Titelia

Fund shareholders of Sonida Senior Living Inc

ISIN US1404752032 · United States · LEI 254900YX6LQ8K1N8PZ90

Fund shareholders
100
Of which ETFs
15 85 other funds
Value held
94M $
Share of capital
5.9 % of 48M shares on Aug 7, 2026
FundSharesValueWeight in fundShare of capital
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 1,743,57256.2M $0.07 %3.63 %as of Mar 31, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 266,5788.6M $0.00 %0.55 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 131,1574.2M $0.01 %0.27 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 89,0432.9M $0.00 %0.19 %as of Mar 31, 2026
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 63,2472.4M $0.06 %0.13 %as of Apr 30, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 52,7432M $0.01 %0.11 %as of Apr 30, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 49,2821.9M $0.01 %0.10 %as of Apr 30, 2026
AB All Market Real Return Portfolio AB BOND FUND, INC. 45,5651.7M $0.21 %0.09 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 39,3141.4M $0.00 %0.08 %as of Feb 28, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 35,2771.3M $0.01 %0.07 %as of Apr 30, 2026
iShares Russell 2000 Growth ETF iShares Trust 28,511919.5K $0.01 %0.06 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 27,193976K $0.01 %0.06 %as of Feb 28, 2026
AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC 26,3661M $0.53 %0.05 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 23,909907.6K $0.01 %0.05 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 17,756572.6K $0.00 %0.04 %as of Mar 31, 2026
TIFF MULTI-ASSET FUND TIFF Investment Program 15,477499.1K $0.04 %0.03 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 14,981537.7K $0.00 %0.03 %as of Feb 28, 2026
iShares Micro-Cap ETF iShares Trust 13,823445.8K $0.04 %0.03 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 13,352479.2K $0.00 %0.03 %as of Feb 28, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 12,143460.9K $0.01 %0.03 %as of Apr 30, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 11,910384.1K $0.00 %0.02 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 9,844317.5K $0.01 %0.02 %as of Mar 31, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 7,162271.9K $0.01 %0.01 %as of Apr 30, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 6,470208.7K $0.01 %0.01 %as of Mar 31, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 6,336204.3K $0.00 %0.01 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,515177.9K $0.02 %0.01 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 4,592148.1K $0.00 %0.01 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 4,163158K $0.00 %0.01 %as of Apr 30, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 3,855146.3K $0.00 %0.01 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 3,528113.8K $0.00 %0.01 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,400109.7K $0.01 %0.01 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 3,308125.6K $0.00 %0.01 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,268117.3K $0.01 %0.01 %as of Feb 28, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 3,175114K $0.00 %0.01 %as of Feb 28, 2026
Small Cap Core Fund Northern Funds 2,99296.5K $0.03 %0.01 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 2,80990.6K $0.01 %0.01 %as of Mar 31, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 2,63585K $0.01 %0.01 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 2,53896.3K $0.00 %0.01 %as of Apr 30, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 2,39577.2K $0.00 %0.00 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 2,39190.8K $0.01 %0.00 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 2,23380.1K $0.01 %0.00 %as of Feb 28, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 2,14869.3K $0.00 %0.00 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 2,06866.7K $0.01 %0.00 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 2,05177.9K $0.01 %0.00 %as of Apr 30, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 2,04566K $0.01 %0.00 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,90061.3K $0.00 %0.00 %as of Mar 31, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 1,86060K $0.00 %0.00 %as of Mar 31, 2026
Avantis U.S. Equity ETF American Century ETF Trust 1,55555.8K $0.00 %0.00 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,47953.1K $0.00 %0.00 %as of Feb 28, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,42245.9K $0.01 %0.00 %as of Mar 31, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,27848.5K $0.00 %0.00 %as of Apr 30, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,19638.6K $0.01 %0.00 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,17842.3K $0.02 %0.00 %as of Feb 28, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,11942.5K $0.01 %0.00 %as of Apr 30, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 1,07734.7K $0.01 %0.00 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,00232.3K $0.01 %0.00 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 98831.9K $0.02 %0.00 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 96136.5K $0.00 %0.00 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 90029K $0.00 %0.00 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 81126.2K $0.01 %0.00 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 76024.5K $0.01 %0.00 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 70322.7K $0.01 %0.00 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 69822.5K $0.00 %0.00 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 69422.4K $0.00 %0.00 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 62723.8K $0.01 %0.00 %as of Apr 30, 2026
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 54417.5K $0.00 %0.00 %as of Mar 31, 2026
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 47015.2K $0.00 %0.00 %as of Mar 31, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 46815.1K $0.00 %0.00 %as of Mar 31, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 45514.7K $0.01 %0.00 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 37613.5K $0.00 %0.00 %as of Feb 28, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 35513.5K $0.01 %0.00 %as of Apr 30, 2026
ProShares Ultra Russell2000 ProShares Trust 34012.2K $0.00 %0.00 %as of Feb 28, 2026
ProShares UltraPro Russell2000 ProShares Trust 33812.1K $0.00 %0.00 %as of Feb 28, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 33510.8K $0.00 %0.00 %as of Mar 31, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 31410.1K $0.00 %0.00 %as of Mar 31, 2026
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 3089.9K $0.02 %0.00 %as of Mar 31, 2026
Total Stock Market Index Trust John Hancock Variable Insurance Trust 3029.7K $0.00 %0.00 %as of Mar 31, 2026
SmallCap Growth Fund I Principal Funds, Inc 2619.9K $0.00 %0.00 %as of Apr 30, 2026
ProShares Russell 2000 High Income ETF ProShares Trust 2358.4K $0.01 %0.00 %as of Feb 28, 2026
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 2006.5K $0.01 %0.00 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1936.2K $0.00 %0.00 %as of Mar 31, 2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1836.6K $0.00 %0.00 %as of Feb 28, 2026
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1806.5K $0.00 %0.00 %as of Feb 28, 2026
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1695.5K $0.00 %0.00 %as of Mar 31, 2026
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1545K $0.00 %0.00 %as of Mar 31, 2026
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1484.8K $0.00 %0.00 %as of Mar 31, 2026
Penn Series Small Cap Index Fund Penn Series Funds Inc 1003.2K $0.00 %0.00 %as of Mar 31, 2026
SmallCap Value Fund II Principal Funds, Inc 752.8K $0.00 %0.00 %as of Apr 30, 2026
ULTRA SMALL CAP PROFUND ProFunds 612.3K $0.00 %0.00 %as of Apr 30, 2026
Atlas America Fund 2023 ETF Series Trust 601.9K $0.01 %0.00 %as of Mar 31, 2026
Small-Cap Equity Portfolio PACIFIC SELECT FUND 461.5K $0.00 %0.00 %as of Mar 31, 2026
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 28903 $0.00 %0.00 %as of Mar 31, 2026
PROFUND VP ULTRA SMALL CAP ProFunds 18580.5 $0.00 %0.00 %as of Mar 31, 2026
PROFUND VP SMALL CAP ProFunds 14451.5 $0.00 %0.00 %as of Mar 31, 2026
Russell 2000 Fund Rydex Series Funds 13419.3 $0.00 %0.00 %as of Mar 31, 2026
SMALL-CAP PROFUND ProFunds 10379.6 $0.00 %0.00 %as of Apr 30, 2026
Russell 2000 1.5x Strategy Fund Rydex Series Funds 8258 $0.00 %0.00 %as of Mar 31, 2026
ProShares Hedge Replication ETF ProShares Trust 6215.3 $0.00 %0.00 %as of Feb 28, 2026
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 271.8 $0.01 %0.00 %as of Feb 28, 2026
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 132.3 $0.00 %0.00 %as of Mar 31, 2026

