SECURITY NATL FINL CORP CL A NEW

SECURITY NATL FINL CORP CL A NEW is a security (CUSIP 814785309) tracked across SEC portfolio filings. 80 institutional managers reported $60.8M on Form 13F as of 2026-06-30; 10 registered fund positions totaling $4.3M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 80 managers by value.

ManagerLocationValueShares
BlackRock, Inc.New York, NY$8.9M936,413
VANGUARD GROUP INCValley Forge, PA$7.6M841,836
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$7.5M793,553
LHM, INC.Sandy, UT$6.8M717,508
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$3.6M384,301
Veradace Capital Management LLCDALLAS, TX$3.3M353,055
RBF Capital, LLCSAN FRANCISCO, CA$2.9M303,534
BRIDGEWAY CAPITAL MANAGEMENT, LLCHOUSTON, TX$2.6M278,746
RENAISSANCE TECHNOLOGIES LLCNEW YORK, NY$1.9M203,240
STATE STREET CORPBOSTON, MA$1.6M172,462
Gem Investment Advisors, LLCTEANECK, NJ$1.5M158,171
NORTHERN TRUST CORPCHICAGO, IL$1.4M144,142
RAYMOND JAMES FINANCIAL INCST. PETERSBURG, FL$1.3M133,415
GOLDMAN SACHS GROUP INCNEW YORK, NY$1.1M114,991
Empowered Funds, LLCHAVERTOWN, PA$861K90,859

Top fund holders (N-PORT)

FundRegistrantValue% of fund
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$2.0M0.25%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$805K0.46%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$768K1.03%
Master Small Cap Index SeriesQuantitative Master Series LLC$254K0.53%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETFGoldman Sachs ETF Trust$216K2.19%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$109K0.04%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$86K0.01%
DWS Small Cap Index VIPDEUTSCHE DWS INVESTMENTS VIT FUNDS$23K0.54%
TIAA Separate Account VA-1 - Stock Index AccountTIAA Separate Account VA-1$21K0.16%
Longview Advantage ETFRBB Fund Trust$4K0.06%

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