As of the latest SEC filings, SONIC AUTOMOTIVE INC (SAH) is held by 261 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $61,018,111.62 in market value, representing 0.07% of its portfolio.
Funds holding SONIC AUTOMOTIVE INC (SAH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SAH
- CIK:
- 0001043509
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.07% | $61,018,111.62 | 889,866 | Mar 31, 2026 | May 26, 2026 |
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.57% | $32,850,854.40 | 523,770 | Feb 27, 2026 | Apr 23, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $27,298,539.84 | 398,112 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.04% | $25,245,759.75 | 368,175 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $20,362,067.21 | 296,953 | Mar 31, 2026 | May 28, 2026 |
|
RWJ
Invesco S&P SmallCap 600 Revenue ETF
|
ETF | Invesco | 0.95% | $16,256,208.64 | 259,187 | Feb 28, 2026 | Apr 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.09% | $14,841,225.00 | 188,460 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.08% | $14,641,200.00 | 185,920 | Apr 30, 2026 | Jun 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.02% | $13,019,317.33 | 189,869 | Mar 31, 2026 | May 28, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.33% | $12,483,056.25 | 158,515 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.09% | $12,465,495.00 | 158,292 | Apr 30, 2026 | Jun 29, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.04% | $11,640,510.00 | 147,816 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $11,398,747.50 | 144,746 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $11,345,866.48 | 165,464 | Mar 31, 2026 | May 28, 2026 |
|
WHGAX
WESTWOOD QUALITY SMALLCAP FUND
|
MF | Independent / Boutique | 1.20% | $10,881,753.75 | 138,181 | Apr 30, 2026 | Jun 25, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.13% | $9,938,604.37 | 144,941 | Mar 31, 2026 | May 26, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.10% | $9,881,724.16 | 157,553 | Feb 28, 2026 | Apr 24, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.04% | $9,385,734.40 | 149,645 | Feb 28, 2026 | Apr 29, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.07% | $9,327,097.11 | 136,023 | Mar 31, 2026 | May 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.43% | $8,775,177.18 | 127,974 | Mar 31, 2026 | Jun 1, 2026 |
|
XSVM
Invesco S&P SmallCap Value with Momentum ETF
|
ETF | Invesco | 1.37% | $8,394,828.75 | 106,601 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.10% | $7,453,057.50 | 94,642 | Apr 30, 2026 | Jun 29, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.07% | $6,730,351.21 | 98,153 | Mar 31, 2026 | May 28, 2026 |
|
TSMEX
Nuveen Quant Small/Mid Cap Equity Fund
|
MF | TIAA / Nuveen | 0.25% | $6,471,123.75 | 82,173 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.09% | $6,426,630.00 | 81,608 | Apr 30, 2026 | Jun 24, 2026 |
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