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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 744 | 41.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 712 | 37.6K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 684 | 38.1K $ | 0.11 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 676 | 37.7K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 674 | 35.6K $ | 0.07 % | 0.00 % | as of May 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 647 | 41.5K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 629 | 40.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 612 | 34.1K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 573 | 31.9K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 559 | 29.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 558 | 29.5K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 555 | 30.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 531 | 29.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 519 | 28.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 479 | 26.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 454 | 25.3K $ | 0.13 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 413 | 23K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 410 | 22.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 405 | 26K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 400 | 22.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 387 | 20.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 363 | 23.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 344 | 19.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 315 | 20.2K $ | 0.11 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 300 | 16.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 286 | 15.1K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 283 | 18.2K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 257 | 13.6K $ | 0.05 % | 0.00 % | as of May 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 196 | 12.6K $ | 0.12 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 178 | 11.4K $ | 0.14 % | 0.00 % | as of Jul 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 138 | 7.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 127 | 7.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 123 | 7.9K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 118 | 6.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 106 | 6.8K $ | 0.06 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 101 | 5.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 97 | 5.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 90 | 5K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 59 | 3.3K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 58 | 3.7K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 54 | 3K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 52 | 3.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 33 | 1.8K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 32 | 1.8K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 20 | 1.1K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 19 | 1.2K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 6 | 334.3 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 6 | 317.1 $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 247 | -8 | 9,823,479 | -0.6 % |
| 2026Q2 | 255 | +13 | 9,879,977 | +2.7 % |
| 2026Q1 | 242 | -7 | 9,624,620 | -3.2 % |
| 2025Q4 | 249 | 0 | 9,940,470 | -9.0 % |
| 2025Q3 | 249 | -16 | 10,925,575 | +2.8 % |
| 2025Q2 | 265 | +8 | 10,623,530 | +0.7 % |
| 2025Q1 | 257 | -5 | 10,552,646 | +4.0 % |
| 2024Q4 | 262 | +15 | 10,147,324 | -5.8 % |
| 2024Q3 | 247 | -5 | 10,766,530 | -1.6 % |
| 2024Q2 | 252 | +1 | 10,944,698 | +1.8 % |
| 2024Q1 | 251 | -8 | 10,750,937 | +2.9 % |
| 2023Q4 | 259 | 10,451,623 |
Institutional managers
215 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| ALGERT GLOBAL LLC | 190,795 | 9.5K $ | 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 |
| BESSEMER GROUP INC | 143,698 | 7.2K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Stepan Co". https://titelia.com/en/stocks/stepan-co-US8585861003