How many institutions own SNFCA stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own SNFCA shares is 103, representing 51.86% of the company's common stock.

Who are the major shareholders selling Security National Financial Corporation stock?

RHUMBLINE ADVISERS, in the last quarter, reduced its stake in SNFCA by -18.16% restricting it's holding to 11.27 thousand shares of worth nearly $101.57K. CITIGROUP INC also lessened -69.89% of the SNFCA shares from its portfolio, reducing its holding to 370 shares of worth $3.33K. AMALGAMATED BANK also shunned SNFCA shares holding by -3.22% last quarter which brought its holding to 511 shares worth $5.00K.

Investors who are buying SNFCA stock?

As per its latest 13F filing, VERADACE CAPITAL MANAGEMENT LLC increased its stake in SNFCA by 100% in the last quarter. The institutional holder raised its holding to 353.06 thousand shares having worth more than $3.18B. IFP ADVISORS, INC also added 5.3% more shares of SNFCA to its portfolio, raising its holding to 139 shares of worth $1.25K. COREFIRST BANK & TRUST also increased its SNFCA shares holding by 100% which brought its holding to 353 shares worth $3.18K.

SNFCA's major insiders: who are they?

The insider with the most stakes in SNFCA is Jordan Capital AM, LLC , 10 percent owner at the company. Additionally, SNFCA stock is highly held by VP & Nat Mark Dir of Life Ins Overbaugh Jason G. and CFO and Treasurer Sill Garrett S. among others.

Did an insider recently sell SNFCA stock?

Company executives, directors, and other insiders own 27.05% percent of Security National Financial Corporation's stock. Within the last six months, there have been 0 transaction(s) in which SNFCA insiders have sold stock, totaling 0 shares. Insiders that have sold shares include FULLER GILBERT A, OVERBAUGH JASON G., and STEPHENS JEFFREY RUSSELL.

Which insider recently purchased SNFCA stock?

There have been 0 transaction(s) during the past 6-months in which Security National Financial Corporation insiders have bought stock, totalling 0 shares

How much of SNFCA does insiders own?

Around 0 Security National Financial Corporation shares are held by insiders, which represents about 27.05% of SNFCA stock.

Who is the insider with the largest stake?

SNFCA 10 percent owner, Jordan Capital AM, LLC holds the largest portfolio of the company's shares. SNFCA shares owned by Jordan total nearly 122.19 thousand.

Which institution holds the most shares in SNFCA?

VERADACE CAPITAL MANAGEMENT LLC is the largest institutional owner in SNFCA which holds 353.06 thousand shares worth $3.18B or 1.43% of the total SNFCA shares outstanding followed by RHUMBLINE ADVISERS with ownership of 11.27 thousand shares representing 0.05% of the SNFCA ownership. HSBC HOLDINGS PLC is the third largest stakeholder with 20.87 thousand shares or 0.08% of the ownership worth more than $188.28K.

Is Security National Financial Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the SNFCA is concerned, it is a stock which is not optionable.

Is there a short position on SNFCA's shares?

Number of SNFCA shares short is 289.77K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding SNFCA shares are there?

As of today, 23.51M shares of SNFCA are outstanding.

Is there many float in SNFCA stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, SNFCA has 14.17M shares in float.

SNFCA short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for SNFCA is 6.92.

Security National Financial (SNFCA) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares1.06

