2025-06-30 |
| 86 | HRT FINANCIAL LP | 28,783 | $348 | 0.24% | 2025-03-31 |
| 87 | ROTHSCHILD INVESTMENT LLC | 35 | $315 | 0.00% | 2025-12-31 |
| 88 | EverSource Wealth Advisors, LLC | 32 | $288 | 0.00% | 2025-12-31 |
| 89 | ExodusPoint Capital Management, LP | 16,456 | $199 | 0.14% | 2025-03-31 |
| 90 | ACADIAN ASSET MANAGEMENT LLC | 8,513 | $72 | 0.07% | 2025-09-30 |
| 91 | Allworth Financial LP | 4 | $37 | 0.00% | 2025-12-31 |
| 92 | MAI Capital Management | 4 | $37 | 0.00% | 2025-12-31 |
| 93 | True Wealth Design, LLC | 1 | $9 | 0.00% | 2025-09-30 |
| 94 | NISA INVESTMENT ADVISORS, LLC | 1 | $9 | 0.00% | 2025-12-31 |
| 95 | SBI Securities Co., Ltd. | 1 | $9 | 0.00% | 2025-12-31 |
| 96 | Sunbelt Securities, Inc. | 1 | $9 | 0.00% | 2025-12-31 |
| 97 | Smithfield Trust Co | 669 | $6 | 0.00% | 2025-09-30 |
| 98 | Covestor Ltd | 521 | $5 | 0.00% | 2025-09-30 |
| 99 | AMALGAMATED BANK | 511 | $5 | 0.00% | 2025-12-31 |
| 100 | CWM, LLC | 422 | $4 | 0.00% | 2025-12-31 |
| 101 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |