Titelia

Fund shareholders of Stepan Co

ISIN US8585861003 · United States · LEI IZU1EW9GB3WC7CYCSR17

Fund shareholders
256
Of which ETFs
69 187 other funds
Value held
495.7M $ 3.4M SEK
Share of capital
43.5 % of 22.7M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,288,90064.4M $0.07 %5.67 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 681,05634M $0.00 %3.00 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 570,78129M $0.12 %2.51 %as of Feb 28, 2026 ↗
iShares Russell 2000 ETF iShares Trust 526,78626.3M $0.04 %2.32 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 496,91324.8M $0.02 %2.19 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 315,81315.8M $0.03 %1.39 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 238,82311.9M $0.01 %1.05 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 233,26311.9M $0.12 %1.03 %as of Feb 28, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 214,27310.7M $0.03 %0.94 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 209,88410.5M $0.14 %0.92 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 196,0759.8M $0.07 %0.86 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 193,4499.7M $0.25 %0.85 %as of Apr 30, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 190,7709.5M $0.43 %0.84 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 184,0209.2M $0.07 %0.81 %as of Mar 31, 2026 ↗
SouthernSun Small Cap Fund ADVISORS' INNER CIRCLE III 172,4288.6M $3.59 %0.76 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 163,3148.2M $0.04 %0.72 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 149,1427.5M $0.05 %0.66 %as of Apr 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 143,3607.2M $0.08 %0.63 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 132,1366.7M $1.02 %0.58 %as of Feb 28, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 120,5346M $0.00 %0.53 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 120,1326M $0.04 %0.53 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 116,6975.8M $0.08 %0.51 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 113,4635.8M $0.01 %0.50 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 112,0725.6M $0.06 %0.49 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 111,9545.6M $0.14 %0.49 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 106,8305.4M $0.04 %0.47 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 105,3305.3M $0.03 %0.46 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 104,2835.3M $0.03 %0.46 %as of Feb 28, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 91,2004.6M $0.12 %0.40 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 82,5014.1M $0.43 %0.36 %as of Apr 30, 2026 ↗
DEAN SMALL CAP VALUE Unified Series Trust 81,2674.1M $2.39 %0.36 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 79,2894M $0.05 %0.35 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 73,7563.8M $0.07 %0.32 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 72,1983.6M $0.03 %0.32 %as of Apr 30, 2026 ↗
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 71,9103.7M $0.44 %0.32 %as of Feb 28, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 69,4553.5M $0.29 %0.31 %as of Apr 30, 2026 ↗
VANGUARD MATERIALS INDEX FUND VANGUARD WORLD FUND 61,9243.2M $0.07 %0.27 %as of Feb 28, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 59,5853M $0.64 %0.26 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 55,5252.8M $0.17 %0.24 %as of Feb 28, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 50,3212.5M $0.21 %0.22 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 48,1122.4M $0.12 %0.21 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 47,9402.4M $0.10 %0.21 %as of Apr 30, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 47,3422.4M $0.89 %0.21 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 47,2692.4M $0.14 %0.21 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 47,1632.4M $0.03 %0.21 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 46,7892.4M $0.10 %0.21 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 46,1282.3M $0.01 %0.20 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 42,7092.2M $0.00 %0.19 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 39,7782M $0.00 %0.17 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 38,0101.9M $0.47 %0.17 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 36,4601.8M $0.16 %0.16 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 36,3861.8M $0.04 %0.16 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 34,2031.7M $0.07 %0.15 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 33,3921.7M $0.07 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 32,0981.6M $0.00 %0.14 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 29,1601.5M $0.00 %0.13 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 27,4781.4M $0.10 %0.12 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 27,3851.4M $0.00 %0.12 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 26,8401.3M $0.07 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 26,3761.3M $0.03 %0.12 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 25,9611.3M $0.00 %0.11 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 25,0501.3M $0.05 %0.11 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 23,6701.2M $0.04 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 22,8471.1M $0.03 %0.10 %as of Mar 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 21,8771.1M $0.09 %0.10 %as of Apr 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 21,8601.1M $0.60 %0.10 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 20,3521M $0.49 %0.09 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 18,829941.1K $0.07 %0.08 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 18,132907.1K $0.15 %0.08 %as of Apr 30, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 17,980899.5K $0.04 %0.08 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 17,438871.6K $0.03 %0.08 %as of Mar 31, 2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 17,000865.1K $0.91 %0.07 %as of Feb 28, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 16,890845K $0.06 %0.07 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 16,609830.1K $0.31 %0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 15,893808.8K $0.07 %0.07 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 15,790789.2K $0.07 %0.07 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 14,805740.7K $0.00 %0.07 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 14,600729.7K $0.00 %0.06 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 14,343716.9K $0.07 %0.06 %as of Mar 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 13,955710.2K $0.10 %0.06 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,570678.2K $0.03 %0.06 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 13,322678K $0.92 %0.06 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,242662.5K $0.01 %0.06 %as of Apr 30, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 12,100605.4K $0.49 %0.05 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 12,000610.7K $0.00 %0.05 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,783589.5K $0.01 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 11,762588.5K $0.00 %0.05 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 11,424571K $0.00 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 11,388569.2K $0.04 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 10,647532.7K $0.06 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 10,544527K $0.00 %0.05 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 10,247521.5K $0.20 %0.05 %as of Feb 28, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 10,196509.6K $0.14 %0.04 %as of Mar 31, 2026 ↗
Small Cap Value Fund Northern Funds 9,956497.6K $0.08 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 9,726486.1K $0.04 %0.04 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 9,668483.2K $0.01 %0.04 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 9,409478.8K $0.05 %0.04 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 9,351467.8K $0.03 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 8,749445.2K $0.04 %0.04 %as of Feb 28, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 8,734444.5K $0.06 %0.04 %as of Feb 28, 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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
SouthernSun Small Cap Fund ADVISORS' INNER CIRCLE III 3.59 %as of Mar 31, 2026 ↗
DEAN SMALL CAP VALUE Unified Series Trust 2.39 %as of Mar 31, 2026 ↗
ProShares Russell U.S. Dividend Growers ETF ProShares Trust 1.57 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Materials ETF Invesco Exchange-Traded Fund Trust II 1.19 %as of Feb 28, 2026 ↗
Virtus Real Asset Income ETF ETFis Series Trust I 1.09 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 1.02 %as of Feb 28, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Variable Trust 0.98 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Series Funds 0.97 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 0.92 %as of Feb 28, 2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 0.91 %as of Feb 28, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2255+139,879,977+2.7 %
2026Q1242-79,624,620-3.2 %
2025Q424909,940,470-9.0 %
2025Q3249-1610,925,575+2.8 %
2025Q2265+810,623,530+0.7 %
2025Q1257-510,552,646+4.0 %
2024Q4262+1510,147,324-5.8 %
2024Q3247-510,766,530-1.6 %
2024Q2252+110,944,698+1.8 %
2024Q1251-810,750,937+2.9 %
2023Q425910,451,623

