Titelia

Fund shareholders of Sonic Automotive Inc

ISIN US83545G1022 · United States · LEI 549300NTLRGJ2JCBZU03

Fund shareholders
268
Of which ETFs
72 196 other funds
Value held
≈ 693.7M $ 693.1M $ · 5.9M SEK
FundSharesValueWeight in fund
iShares Core S&P Small-Cap ETF iShares Trust 790,32467M $0.06 %as of Jun 30, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 482,37039.9M $0.72 %as of May 29, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 372,51231.6M $0.00 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 313,15426.6M $0.03 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 274,51322.7M $1.21 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 269,14622.8M $0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 255,32521.1M $0.08 %as of May 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 206,49717.5M $0.01 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 188,46017.3M $0.10 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 186,04917M $0.09 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 170,62614.5M $0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 158,31514.5M $0.10 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 150,74112.8M $0.01 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 144,74613.3M $0.07 %as of Jul 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 133,22712.2M $0.04 %as of Jul 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 126,89511.6M $0.31 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 123,15110.2M $0.11 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 120,12310.2M $0.06 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 112,7169.6M $0.12 %as of Jun 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 101,9518.4M $1.29 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 98,1538.3M $0.07 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 94,6008.7M $1.29 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 91,2338.4M $0.10 %as of Jul 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 88,7007.5M $0.03 %as of Jun 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 88,6808.1M $0.93 %as of Jul 31, 2026 ↗
Heartland Value Fund HEARTLAND GROUP INC. 85,0007.2M $0.62 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 82,5596.8M $0.13 %as of May 29, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 82,1737.5M $0.28 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 81,6397.5M $0.10 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 76,9246.4M $0.04 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 76,8986.4M $0.01 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 70,9835.9M $0.03 %as of May 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 70,8276M $0.04 %as of Jun 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 70,0005.9M $0.45 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 69,7946.4M $0.04 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 67,3905.7M $0.12 %as of Jun 30, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 63,9445.4M $0.31 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST 61,2195.2M $1.36 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 60,5875.1M $0.24 %as of Jun 30, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 57,3844.7M $0.07 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 55,4015.1M $0.01 %as of Jul 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 52,8004.5M $0.40 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 52,5054.8M $0.01 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 51,3334.2M $0.07 %as of May 31, 2026 ↗
Small Cap Value Fund Northern Funds 51,1744.3M $0.63 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 47,2504M $0.44 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 44,9493.8M $0.02 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 43,1854M $0.01 %as of Jul 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 43,1813.7M $0.13 %as of Jun 30, 2026 ↗
Heartland Value Plus Fund HEARTLAND GROUP INC. 42,5003.6M $1.09 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 36,1123.1M $0.23 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 32,5632.7M $0.14 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 30,9542.8M $0.10 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 29,9402.7M $0.11 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 29,6942.7M $0.05 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 29,5202.7M $0.04 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 29,2132.7M $0.21 %as of Jul 31, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 29,0462.5M $0.95 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 28,9452.4M $0.00 %as of May 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 28,1092.3M $0.18 %as of May 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 27,8942.4M $0.04 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 26,0162.2M $0.30 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 25,7422.2M $0.55 %as of Jun 30, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 25,3162.3M $0.78 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 25,2872.1M $0.08 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 22,7631.9M $0.11 %as of May 31, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 22,6921.9M $1.03 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 22,5351.9M $0.00 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 22,4871.9M $0.03 %as of Jun 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 22,1461.8M $0.07 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 21,6781.8M $0.00 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 20,9421.8M $0.08 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 20,7221.8M $0.06 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 20,5761.9M $0.14 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 19,6231.7M $0.20 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 19,0071.6M $0.36 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 18,2821.7M $0.00 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 17,4401.6M $0.01 %as of Jul 31, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 17,2571.5M $0.48 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 16,1191.5M $0.04 %as of Jul 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 15,8411.3M $0.60 %as of Jun 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 15,3271.3M $0.06 %as of Jun 30, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 13,6231.2M $0.07 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 13,4241.1M $0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,8451.2M $0.01 %as of Jul 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 11,923985.1K $0.12 %as of May 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,426968.8K $0.40 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 11,186948.5K $0.06 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 10,858920.6K $0.09 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 10,713885.1K $0.01 %as of May 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,503961.9K $0.11 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 10,329875.8K $0.04 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 9,800830.9K $0.13 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 9,662884.8K $0.07 %as of Jul 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 9,653818.5K $0.23 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,258785K $0.08 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 9,1005.9M SEK0.02 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 9,093771K $0.24 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 8,967760.3K $0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 8,954820K $0.00 %as of Jul 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST 1.36 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 1.29 %as of Jul 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 1.29 %as of May 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 1.21 %as of May 31, 2026 ↗
Heartland Value Plus Fund HEARTLAND GROUP INC. 1.09 %as of Jun 30, 2026 ↗
Direxion Daily Retail Bull 3X Shares Direxion Shares ETF Trust 1.04 %as of Jul 31, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 1.03 %as of Jun 30, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 0.95 %as of Jun 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 0.93 %as of Jul 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Series Funds 0.87 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3267+98,063,857-1.3 %
2026Q2258-208,173,111-3.7 %
2026Q1278-158,483,970-2.2 %
2025Q4293+188,671,058-1.8 %
2025Q3275+108,832,809-1.4 %
2025Q2265+268,954,397+0.8 %
2025Q1239-98,884,863-5.7 %
2024Q4248+69,421,407+1.2 %
2024Q3242+29,313,407+0.0 %
2024Q2240+129,310,972+1.7 %
2024Q1228-109,156,046-8.4 %
2023Q42389,999,431

