A Daily Network publication
Explore the network
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 7, 2026The Morning Brief →Sign in

Who holds SCLSTEPAN

11 funds on our shelf carry STEPAN — heaviest hand: PSCM at 1.96% of its book.

FundWeightFund assetsShares held
PSCMInvesco S&P SmallCap Materials ETFINDEX1.96%$20M6,377
ENZLiShares MSCI New Zealand ETFINDEX1.52%$65M264,344
XSHDInvesco S&P SmallCap High Dividend Low Volatility ETFINDEX1.23%$63M12,335
RZVInvesco S&P SmallCap 600 Pure Value ETFINDEX1.07%$281M47,642
SVALiShares US Small Cap Value Factor ETFINDEX0.48%$159M15,738
SMLVState Street SPDR US Small Cap Low Volatility Index ETFINDEX0.33%$247M12,844
RWJInvesco S&P SmallCap 600 Revenue ETFINDEX0.16%$2B50,169
IJSiShares S&P Small-Cap 600 Value ETFINDEX0.15%$7.7B191,785
VAWVanguard Materials Index FundINDEX0.09%$3B63,162
GWXSPDR S&P International Small Cap ETFINDEX0.05%$920M124,316
VSSVanguard FTSE All-World ex-US Small Capital Index FundINDEX0.01%$8.8B470,744

LATEST DISCLOSED BOOKS ON THE ENRICHED SHELF · THE SHELF GROWS NIGHTLY AS READERS RESEARCH NEW FUNDS

Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.