Titelia

Fund shareholders of Stepan Co

ISIN US8585861003 · United States · LEI IZU1EW9GB3WC7CYCSR17

Fund shareholders
248
Of which ETFs
67 181 other funds
Value held
≈ 564M $ 563.7M $ · 3.4M SEK
Share of capital
43.2 % of 22.7M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,300,27272.5M $0.07 %5.72 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 732,58538.7M $0.14 %3.22 %as of May 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 681,05637.9M $0.00 %3.00 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 573,28431.9M $0.04 %2.52 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 494,86727.6M $0.01 %2.18 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 313,47517.5M $0.03 %1.38 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 248,54815.9M $0.08 %1.09 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 246,76113.7M $0.01 %1.09 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 241,13915.5M $0.05 %1.06 %as of Jul 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 214,07113.7M $0.37 %0.94 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 203,62911.3M $0.08 %0.90 %as of Jun 30, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 203,07013M $0.52 %0.89 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 198,03511M $0.07 %0.87 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 185,56110.3M $0.13 %0.82 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 179,5449.5M $0.11 %0.79 %as of May 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 143,3609.2M $0.10 %0.63 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 135,3848.7M $0.05 %0.60 %as of Jul 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 130,1146.9M $1.05 %0.57 %as of May 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 122,0507.8M $0.01 %0.54 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 115,5046.4M $0.13 %0.51 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 112,7696M $0.01 %0.50 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 112,0726.2M $0.05 %0.49 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 110,8235.9M $0.03 %0.49 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 105,3306.8M $0.03 %0.46 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 102,7575.4M $0.02 %0.45 %as of May 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 93,8516M $0.07 %0.41 %as of Jul 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 89,4305.7M $0.14 %0.39 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 87,7775.6M $0.58 %0.39 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 79,8285.1M $0.07 %0.35 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 74,2673.9M $0.07 %0.33 %as of May 31, 2026 ↗
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 71,9103.8M $0.44 %0.32 %as of May 31, 2026 ↗
VANGUARD MATERIALS INDEX FUND VANGUARD WORLD FUND 62,3733.3M $0.07 %0.27 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 61,8554M $0.01 %0.27 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 61,7704M $0.03 %0.27 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 59,5403.8M $0.03 %0.26 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 55,6452.9M $0.16 %0.24 %as of May 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 54,4343.5M $0.17 %0.24 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 53,4673.4M $0.05 %0.24 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 50,3212.8M $0.21 %0.22 %as of Jun 30, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 48,1713.1M $1.04 %0.21 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 47,1642.5M $0.13 %0.21 %as of May 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 46,9673M $0.22 %0.21 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 46,1283M $0.01 %0.20 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 43,3982.3M $0.08 %0.19 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 42,7092.3M $0.00 %0.19 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 41,0912.3M $0.04 %0.18 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 39,9002.6M $0.11 %0.18 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 36,7102M $0.45 %0.16 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 33,8891.8M $0.10 %0.15 %as of May 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 33,3891.9M $0.06 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 32,7471.7M $0.00 %0.14 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 32,0771.7M $0.07 %0.14 %as of May 31, 2026 ↗
ICON Natural Resources and Infrastructure Fund SCM Trust 32,0001.8M $1.33 %0.14 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 31,3412M $0.15 %0.14 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 30,7711.7M $0.08 %0.14 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 29,9761.7M $0.00 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 29,1501.9M $0.05 %0.13 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 27,3851.8M $0.00 %0.12 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 25,9611.7M $0.00 %0.11 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 24,4781.3M $0.05 %0.11 %as of May 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 23,8871.3M $0.03 %0.11 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 21,5121.4M $0.05 %0.09 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 21,0821.2M $0.48 %0.09 %as of Jun 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 20,5221.3M $0.10 %0.09 %as of Jul 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 18,8291M $0.07 %0.08 %as of Jun 30, 2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 18,500977.7K $1.00 %0.08 %as of May 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 18,1811.2M $0.20 %0.08 %as of Jul 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 17,9801.2M $0.04 %0.08 %as of Jul 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 17,438971.6K $0.03 %0.08 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 16,926894.5K $0.07 %0.07 %as of May 31, 2026 ↗
DEAN SMALL CAP VALUE Unified Series Trust 16,235904.6K $0.47 %0.07 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 15,8971M $0.08 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,570867.6K $0.04 %0.07 %as of Jun 30, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 15,225848.3K $0.43 %0.07 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 14,805949.6K $0.00 %0.07 %as of Jul 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 14,615814.3K $0.06 %0.06 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 14,600813.5K $0.00 %0.06 %as of Jun 30, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 14,500930K $0.71 %0.06 %as of Jul 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 14,169789.5K $0.06 %0.06 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 13,994739.6K $1.02 %0.06 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 12,983832.7K $0.02 %0.06 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 12,666705.7K $0.28 %0.06 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 12,412691.6K $0.01 %0.05 %as of Jun 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 12,388690.3K $0.16 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 12,000634.2K $0.00 %0.05 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 11,762754.4K $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 11,664649.9K $0.00 %0.05 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 11,388634.5K $0.03 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 11,145621K $0.04 %0.05 %as of Jun 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 10,793570.4K $0.18 %0.05 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 10,544587.5K $0.00 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 10,498673.3K $0.05 %0.05 %as of Jul 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 10,208654.7K $0.08 %0.04 %as of Jul 31, 2026 ↗
Small Cap Value Fund Northern Funds 9,956554.7K $0.08 %0.04 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 9,668538.7K $0.01 %0.04 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 9,535503.9K $0.05 %0.04 %as of May 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 8,917471.3K $0.00 %0.04 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 8,749462.4K $0.03 %0.04 %as of May 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 8,734461.6K $0.06 %0.04 %as of May 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 8,579550.3K $0.28 %0.04 %as of Jul 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
ProShares Russell U.S. Dividend Growers ETF ProShares Trust 1.73 %as of May 31, 2026 ↗
Invesco S&P SmallCap Materials ETF Invesco Exchange-Traded Fund Trust II 1.49 %as of May 31, 2026 ↗
ICON Natural Resources and Infrastructure Fund SCM Trust 1.33 %as of Jun 30, 2026 ↗
Virtus Real Asset Income ETF ETFis Series Trust I 1.27 %as of Jul 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Series Funds 1.09 %as of Jun 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 1.05 %as of May 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 1.04 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1.02 %as of May 31, 2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 1.00 %as of May 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Variable Trust 0.90 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3247-89,823,479-0.6 %
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 table shows the 25 largest.

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
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Titelia. "Fund shareholders of Stepan Co". https://titelia.com/en/stocks/stepan-co-US8585861003