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Funds Holding Lithia Motors Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Lithia Motors Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of LAD →Funds holding
138
as of 2026-07-31
Reported value
$1.3B
summed across funds
Fund families
66
named trusts
Largest conviction
3.61%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| AMG River Road Focused Absolute Value FundAMG Funds IV4.3K sh$1.6M | 3.61% |
| Hennessy Cornerstone Mid Cap 30 FundHennessy Funds Trust106.8K sh$41.2M | 3.25% |
| AMG River Road Small-Mid Cap Value FundAMG Funds IV20.7K sh$8M | 2.32% |
| Invesco S&P Midcap 400 Pure Value ETFInvesco Exchange-Traded Fund Trust17.2K sh$6.6M | 1.98% |
| Global X Guru Index ETFGLOBAL X FUNDS2.5K sh$970.9K | 1.59% |
| Transamerica Mid Cap Value OpportunitiesTRANSAMERICA FUNDS28.1K sh$10.8M | 1.40% |
| AMG GW&K Small Cap Growth FundAMG Funds IV7.2K sh$2.8M | 1.35% |
| Logan Capital Large Cap Growth ETFAdvisors Series Trust3.7K sh$1.4M | 1.33% |
| Leadershares Alphafactor US Core Equity ETFTwo Roads Shared Trust4.1K sh$1.6M | 1.29% |
| Pacer Lunt Midcap Multi-Factor Alternator ETFPacer Funds Trust1.8K sh$676K | 1.26% |
| Direxion Daily Retail Bull 3X SharesDirexion Shares ETF Trust875 sh$337.2K | 1.21% |
| First Eagle Mid Cap Equity ETFFirst Eagle ETF Trust110 sh$42.4K | 1.06% |
| Franklin Small Cap Growth FundFranklin Strategic Series65.1K sh$25.1M | 1.01% |
| First Eagle Small Cap Equity ETFFirst Eagle ETF Trust48 sh$18.5K | 0.98% |
| Small Cap Core FundJohn Hancock Investment Trust49K sh$18.9M | 0.97% |
| AMG River Road Large Cap Value Select FundAMG Funds I985 sh$379.6K | 0.89% |
| Transamerica Small/Mid Cap ValueTRANSAMERICA FUNDS14.2K sh$5.5M | 0.84% |
| Fidelity Value FundFidelity Capital Trust223.4K sh$86.1M | 0.82% |
| Fidelity Advisor Value FundFidelity Advisor Series I8.5K sh$3.3M | 0.81% |
| AMG River Road Dividend All Cap Value FundAMG Funds IV1.4K sh$541.1K | 0.80% |
| VANGUARD SELECTED VALUE FUNDVANGUARD WHITEHALL FUNDS141.1K sh$54.4M | 0.78% |
| First Eagle Small Cap Opportunity FundFirst Eagle Funds54.6K sh$21M | 0.72% |
| YORKTOWN GROWTH FUNDAmerican Pension Investors Trust2.1K sh$809.4K | 0.66% |
| AMG River Road Mid Cap Value FundAMG Funds IV6.9K sh$2.7M | 0.66% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC320.8K sh$123.6M | 0.64% |
| Fidelity Mid Cap Value K6 FundFidelity Devonshire Trust3.9K sh$1.5M | 0.64% |
| AMG Frontier Small Cap Growth FundAMG Funds I1.5K sh$591.2K | 0.63% |
| Fidelity Mid Cap Value FundFidelity Devonshire Trust38.9K sh$15M | 0.63% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust125.3K sh$48.3M | 0.59% |
| Fidelity Fundamental Large Cap Value ETFFidelity Covington Trust250 sh$96.4K | 0.59% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC9.6K sh$3.7M | 0.58% |
| American Beacon Small Cap Value FundAMERICAN BEACON FUNDS53.2K sh$20.5M | 0.55% |
| Fidelity Series Intrinsic Opportunities FundFidelity Puritan Trust40K sh$15.4M | 0.55% |
| MID-CAP VALUE PROFUNDProFunds33 sh$12.7K | 0.47% |
| Fidelity Low-Priced Stock K6 FundFidelity Puritan Trust55.4K sh$21.4M | 0.47% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust174.5K sh$67.2M | 0.46% |
| Fidelity Low-Priced Stock FundFidelity Puritan Trust297.2K sh$114.6M | 0.46% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC198.4K sh$76.5M | 0.45% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC10.6K sh$4.1M | 0.45% |
| Embark Small Cap Equity FundHarbor Funds II7.2K sh$2.8M | 0.44% |
| Eventide Small Cap ETFStrategy Shares372 sh$143.4K | 0.40% |
| Invesco BuyBack AchieversTM ETFInvesco Exchange-Traded Fund Trust23.4K sh$9M | 0.40% |
| NYLIM Candriam U.S. Mid Cap Equity ETFNYLIM ETF Trust3.1K sh$1.2M | 0.37% |
| Fidelity Fundamental Small-Mid Cap ETFFidelity Covington Trust13.3K sh$5.1M | 0.34% |
| Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds22.2K sh$8.6M | 0.32% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO16.8K sh$6.5M | 0.32% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc1.5K sh$559.2K | 0.29% |
| Fidelity Value Discovery K6 FundFidelity Puritan Trust834 sh$321.4K | 0.28% |
| Fidelity Series Value Discovery FundFidelity Devonshire Trust126.5K sh$48.8M | 0.27% |
| Fidelity Blue Chip Value ETFFidelity Covington Trust1.2K sh$471.8K | 0.27% |
| Fidelity Value Discovery FundFidelity Puritan Trust28.6K sh$11M | 0.26% |
| iShares Morningstar Small-Cap Value ETFiShares Trust4.7K sh$1.8M | 0.26% |
| Pacer Trendpilot US Mid Cap ETFPacer Funds Trust2.5K sh$963.9K | 0.25% |
| SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST3.3K sh$1.3M | 0.25% |
| MidCap S&P 400 Index FundPrincipal Funds, Inc8.7K sh$3.4M | 0.25% |
| BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.8.3K sh$3.2M | 0.24% |
| PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 284 sh$32.4K | 0.24% |
| BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust4.1K sh$1.6M | 0.24% |
| Fidelity MSCI Consumer Discretionary Index ETFFIDELITY COVINGTON TRUST10K sh$3.8M | 0.23% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust3.4K sh$1.3M | 0.20% |
| Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust1.4K sh$556.9K | 0.20% |
| JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust4.2K sh$1.6M | 0.20% |
| Column Small Cap Select FundTrust for Professional Managers10K sh$3.7M | 0.19% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust75.1K sh$29M | 0.19% |
| Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust335 sh$129.1K | 0.19% |
| iShares U.S. Consumer Focused ETFiShares U.S. ETF Trust136 sh$52.4K | 0.19% |
| Fidelity Series Small Cap Discovery FundFidelity Concord Street Trust9.5K sh$3.7M | 0.19% |
| Fidelity Small Cap Discovery FundFidelity Concord Street Trust11K sh$4.2M | 0.19% |
| American Beacon Large Cap Value FundAMERICAN BEACON FUNDS13.9K sh$5.4M | 0.18% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust9.4K sh$3.6M | 0.18% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC91.1K sh$35.1M | 0.18% |
| Fidelity Series All-Sector Equity FundFidelity Devonshire Trust23.9K sh$9.2M | 0.16% |
| ULTRA MID CAP PROFUNDProFunds191 sh$73.6K | 0.16% |
| VANGUARD WINDSOR II FUNDVANGUARD WINDSOR FUNDS259.4K sh$100M | 0.15% |
| American Beacon Balanced FundAMERICAN BEACON FUNDS390 sh$150.3K | 0.14% |
| iShares U.S. Consumer Discretionary ETFiShares Trust4.4K sh$1.7M | 0.14% |
| iShares Morningstar Small-Cap ETFiShares Trust961 sh$370.4K | 0.13% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust8.4K sh$3.2M | 0.12% |
| Victory Extended Market Index FundVictory Portfolios III2.6K sh$1M | 0.12% |
| American Conservative Values ETFETF Opportunities Trust467 sh$180K | 0.12% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds4K sh$1.5M | 0.11% |
| PACE Large Co Value Equity InvestmentsPACE SELECT ADVISORS TRUST2.2K sh$847.9K | 0.11% |
| Column Small Cap FundTrust for Professional Managers1.4K sh$509.8K | 0.09% |
| MID-CAP PROFUNDProFunds21 sh$8.1K | 0.09% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust4.6K sh$1.8M | 0.08% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST26.9K sh$10.4M | 0.08% |
| iShares U.S. Industry Rotation Active ETFBlackRock ETF Trust70 sh$27K | 0.08% |
| American Beacon Diversified FundAmerican Beacon Institutional Funds Trust1.1K sh$424K | 0.07% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust17K sh$6.6M | 0.07% |
| iShares Russell Mid-Cap Index FundBlackRock Funds4.3K sh$1.6M | 0.06% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust85.1K sh$32.8M | 0.06% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST4.5K sh$1.7M | 0.06% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust3.6K sh$1.4M | 0.06% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC8.5K sh$3.3M | 0.06% |
