Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / CL A NEW
-
Number of holders
-
60
-
Total 13F shares, excl. options
-
10.1M
-
Shares change
-
+51.9K
-
Total reported value, excl. options
-
$122M
-
Value change
-
+$630K
-
Number of buys
-
22
-
Number of sells
-
-27
-
Price
-
$12.10
Significant Holders of SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) as of Q1 2025
64 filings reported holding SNFCA - SECURITY NATIONAL FINANCIAL CORP - CL A NEW as of Q1 2025.
SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) has 60 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.1M shares
.
Largest 10 shareholders include Soltis Investment Advisors LLC (2.57M shares), M3F, Inc. (2.02M shares), LHM, INC. (781K shares), DIMENSIONAL FUND ADVISORS LP (691K shares), VANGUARD GROUP INC (651K shares), AMERIPRISE FINANCIAL INC (466K shares), BRIDGEWAY CAPITAL MANAGEMENT, LLC (332K shares), RBF Capital, LLC (295K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (283K shares), and MILLENNIUM MANAGEMENT LLC (265K shares).
This table shows the top 60 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.