SCL · Stepan Co

$63.42 +1.04 (+1.67%) At close · Sep 4

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.44B

22.73M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 232

Total Value: $1,126,700,535

Total Shares: 20,220,782

Showing 1–100 of 235 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Superinvestors Holding SCL

All superinvestors →

Joel Greenblatt $9,394,336

Holder Concentration

Across 232 13F filers · Δ vs Mar 31, 2026

Top Holder

17.1%

+0.4 pts

Top 5

42.1%

−0.0 pts

Top 10

60.7%

+0.6 pts

HHI

561

Broadly held+11

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +8

Institutional value: +13.9%

Shares held: +2.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega AMERICAN CENTURY COMPANIES INC	+216,411	948,532
Mega BlackRock, Inc.	+147,288	3,458,328
Mega CITADEL ADVISORS LLC	+141,468	173,108
Large ACADIAN ASSET MANAGEMENT LLC	+96,738	101,507
Mega UBS Group AG	+76,218	146,528

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large Empowered Funds, LLC	−85,507	88,869
Large SEI INVESTMENTS CO	−84,293	39,507
Small DEAN INVESTMENT ASSOCIATES, LLC	−65,414	16,335
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC	−57,604	406,851
Mid CenterBook Partners LP	−54,215	10,693

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega NORGES BANK	132,700	$7,394,044
Mid Edgestream Partners, L.P.	88,077	$4,907,650
Mid Y-Intercept (Hong Kong) Ltd	36,168	$2,015,280
Small ICON ADVISERS INC/CO	32,000	$1,783,040
Small Odyssean, LLC	11,775	$656,103

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small SOUTHERNSUN ASSET MANAGEMENT, LLC	378,799	$18,932,374
Small TOWLE & CO	105,940	$5,294,881
Large CWM, LLC	18,434	$921,331
Mid Mutual Advisors, LLC	17,852	$892,242
Mid Aquatic Capital Management LLC	17,585	$878,898

Filter: New 33 Increased 92 Reduced 67 Sold out 25 Unchanged 40

Showing 100 of 235

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$192,698,028

17.10%

3,458,328

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	45,839	$2,554,149	1.3%	Sole
BlackRock Investment Management (Australia) Ltd	90	$5,014	0.0%	Sole
BlackRock Asset Management Canada Ltd	9,532	$531,123	0.3%	Sole
BlackRock Investment Management, LLC	67,967	$3,787,121	2.0%	Sole
BLACKROCK ADVISORS LLC	49,408	$2,753,013	1.4%	Sole
BlackRock Fund Advisors	2,368,979	$131,999,509	68.5%	Sole
BlackRock Institutional Trust Company, N.A.	688,422	$38,358,873	19.9%	Sole
BlackRock Fund Managers Ltd.	5,090	$283,614	0.1%	Sole
BlackRock Investment Management (UK) Ltd.	9,141	$509,336	0.3%	Sole
BlackRock Asset Management Ireland Ltd	60,298	$3,359,804	1.7%	Sole
BlackRock Life Ltd	823	$45,857	0.0%	Sole
BlackRock Asset Management Schweiz AG	2,636	$146,877	0.1%	Sole
Aperio Group, LLC	144,165	$8,032,873	4.2%	Sole
SpiderRock Advisors, LLC	5,938	$330,865	0.2%	Sole

HighTower Advisors, LLC

$88,587,946

7.86%

1,589,877

VANGUARD PORTFOLIO MANAGEMENT LLC

$76,982,194

6.83%

1,381,590

DIMENSIONAL FUND ADVISORS LP

$62,686,390

5.56%

1,125,025

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	3,401	$189,503	0.3%	Defined
DFA Australia Ltd.	9,294	$517,861	0.8%	Defined
Dimensional Fund Advisors Pte. Ltd.	499	$27,804	0.0%	Defined
Dimensional Ireland Ltd	45,454	$2,532,696	4.0%	Defined
Held directly	1,066,377	$59,418,526	94.8%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$52,931,158

4.70%

949,949

AMERICAN CENTURY COMPANIES INC

$52,852,203

4.69%

948,532

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	948,532	$52,852,203	100.0%	Defined

DEPRINCE RACE & ZOLLO INC

$52,187,797

4.63%

936,608

STATE STREET CORP

$49,519,255

4.40%

888,716

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	888,716	$49,519,255	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$31,498,180

2.80%

565,294

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	83,665	$4,661,813	14.8%	Defined
Held directly	481,629	$26,836,367	85.2%	Defined

AMERIPRISE FINANCIAL INC

$24,159,187

2.14%

433,582

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC joint	432,073	$24,075,106	99.7%	Defined
Ameriprise Financial Services, LLC	1,509	$84,081	0.3%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$22,669,737

2.01%

406,851

TWO SIGMA INVESTMENTS, LP

$21,578,572

1.92%

387,268

Russell Investments Group, Ltd.

