As of the latest SEC filings, STEM, INC. (STEM) is held by 28 institutional funds. The largest fund shareholder is Avantis International Small Cap Value ETF (AVDV), holding an estimated $3,957,467.52 in market value, representing 0.02% of its portfolio.
Funds holding STEM, INC. (STEM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- STEM
- CIK:
- 0001758766
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AVDV
Avantis International Small Cap Value ETF
|
ETF | American Century | 0.02% | $3,957,467.52 | 1,687,763 | Feb 28, 2026 | Apr 29, 2026 |
|
PZIIX
Pzena International Small Cap Value Fund
|
MF | Independent / Boutique | 1.69% | $3,813,586.04 | 1,618,876 | Feb 28, 2026 | Apr 27, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,174,525.08 | 245,987 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $785,646.16 | 88,874 | Mar 31, 2026 | May 28, 2026 |
|
AVDE
Avantis International Equity ETF
|
ETF | American Century | 0.00% | $529,978.84 | 226,023 | Feb 28, 2026 | Apr 29, 2026 |
|
BRUSX
Ultra-Small Company Fund
|
MF | Independent / Boutique | 0.56% | $477,360.00 | 54,000 | Mar 31, 2026 | May 21, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $465,593.00 | 44,300 | Feb 28, 2026 | Apr 24, 2026 |
|
UTF
COHEN & STEERS INFRASTRUCTURE FUND INC
|
CEF | Cohen & Steers | 0.01% | $281,881.08 | 31,887 | Mar 31, 2026 | May 29, 2026 |
|
TBHDX
Tweedy, Browne Worldwide High Dividend Yield Value Fund
|
MF | Independent / Boutique | 0.39% | $236,982.13 | 120,610 | Mar 31, 2026 | May 21, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $157,124.50 | 14,950 | Feb 28, 2026 | Apr 24, 2026 |
|
AVDVX
Avantis International Small Cap Value Fund
|
MF | American Century | 0.02% | $148,728.36 | 63,429 | Feb 28, 2026 | Apr 29, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.11% | $137,904.00 | 15,600 | Mar 31, 2026 | May 21, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $127,528.34 | 12,134 | Feb 28, 2026 | Apr 24, 2026 |
|
PEXMX
T. Rowe Price Extended Equity Market Index Fund
|
MF | T. Rowe Price | 0.01% | $57,548.40 | 6,510 | Mar 31, 2026 | May 28, 2026 |
|
GARTX
Goldman Sachs Absolute Return Tracker Fund
|
MF | Goldman Sachs | 0.00% | $47,700.64 | 5,396 | Mar 31, 2026 | May 26, 2026 |
|
SWTSX
Schwab Total Stock Market Index Fund
|
MF | Charles Schwab | 0.00% | $42,800.00 | 4,000 | Apr 30, 2026 | Jun 25, 2026 |
|
VITNX
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
|
MF | Vanguard | 0.00% | $41,300.48 | 4,672 | Mar 31, 2026 | May 28, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $37,835.20 | 4,280 | Mar 31, 2026 | May 28, 2026 |
|
AVDS
Avantis International Small Cap Equity ETF
|
ETF | American Century | 0.01% | $22,470.22 | 9,583 | Feb 28, 2026 | Apr 29, 2026 |
|
WRAIX
Wilmington Global Alpha Equities Fund
|
MF | Independent / Boutique | 0.01% | $20,155.30 | 8,789 | Apr 30, 2026 | Jun 26, 2026 |
|
HWTIX
Hotchkis & Wiley International Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.27% | $13,607.85 | 6,900 | Mar 31, 2026 | Jun 1, 2026 |
|
AVDEX
Avantis International Equity Fund
|
MF | American Century | 0.00% | $13,569.36 | 5,787 | Feb 28, 2026 | Apr 29, 2026 |
|
AVSD
Avantis Responsible International Equity ETF
|
ETF | American Century | 0.00% | $9,995.89 | 4,263 | Feb 28, 2026 | Apr 29, 2026 |
|
USMIX
Victory Extended Market Index Fund
|
MF | Independent / Boutique | 0.00% | $9,844.00 | 920 | Apr 30, 2026 | Jun 25, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.00% | $2,652.00 | 300 | Mar 31, 2026 | May 27, 2026 |
Advertisement (320x50)