Short Percent Of Float1.53

Shares Outstanding23.51M

Shares Float14.17M

Shares Short289.77K

Short Ratio6.92

1.53%

Short % of Float

1.06%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

27.05% Percentage of Shares held by All Insiders

51.86% Percentage of Shares held by All Institutions

71.09% Percentage of Float held by Institutions

103

Number of Institutions Holding Shares

Institutional Ownership

About 51.86% of SNFCA shares are held by financial institutions. VERADACE CAPITAL MANAGEMENT LLC is the top corporate investor, holding 353.06K shares valued at $3.18B. A 1.43% stake in Security National Financial Corporation is owned by the company. RHUMBLINE ADVISERS owns 11.27K shares valued at $101.57K, which translates its holding of 0.05% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	VERADACE CAPITAL MANAGEMENT LLC	1.43%	353.06K	3.18B	353.06K	+100.00%
Dec 31, 2025	RHUMBLINE ADVISERS	0.05%	11.27K	101.57K	-2.5K	-18.16%
Dec 31, 2025	HSBC HOLDINGS PLC	0.08%	20.87K	188.28K	0	0
Dec 31, 2025	IFP ADVISORS, INC	0%	139	1.25K	7	+5.30%
Dec 31, 2025	COREFIRST BANK & TRUST	0%	353	3.18K	353	+100.00%
Dec 31, 2025	CITIGROUP INC	0%	370	3.33K	-859	-69.89%
Dec 31, 2025	AMALGAMATED BANK	0%	511	5K	-17	-3.22%
Dec 31, 2025	ROYAL BANK OF CANADA	0%	662	6K	496	+298.80%
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	937	8.44K	-130	-12.18%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	1.2K	10.85M	-323	-21.15%
Dec 31, 2025	TUCKER ASSET MANAGEMENT LLC	0.01%	1.25K	11.23K	1.25K	+100.00%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.01%	1.39K	12.52K	0	0
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.58K	14.22K	0	0
Dec 31, 2025	SQUAREPOINT OPS LLC	0.05%	11.23K	101.21K	-35.76K	-76.09%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	11.76K	105.99K	11.76K	+100.00%
Dec 31, 2025	DEUTSCHE BANK AG\	0.05%	13.18K	118.76K	-12.34K	-48.35%
Dec 31, 2025	JPMORGAN CHASE & CO	0.07%	16.53K	148.95K	871	+5.56%
Dec 31, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.07%	17.97K	161.93K	0	0
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.09%	23.18K	208.8K	-8.66K	-27.21%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.11%	26.38K	237.7K	-1.17K	-4.23%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.13%	33.2K	299.17K	-27.11K	-44.94%
Dec 31, 2025	M3F, INC.	9.04%	2.23M	20.13M	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.62%	646.32K	5.82M	77.02K	+13.53%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.07%	18.46K	166.29K	6.37K	+52.75%
Dec 31, 2025	CWM, LLC	0%	422	4K	266	+170.51%
Dec 31, 2025	COMERICA BANK	0%	87	784	0	0
Dec 31, 2025	GAMMA INVESTING LLC	0%	82	739	82	+100.00%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	41	369	23	+127.78%
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0%	35	315	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	4	37	4	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	4	37	4	+100.00%
Dec 31, 2025	NISA INVESTMENT ADVISORS, LLC	0%	1	9	1	+100.00%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	1	9	0	0
Dec 31, 2025	BLACK MAPLE CAPITAL MANAGEMENT LP	0.1%	24.08K	216.94K	11.24K	+87.57%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.03%	7.4K	66.7K	220	+3.06%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.14%	33.84K	304.91K	-26.27K	-43.70%
Dec 31, 2025	CITADEL ADVISORS LLC	0.14%	34.61K	311.82K	18.07K	+109.20%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.14%	35.73K	321.89K	-275	-0.76%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.26%	63.87K	575.46M	63.87K	+100.00%
Dec 31, 2025	VERDAD ADVISERS, LP	0.33%	80.8K	728.01K	80.8K	+100.00%
Dec 31, 2025	NUVEEN, LLC	0.09%	22.26K	200.58K	2.2K	+10.99%
Dec 31, 2025	FMR LLC	0.01%	1.83K	16.46K	1.48K	+419.03%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	2.19K	19.7K	596	+37.48%
Dec 31, 2025	MORGAN STANLEY	0.16%	38.92K	350.66K	6.52K	+20.13%
Dec 31, 2025	PANAGORA ASSET MANAGEMENT INC	0%	0	-	-10.71K	-100.00%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0%	0	-	-3.68K	-100.00%
Dec 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.16%	39.29K	354.01K	0	0
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.19%	46.43K	418.33K	15	+0.03%
Dec 31, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0.21%	52.38K	471.9K	-3.78K	-6.73%
Dec 31, 2025	BARCLAYS PLC	0.25%	61.95K	558.14K	19.46K	+45.81%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.33%	82.47K	743.06K	8.65K	+11.72%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.62%	152.8K	1.38M	-20.54K	-11.85%
