Funds holding Stepan Co
256 funds declare a position · 69 ETFs and 187 other funds · 495.7M $· 3.4M SEK · US8585861003
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 1,288,900 | 64.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 681,056 | 34M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 570,781 | 29M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 4 | iShares Russell 2000 ETF iShares Trust | 526,786 | 26.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 496,913 | 24.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 315,813 | 15.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 238,823 | 11.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 8 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 233,263 | 11.9M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 9 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 214,273 | 10.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 10 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 209,884 | 10.5M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 11 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 196,075 | 9.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 12 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 193,449 | 9.7M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 13 | Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 190,770 | 9.5M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 14 | iShares Russell 2000 Value ETF iShares Trust | 184,020 | 9.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 15 | SouthernSun Small Cap Fund ADVISORS' INNER CIRCLE III | 172,428 | 8.6M $ | 3.59 % | as of Mar 31, 2026 · Original filing |
| 16 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 163,314 | 8.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 17 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 149,142 | 7.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 18 | Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 143,360 | 7.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 19 | ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 132,136 | 6.7M $ | 1.02 % | as of Feb 28, 2026 · Original filing |
| 20 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 120,534 | 6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 21 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 120,132 | 6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 22 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 116,697 | 5.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 23 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 113,463 | 5.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 24 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 112,072 | 5.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 25 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 111,954 | 5.6M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 26 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 106,830 | 5.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 27 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 105,330 | 5.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 28 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 104,283 | 5.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 29 | Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 91,200 | 4.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 30 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 82,501 | 4.1M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 31 | DEAN SMALL CAP VALUE Unified Series Trust | 81,267 | 4.1M $ | 2.39 % | as of Mar 31, 2026 · Original filing |
| 32 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 79,289 | 4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 33 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 73,756 | 3.8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 34 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 72,198 | 3.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 35 | Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST | 71,910 | 3.7M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 36 | First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 69,455 | 3.5M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 37 | VANGUARD MATERIALS INDEX FUND VANGUARD WORLD FUND | 61,924 | 3.2M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 38 | State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 59,585 | 3M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 39 | Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 55,525 | 2.8M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 40 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 50,321 | 2.5M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 41 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 48,112 | 2.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 42 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 47,940 | 2.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 43 | Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust | 47,342 | 2.4M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| 44 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 47,269 | 2.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 45 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 47,163 | 2.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 46 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 46,789 | 2.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 47 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 46,128 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 48 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 42,709 | 2.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 49 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 39,778 | 2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 50 | Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 38,010 | 1.9M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 51 | Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 36,460 | 1.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 52 | Master Small Cap Index Series Quantitative Master Series LLC | 36,386 | 1.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 53 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 34,203 | 1.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 54 | JNL Small Cap Index Fund JNL Series Trust | 33,392 | 1.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 55 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 32,098 | 1.6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 56 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 29,160 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 57 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 27,478 | 1.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 58 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 27,385 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 59 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 26,840 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 60 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 26,376 | 1.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 61 | Nuveen Equity Index Fund TIAA-CREF Funds | 25,961 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 62 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 25,050 | 1.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 63 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 23,670 | 1.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 64 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 22,847 | 1.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 65 | Nuveen ESG Small-Cap ETF NuShares ETF Trust | 21,877 | 1.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 66 | First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 21,860 | 1.1M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 67 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 20,352 | 1M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 68 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 18,829 | 941.1K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 69 | JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 18,132 | 907.1K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 70 | Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 17,980 | 899.5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 71 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 17,438 | 871.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 72 | North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 17,000 | 865.1K $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| 73 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 16,890 | 845K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 74 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 16,609 | 830.1K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 75 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 15,893 | 808.8K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 76 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 15,790 | 789.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 77 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 14,805 | 740.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 78 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 14,600 | 729.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 79 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 14,343 | 716.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 80 | Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 13,955 | 710.2K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 81 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,570 | 678.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 82 | Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 13,322 | 678K $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| 83 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,242 | 662.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 84 | Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 12,100 | 605.4K $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 85 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 12,000 | 610.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 86 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,783 | 589.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 87 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 11,762 | 588.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 88 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 11,424 | 571K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 89 | EQ/Small Company Index Portfolio EQ Advisors Trust | 11,388 | 569.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 90 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 10,647 | 532.7K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 91 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 10,544 | 527K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 92 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 10,247 | 521.5K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 93 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 10,196 | 509.6K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 94 | Small Cap Value Fund Northern Funds | 9,956 | 497.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 95 | Small Cap Index Fund Northern Funds | 9,726 | 486.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 96 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 9,668 | 483.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 97 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 9,409 | 478.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 98 | Global X Russell 2000 ETF GLOBAL X FUNDS | 9,351 | 467.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 99 | Small Cap Index Fund VALIC Co I | 8,749 | 445.2K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 100 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 8,734 | 444.5K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
Institutional managers
215 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,311,040 | 165.5M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 1,590,065 | 79.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,117,030 | 55.8M $ | as of Mar 31, 2026 |
| DEPRINCE RACE & ZOLLO INC | 947,452 | 47.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 902,664 | 45.1M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 732,121 | 36.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 529,560 | 26.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 464,455 | 23.2M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 393,269 | 19.7M $ | as of Mar 31, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 378,799 | 18.9M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 327,822 | 16.4M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 309,959 | 15.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 304,416 | 15.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 252,170 | 12.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 242,520 | 12.1M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 234,662 | 11.7M $ | as of Mar 31, 2026 |
| Cresset Asset Management, LLC | 223,103 | 11.2M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 205,567 | 10.3M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 174,376 | 8.7M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 172,738 | 8.6M $ | as of Mar 31, 2026 |
| Gotham Asset Management, LLC | 168,505 | 8.4M $ | as of Mar 31, 2026 |
| GENDELL JEFFREY L | 165,520 | 8.3M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 152,579 | 7.6M $ | as of Mar 31, 2026 |
| GRACE & WHITE INC /NY | 139,013 | 6.9M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 133,955 | 6.7M $ | as of Mar 31, 2026 |