Institutional managers

215 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.3,311,040165.5M $as of Mar 31, 2026
HighTower Advisors, LLC1,590,06579.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,117,03055.8M $as of Mar 31, 2026
DEPRINCE RACE & ZOLLO INC947,45247.4M $as of Mar 31, 2026
STATE STREET CORP902,66445.1M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC732,12136.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC529,56026.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC464,45523.2M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC393,26919.7M $as of Mar 31, 2026
SOUTHERNSUN ASSET MANAGEMENT, LLC378,79918.9M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP327,82216.4M $as of Mar 31, 2026
Russell Investments Group, Ltd.309,95915.5M $as of Mar 31, 2026
MORGAN STANLEY304,41615.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC252,17012.6M $as of Mar 31, 2026
NORTHERN TRUST CORP242,52012.1M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC234,66211.7M $as of Mar 31, 2026
Cresset Asset Management, LLC223,10311.2M $as of Mar 31, 2026
Nuveen, LLC205,56710.3M $as of Mar 31, 2026
ALGERT GLOBAL LLC190,7959.5K $as of Mar 31, 2026
Empowered Funds, LLC174,3768.7M $as of Mar 31, 2026
Invesco Ltd.172,7388.6M $as of Mar 31, 2026
Gotham Asset Management, LLC168,5058.4M $as of Mar 31, 2026
GENDELL JEFFREY L165,5208.3M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC152,5797.6M $as of Mar 31, 2026
BESSEMER GROUP INC143,6987.2K $as of Mar 31, 2026

Declared shareholders of Stepan Co

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.04 %1,372,514as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Stepan Co". https://titelia.com/en/stocks/stepan-co-US8585861003