Funds holding Security National Financial Corp
101 funds declare a position · 19 ETFs and 82 other funds · 33.9M $ · US8147853092
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 543,309 | 5.3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 518,045 | 4.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 362,278 | 3.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 213,514 | 2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 5 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 185,562 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 6 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 156,742 | 1.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 7 | iShares Russell 2000 Value ETF iShares Trust | 142,701 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 8 | Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 107,997 | 1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 9 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 95,119 | 861.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 10 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 80,166 | 726.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 11 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 79,071 | 749.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 12 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 78,386 | 768.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 13 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 75,459 | 739.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 14 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 71,926 | 704.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 15 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 67,353 | 660.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 16 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 61,441 | 602.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 17 | Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 53,238 | 504.7K $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 18 | Ultra-Small Company Fund Bridgeway Funds, Inc. | 52,800 | 500.5K $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 19 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 43,248 | 423.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 20 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 42,303 | 414.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 21 | iShares Micro-Cap ETF iShares Trust | 40,928 | 388K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 22 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 36,642 | 359.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 23 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 33,154 | 324.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 24 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 29,292 | 287.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 25 | Master Small Cap Index Series Quantitative Master Series LLC | 26,785 | 253.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 26 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 23,382 | 211.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 27 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 22,660 | 205.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 28 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 22,012 | 199.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 29 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 20,058 | 196.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 30 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 19,666 | 186.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 31 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 15,921 | 150.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 32 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 14,351 | 140.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 33 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 12,405 | 112.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 34 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 11,504 | 109.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 35 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 9,219 | 87.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 36 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 9,032 | 85.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 37 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 8,999 | 81.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 38 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,780 | 83.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 39 | Small Cap Index Fund Northern Funds | 8,491 | 80.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 40 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 7,773 | 76.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 41 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 7,513 | 71.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 42 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,159 | 67.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 43 | Global X Russell 2000 ETF GLOBAL X FUNDS | 7,033 | 68.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 44 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,827 | 66.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 45 | Small Cap Index Fund VALIC Co I | 6,286 | 57K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 46 | Small Cap Core Fund Northern Funds | 5,751 | 54.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 47 | NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 5,407 | 51.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 48 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 5,203 | 51K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 49 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,221 | 40K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 50 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 4,103 | 38.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 51 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,788 | 37.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 52 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,720 | 35.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 53 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,457 | 31.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 54 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,365 | 31.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 55 | Small Cap Index Trust John Hancock Variable Insurance Trust | 3,237 | 30.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 56 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,984 | 29.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 57 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,959 | 28.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 58 | Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 2,849 | 27K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 59 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,495 | 23.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 60 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,387 | 22.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 61 | AST Small-Cap Equity Portfolio Advanced Series Trust | 2,331 | 22.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 62 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 2,204 | 20.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 63 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,202 | 20.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 64 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,058 | 20.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 65 | Victory Extended Market Index Fund Victory Portfolios III | 1,935 | 19K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 66 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,934 | 18.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 67 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,926 | 18.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 68 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,757 | 17.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 69 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,724 | 16.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 70 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 1,626 | 15.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 71 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,578 | 15K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 72 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,496 | 14.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 73 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,435 | 13.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 74 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,346 | 13.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 75 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,280 | 12.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 76 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,227 | 11.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 77 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,208 | 11.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 78 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,066 | 10.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 79 | ProShares Ultra Russell2000 ProShares Trust | 1,005 | 9.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 80 | ProShares UltraPro Russell2000 ProShares Trust | 1,002 | 9.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 81 | ProShares Russell 2000 High Income ETF ProShares Trust | 703 | 6.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 82 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 627 | 5.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 83 | SmallCap Value Fund II Principal Funds, Inc | 602 | 5.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 84 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 525 | 5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 85 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 525 | 5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 86 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 512 | 4.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 87 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 509 | 4.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 88 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 493 | 4.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 89 | ULTRA SMALL CAP PROFUND ProFunds | 183 | 1.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 90 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 78 | 739.4 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 91 | PROFUND VP ULTRA SMALL CAP ProFunds | 54 | 511.9 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 92 | PROFUND VP SMALL CAP ProFunds | 41 | 388.7 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 93 | Russell 2000 Fund Rydex Series Funds | 36 | 341.3 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 94 | SMALL-CAP PROFUND ProFunds | 30 | 294 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 95 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 22 | 208.6 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 96 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 21 | 205.8 $ | as of Apr 30, 2026 · Original filing | |
| 97 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 17 | 166.6 $ | as of Apr 30, 2026 · Original filing | |
| 98 | ProShares Hedge Replication ETF ProShares Trust | 17 | 154 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 99 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 4 | 39.2 $ | as of Apr 30, 2026 · Original filing | |
| 100 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 4 | 37.9 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
74 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| 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 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 25,580 | 242.5K $ | as of Mar 31, 2026 |