Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Security National Financial Corporation incluem Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Vanguard Portfolio Management Llc, Price T Rowe Associates Inc /md/, Callan Family Office, LLC, Vanguard Global Advisers, LLC, Tucker Asset Management Llc, Jones Financial Companies Lllp, Transamerica Financial Advisors, Inc., e Root Financial Partners, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Cwm, Llc | 2,013 | 377.01 | 19 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6,385 | 0.05 | 60 | 5.26 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7,573 | 2.30 | 72 | 7.58 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 752,095 | 7,130 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 40 | 0 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 698 | 6 | ||||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 384,301 | 2.83 | 3,645 | 8.26 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1,246 | 11 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 17,163 | 1.12 | 163 | 6.58 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 10,026 | 95 | ||||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 94,353 | 894 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 4,235 | 131.80 | 40 | 150.00 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 270 | 229.27 | 3 | |||||
| 2026-05-15 | 13F | State Street Corp | 172,462 | 10.00 | 1,635 | 15.72 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 42 | 20.00 | 0 | |||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 5 | 0 | ||||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 124,688 | 1,182 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 63,877 | 0.01 | 606 | 5.22 | ||||
| 2026-02-13 | 13F | Barclays Plc | 61,947 | 6.29 | 558 | 10.50 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 23 | 0 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 3,818 | 217.11 | 36 | 260.00 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 6,244 | 59 | ||||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 17,755 | 34.70 | 168 | 42.37 | ||||
| 2026-05-05 | 13F | UBS Group AG | 10,851 | 10.30 | 103 | 15.91 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 87 | 112.20 | 1 | |||||
| 2026-05-05 | 13F | Covestor Ltd | 36 | 0 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 730,502 | 13.02 | 6,925 | 18.92 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 90,859 | 10.17 | 861 | 15.88 | ||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 793,553 | 3.33 | 7,523 | 8.72 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 936,413 | 1.87 | 8,877 | 7.18 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 12,016 | 0 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 144,142 | 4.33 | 1,366 | 9.81 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 20,493 | 12.26 | 194 | 18.29 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 38 | 850.00 | 0 | |||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2,854 | 30.56 | 27 | 42.11 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 5 | 25.00 | 0 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 756 | 104.32 | 7 | 133.33 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 144 | 3.60 | 1 | 0.00 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 841,836 | 3.59 | 7,585 | 7.64 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 70 | 1,650.00 | 1 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 22,040 | 209 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4 | 0 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2 | 100.00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 50,275 | 45.27 | 477 | 53.05 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 37,257 | 4.29 | 353 | 9.97 |
