13F

Stock

Security Natl Finl Corp

Ticker not mapped · held by 79 managers

Reported value

$68.6M

Holders

79

+11 new · −4 exited

Holders’ est. mark

$2.8M

Price effect on 64 books still in the name

Largest holder

$8.88M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.936.4K$8.88M$432KAdded$594.7K
DIMENSIONAL FUND ADVISORS LP793.6K$7.52M$360.6KAdded$603.4K
VANGUARD CAPITAL MANAGEMENT LLC752.1K$7.13MHeld
AMERIPRISE FINANCIAL INC730.5K$6.93M$303.8KAdded$1.1M
LHM, INC.717.5K$6.8M$337.2KAdded$332.5K
GEODE CAPITAL MANAGEMENT, LLC384.3K$3.65M$177.3KAdded$277.5K
Veradace Capital Management LLC353.1K$3.35M$165.9KAdded$165.9K
RBF Capital, LLC303.5K$2.88M$142.7KAdded$142.7K
BRIDGEWAY CAPITAL MANAGEMENT, LLC278.7K$2.64M$131KCut−$246.6K
Renaissance Technologies203.2K$1.93M$95.5KAdded$19.8K
State Street172.5K$1.63M$73.7KAdded$222.3K
Gem Investment Advisors, LLC158.2K$1.5M$74.3KAdded$74.3K
NORTHERN TRUST CORP144.1K$1.37M$64.9KAdded$121.7K
RAYMOND JAMES FINANCIAL INC133.4K$1.26M$62.7KCut−$193K
VANGUARD FIDUCIARY TRUST CO124.7K$1.18MHeld
GOLDMAN SACHS GROUP INC115K$1.09M$54KCut−$286.6K
VANGUARD PORTFOLIO MANAGEMENT LLC94.4K$894.5KHeld
Empowered Funds, LLC90.9K$861.3KNew
EP Wealth Advisors, LLC63.9K$605.6K$30KAdded$30.1K
Verdad Advisers, LP60K$568.8K$28.2KCut−$159.2K
Physician Wealth Advisors, Inc.52.4K$496.5K$24.6KAdded$24.6K
Citadel50.3K$476.6K$16.3KAdded$164.8K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC44.5K$421.4K$20.9KAdded$3.09K
BARCLAYS PLC40.4K$382.5K$19KCut−$175.6K
EVERGREEN CAPITAL MANAGEMENT LLC39.3K$372.5K$18.5KAdded$18.5K
Bank of New York Mellon Corp37.3K$353.2K$16.8KAdded$31.3K
MORGAN STANLEY29.7K$281.5K$14KCut−$69.2K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC25.6K$242.5K$12KCut−$62.4K
Nuveen, LLC22.3K$211K$10.5KAdded$10.5K
Icahn Capital22K$208.9KNew
RITHOLTZ WEALTH MANAGEMENT20.9K$198K$9.82KCut−$10.8K
HSBC HOLDINGS PLC20.9K$197.5K$9.19KAdded$9.19K
MILLENNIUM MANAGEMENT LLC20.7K$196.6K$9.75KCut−$102.6K
BANK OF AMERICA CORP /DE/20.5K$194.3K$8.58KAdded$29.8K
Lunt Capital Management, Inc.18K$170.4K$8.45KAdded$8.45K
DEUTSCHE BANK AG\17.8K$168.3K$6.19KAdded$49.6K
Invesco Ltd.17.2K$162.7K$7.98KAdded$9.78K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP12.6K$119.4K$5.92KCut−$118.3K
Black Maple Capital Management LP11.3K$107.2K$5.32KCut−$109.7K
RHUMBLINE ADVISERS11.1K$105.5K$5.23KAdded$3.88K
UBS Group AG10.9K$102.9K$4.62KAdded$14.2K
Callan Family Office, LLC10K$95KNew
NEW YORK STATE COMMON RETIREMENT FUND8.51K$80.6K$4KAdded$4K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7.57K$71.8K$3.48KAdded$5.09K
JPMORGAN CHASE & CO6.78K$64.3K$3.25KCut−$84.7K
Farther Finance Advisors, LLC6.38K$60.4K$2.87KAdded$2.9K
WELLS FARGO & COMPANY/MN6.26K$59.4K$2.94KCut−$106.9K
Vanguard Global Advisers, LLC6.24K$59.2KHeld
MetLife Investment Management, LLC4.54K$43K$2.13KCut−$41.8K
Fidelity4.24K$40.1K$859Added$23.7K
Tower Research Capital LLC (TRC)3.82K$36.2K$566Added$25.3K
BNP PARIBAS FINANCIAL MARKETS3.71K$35.2K$1.74KAdded$294
Police & Firemen's Retirement System of New Jersey3.15K$29.8K$1.48KAdded$1.48K
Russell Investments Group, Ltd.2.85K$27.1K$1.03KAdded$7.36K
M3F, Inc.2.2M$20.8K$1.03KAdded$718
CWM, LLC2.01K$19.1K$4KAdded$19.1K
Ameritas Investment Partners, Inc.1.58K$15K$741Added$741
Legal & General Group Plc1.39K$13.2K$653Added$653
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM880$8.34K$413Cut−$668
CITIGROUP INC756$7.17K$174Added$3.83K
JONES FINANCIAL COMPANIES LLLP698$6.45KNew
Sterling Capital Management LLC538$5.1K$253Cut−$3.34K
GAMMA Investing LLC270$2.56K$38Added$1.82K
PNC Financial Services Group, Inc.240$2.27KNew
IFP Advisors, Inc144$1.36K$66Added$113
EverSource Wealth Advisors, LLC87$824$19Added$455
Essential Partners LLC70$664$2Added$628
ROTHSCHILD INVESTMENT LLC42$398$17Added$83
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC40$379New
Allworth Financial LP38$361$1Added$324
Transamerica Financial Advisors, LLC23$218New
PRICE T ROWE ASSOCIATES INC /MD/12K$114New
True Wealth Design, LLC5$48New
MAI Capital Management5$48$1Added$11
Root Financial Partners, LLC4$38New
Sunbelt Securities, Inc.2$19$1Added$10
SBI Securities Co., Ltd.1$9$0Held
NISA INVESTMENT ADVISORS, LLC1$9$0Held
Covestor Ltd36$0New

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.