Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Security National Financial Corporation includono 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 .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
