Titelia

Fund shareholders of Sonic Automotive Inc

ISIN US83545G1022 · United States · LEI 549300NTLRGJ2JCBZU03

Fund shareholders
259
Of which ETFs
69 190 other funds
Value held
571.2M $ 5.9M SEK
FundSharesValueWeight in fund
iShares Core S&P Small-Cap ETF iShares Trust 889,86661M $0.07 %as of Mar 31, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 523,77032.9M $0.57 %as of Feb 27, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 398,11227.3M $0.00 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 368,17525.2M $0.04 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 296,95320.4M $0.01 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 259,18716.3M $0.95 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 189,86913M $0.02 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 188,46014.8M $0.09 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 185,92014.6M $0.08 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 166,00711.4M $0.01 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 165,46411.3M $0.01 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 158,51512.5M $0.33 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 158,29212.5M $0.09 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 157,5539.9M $0.10 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 149,6459.4M $0.04 %as of Feb 28, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 147,81611.6M $0.04 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 144,9419.9M $0.13 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 144,74611.4M $0.06 %as of Apr 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 138,18110.9M $1.20 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 136,0239.3M $0.07 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 106,6018.4M $1.37 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 98,1536.7M $0.07 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 94,6427.5M $0.10 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 92,7025.8M $0.88 %as of Feb 28, 2026 ↗
Heartland Value Fund HEARTLAND GROUP INC. 85,0005.8M $0.60 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 83,2665.7M $0.05 %as of Mar 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 82,1736.5M $0.25 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 81,6086.4M $0.09 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 79,6025.5M $0.13 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 79,4575M $0.11 %as of Feb 27, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 78,9655M $0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 74,2454.7M $0.03 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 72,1644.5M $0.02 %as of Feb 28, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 70,0004.8M $0.40 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 69,7945.5M $0.04 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 60,8674.2M $0.21 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 58,4504M $0.48 %as of Mar 31, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 56,8153.6M $0.05 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 55,4014.4M $0.01 %as of Apr 30, 2026 ↗
Small Cap Value Fund Northern Funds 53,8733.7M $0.60 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 52,5054.1M $0.01 %as of Apr 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 51,7123.2M $0.26 %as of Feb 28, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 51,0363.2M $0.06 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST 50,9393.5M $1.61 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 44,4933.1M $0.03 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 43,1853.4M $0.01 %as of Apr 30, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 37,2942.6M $0.06 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 35,8592.8M $0.23 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 34,7412.7M $0.10 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 32,8862.6M $0.11 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 32,6932.6M $0.04 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 32,6342M $0.12 %as of Feb 28, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 32,5242.2M $0.62 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 30,2942.4M $0.20 %as of Apr 30, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 30,0782.1M $0.81 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 29,6942.3M $0.04 %as of Apr 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 28,2241.9M $1.02 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 28,1151.8M $0.07 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 26,9871.7M $0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 26,6261.8M $0.29 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 25,7841.8M $0.49 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 25,1291.7M $0.04 %as of Mar 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 24,8812M $0.73 %as of Apr 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 24,7511.7M $0.21 %as of Mar 31, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 24,5821.7M $1.02 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 24,2311.7M $0.09 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 23,6151.5M $0.06 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 22,6451.6M $0.06 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 21,6781.4M $0.00 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 21,1341.4M $0.00 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 18,2911.4M $0.04 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 18,2821.4M $0.00 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 17,4401.4M $0.01 %as of Apr 30, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 17,3221.2M $0.42 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 15,377964.4K $0.07 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 15,1711M $0.03 %as of Mar 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 14,265978.2K $0.06 %as of Mar 31, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 14,2091.1M $0.06 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,9451.1M $0.01 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 12,949887.9K $0.13 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 12,836880.2K $0.07 %as of Mar 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 12,100829.7K $0.14 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 11,923747.8K $0.09 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 11,890815.3K $0.05 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 11,661918.3K $0.07 %as of Apr 30, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 11,599795.3K $0.03 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 10,713671.9K $0.01 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 10,516721.1K $0.07 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,503827.1K $0.10 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 9,903679K $0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,631660.4K $0.03 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,298637.6K $0.07 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 9,1005.9M SEK0.02 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 8,954705.1K $0.00 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 8,866607.9K $0.03 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 8,646542.3K $0.00 %as of Feb 28, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 8,616590.8K $0.20 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 7,845537.9K $0.03 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 7,825490.8K $0.19 %as of Feb 28, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 7,807535.3K $0.42 %as of Mar 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 1.61 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 1.37 %as of Apr 30, 2026 ↗
Direxion Daily Retail Bull 3X Shares Direxion Shares ETF Trust 1.27 %as of Apr 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 1.20 %as of Apr 30, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 1.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 1.02 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 0.95 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 0.88 %as of Feb 28, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 0.81 %as of Mar 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 0.73 %as of Apr 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
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

Declared shareholders of Sonic Automotive Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
OBS Family, LLC and 4 others42.30 %13,365,903as of Jun 12, 2026 · SCHEDULE 13D

Funds holding the debt of Sonic Automotive Inc

115 funds declare 167 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 America297M $as of Apr 30, 2026
American High Income Trust292.9M $as of Mar 31, 2026
The Osterweis Strategic Income Fund133.5M $as of Mar 31, 2026
American Funds Multi-Sector Income Fund221.9M $as of Mar 31, 2026
iShares Broad USD High Yield Corporate Bond ETF218.9M $as of Apr 30, 2026
Eaton Vance Income Fund of Boston215.1M $as of Apr 30, 2026
JPMorgan High Yield Fund214.7M $as of Feb 28, 2026
iShares iBoxx $ High Yield Corporate Bond ETF214.3M $as of Feb 28, 2026
NYLI MacKay High Yield Corporate Bond Fund112.6M $as of Apr 30, 2026
JPMorgan Income Fund111.8M $as of Feb 28, 2026
AB HIGH INCOME FUND INC210.4M $as of Apr 30, 2026
Eaton Vance Total Return Bond ETF19.7M $as of Mar 31, 2026
Capital Group U.S. Multi-Sector Income ETF29M $as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF27.8M $as of Mar 31, 2026
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF27.2M $as of Mar 31, 2026
JPMorgan Income Builder Fund27M $as of Apr 30, 2026
JPMorgan Income ETF16.6M $as of Feb 28, 2026
iShares 0-5 Year High Yield Corporate Bond ETF15.7M $as of Apr 30, 2026
Eaton Vance Total Return Bond Fund15.7M $as of Mar 31, 2026
NYLIM VP MacKay High Yield Corporate Bond Portfolio25.4M $as of Mar 31, 2026
HIGH INCOME OPPORTUNITIES PORTFOLIO24.7M $as of Apr 30, 2026
Multi-Manager High Yield Bond Fund24.6M $as of Apr 30, 2026
Payden High Income Fund14.2M $as of Apr 30, 2026
Hotchkis and Wiley High Yield Fund13.8M $as of Mar 31, 2026
Xtrackers USD High Yield Corporate Bond ETF23.6M $as of Feb 27, 2026
Cite this page

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