| Dimensional US Vector Equity ETFDimensional ETF Trust821 sh$316.4K | 0.06% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC12.4K sh$4.8M | 0.06% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust19.6K sh$7.6M | 0.05% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC44.1K sh$17M | 0.04% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust80 sh$30.8K | 0.04% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC2.6K sh$1M | 0.04% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust50K sh$19.3M | 0.04% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS129K sh$49.7M | 0.04% |
| BlackRock Tactical Opportunities FundBlackRock Funds5.8K sh$2.2M | 0.04% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust3.2K sh$1.2M | 0.04% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC34.9K sh$13.4M | 0.03% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust650 sh$250.5K | 0.03% |
| US Vegan Climate ETFETF Series Solutions136 sh$52.4K | 0.03% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust7.6K sh$2.9M | 0.02% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust8.9K sh$3.4M | 0.02% |
| Column Mid Cap FundTrust for Professional Managers711 sh$261.2K | 0.02% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST691 sh$266.3K | 0.02% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO169 sh$65.1K | 0.02% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds7.4K sh$2.9M | 0.02% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust5.4K sh$2.1M | 0.02% |
| iShares Core Dividend Growth ETFiShares Trust17.8K sh$6.9M | 0.02% |
| Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust7 sh$2.7K | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III128 sh$49.3K | 0.01% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS7.4K sh$2.9M | 0.01% |
| iShares Dow Jones U.S. ETFiShares Trust973 sh$375K | 0.01% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust6.9K sh$2.6M | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST14K sh$5.4M | 0.01% |
| Wilmington Large-Cap Strategy FundWilmington Funds195 sh$75.2K | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust12.5K sh$4.8M | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds1.4K sh$531.9K | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds15.8K sh$6.1M | 0.01% |
| AMT Diversified Equity FundADVISER MANAGED TRUST101 sh$38.9K | 0.01% |
| Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC218 sh$84K | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust26 sh$10K | 0.01% |
| MidCap Value Fund IPrincipal Funds, Inc503 sh$193.9K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS19.2K sh$7.4M | 0.01% |
| 1290 Avantis U.S. Large Cap Growth Fund1290 Funds18 sh$6.9K | 0.00% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds102 sh$39.3K | 0.00% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds60 sh$23.1K | 0.00% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds137 sh$52.8K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds66 sh$25.4K | 0.00% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds9 sh$3.5K | 0.00% |
| Morningstar Alternatives FundMorningstar Funds Trust-132 NC-$50.9K | -0.02% |
| First Trust Long/Short Equity ETFFirst Trust Exchange-Traded Fund III-6.4K sh-$2.5M | -0.10% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on LAD
Company overviewEverything on LAD in one place, with the price.SEC filingsWhat LAD's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat LAD's own officers and directors buy and sell.Planned salesSales LAD insiders have filed notice of.Who owns itEvery manager reporting a position in LAD.Workplace safetyWhat OSHA found at LAD's sites.