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 | |
|---|---|---|---|---|---|
| 101 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 27.2 $ | 0.00 % | as of Feb 28, 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 |