Fund shareholders of Security National Financial Corp
ISIN US8147853092 · United States
- Fund shareholders
- 101
- Of which ETFs
- 19 82 other funds
- Value held
- 33.9M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 27.2 $ | 0.00 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.59 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.41 % | as of Mar 31, 2026 ↗ |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.26 % | as of Mar 31, 2026 ↗ |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 0.24 % | as of Apr 30, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 0.09 % | as of Mar 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 0.06 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.03 % | as of Mar 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 0.03 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 0.02 % | as of Feb 28, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.02 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 101 | +3 | 3,539,802 | +6.5 % |
| 2026Q1 | 98 | +2 | 3,322,932 | +3.9 % |
| 2025Q4 | 96 | +11 | 3,197,612 | +10.4 % |
| 2025Q3 | 85 | +38 | 2,895,608 | +36.4 % |
| 2025Q2 | 47 | +3 | 2,123,553 | +1.0 % |
| 2025Q1 | 44 | -3 | 2,103,000 | -2.7 % |
| 2024Q4 | 47 | -35 | 2,162,152 | -15.4 % |
| 2024Q3 | 82 | -14 | 2,555,105 | +9.7 % |
| 2024Q2 | 96 | +4 | 2,328,887 | +3.4 % |
| 2024Q1 | 92 | -3 | 2,251,469 | +3.4 % |
| 2023Q4 | 95 | 2,178,472 |
Institutional managers
74 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| M3F, Inc. | 2,198,648 | 20.8K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 936,413 | 8.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 793,553 | 7.5M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 730,502 | 6.9M $ | as of Mar 31, 2026 |
| LHM, INC. | 717,508 | 6.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 384,301 | 3.6M $ | as of Mar 31, 2026 |
| Veradace Capital Management LLC | 353,055 | 3.3M $ | as of Mar 31, 2026 |
| RBF Capital, LLC | 303,534 | 2.9M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 278,746 | 2.6M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 203,240 | 1.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 172,462 | 1.6M $ | as of Mar 31, 2026 |
| Gem Investment Advisors, LLC | 158,171 | 1.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 144,142 | 1.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 133,415 | 1.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 114,991 | 1.1M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 90,859 | 861.3K $ | as of Mar 31, 2026 |
| EP Wealth Advisors, LLC | 63,877 | 605.6K $ | as of Mar 31, 2026 |
| Verdad Advisers, LP | 60,000 | 568.8K $ | as of Mar 31, 2026 |
| Physician Wealth Advisors, Inc. | 52,376 | 496.5K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 50,275 | 476.6K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 44,454 | 421.4K $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 40,353 | 382.5K $ | as of Mar 31, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 39,291 | 372.5K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 37,257 | 353.2K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 29,693 | 281.5K $ | as of Mar 31, 2026 |
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Titelia. "Fund shareholders of Security National Financial Corp". https://titelia.com/en/stocks/security-national-financial-corp-US8147853092