As of the latest SEC filings, SunCoke Energy, Inc. (SXC) is held by 209 institutional funds. The largest fund shareholder is State Street(R) SPDR(R) S&P(R) Metals & Mining ETF (XME), holding an estimated $27,499,874.01 in market value, representing 0.63% of its portfolio.
Funds holding SunCoke Energy, Inc. (SXC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SXC
- CIK:
- 0001514705
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
XME
State Street(R) SPDR(R) S&P(R) Metals & Mining ETF
|
ETF | State Street (SPDR) | 0.63% | $27,499,874.01 | 4,224,251 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.09% | $20,358,861.00 | 3,571,730 | Feb 28, 2026 | Apr 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $17,507,069.58 | 2,689,258 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $13,359,288.18 | 2,052,118 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $8,399,866.64 | 1,231,652 | Apr 30, 2026 | Jun 24, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.18% | $7,315,931.49 | 1,123,799 | Mar 31, 2026 | May 26, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.06% | $6,359,997.30 | 1,115,789 | Feb 28, 2026 | Apr 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $6,178,732.14 | 949,114 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $5,772,707.16 | 846,438 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.04% | $4,727,555.49 | 726,199 | Mar 31, 2026 | May 28, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.19% | $4,723,382.58 | 725,558 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.03% | $4,682,025.48 | 686,514 | Apr 30, 2026 | Jun 24, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.10% | $4,619,183.10 | 810,383 | Feb 27, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $4,265,159.80 | 625,390 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $3,829,757.36 | 561,548 | Apr 30, 2026 | Jun 29, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.14% | $2,928,263.10 | 449,810 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,589,976.84 | 379,762 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,572,535.40 | 451,322 | Feb 28, 2026 | Apr 24, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.20% | $2,408,700.00 | 370,000 | Mar 31, 2026 | May 21, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,400,247.20 | 421,096 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,348,115.00 | 411,950 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $2,109,248.68 | 309,274 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,924,719.94 | 282,217 | Apr 30, 2026 | Jun 29, 2026 |
|
RWJ
Invesco S&P SmallCap 600 Revenue ETF
|
ETF | Invesco | 0.10% | $1,690,021.50 | 296,495 | Feb 28, 2026 | Apr 28, 2026 |
|
VIOO
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
ETF | Vanguard | 0.03% | $1,658,990.70 | 291,051 | Feb 28, 2026 | Apr 28, 2026 |
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