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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
AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC 0.53 %as of Apr 30, 2026
AB All Market Real Return Portfolio AB BOND FUND, INC. 0.21 %as of Apr 30, 2026
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 0.07 %as of Mar 31, 2026
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 0.06 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 0.04 %as of Mar 31, 2026
TIFF MULTI-ASSET FUND TIFF Investment Program 0.04 %as of Mar 31, 2026
Small Cap Core Fund Northern Funds 0.03 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 0.02 %as of Mar 31, 2026
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 0.02 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.02 %as of Mar 31, 2026

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q2100+142,841,098+285.7 %
2026Q186+1736,528-7.7 %
2025Q4850798,010-8.6 %
2025Q3850873,163+13.2 %
2025Q285+8771,133+10.2 %
2025Q177+4699,860+35.7 %
2024Q473+43515,562+69.8 %
2024Q330+18303,560+45.2 %
2024Q212+1209,014+48.6 %
2024Q1110140,630-1.9 %
2023Q411143,401

Institutional managers

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

ManagerSharesValue
Conversant Capital LLC14,605,874471M $as of Mar 31, 2026
Capital International Investors1,743,57256.2M $as of Mar 31, 2026
Irenic Capital Management LP1,219,74739.3M $as of Mar 31, 2026
Hazelview Securities Inc.668,64721.6M $as of Mar 31, 2026
J. Goldman & Co LP550,67617.8M $as of Mar 31, 2026
Solas Capital Management, LLC445,87914.4M $as of Mar 31, 2026
BlackRock, Inc.424,51013.7M $as of Mar 31, 2026
Clayton Partners LLC311,07610M $as of Mar 31, 2026
JANE STREET GROUP, LLC273,4288.8M $as of Mar 31, 2026
Obion Capital Management LP268,7938.7M $as of Mar 31, 2026
LuminArx Capital Management LP258,7508.3M $as of Mar 31, 2026
Emmett Investment Management, LP234,8247.5M $as of Mar 31, 2026
DigitalBridge Group, Inc.226,4007.3M $as of Mar 31, 2026
RUSH ISLAND MANAGEMENT, LP218,1717M $as of Mar 31, 2026
GARNET EQUITY CAPITAL HOLDINGS, INC.191,9286.2M $as of Mar 31, 2026
MAKENA CAPITAL MANAGEMENT LLC185,0006M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC159,8305.2M $as of Mar 31, 2026
Arbiter Partners Capital Management LLC152,2314.9M $as of Mar 31, 2026
MORGAN STANLEY142,9964.6M $as of Mar 31, 2026
STATE STREET CORP140,1894.5M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC134,7764.3M $as of Mar 31, 2026
CenterBook Partners LP131,9714.3M $as of Mar 31, 2026
CITADEL ADVISORS LLC127,0664.1M $as of Mar 31, 2026
LPL Financial LLC123,3314M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.122,5304M $as of Mar 31, 2026

Declared shareholders of Sonida Senior Living Inc

There are 2 beneficial ownership filings. 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
Pertento Partners LLP and 2 others5.00 %2,375,656as of Jun 5, 2026 · SCHEDULE 13G
Ugo Bizzarri and 1 other4.84 %911,265as of Jun 4, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Sonida Senior Living Inc". https://titelia.com/en/stocks/sonida-senior-living-inc-US1404752032