As of the latest SEC filings, STEPAN CO (SCL) is held by 253 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $64,419,222.00 in market value, representing 0.07% of its portfolio.
Funds holding STEPAN CO (SCL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SCL
- CIK:
- 0000094049
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.07% | $64,419,222.00 | 1,288,900 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $34,039,178.88 | 681,056 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.12% | $29,047,045.09 | 570,781 | Feb 28, 2026 | Apr 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.04% | $26,328,764.28 | 526,786 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $24,835,711.74 | 496,913 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.03% | $15,784,333.74 | 315,813 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $11,936,373.54 | 238,823 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.12% | $11,870,754.07 | 233,263 | Feb 28, 2026 | Apr 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $10,720,078.19 | 214,273 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.14% | $10,490,002.32 | 209,884 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.07% | $9,799,828.50 | 196,075 | Mar 31, 2026 | May 28, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.25% | $9,678,253.47 | 193,449 | Apr 30, 2026 | Jun 26, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.43% | $9,544,223.10 | 190,770 | Apr 30, 2026 | Jun 25, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.07% | $9,197,319.60 | 184,020 | Mar 31, 2026 | May 28, 2026 |
|
SSSIX
SouthernSun Small Cap Fund
|
MF | Independent / Boutique | 3.59% | $8,617,951.44 | 172,428 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $8,170,599.42 | 163,314 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.05% | $7,461,574.26 | 149,142 | Apr 30, 2026 | Jun 24, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.08% | $7,172,300.80 | 143,360 | Apr 30, 2026 | Jun 26, 2026 |
|
SMDV
ProShares Russell 2000 Dividend Growers ETF
|
ETF | ProShares | 1.02% | $6,724,401.04 | 132,136 | Feb 28, 2026 | Apr 24, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.00% | $6,030,316.02 | 120,534 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $6,010,203.96 | 120,132 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.08% | $5,838,350.91 | 116,697 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $5,774,132.07 | 113,463 | Feb 28, 2026 | Apr 24, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.06% | $5,601,358.56 | 112,072 | Mar 31, 2026 | May 28, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.14% | $5,595,460.92 | 111,954 | Mar 31, 2026 | May 28, 2026 |
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