Dec 31, 2025	STATE STREET CORP	0.63%	156.78K	1.41M	-772	-0.49%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.86%	211.64K	1.91M	-41.65K	-16.44%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.51%	373.74K	3.37M	14.79K	+4.12%
Dec 31, 2025	LHM, INC.	2.91%	718.03K	6.47M	-11.72K	-1.61%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.11%	767.95K	6.92M	2.12K	+0.28%
Dec 31, 2025	VANGUARD GROUP INC	3.41%	841.84K	7.58M	29.15K	+3.59%
Dec 31, 2025	BLACKROCK, INC.	3.72%	919.26K	8.28M	85.45K	+10.25%
Dec 31, 2025	SOLTIS INVESTMENT ADVISORS LLC	10.57%	2.61M	23.54M	-24.82K	-0.94%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.03%	8.51K	76.63K	0	0
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.04%	9.41K	84.8K	9.41K	+100.00%
Dec 31, 2025	RBF CAPITAL, LLC	1.23%	303.53K	2.73M	-6.14K	-1.98%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	3.15K	28.35K	0	0
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	3.87K	34.9K	-2.53K	-39.54%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	6.38K	57.5K	0	0
Dec 31, 2025	INVESCO LTD.	0.07%	16.97K	152.93K	1.22K	+7.75%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.07%	18.26K	164.48K	6.45K	+54.69%
Dec 31, 2025	NORTHERN TRUST CORP	0.56%	138.15K	1.24M	-3.86K	-2.72%
Dec 31, 2025	UBS GROUP AG	0.04%	9.84K	88.64K	-2.51K	-20.30%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.65%	161.8K	1.46M	-4.71K	-2.83%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.3%	320.66K	2.89M	-41.75K	-11.52%
Sep 30, 2025	BLACK MAPLE CAPITAL MANAGEMENT LP	0.05%	12.84K	111.3K	12.84K	+100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.53K	13.24K	1.53K	+100.00%
Sep 30, 2025	SOLTIS INVESTMENT ADVISORS LLC	10.65%	2.64M	22.87M	86.7K	+3.40%
Sep 30, 2025	M3F, INC.	9.02%	2.23M	19.37M	111.22K	+5.24%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.15%	36K	312.13K	2.69K	+8.07%
Sep 30, 2025	MORGAN STANLEY	0.13%	32.4K	280.88K	-15.17K	-31.89%
Sep 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.07%	17.97K	155.82K	1.48K	+8.99%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.16%	39.29K	340.65K	1.87K	+5.00%
Sep 30, 2025	BLACKROCK, INC.	3.37%	833.81K	7.23M	128.88K	+18.28%
Sep 30, 2025	VANGUARD GROUP INC	3.28%	812.69K	7.05M	65.71K	+8.80%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.19%	46.42K	402.42K	2.21K	+5.00%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.09%	765.83K	6.64M	34K	+4.65%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.19%	46.99K	407.4K	46.99K	+100.00%
Sep 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0.23%	56.16K	486.88K	2.67K	+5.00%
Sep 30, 2025	BARCLAYS PLC	0.24%	58.28K	505.29K	-3.03K	-4.95%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.24%	60.11K	521.17K	-22.06K	-26.84%
Sep 30, 2025	LHM, INC.	2.95%	729.75K	6.33M	-8.37K	-1.13%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	2.3%	569.3K	4.94M	101.48K	+21.69%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.46%	362.41K	3.14M	25.7K	+7.63%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.45%	358.95K	3.11M	50.29K	+16.29%
Sep 30, 2025	RBF CAPITAL, LLC	1.25%	309.67K	2.68M	14.75K	+5.00%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.02%	253.29K	2.2M	-4.57K	-1.77%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.7%	173.34K	1.5M	131.11K	+310.42%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.67%	166.51K	1.44M	14.83K	+9.77%
Sep 30, 2025	STATE STREET CORP	0.64%	157.56K	1.37M	15.36K	+10.80%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.24%	60.31K	522.89K	16.83K	+38.72%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.3%	73.82K	640.01K	11.96K	+19.34%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.01%	1.39K	12.05K	66	+4.98%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	11.8K	102.32K	137	+1.17%
Sep 30, 2025	DEUTSCHE BANK AG\	0.1%	25.52K	221.27K	25.52K	+100.00%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0%	0	-	-9.23K	-100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-70.49K	-100.00%
Sep 30, 2025	MARSHALL WACE, LLP	0%	0	-	-28.74K	-100.00%
Sep 30, 2025	TRUE WEALTH DESIGN, LLC	0%	1	9	1	+100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	1	9	0	0
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	18	156	18	+100.00%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	35	303	35	+100.00%
Sep 30, 2025	CWM, LLC	0%	156	1K	156	+100.00%
