SNFCA / Security National Financial Corporation - Kepemilikan Institusional - Pembeli

Security National Financial Corporation
US ˙ NasdaqGM ˙ US8147853092

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Security National Financial Corporation meliputi Scott Marsh Financial, LLC, Evergreen Capital Management Llc, Nuveen, LLC, MetLife Investment Management, LLC, Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A, JAEWX - Small Cap Index Trust NAV, Police & Firemen's Retirement System of New Jersey, JAFVX - Strategic Equity Allocation Trust Series NAV, PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF, EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB, EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB, dan Sterling Capital Management LLC .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 35 0
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,519 8.68 163 -15.62
2025-08-12 13F Nuveen, LLC 19,103 188
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 61,772 9.04 608 -11.24
2025-08-14 13F Bnp Paribas Arbitrage, Sa 2,831 306.75 28 237.50
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 86,179 1.77 849 -17.19
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 450 4
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 21 0
2025-08-12 13F Ameritas Investment Partners, Inc. 1,503 15
2025-08-12 13F Legal & General Group Plc 1,324 13
2025-08-14 13F Wells Fargo & Company/mn 9,668 4,314.61 95 4,650.00
2025-08-11 13F Empowered Funds, LLC 61,856 9.19 609 -11.09
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,502 48.21 67 22.22
2025-08-14 13F Ameriprise Financial Inc 467,818 0.37 4,608 -18.28
2025-08-04 13F Amalgamated Bank 503 0
2025-08-15 13F Morgan Stanley 47,564 48.23 469 20.62
2025-08-12 13F Dimensional Fund Advisors Lp 731,829 5.85 7,208 -13.85
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5,569 55
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32,559 9.07 321 -11.36
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 9,289 303.87 91 237.04
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2,558 8.39 25 38.89
2025-08-11 13F Vanguard Group Inc 746,985 14.73 7,358 -6.60
2025-08-14 13F Bridgeway Capital Management Inc 336,704 1.57 3,317 -17.33
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 3,164 31
2025-07-28 13F Lunt Capital Management, Inc. 16,489 3.95 162 -15.18
2025-08-14 13F Evergreen Capital Management Llc 37,420 369
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 59,150 6.53 606 -11.81
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 75 1
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,388 78.87 14 116.67
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3,037 24.11 30 0.00
2025-08-08 13F Geode Capital Management, Llc 308,665 134.42 3,041 90.83
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,956 86.68 108 50.70
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,540 16
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,699 34.10 17 60.00
2025-08-08 13F/A Sterling Capital Management LLC 398 4
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Marshall Wace, Llp 28,735 33.70 283 8.85
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 120,433 2.41 1,186 26.30
2025-07-17 13F Janney Montgomery Scott LLC 70,492 0.16 1
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 69,603 1.84 713 -15.74
2025-08-14 13F Scott Marsh Financial, LLC 41,291 407
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 159,025 1.51 1,628 -15.95
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 8,049 79
2025-08-14 13F Raymond James Financial Inc 151,688 1,404.69 1,494 1,134.71
2025-08-12 13F BlackRock, Inc. 704,926 293.36 6,944 220.25
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1,503 45.78 15 75.00
2025-08-13 13F Northern Trust Corp 123,982 173.83 1,221 123.22
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 6,605 0.98 65 25.00
2025-08-13 13F MetLife Investment Management, LLC 9,226 91
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 500 5
2025-08-12 13F Jpmorgan Chase & Co 13,981 16,156.98 138 13,600.00
2025-08-13 13F M3F, Inc. 2,122,425 5.24 21 -16.67
2025-07-28 13F Ritholtz Wealth Management 43,527 11.68 429 -9.13
2025-08-14 13F California State Teachers Retirement System 919 9
2025-08-14 13F/A Barclays Plc 61,312 60.18 1
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 6,807 11.52 67 39.58
2025-08-14 13F Citadel Advisors Llc 27,416 270
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 23,549 8.06 232 32.76
2025-08-05 13F Bank of New York Mellon Corp 33,314 328
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 50,244 21.66 514 0.78
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 2,998 30
2025-08-14 13F State Street Corp 142,196 190.04 1,401 136.09
2025-08-13 13F New York State Common Retirement Fund 10,600 0
2025-08-13 13F Invesco Ltd. 12,857 127
2025-08-13 13F Renaissance Technologies Llc 257,860 4.95 2,540 -14.60
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 11,600 26.85 114 56.16
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3,608 78.08 36 118.75
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2,442 24
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 4 0
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 56,493 8.16 578 -10.53
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 12,443 10.52 127 -8.63
2025-08-14 13F Royal Bank Of Canada 12,195 10.61 121 -9.02
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2,274 15.14 22 46.67
2025-08-14 13F Bank Of America Corp /de/ 11,664 86.15 115 52.00
2025-08-12 13F Rhumbline Advisers 16,193 160
2025-08-12 13F Charles Schwab Investment Management Inc 44,205 435
2025-08-13 13F Panagora Asset Management Inc 10,784 106
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,560 31.89 153 62.77
Other Listings
DE:XSNA € 6.80
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