| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 746K | $7.2M | -0.8% | 3.332% | 0.00% |
| 5 | LHM, INC. | 601K | $5.5M | -16.2% | 2.685% | 1.89% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 410K | $4.0M | +6.8% | 1.833% | 0.00% |
| 7 | Veradace Capital Management LLC | 353K | $3.4M | 0.0% | 1.577% | 2.58% |
| 8 | RBF Capital, LLC | 304K | $2.9M | 0.0% | 1.355% | 0.12% |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 276K | $2.7M | -0.9% | 1.234% | 0.05% |
| 10 | STATE STREET CORP | 195K | $1.9M | +12.8% | 0.869% | 0.00% |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 194K | $1.9M | -4.7% | 0.865% | 0.00% |
| 12 | Gem Investment Advisors, LLC | 158K | $1.5M | 0.0% | 0.706% | 0.94% |
| 13 | NORTHERN TRUST CORP | 144K | $1.4M | +0.1% | 0.645% | 0.00% |
| 14 | VANGUARD FIDUCIARY TRUST CO | 113K | $1.1M | -9.5% | 0.504% | 0.00% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 107K | $1.0M | +13.5% | 0.478% | 0.00% |
| 16 | Empowered Funds, LLC | 98K | $947K | +7.5% | 0.436% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 93K | $905K | -18.8% | 0.417% | 0.00% |
| 18 | EP Wealth Advisors, LLC | 64K | $619K | +0.0% | 0.285% | 0.00% |
| 19 | Verdad Advisers, LP | 60K | $581K | 0.0% | 0.268% | 0.56% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 54K | $520K | +143.6% | 0.240% | 0.00% |
| 21 | Physician Wealth Advisors, Inc. | 52K | $508K | 0.0% | 0.234% | 0.06% |
| 22 | CITADEL ADVISORS LLC | 48K | $467K | -4.2% | 0.215% | 0.00% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 47K | $453K | +5.1% | 0.209% | 0.00% |
| 24 | EVERGREEN CAPITAL MANAGEMENT LLC | 39K | $381K | 0.0% | 0.176% | 0.01% |
| 25 | BARCLAYS PLC | 39K | $377K | -3.5% | 0.174% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SNFCA — a direct measure of their conviction.
| 49.42% |
| 1.87 pp |
| $95M |
| +0.1% |
| Q4 2024 | 59 | +11% | 51.29% | +1.49 pp | $95M | +32% |
| Q3 2024 | 53 | — | 49.80% | — | $72M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
7 institutions opened new positions in SNFCA during Q2 2026, while 7 fully exited. 51 added to existing positions and 18 trimmed.
SNFCA institutional ownership fell by 2.55 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 76.6% of all reported 13F value in SNFCA, and the top 25 account for 94.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Security National Financial Corporation (SNFCA) Institutional Ownership