Sep 30, 2025	FMR LLC	0%	352	3.05K	5	+1.44%
Sep 30, 2025	COVESTOR LTD	0%	521	5K	521	+100.00%
Sep 30, 2025	AMALGAMATED BANK	0%	528	5K	25	+4.97%
Sep 30, 2025	SMITHFIELD TRUST CO	0%	669	6K	32	+5.02%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	1.07K	9.25K	669	+168.09%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.01%	3.68K	31.91K	3.68K	+100.00%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.11%	27.55K	238.84K	-30.48K	-52.52%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.13%	31.84K	276.02K	-11.69K	-26.86%
Sep 30, 2025	NORTHERN TRUST CORP	0.57%	142.01K	1.23M	18.03K	+14.54%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.58K	13.68K	75	+4.99%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	1.59K	13.79K	1.53K	+2,550.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	6.38K	55.33K	304	+5.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.03%	6.41K	55.54K	3.58K	+126.28%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.03%	7.18K	62.28K	-866	-10.76%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.03%	8.51K	73.74K	-2.1K	-19.76%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.03%	8.51K	72K	-49.57K	-85.34%
Sep 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.04%	10.71K	92.82K	-78	-0.72%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.05%	12.08K	104.76K	2.42K	+24.98%
Sep 30, 2025	UBS GROUP AG	0.05%	12.34K	107.02K	6.15K	+99.32%
Sep 30, 2025	RHUMBLINE ADVISERS	0.06%	13.77K	119.43K	-2.42K	-14.96%
Sep 30, 2025	JPMORGAN CHASE & CO	0.06%	15.66K	135.78K	1.68K	+12.02%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.07%	16.35K	141.76K	16.35K	+100.00%
Sep 30, 2025	NUVEEN, LLC	0.08%	20.06K	173.9K	955	+5.00%
Sep 30, 2025	HSBC HOLDINGS PLC	0.08%	20.87K	179.52K	-2.05K	-8.95%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	3.15K	27.28K	149	+4.97%
Sep 30, 2025	CITADEL ADVISORS LLC	0.07%	16.54K	143.43K	-10.87K	-39.66%
Sep 30, 2025	INVESCO LTD.	0.06%	15.75K	136.57K	2.9K	+22.52%
Sep 30, 2025	CITIGROUP INC	0.01%	1.23K	10.66K	-4.72K	-79.33%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.04%	9.67K	95.23K	9.45K	+4,314.61%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.03%	8.05K	79.28K	8.05K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.03%	6.19K	61K	-6.15K	-49.81%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	6.08K	59.87K	0	0
Jun 30, 2025		0.01%	3K	29.53K	3K	+100.00%
Jun 30, 2025	SOLTIS INVESTMENT ADVISORS LLC	10.85%	2.55M	25.13M	-14.41K	-0.56%
Jun 30, 2025	MORGAN STANLEY	0.2%	47.56K	468.51M	15.48K	+48.23%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.18%	42.24K	416.02M	-51.56K	-54.97%
Jun 30, 2025	CITADEL ADVISORS LLC	0.12%	27.42K	270.05M	27.42K	+100.00%
Jun 30, 2025	M3F, INC.	9.02%	2.12M	20.91M	105.66K	+5.24%
Jun 30, 2025	VANGUARD GROUP INC	3.18%	746.99K	7.36M	95.91K	+14.73%
Jun 30, 2025	LHM, INC.	3.14%	738.12K	7.27M	-43.05K	-5.51%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.35%	82.17K	809.36K	-4.44K	-5.12%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.3%	70.49K	694K	116	+0.16%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.26%	61.86K	609.28K	5.2K	+9.19%
Jun 30, 2025	BARCLAYS PLC	0.26%	61.31K	604K	23.03K	+60.18%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.26%	60.83K	599.13K	0	0
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.25%	58.08K	570K	0	0
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.25%	58.03K	571.56K	-8.16K	-12.33%
Jun 30, 2025	SCOTT MARSH FINANCIAL, LLC	0.18%	41.29K	406.72K	41.29K	+100.00%
Jun 30, 2025	NUVEEN, LLC	0.08%	19.1K	188.17K	19.1K	+100.00%
Jun 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.07%	16.49K	162.42K	627	+3.95%
Jun 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	3K	29.53K	3K	+100.00%
Jun 30, 2025	CITIGROUP INC	0.03%	5.95K	58.58K	-3.65K	-38.01%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	2.83K	27.89K	2.14K	+306.75%
Jun 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.5K	14.81K	1.5K	+100.00%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.11%	731.83K	7.21M	40.42K	+5.85%
Jun 30, 2025	BLACKROCK, INC.	3%	704.93K	6.94M	525.72K	+293.36%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.99%	467.82K	4.61M	1.75K	+0.37%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.43%	336.7K	3.32M	5.2K	+1.57%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.31%	308.67K	3.04M	177K	+134.43%
Jun 30, 2025	RBF CAPITAL, LLC	1.25%	294.93K	2.91M	0	0
