As of the latest SEC filings, Sotera Health Co (SHC) is held by 342 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $110,603,129.40 in market value, representing 0.10% of its portfolio.
Funds holding Sotera Health Co (SHC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SHC
- CIK:
- 0001822479
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.10% | $110,603,129.40 | 7,712,910 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $110,286,172.38 | 7,690,807 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.05% | $79,922,642.04 | 5,573,406 | Mar 31, 2026 | May 28, 2026 |
|
JSVAX
Janus Henderson Contrarian Fund
|
MF | Independent / Boutique | 1.62% | $69,596,035.20 | 4,853,280 | Mar 31, 2026 | May 29, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.12% | $44,663,980.62 | 3,114,643 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $37,190,617.92 | 2,593,488 | Mar 31, 2026 | May 28, 2026 |
|
OTCFX
T. Rowe Price Small-Cap Stock Fund, Inc.
|
MF | T. Rowe Price | 0.40% | $31,942,794.54 | 2,227,531 | Mar 31, 2026 | May 28, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.31% | $28,747,813.86 | 2,004,729 | Mar 31, 2026 | May 28, 2026 |
|
FVLKX
Fidelity Value Fund
|
MF | Fidelity | 0.26% | $25,206,593.16 | 1,619,961 | Apr 30, 2026 | Jun 26, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.10% | $25,178,458.80 | 1,755,820 | Mar 31, 2026 | Jun 1, 2026 |
|
-
Senior Debt Portfolio
|
ETF | Independent / Boutique | 0.48% | $22,238,876.50 | 22,123,612 | Apr 30, 2026 | Jun 24, 2026 |
|
IJK
iShares S&P Mid-Cap 400 Growth ETF
|
ETF | BlackRock / iShares | 0.20% | $20,287,242.54 | 1,414,731 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.05% | $18,472,203.75 | 1,136,751 | Feb 28, 2026 | Apr 24, 2026 |
|
TRSSX
T. Rowe Price Institutional Small-Cap Stock Fund
|
MF | T. Rowe Price | 0.40% | $17,239,648.38 | 1,202,207 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.09% | $16,694,168.40 | 1,072,890 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.08% | $16,378,115.00 | 1,007,884 | Feb 28, 2026 | Apr 24, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.10% | $16,334,923.44 | 1,139,116 | Mar 31, 2026 | May 28, 2026 |
|
MIGO
MIG Core ETF
|
ETF | Independent / Boutique | 3.01% | $16,063,255.00 | 988,508 | Feb 28, 2026 | Apr 28, 2026 |
|
FIQSX
Fidelity Advisor Floating Rate High Income Fund
|
MF | Fidelity | 0.12% | $16,055,777.70 | 16,009,031 | Apr 30, 2026 | Jun 26, 2026 |
|
JAGLX
Janus Henderson Global Life Sciences Fund
|
MF | Independent / Boutique | 0.29% | $15,172,035.48 | 1,058,022 | Mar 31, 2026 | May 29, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.03% | $14,172,110.24 | 910,804 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $13,448,525.22 | 937,833 | Mar 31, 2026 | May 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.10% | $13,402,388.16 | 861,336 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.17% | $12,652,722.92 | 813,157 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Floating-Rate Portfolio
|
ETF | Eaton Vance | 0.35% | $12,598,465.71 | 12,533,168 | Apr 30, 2026 | Jun 24, 2026 |
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