Titelia

Fund shareholders of Sonida Senior Living Inc

ISIN US1404752032 · United States · LEI 254900YX6LQ8K1N8PZ90

Fund shareholders
117
Of which ETFs
21 96 other funds
Value held
315.7M $
Share of capital
16.2 % of 48M shares on Aug 7, 2026
FundSharesValueWeight in fundShare of capital
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 3,200,373130.6M $0.14 %6.66 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 906,98737M $0.00 %1.89 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 731,51929.8M $0.04 %1.52 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 354,63014.5M $0.01 %0.74 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 314,05412.7M $0.04 %0.65 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 269,83011M $0.08 %0.56 %as of Jun 30, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 248,03810M $0.34 %0.52 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 207,5798.5M $0.01 %0.43 %as of Jun 30, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 170,7297M $0.20 %0.36 %as of Jun 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 124,4405M $0.12 %0.26 %as of Jul 31, 2026 ↗
SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES 91,3803.7M $0.15 %0.19 %as of Jun 30, 2026 ↗
Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust 86,2653.5M $1.11 %0.18 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 78,6613.2M $0.02 %0.16 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 69,6702.8M $0.04 %0.15 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 63,1132.6M $1.84 %0.13 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 53,8782.2M $0.04 %0.11 %as of Jun 30, 2026 ↗
AB All Market Real Return Portfolio AB BOND FUND, INC. 45,5651.8M $0.24 %0.09 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 45,4141.9M $0.00 %0.09 %as of Jun 30, 2026 ↗
First Eagle US Smid Cap Opportunity Fund First Eagle Funds 42,2001.7M $1.60 %0.09 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 40,6241.4M $0.00 %0.08 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 40,0791.6M $0.07 %0.08 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 38,3311.5M $0.04 %0.08 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 31,0471.3M $0.03 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 28,3481M $0.01 %0.06 %as of May 31, 2026 ↗
AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC 26,3661.1M $0.56 %0.05 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 23,116933K $0.00 %0.05 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 23,016928.9K $0.01 %0.05 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 20,500836.4K $0.04 %0.04 %as of Jun 30, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 17,780725.4K $0.83 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 17,231695.4K $0.00 %0.04 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 17,060696K $0.04 %0.04 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 14,981529.6K $0.00 %0.03 %as of May 31, 2026 ↗
Small Cap Index Fund Northern Funds 14,543593.4K $0.04 %0.03 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 14,438589.1K $0.00 %0.03 %as of Jun 30, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 14,338585K $0.11 %0.03 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 13,789556.5K $0.04 %0.03 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 13,383540.1K $0.00 %0.03 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 13,244534.5K $0.05 %0.03 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 13,053532.6K $0.00 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 11,830418.2K $0.00 %0.02 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 11,329457.2K $0.02 %0.02 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,300420.2K $0.02 %0.02 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 9,700395.8K $0.01 %0.02 %as of Jun 30, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Multi-Asset Fund 9,649393.7K $0.03 %0.02 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 9,552389.7K $0.04 %0.02 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 8,971366K $0.03 %0.02 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 8,129331.7K $0.04 %0.02 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 7,833316.1K $0.05 %0.02 %as of Jul 31, 2026 ↗
Global X Aging Population ETF GLOBAL X FUNDS 7,753274.1K $0.34 %0.02 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 7,625311.1K $0.01 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 7,541307.7K $0.00 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 6,320255.1K $0.04 %0.01 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 6,249255K $0.04 %0.01 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 5,851238.7K $0.04 %0.01 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 5,451220K $0.00 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 5,342215.6K $0.03 %0.01 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,112206.3K $0.02 %0.01 %as of Jul 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 4,685189.1K $0.04 %0.01 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,532184.9K $0.04 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 4,449181.5K $0.04 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,347177.4K $0.04 %0.01 %as of Jun 30, 2026 ↗
TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust 4,075166.3K $0.47 %0.01 %as of Jun 30, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 4,049165.2K $0.19 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,829156.2K $0.04 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,361118.8K $0.01 %0.01 %as of May 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,334136K $0.03 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,201129.2K $0.04 %0.01 %as of Jul 31, 2026 ↗
Small Cap Core Fund Northern Funds 2,854116.4K $0.03 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,616106.7K $0.04 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,610105.3K $0.00 %0.01 %as of Jul 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,513101.4K $0.04 %0.01 %as of Jul 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 2,44799.8K $0.07 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,30794.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 2,23378.9K $0.01 %0.00 %as of May 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 1,94179.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,92078.3K $0.04 %0.00 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 1,89876.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,54654.7K $0.00 %0.00 %as of May 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,39857K $0.02 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,27651.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,26551.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 1,14046K $0.39 %0.00 %as of Jul 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,07143.7K $0.09 %0.00 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 98740.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 80032.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 76431.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 72829.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 69828.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 69428.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 68828.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 64226.2K $0.11 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 54922.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 54522.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 38715.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 37915.3K $0.14 %0.00 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 37613.3K $0.00 %0.00 %as of May 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 37115K $0.03 %0.00 %as of Jul 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2609.2K $0.00 %0.00 %as of May 31, 2026 ↗
Corgi Longevity Consumer ETF Corgi ETF Trust I 2429.9K $0.62 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2057.2K $0.00 %0.00 %as of May 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
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 1.84 %as of Jun 30, 2026 ↗
First Eagle US Smid Cap Opportunity Fund First Eagle Funds 1.60 %as of Jul 31, 2026 ↗
Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust 1.11 %as of Jun 30, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 0.83 %as of Jun 30, 2026 ↗
Corgi Longevity Consumer ETF Corgi ETF Trust I 0.62 %as of Jun 30, 2026 ↗
AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC 0.56 %as of Jul 31, 2026 ↗
TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust 0.47 %as of Jun 30, 2026 ↗
PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 0.39 %as of Jul 31, 2026 ↗
First Eagle Small Cap Equity ETF First Eagle ETF Trust 0.37 %as of Jul 31, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 0.34 %as of Jul 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
2026Q3117+177,766,163+173.4 %
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 3 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
Conversant Dallas Parkway (A) LP and 10 others29.50 %14,454,529as of Aug 21, 2026 · SCHEDULE 13D
Capital International Investors 7.00 %3,291,753as of Jun 30, 2026 · SCHEDULE 13G
Pertento Partners LLP and 3 others6.00 %2,874,486as of Sep 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