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.1%	257.86K	2.54M	12.15K	+4.95%
Jun 30, 2025	STATE STREET CORP	0.6%	142.2K	1.4M	93.17K	+190.04%
Jun 30, 2025	NORTHERN TRUST CORP	0.53%	123.98K	1.22M	78.71K	+173.83%
Jun 30, 2025	RHUMBLINE ADVISERS	0.07%	16.19K	159.52K	16.19K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.05%	12.2K	121K	1.17K	+10.61%
Jun 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.05%	10.78K	106.22K	10.78K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	11.66K	114.89K	5.4K	+86.15%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.05%	10.6K	104.41K	10.6K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.64%	151.69K	1.49M	141.61K	+1,404.69%
Jun 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0.23%	53.48K	526.81K	0	0
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.19%	44.21K	435.42K	44.21K	+100.00%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.19%	43.53K	428.74K	4.55K	+11.68%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.18%	43.48K	428.24K	-222.01K	-83.62%
Jun 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.16%	37.42K	368.59K	37.42K	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.14%	33.31K	328.15K	33.31K	+100.00%
Jun 30, 2025	MARSHALL WACE, LLP	0.12%	28.74K	283.04K	7.24K	+33.70%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	23.19K	228.46K	-259.71K	-91.80%
Jun 30, 2025	HSBC HOLDINGS PLC	0.1%	22.93K	223.3K	-5.79K	-20.17%
Jun 30, 2025	JANE STREET GROUP, LLC	0.09%	21.33K	210.11K	-38.53K	-64.37%
Jun 30, 2025	JPMORGAN CHASE & CO	0.06%	13.98K	137.71K	13.9K	+16,156.98%
Jun 30, 2025	INVESCO LTD.	0.05%	12.86K	126.64K	12.86K	+100.00%
Jun 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.04%	9.23K	90.88K	9.23K	+100.00%
Mar 31, 2025	STATE STREET CORP	0.21%	49.03K	593.22K	0	0
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.28%	66.19K	800.9K	-7.84K	-10.59%
Mar 31, 2025	JANE STREET GROUP, LLC	0.25%	59.86K	724.31K	-18.4K	-23.51%
Mar 31, 2025	MORGAN STANLEY	0.14%	32.09K	388.25K	-1.88K	-5.53%
Mar 31, 2025	HRT FINANCIAL LP	0.12%	28.78K	348K	28.78K	+100.00%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.05%	10.68K	129.22K	3.46K	+47.97%
Mar 31, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0.04%	10.36K	125.34K	-4.85K	-31.91%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	10.08K	121.98K	10.08K	+100.00%
Mar 31, 2025	CITIGROUP INC	0.04%	9.59K	116.09K	-13.46K	-58.38%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.03%	6.27K	75.82K	-10.96K	-63.62%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	6.08K	68.07K	0	0
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.04%	245.71K	2.97M	-39.9K	-13.97%
Mar 31, 2025	HSBC HOLDINGS PLC	0.12%	28.72K	348.62K	-2.01K	-6.53%
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.07%	15.7K	189.95K	-12.76K	-44.83%
Mar 31, 2025	JEFFERIES FINANCIAL GROUP INC.	0.05%	12.88K	155.87K	-732	-5.38%
Mar 31, 2025	SMITHFIELD TRUST CO	0%	637	8K	0	0
Mar 31, 2025	SOLTIS INVESTMENT ADVISORS LLC	10.91%	2.57M	31.04M	-58.33K	-2.22%
Mar 31, 2025		0.06%	15.11K	182.88K	15.11K	+100.00%
Mar 31, 2025	M3F, INC.	8.57%	2.02M	24.4M	2.9K	+0.14%
Mar 31, 2025	LHM, INC.	3.32%	781.17K	9.45M	-82.49K	-9.55%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.94%	691.41K	8.37M	18.04K	+2.68%
Mar 31, 2025	VANGUARD GROUP INC	2.77%	651.07K	7.88M	16.1K	+2.54%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.12%	27.85K	336.93K	-43.4K	-60.92%
Mar 31, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.09%	21.6K	261.36K	2K	+10.20%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.41%	331.5K	4.01M	-4.35K	-1.30%
Mar 31, 2025	RBF CAPITAL, LLC	1.25%	294.93K	3.57M	0	0
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.13%	265.49K	3.21M	143.58K	+117.78%
Mar 31, 2025	BLACKROCK, INC.	0.76%	179.21K	2.17M	2.51K	+1.42%
Mar 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.17%	38.98K	471.6K	-1.76K	-4.32%
Mar 31, 2025	BARCLAYS PLC	0.16%	38.28K	463K	-5.6K	-12.77%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.56%	131.67K	1.59M	1.31K	+1.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.4%	93.8K	1.13M	25.02K	+36.38%
Mar 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.07%	16.46K	199K	16.46K	+100.00%
Mar 31, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.07%	15.86K	191.93K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.2%	282.91K	3.42M	45.22K	+19.02%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.24%	56.65K	685.49K	4.25K	+8.11%
