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
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,524546.7K $0.01 %0.04 %as of Jul 31, 2026 ↗
Fidelity MSCI Materials Index ETF FIDELITY COVINGTON TRUST 8,430540.7K $0.09 %0.04 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 8,200456.9K $0.02 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 8,035515.4K $0.02 %0.04 %as of Jul 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 7,908440.6K $0.12 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 7,287406K $0.04 %0.03 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 7,263404.7K $0.07 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 7,202461.9K $0.00 %0.03 %as of Jul 31, 2026 ↗
Swedbank Robur Transfer 50 Swedbank Robur Fonder AB 7,2013.4M SEK0.03 %0.03 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 7,116396.5K $0.06 %0.03 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,065453.1K $0.05 %0.03 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,878383.2K $0.01 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 6,576366.4K $0.03 %0.03 %as of Jun 30, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 6,374355.2K $0.28 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 6,358354.3K $0.04 %0.03 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 6,325352.4K $0.01 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 6,128341.5K $0.00 %0.03 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Materials ETF Invesco Exchange-Traded Fund Trust II 5,929313.3K $1.49 %0.03 %as of May 31, 2026 ↗
VY Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc 5,890328.2K $0.44 %0.03 %as of Jun 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 5,833325K $0.03 %0.03 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 5,751368.9K $0.05 %0.03 %as of Jul 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 5,552309.4K $0.07 %0.02 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,499352.7K $0.06 %0.02 %as of Jul 31, 2026 ↗
Small Cap Core Fund Northern Funds 5,258293K $0.07 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 5,069325.1K $0.00 %0.02 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,889272.4K $0.04 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 4,599295K $0.04 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 4,503250.9K $0.04 %0.02 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 4,424283.8K $0.01 %0.02 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,315240.4K $0.03 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 3,956220.4K $0.10 %0.02 %as of Jun 30, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 3,931219K $0.28 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,921251.5K $0.02 %0.02 %as of Jul 31, 2026 ↗
Virtus Real Asset Income ETF ETFis Series Trust I 3,690236.7K $1.27 %0.02 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 3,599190.2K $0.08 %0.02 %as of May 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 3,572188.8K $0.01 %0.02 %as of May 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,500195K $0.02 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 3,446192K $0.00 %0.02 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,433191.3K $0.04 %0.02 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,366187.6K $0.04 %0.01 %as of Jun 30, 2026 ↗
Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC 3,325185.3K $0.34 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,315184.7K $0.04 %0.01 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 3,030168.8K $0.04 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,993166.8K $0.04 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,918187.2K $0.01 %0.01 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 2,903161.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,825149.3K $0.01 %0.01 %as of May 31, 2026 ↗
Pinnacle Value Fund BERTOLET CAPITAL TRUST 2,723151.7K $0.39 %0.01 %as of Jun 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 2,689142.1K $0.03 %0.01 %as of May 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,678149.2K $0.04 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,602166.9K $0.01 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,496160.1K $0.02 %0.01 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,494160K $0.01 %0.01 %as of Jul 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 2,471137.7K $0.06 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,444156.8K $0.04 %0.01 %as of Jul 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,418134.7K $0.04 %0.01 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2,201116.3K $0.01 %0.01 %as of May 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 2,190140.5K $0.15 %0.01 %as of Jul 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,173121.1K $0.03 %0.01 %as of Jun 30, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 2,114111.7K $0.03 %0.01 %as of May 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,100117K $0.07 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,995111.2K $0.04 %0.01 %as of Jun 30, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 1,989110.8K $0.06 %0.01 %as of Jun 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,976110.1K $0.08 %0.01 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,966126.1K $0.05 %0.01 %as of Jul 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,951108.7K $0.05 %0.01 %as of Jun 30, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Variable Trust 1,863103.8K $0.90 %0.01 %as of Jun 30, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 1,855103.4K $0.12 %0.01 %as of Jun 30, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Series Funds 1,823101.6K $1.09 %0.01 %as of Jun 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 1,81495.9K $0.01 %0.01 %as of May 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,77198.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,75797.9K $0.04 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,731111K $0.03 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,71290.5K $0.00 %0.01 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,69894.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 1,66988.2K $0.07 %0.01 %as of May 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 1,61690K $0.04 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,52985.2K $0.04 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,51580.1K $0.06 %0.01 %as of May 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,48395.1K $0.06 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,45093K $0.02 %0.01 %as of Jul 31, 2026 ↗
ProShares Russell U.S. Dividend Growers ETF ProShares Trust 1,44776.5K $1.73 %0.01 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 1,44592.7K $0.01 %0.01 %as of Jul 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 1,42875.5K $0.01 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,40390K $0.00 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,33574.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,28871.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,27270.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,22668.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,21767.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,11562.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,01453.6K $0.03 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,00756.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 97762.7K $0.02 %0.00 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 97754.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 88846.9K $0.01 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 83853.7K $0.00 %0.00 %as of Jul 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 80042.3K $0.01 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 79442K $0.02 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 78143.5K $0.02 %0.00 %as of Jun 30, 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