Institutional managers

215 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.2,508,010172M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,313,85790.1M $as of Mar 31, 2026
STATE STREET CORP675,85246.6M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.634,92643.5M $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC607,88241.7M $as of Mar 31, 2026
Invesco Ltd.450,17930.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC360,94124.8M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC326,67722.4M $as of Mar 31, 2026
Nuveen, LLC315,49721.6M $as of Mar 31, 2026
NORTHERN TRUST CORP251,42317.2M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP237,33316.3M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC224,10215.4M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC217,38614.9M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC216,58014.9M $as of Mar 31, 2026
Bank of New York Mellon Corp200,53213.8M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC197,97413.6M $as of Mar 31, 2026
MORGAN STANLEY182,94112.5M $as of Mar 31, 2026
Squarepoint Ops LLC154,24810.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC150,37710.3M $as of Mar 31, 2026
Empowered Funds, LLC131,3029M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/130,2918.9M $as of Mar 31, 2026
Trexquant Investment LP124,9238.6M $as of Mar 31, 2026
HEARTLAND ADVISORS INC123,2258.4M $as of Mar 31, 2026
Balyasny Asset Management L.P.109,0947.5M $as of Mar 31, 2026
ProShare Advisors LLC103,4297.1M $as of Mar 31, 2026

Funds holding the debt of Sonic Automotive Inc

112 funds declare 160 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Income Fund of America296.5M $as of Jul 31, 2026
American High Income Trust290.2M $as of Jun 30, 2026
The Osterweis Strategic Income Fund133.9M $as of Jun 30, 2026
American Funds Multi-Sector Income Fund222.2M $as of Jun 30, 2026
iShares Broad USD High Yield Corporate Bond ETF220.5M $as of Jul 31, 2026
Eaton Vance Income Fund of Boston215M $as of Jul 31, 2026
JPMorgan High Yield Fund214.8M $as of May 31, 2026
iShares iBoxx $ High Yield Corporate Bond ETF214M $as of May 31, 2026
NYLIM MacKay High Yield Corporate Bond Fund112.5M $as of Jul 31, 2026
JPMorgan Income Fund112.5M $as of May 31, 2026
AB HIGH INCOME FUND INC210.4M $as of Jul 31, 2026
Eaton Vance Total Return Bond ETF110.1M $as of Jun 30, 2026
Capital Group U.S. Multi-Sector Income ETF29.8M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF28.8M $as of Jun 30, 2026
JPMorgan Income ETF17.8M $as of May 31, 2026
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF27.6M $as of Jun 30, 2026
JPMorgan Income Builder Fund27M $as of Jul 31, 2026
Eaton Vance Total Return Bond Fund15.7M $as of Jun 30, 2026
iShares 0-5 Year High Yield Corporate Bond ETF15.7M $as of Jul 31, 2026
NYLIM VP MacKay High Yield Corporate Bond Portfolio25.4M $as of Jun 30, 2026
HIGH INCOME OPPORTUNITIES PORTFOLIO24.6M $as of Jul 31, 2026
Multi-Manager High Yield Bond Fund24.6M $as of Jul 31, 2026
Payden High Income Fund14.6M $as of Jul 31, 2026
JPMorgan Active High Yield ETF23.9M $as of May 31, 2026
Hotchkis and Wiley High Yield Fund13.8M $as of Jun 30, 2026
Cite this page

Titelia. "Fund shareholders of Sonic Automotive Inc". https://titelia.com/en/stocks/sonic-automotive-inc-US83545G1022