Mar 31, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0.23%	53.48K	647.14K	22.73K	+73.91%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.06%	14.38K	174.03K	14.38K	+100.00%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.06%	14.35K	173.68K	14.35K	+100.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.98%	466.07K	5.64M	18.17K	+4.06%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.37%	86.6K	1.05M	-7.08K	-7.56%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.3%	70.38K	852K	-744	-1.05%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.26%	60.83K	735.98K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.05%	11.03K	133K	0	0
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	696	8.42K	-1.38K	-66.49%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.25%	58.08K	701K	43.67K	+303.03%
Mar 31, 2025	NORTHERN TRUST CORP	0.19%	45.28K	547.85K	-578	-1.26%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.18%	41.29K	499.62K	0	0
Mar 31, 2025	MARSHALL WACE, LLP	0.09%	21.49K	260.05K	-14.34K	-40.02%
Mar 31, 2025	UBS GROUP AG	0.05%	12.34K	149.29K	-5.26K	-29.91%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-20	-100.00%
Mar 31, 2024	AJOVISTA, LLC	0%	0	-	-5.56K	-100.00%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0%	0	-	-101	-100.00%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	1	7	1	+100.00%
Mar 31, 2024	AMALGAMATED BANK	0%	421	3K	-669	-61.38%
Mar 31, 2024	FMR LLC	0%	495	3.92K	77	+18.42%
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0%	1.03K	8.16K	0	0
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	1.08K	8.55K	-79	-6.81%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0%	1.1K	8.66K	0	0
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	1.27K	10.04K	-808	-38.90%
Mar 31, 2024	FEDERATED HERMES, INC.	0.01%	1.34K	10.58K	0	0
Mar 31, 2024	CITIGROUP INC	0.01%	2.75K	21.76K	935	+51.49%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.01%	3.07K	24.24K	3.07K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.02%	4.67K	36.9K	578	+14.14%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	4.83K	38K	0	0
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.02%	5.42K	42K	-1.68K	-23.65%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.03%	6.22K	49.18K	-55	-0.88%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.05%	10.7K	84.6K	6.76K	+171.72%
Mar 31, 2024	ROYAL BANK OF CANADA	0.05%	10.78K	85K	-3.79K	-26.00%
Mar 31, 2024	UBS GROUP AG	0.06%	12.66K	100.13K	-1.3K	-9.29%
Mar 31, 2024	RHUMBLINE ADVISERS	0.06%	13.09K	103.58K	-96	-0.73%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.07%	16.44K	130.07K	-6K	-26.74%
Mar 31, 2024	RITHOLTZ WEALTH MANAGEMENT	0.08%	16.89K	133.59K	2.27K	+15.50%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.08%	16.85K	133.3K	-11.27K	-40.07%
Mar 31, 2024	ACUITAS INVESTMENTS, LLC	0.09%	20.37K	161.13K	20.37K	+100.00%
Mar 31, 2024	HILLSDALE INVESTMENT MANAGEMENT INC.	0.1%	22.3K	176.39K	7K	+45.75%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.1%	22.41K	177.28K	12.14K	+118.25%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.12%	26.76K	211.65K	-2.03K	-7.06%
Mar 31, 2024	JPMORGAN CHASE & CO	0.12%	26.82K	212.12K	10.84K	+67.89%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.13%	29.24K	231.29K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.13%	29.55K	233.72K	14.9K	+101.75%
Mar 31, 2024	PHYSICIAN WEALTH ADVISORS, INC.	0.14%	30.76K	203.62K	0	0
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.16%	35.6K	281.6K	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.16%	35.84K	283.5K	-4.69K	-11.58%
Mar 31, 2024	BARCLAYS PLC	0.17%	37.66K	298K	-8.47K	-18.37%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.19%	41.92K	331.58K	3.15K	+8.13%
Mar 31, 2024	INVESCO LTD.	0.2%	44.02K	348.17K	8.01K	+22.25%
Mar 31, 2024	MORGAN STANLEY	0.2%	45.1K	356.77K	-6.94K	-13.33%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.22%	49.88K	394.55K	18.39K	+58.42%
Mar 31, 2024	FIRSTPURPOSE WEALTH LLC	0.25%	55K	384.45K	55K	+100.00%
Mar 31, 2024	EP WEALTH ADVISORS, LLC	0.26%	57.93K	458.22K	0	0
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.29%	64.8K	513K	5.49K	+9.26%
Mar 31, 2024	VERDAD ADVISERS, LP	0.38%	84.4K	667.6K	57.54K	+214.16%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.92%	202.7K	1.6M	-2.7K	-1.31%
Mar 31, 2024	CARLSON CAPITAL L P	0.99%	220.05K	1.74M	8.75K	+4.14%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.25%	276.9K	2.19M	23.9K	+9.45%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	2.26%	499.27K	3.95M	18.38K	+3.82%
