Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / CL A NEW
-
Number of holders
-
63
-
Total 13F shares, excl. options
-
10.8M
-
Shares change
-
+713K
-
Total reported value, excl. options
-
$107M
-
Value change
-
+$6.5M
-
Number of buys
-
39
-
Number of sells
-
-28
-
Price
-
$9.85
Significant Holders of SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) as of Q2 2025
78 filings reported holding SNFCA - SECURITY NATIONAL FINANCIAL CORP - CL A NEW as of Q2 2025.
SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) has 63 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.8M shares
.
Largest 10 shareholders include Soltis Investment Advisors LLC (2.55M shares), M3F, Inc. (2.12M shares), VANGUARD GROUP INC (747K shares), LHM, INC. (738K shares), DIMENSIONAL FUND ADVISORS LP (732K shares), BlackRock, Inc. (705K shares), AMERIPRISE FINANCIAL INC (468K shares), BRIDGEWAY CAPITAL MANAGEMENT, LLC (337K shares), GEODE CAPITAL MANAGEMENT, LLC (309K shares), and RBF Capital, LLC (295K shares).
This table shows the top 63 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.