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SECURITY NATL FINL CORP CL A NEW
SECURITY NATL FINL CORP CL A NEW. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 25 Institutional holders with a total value of $7,734,548.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 159 1,000 0.01%
2 BANK OF AMERICA CORP /DE/ 275 2,000 0.03%
3 SONORA INVESTMENT MANAGEMENT, LLC 392 2,548 0.03%
4 MANUFACTURERS LIFE INSURANCE COMPANY, THE 486 3,000 0.04%
5 Tower Research Capital LLC (TRC) 404 3,000 0.04%
6 FEDERATED HERMES, INC. 568 4,000 0.05%
7 Creative Planning 786 5,000 0.06%
8 BlackRock Investment Management, LLC 1,295 8,000 0.10%
9 IFP ADVISORS, INC 1,303 8,000 0.10%
10 MORGAN STANLEY 1,600 10,000 0.13%
11 ACADIAN ASSET MANAGEMENT LLC 2,860 19,000 0.25%
12 Bank of New York Mellon Corp 14,548 95,000 1.23%
13 DEUTSCHE BANK AG\ 26,017 169,000 2.19%
14 BlackRock Fund Advisors 26,219 170,000 2.20%
15 NORTHERN TRUST CORP 26,244 171,000 2.21%
16 MENTA CAPITAL LLC 26,593 173,000 2.24%
17 BlackRock Institutional Trust Company, N.A. 32,906 214,000 2.77%
18 SYNOVUS FINANCIAL CORP 47,000 306,000 3.96%
19 GEODE CAPITAL MANAGEMENT, LLC 48,059 312,000 4.03%
20 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 52,883 344,000 4.45%
21 EAGLE GLOBAL ADVISORS LLC 72,101 469,000 6.06%
22 RENAISSANCE TECHNOLOGIES LLC 94,668 615,000 7.95%
23 DIMENSIONAL FUND ADVISORS LP 126,468 822,000 10.63%
24 BRIDGEWAY CAPITAL MANAGEMENT, LLC 187,434 1,218,000 15.75%
25 VANGUARD GROUP INC 398,670 2,591,000 33.50%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.