Mar 31, 2024	VANGUARD GROUP INC	2.76%	609.58K	4.82M	7.22K	+1.20%
Mar 31, 2024	BLACKROCK INC.	3.6%	794.44K	6.28M	-28.01K	-3.41%
Mar 31, 2024	M3F, INC.	8.34%	1.85M	14.66M	53.49K	+2.97%
Mar 31, 2024	SOLTIS INVESTMENT ADVISORS LLC	13.13%	2.92M	23.07M	-16.03K	-0.55%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.07%	15.04K	118.94K	0	0
Mar 31, 2024	TOWNSQUARE CAPITAL LLC	0.5%	110.75K	876.06K	110.75K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.54%	119.27K	943.46K	213	+0.18%
Mar 31, 2024	STATE STREET CORP	0.63%	138.23K	1.09M	-6.6K	-4.56%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.56%	344.86K	2.73M	3.15K	+0.92%
Dec 31, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.13%	29.24K	263.16K	0	0
Dec 31, 2023	PHYSICIAN WEALTH ADVISORS, INC.	0.14%	30.76K	262.37K	-4.02K	-11.56%
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.14%	31.49K	283.37K	79	+0.25%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.16%	35.6K	320.41K	0	0
Dec 31, 2023	INVESCO LTD.	0.16%	36.01K	324.04K	36.01K	+100.00%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.18%	38.77K	348.92M	3.46K	+9.79%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.18%	40.54K	364.82K	0	0
Dec 31, 2023	BARCLAYS PLC	0.21%	46.13K	415K	14.95K	+47.93%
Dec 31, 2023	MORGAN STANLEY	0.24%	52.04K	468.38K	17.43K	+50.36%
Dec 31, 2023	EP WEALTH ADVISORS, LLC	0.26%	57.93K	521.36K	57.93K	+100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.27%	59.31K	534K	8.99K	+17.87%
Dec 31, 2023	NORTHERN TRUST CORP	0.54%	119.06K	1.07M	1.1K	+0.93%
Dec 31, 2023	STATE STREET CORP	0.66%	144.83K	1.3M	-313	-0.22%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.93%	205.4K	1.85M	-3K	-1.44%
Dec 31, 2023	CARLSON CAPITAL L P	0.96%	211.3K	1.9M	-51.95K	-19.73%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.15%	253K	2.28M	6.14K	+2.49%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1.55%	341.71K	3.08M	3.46K	+1.02%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	2.18%	480.89K	4.33M	30.34K	+6.73%
Dec 31, 2023	VANGUARD GROUP INC	2.73%	602.36K	5.42M	4.02K	+0.67%
Dec 31, 2023	BLACKROCK INC.	3.73%	822.44K	7.4M	98.96K	+13.68%
Dec 31, 2023	M3F, INC.	8.16%	1.8M	16.2M	-2.19K	-0.12%
Dec 31, 2023	SOLTIS INVESTMENT ADVISORS LLC	13.29%	2.93M	26.4M	2.93M	+100.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.13%	28.79K	259.12K	-772	-2.61%
Dec 31, 2023	AMERITAS INVESTMENT PARTNERS, INC.	0%	1.03K	9.28K	0	0
Dec 31, 2023	AMALGAMATED BANK	0%	1.09K	10K	-125	-10.29%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.01%	1.1K	9.86K	0	0
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.16K	10.44K	-407	-25.97%
Dec 31, 2023	FEDERATED HERMES, INC.	0.01%	1.34K	12.03K	361	+36.99%
Dec 31, 2023	CITIGROUP INC	0.01%	1.82K	16.34K	1.81K	+18,060.00%
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	2.08K	18.69K	-679	-24.64%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.02%	3.94K	35.42K	-12.35K	-75.84%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.02%	4.09K	36.78K	796	+24.19%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	4.83K	43K	0	0
Dec 31, 2023		0.03%	5.56K	50.08K	5.56K	+100.00%
Dec 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0.03%	6.27K	56.46K	39	+0.63%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.03%	7.1K	63K	-5.19K	-42.27%
Dec 31, 2023	PANAGORA ASSET MANAGEMENT INC	0.05%	10.27K	92.42K	10.27K	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	0.05%	10.46K	94.15K	10.46K	+100.00%
Dec 31, 2023	RHUMBLINE ADVISERS	0.06%	13.19K	118.72K	113	+0.86%
Dec 31, 2023	UBS GROUP AG	0.06%	13.96K	125.6K	7.03K	+101.49%
Dec 31, 2023	ROYAL BANK OF CANADA	0.07%	14.57K	131K	1.76K	+13.70%
Dec 31, 2023	RITHOLTZ WEALTH MANAGEMENT	0.07%	14.62K	131.6K	442	+3.12%
Dec 31, 2023	CITADEL ADVISORS LLC	0.07%	14.65K	131.81K	14.65K	+100.00%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.07%	15.04K	135.32K	0	0
Dec 31, 2023	HILLSDALE INVESTMENT MANAGEMENT INC.	0.07%	15.3K	137.7K	15.3K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.07%	15.97K	143.76K	7.82K	+95.92%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.07%	16.31K	147K	16.31K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.1%	22.45K	202.01K	-4.02K	-15.17%
Dec 31, 2023	VERDAD ADVISERS, LP	0.12%	26.87K	241.79K	26.87K	+100.00%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.13%	28.12K	253.09K	28.12K	+100.00%

