Filing Research | SAH - SONIC AUTOMOTIVE INC Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	NorthCrest Asset Manangement, LLC	Shares	17.7KSH	$1.7M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	32.8KSH	$1.4M
3	A&I FINANCIAL SERVICES, LLC	Shares	11.8KSH	$996.8K
4	Louisiana State Employees Retirement System	Shares	5.7KSH	$483.3K
5	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	4.4KSH	$370.7K
6	Police & Firemen's Retirement System of New Jersey	Shares	4.1KSH	$346.5K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	3.5KSH	$299.8K
8	SAX WEALTH ADVISORS, LLC	Shares	4.1KSH	$278.3K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	3.1KSH	$263.7K
10	Capital Investment Advisory Services, LLC	Shares	3.0KSH	$258.0K
11	HARRELL INVESTMENT PARTNERS, LLC	Shares	3.0KSH	$254.4K
12	Fifth Third Wealth Advisors LLC	Shares	2.9KSH	$249.0K
13	Hennion & Walsh Asset Management, Inc.	Shares	2.5KSH	$208.4K
14	CoreCap Advisors, LLC	Shares	1.3KSH	$113.8K
15	Farther Finance Advisors, LLC	Shares	513SH	$43.5K
16	Versant Capital Management, Inc	Shares	497SH	$42.1K
17	EverSource Wealth Advisors, LLC	Shares	272SH	$23.1K
18	GAMMA Investing LLC	Shares	202SH	$17.1K
19	FIRST HORIZON CORP	Shares	113SH	$9.6K
20	Torren Management, LLC	Shares	63SH	$5.3K
21	SBI Securities Co., Ltd.	Shares	50SH	$4.2K
22	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	20.6KSH	$1.7K
23	True Wealth Design, LLC	Shares	18SH	$1.5K
24	Physician Wealth Advisors, Inc.	Shares	17SH	$1.4K
25	SJS Investment Consulting Inc.	Shares	16SH	$1.4K
26	JFS WEALTH ADVISORS, LLC	Shares	14SH	$1.2K
27	Fortitude Family Office, LLC	Shares	14SH	$1.2K
28	IFP Advisors, Inc	Shares	11SH	$933
29	FARMERS & MERCHANTS INVESTMENTS INC	Shares	10SH	$848
30	Handelsbanken Fonder AB	Shares	8.5KSH	$721
31	Creative Capital Management Investments LLC	Shares	7SH	$594
32	MassMutual Private Wealth & Trust, FSB	Shares	7SH	$594
33	State of Alaska, Department of Revenue	Shares	5.5KSH	$469
34	DiNuzzo Private Wealth, Inc.	Shares	5SH	$424
35	GILPIN WEALTH MANAGEMENT, LLC	Shares	5SH	$424
36	AMALGAMATED BANK	Shares	3.5KSH	$297
37	Cedar Mountain Advisors, LLC	Shares	2SH	$170
38	SIGNATUREFD, LLC	Shares	2SH	$170
39	Davis Capital Management	Shares	1SH	$85
40	GHP Investment Advisors, Inc.	Shares	1SH	$85
41	Hughes Financial Services, LLC	Shares	1SH	$85
42	LRI Investments, LLC	Shares	1SH	$85
43	CX Institutional	Shares	64SH	$5

Manager changes2026-06-30 vs 2026-03-31

45 / 45 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+14.5K	+$1.4M	$1.4M
2	NorthCrest Asset Manangement, LLC added	Shares	+47	+$541.3K	$1.7M
3	Fifth Third Wealth Advisors LLC new	Shares	+2.9K	+$249.0K	$249.0K
4	Hennion & Walsh Asset Management, Inc. new	Shares	+2.5K	+$208.4K	$208.4K
5	A&I FINANCIAL SERVICES, LLC added	Shares	+109	+$198.2K	$996.8K
6	HIGHLAND CAPITAL MANAGEMENT, LLC added	Shares	+3	+$71.1K	$370.7K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$66.3K	$346.5K
8	HARRELL INVESTMENT PARTNERS, LLC unchanged	Shares	0	+$48.7K	$254.4K
9	Farther Finance Advisors, LLC added	Shares	+451	+$39.4K	$43.5K
10	Louisiana State Employees Retirement System trimmed	Shares	-900	+$30.7K	$483.3K
11	SAX WEALTH ADVISORS, LLC added	Shares	+1	+$27.3K	$278.3K
12	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-452	+$26.4K	$299.8K
13	CoreCap Advisors, LLC trimmed	Shares	-16	+$20.7K	$113.8K
14	EverSource Wealth Advisors, LLC added	Shares	+195	+$17.8K	$23.1K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-559	+$12.1K	$263.7K
16	Versant Capital Management, Inc trimmed	Shares	-8	+$7.5K	$42.1K
17	GAMMA Investing LLC added	Shares	+25	+$5.0K	$17.1K
18	Torren Management, LLC unchanged	Shares	0	+$1.0K	$5.3K
19	SJS Investment Consulting Inc. added	Shares	+11	+$1.0K	$1.4K
20	SBI Securities Co., Ltd. unchanged	Shares	0	+$811	$4.2K
21	Creative Capital Management Investments LLC new	Shares	+7	+$594	$594
22	JFS WEALTH ADVISORS, LLC added	Shares	+2	+$365	$1.2K
23	Fortitude Family Office, LLC added	Shares	+1	+$296	$1.2K
24	DiNuzzo Private Wealth, Inc. added	Shares	+3	+$286	$424
25	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$276	$1.4K
26	True Wealth Design, LLC trimmed	Shares	-1	+$224	$1.5K
27	IFP Advisors, Inc unchanged	Shares	0	+$179	$933
28	Cedar Mountain Advisors, LLC new	Shares	+2	+$170	$170
29	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$162	$848
30	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1	+$149	$424
31	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$114	$594
32	Handelsbanken Fonder AB trimmed	Shares	-600	+$97	$721
33	Davis Capital Management new	Shares	+1	+$85	$85
34	Hughes Financial Services, LLC new	Shares	+1	+$85	$85
35	LRI Investments, LLC new	Shares	+1	+$85	$85
36	SIGNATUREFD, LLC unchanged	Shares	0	+$33	$170
37	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-4.6K	+$17	$1.7K
38	GHP Investment Advisors, Inc. unchanged	Shares	0	+$16	$85
39	AMALGAMATED BANK trimmed	Shares	-775	+$4	$297
40	Matrix Trust Co exited	Shares	-180	-$12	$0
41	State of Alaska, Department of Revenue trimmed	Shares	-3.0K	-$116	$469
42	Capital Investment Advisory Services, LLC trimmed	Shares	-742	-$1.5K	$258.0K
43	Sound Income Strategies, LLC exited	Shares	-82	-$5.4K	$0
44	CX Institutional trimmed	Shares	-87.4K	-$6.0K	$5
45	FIRST HORIZON CORP trimmed	Shares	-183	-$10.7K	$9.6K