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
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 7,780488K $0.09 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 7,689605.5K $0.00 %as of Apr 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 7,409583.5K $0.07 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 7,355504.3K $0.00 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 7,305575.3K $0.06 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,204567.3K $0.10 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,184450.6K $0.04 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 6,870471.1K $0.00 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 6,739462.1K $0.03 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 6,484510.6K $0.04 %as of Apr 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 6,333498.7K $0.27 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 6,189388.2K $0.04 %as of Feb 28, 2026 ↗
Small Cap Core Fund Northern Funds 6,100418.3K $0.12 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 6,100382.6K $0.03 %as of Feb 28, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 6,020412.8K $0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 5,833459.3K $0.00 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 5,584439.7K $0.07 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 5,380423.7K $0.06 %as of Apr 30, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 5,365367.9K $0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,254360.3K $0.04 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 5,236359K $0.01 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 5,230411.9K $0.02 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 5,119351K $0.07 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 5,072347.8K $0.07 %as of Mar 31, 2026 ↗
Direxion Daily Retail Bull 3X Shares Direxion Shares ETF Trust 5,070399.3K $1.27 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,844303.8K $0.02 %as of Feb 28, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 4,826330.9K $0.06 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 4,591314.8K $0.03 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 4,482307.3K $0.18 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 4,456305.5K $0.00 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 4,364343.7K $0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 4,327296.7K $0.00 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 4,113282K $0.07 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 4,056278.1K $0.02 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,988250.1K $0.09 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,928269.3K $0.04 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,848263.9K $0.03 %as of Mar 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 3,800260.6K $0.10 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 3,716254.8K $0.21 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 3,657288K $0.01 %as of Apr 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 3,568244.7K $0.07 %as of Mar 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 3,511240.7K $0.01 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 3,379231.7K $0.00 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 3,096212.3K $0.06 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 3,062210K $0.06 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 2,960233.1K $0.04 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,898198.7K $0.03 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,836223.3K $0.01 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 2,749188.5K $0.03 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,562175.7K $0.02 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,374162.8K $0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,372186.8K $0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,364148.3K $0.01 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 2,341146.8K $0.07 %as of Feb 28, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 2,269155.6K $0.04 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 2,235176K $0.04 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 2,234153.2K $0.07 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,177171.4K $0.01 %as of Apr 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,104132K $0.02 %as of Feb 28, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,092143.4K $0.03 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,092143.4K $0.08 %as of Mar 31, 2026 ↗
Small Cap Value Fund VALIC Co I 2,085130.8K $0.05 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,012158.4K $0.01 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,991136.5K $0.04 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 1,894129.9K $0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,880128.9K $0.04 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,798123.3K $0.03 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,767121.2K $0.01 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Consumer Discretionary ETF Invesco Exchange-Traded Fund Trust II 1,750109.8K $0.42 %as of Feb 28, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,709117.2K $0.04 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 1,698116.4K $0.07 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 1,664114.1K $0.07 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,606126.5K $0.04 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,581108.4K $0.01 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 1,54396.8K $0.02 %as of Feb 28, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 1,460100.1K $0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,459100K $0.02 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,44090.3K $0.07 %as of Feb 28, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,432112.8K $0.01 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,42489.3K $0.01 %as of Feb 28, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,39495.6K $0.10 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 1,35592.9K $0.08 %as of Mar 31, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 1,31390K $0.10 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,25185.8K $0.03 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 1,22483.9K $0.06 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,18893.6K $0.04 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 1,17873.9K $0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,16379.7K $0.04 %as of Mar 31, 2026 ↗
Eventide Small Cap ETF Strategy Shares 1,15791.1K $0.35 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 1,15279K $0.00 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,14571.8K $0.00 %as of Feb 28, 2026 ↗
Gotham Neutral Fund FundVantage Trust 1,08574.4K $0.07 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,06573K $0.00 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Variable Trust 1,05272.1K $0.71 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,05172.1K $0.00 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,04271.4K $0.00 %as of Mar 31, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 1,02470.2K $0.26 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,01069.3K $0.02 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 99067.9K $0.14 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 98577.6K $0.06 %as of Apr 30, 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