Insiders

Among the SNFCA insiders holding of 27.05% of the stake in company, JORDAN CAPITAL AM, LLC, 10 percent owner, holds the largest shares of 122.19K. OVERBAUGH JASON G., VP & Nat Mark Dir of Life Ins, is the second largest SNFCA insider with ownership of 116.24K shares. SILL GARRETT S., CFO and Treasurer, stands third with possession of 47.76K shares of that stake.

Insiders	Designation	Shares Held
JORDAN CAPITAL AM, LLC	10 percent owner	122.19K
OVERBAUGH JASON G.	VP & Nat Mark Dir of Life Ins	116.24K
SILL GARRETT S.	CFO and Treasurer	47.76K
MOODY H. CRAIG	director	29.3K
STEPHENS JEFFREY RUSSELL	Gen. Counsel & Corp. Sec	25.66K
FULLER GILBERT A	director	14.85K
QUIST SCOTT M	Chairman of Board; Pres; CEO	6.62K
WILBUR NORMAN G	director	3.17K
COOK JOHN L	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 02, 2025	FULLER GILBERT A	SALE	12.22	460	5.62K	14.85K
Oct 31, 2024	OVERBAUGH JASON G.	SALE	9.78	2.5K	24.45K	116.24K
Oct 02, 2024	FULLER GILBERT A	SALE	9.18	460	4.22K	14.85K
Jul 02, 2024	FULLER GILBERT A	SALE	7.96	460	3.66K	14.14K
Apr 02, 2024	FULLER GILBERT A	SALE	7.36	460	3.39K	14.14K
Jan 02, 2024	FULLER GILBERT A	SALE	9.04	405	3.66K	14.14K
Dec 12, 2023	FULLER GILBERT A	SALE	8.72	3K	26.16K	14.14K
Dec 11, 2023	STEPHENS JEFFREY RUSSELL	SALE	8.90	15K	133.5K	25.66K
Oct 03, 2023	FULLER GILBERT A	SALE	7.61	405	3.08K	17.14K
Jul 20, 2023	MOODY H. CRAIG	SALE	8.43	987	8.32K	29.3K
Jul 03, 2023	FULLER GILBERT A	SALE	8.93	405	3.62K	16.32K
Apr 03, 2023	FULLER GILBERT A	SALE	6.58	405	2.66K	6.67K
Jul 16, 2021	OVERBAUGH JASON G.	SALE	8.48	2.95K	25.02K	104.53K
Jan 28, 2021	WILBUR NORMAN G	SALE	8.74	600	5.24K	3.17K
Jan 22, 2021	MOODY H. CRAIG	SALE	9.00	6K	54K	16.3K
Jan 21, 2021	MOODY H. CRAIG	SALE	9.00	6K	54K	22.3K
Jan 15, 2021	WILBUR NORMAN G	SALE	9.20	3.9K	35.88K	3.77K
Dec 23, 2020	WILBUR NORMAN G	SALE	8.35	100	835	316
Dec 07, 2020	WILBUR NORMAN G	SALE	8.17	250	2.04K	416
Nov 30, 2020	SILL GARRETT S.	SALE	8.14	2.5K	20.35K	47.76K
Jun 09, 2020	MOODY H. CRAIG	SALE	7.46	3.5K	26.12K	31.11K
Apr 28, 2020	MOODY H. CRAIG	SALE	5.57	2.03K	11.29K	34.61K
Apr 27, 2020	MOODY H. CRAIG	SALE	5.20	1K	5.2K	36.64K
Apr 24, 2020	MOODY H. CRAIG	SALE	5.00	4.11K	20.53K	41.64K
Dec 23, 2019	WILBUR NORMAN G	SALE	5.75	100	575	650
Nov 20, 2019	WILBUR NORMAN G	SALE	5.33	150	799.5	750
Sep 24, 2019	WILBUR NORMAN G	SALE	5.05	192	969.6	900
Apr 17, 2019	WILBUR NORMAN G	SALE	5.00	7.66K	38.3K	1.09K
Jan 24, 2019	WILBUR NORMAN G	SALE	5.23	50	261.5	1.02K
Oct 24, 2018	WILBUR NORMAN G	SALE	5.71	200	1.14K	1.37K
Sep 14, 2018	WILBUR NORMAN G	SALE	5.30	3K	15.9K	1.57K
Jul 13, 2018	WILBUR NORMAN G	SALE	5.26	500	2.63K	1.37K
Dec 01, 2017	SILL GARRETT S.	PURCHASE	4.56	16.54K	75.41K	16.54K
Oct 13, 2016	QUIST SCOTT M	SALE	6.31	29.39K	185.47K	6.62K
Oct 10, 2016	WILBUR NORMAN G	SALE	5.83	3K	17.49K	1.7K
Aug 16, 2016	WILBUR NORMAN G	SALE	5.73	300	1.72K	1.7K
Jul 08, 2016	WILBUR NORMAN G	SALE	4.80	370	1.78K	2K
Jun 20, 2016	WILBUR NORMAN G	SALE	4.70	450	2.12K	2.37K
May 25, 2016	WILBUR NORMAN G	SALE	4.55	298	1.36K	2.82K
Apr 14, 2016	WILBUR NORMAN G	SALE	5.05	420	2.12K	3.32K
Apr 07, 2016	WILBUR NORMAN G	SALE	5.06	100	506	3.74K
Feb 08, 2016	WILBUR NORMAN G	SALE	5.78	100	578	4.54K
Feb 01, 2016	WILBUR NORMAN G	SALE	5.54	2.4K	13.3K	821
Jan 14, 2016	WILBUR NORMAN G	SALE	6.40	221	1.41K	3K
Oct 09, 2015	WILBUR NORMAN G	SALE	6.45	200	1.29K	191
Aug 18, 2015	WILBUR NORMAN G	SALE	7.69	400	3.08K	3.22K
May 28, 2015	OVERBAUGH JASON G.	SALE	6.32	300	1.9K	72.06K
May 27, 2015	OVERBAUGH JASON G.	SALE	6.34	450	2.85K	72.36K
May 26, 2015	OVERBAUGH JASON G.	SALE	6.26	500	3.13K	75.61K
Apr 29, 2015	WILBUR NORMAN G	SALE	5.79	2K	11.59K	3.62K
Apr 16, 2015	OVERBAUGH JASON G.	SALE	5.50	500	2.75K	72.06K
Apr 14, 2015	WILBUR NORMAN G	SALE	5.38	3.28K	17.62K	5.62K
Apr 13, 2015	WILBUR NORMAN G	SALE	5.38	1K	5.38K	8.9K
Apr 07, 2015	OVERBAUGH JASON G.	SALE	5.50	1.5K	8.25K	72.56K
Apr 07, 2015	WILBUR NORMAN G	SALE	5.45	500	2.72K	3.17K
Apr 01, 2015	JORDAN CAPITAL AM, LLC	SALE	5.53	40.24K	222.52K	122.19K
Mar 31, 2015	JORDAN CAPITAL AM, LLC	PURCHASE	5.20	2.9K	15.08K	1.09M
Mar 30, 2015	JORDAN CAPITAL AM, LLC	PURCHASE	5.31	2K	10.62K	1.09M
Mar 27, 2015	JORDAN CAPITAL AM, LLC	PURCHASE	5.37	117	628.29	162.42K
Nov 26, 2014	WILBUR NORMAN G	SALE	5.07	700	3.55K	3.5K
Oct 13, 2014	WILBUR NORMAN G	SALE	4.90	1.73K	8.49K	4.2K
Aug 25, 2014	WILBUR NORMAN G	SALE	4.50	1K	4.5K	5.93K
Aug 18, 2014	WILBUR NORMAN G	SALE	4.52	1.78K	8.05K	7.93K
Jul 10, 2014	WILBUR NORMAN G	SALE	4.10	500	2.05K	4.2K
Apr 03, 2014	WILBUR NORMAN G	SALE	4.00	2.53K	10.14K	5.2K
Feb 10, 2014	WILBUR NORMAN G	SALE	4.32	1.5K	6.48K	7.73K
Feb 04, 2014	WILBUR NORMAN G	SALE	4.40	700	3.08K	2.87K
Jan 30, 2014	WILBUR NORMAN G	SALE	4.53	1.05K	4.76K	3.57K
Jan 28, 2014	WILBUR NORMAN G	SALE	4.45	1K	4.45K	4.62K
Dec 06, 2013	FULLER GILBERT A	PURCHASE	0.00	0	-	500
Dec 06, 2013	MOODY H. CRAIG	PURCHASE	0.00	0	-	4.67K
Dec 06, 2013	COOK JOHN L	PURCHASE	0.00	0	-	0

Frequently Asked Questions