$17,208,282

1.53%

308,835

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC joint	177,689	$9,900,830	57.5%	Defined
Russell Investments Capital, LLC joint	50,260	$2,800,486	16.3%	Other
Russell Investments France SAS	22,089	$1,230,799	7.2%	Defined
Russell Investments Japan Co., LTD. joint	988	$55,051	0.3%	Other
Russell Investments Limited joint	7,288	$406,087	2.4%	Other
Russell Investments Trust Company joint	50,521	$2,815,029	16.4%	Defined

AQR CAPITAL MANAGEMENT LLC

$16,247,781

1.44%

291,597

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	49	$2,730	0.0%	Other
RF&L WEALTH MANAGEMENT, LLC	6	$334	0.0%	Other
Compound Planning, Inc.	9	$501	0.0%	Other
Arax Advisory Partners	3,156	$175,852	1.1%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1,508	$84,025	0.5%	Other
Stokes Family Office, LLC	279	$15,545	0.1%	Other
Held directly	286,590	$15,968,794	98.3%	Defined

MORGAN STANLEY

$15,568,610

1.38%

279,408

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	907	$50,538	0.3%	Defined
MORGAN STANLEY & CO. LLC	6,648	$370,426	2.4%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	132,821	$7,400,786	47.5%	Defined
MORGAN STANLEY SMITH BARNEY LLC	13,112	$730,599	4.7%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	120,420	$6,709,801	43.1%	Defined
EATON VANCE MANAGEMENT	5,500	$306,460	2.0%	Defined

NORTHERN TRUST CORP

$15,203,868

1.35%

272,862

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	245,382	$13,672,684	89.9%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	16,851	$938,937	6.2%	Defined
MASON STREET ADVISORS, LLC joint	7,263	$404,694	2.7%	Other
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	3,366	$187,553	1.2%	Other

Cresset Asset Management, LLC

$12,430,073

1.10%

223,081

Nuveen, LLC

$11,472,915

1.02%

205,903

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	5,803	$323,343	2.8%	Defined
TIAA CREF INVESTMENT MANAGEMENT LLC joint	14,600	$813,512	7.1%	Defined
TEACHERS ADVISORS, LLC joint	185,500	$10,336,060	90.1%	Defined

GOLDMAN SACHS GROUP INC

$11,450,124

1.02%

205,494

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	62,472	$3,480,939	30.4%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	143,022	$7,969,185	69.6%	Defined

ALGERT GLOBAL LLC

$10,182,328

0.90%

182,741

Gotham Asset Management, LLC

$9,394,336

0.83%

168,599

Invesco Ltd.

$9,243,946

0.82%

165,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	8,528	$475,179	5.1%	Defined
Invesco Trust Co joint	8,763	$488,274	5.3%	Defined
Invesco Capital Management LLC	148,609	$8,280,493	89.6%	Defined

GENDELL JEFFREY L

$9,222,774

0.82%

165,520

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tontine Asset Management, LLC	124,153	$6,917,805	75.0%	Defined
Tontine Associates, LLC	41,367	$2,304,969	25.0%	Defined

CITADEL ADVISORS LLC

$8,530,732

0.76%

153,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	153,100	$8,530,732	100.0%	Defined

UBS Group AG

$8,164,539

0.72%

146,528

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	19,529	$1,088,155	13.3%	Defined
UBS AG	126,999	$7,076,384	86.7%	Defined

BESSEMER GROUP INC

$8,006,852

0.71%

143,698

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BESSEMER TRUST Co NATIONAL ASSOCIATION	143,639	$8,003,565	100.0%	Defined
BESSEMER TRUST Co OF FLORIDA	59	$3,287	0.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$7,975,760

0.71%

143,140

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$7,755,666

0.69%

139,190

JANE STREET GROUP, LLC

$7,750,652

0.69%

139,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	139,100	$7,750,652	100.0%	Defined

GRACE & WHITE INC /NY

$7,745,804

0.69%

139,013

NORGES BANK

$7,394,044

0.66%

132,700

JACOBS LEVY EQUITY MANAGEMENT, INC

$7,252,013

0.64%

130,151

ProShare Advisors LLC

$7,236,523

0.64%

129,873

Bank of New York Mellon Corp

$6,835,726

0.61%

122,680

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	63,574	$3,542,343	51.8%	Defined
BNY Mellon Investment Adviser, Inc.	17,762	$989,698	14.5%	Defined
The Bank of New York Mellon	40,993	$2,284,129	33.4%	Defined
BNY Mellon, NA joint	350	$19,501	0.3%	Defined
Held directly	1	$55	0.0%	Defined

Trexquant Investment LP

$6,527,653

0.58%

117,151

PRINCIPAL FINANCIAL GROUP INC

$5,810,982

0.52%

104,289

ACADIAN ASSET MANAGEMENT LLC

$5,655,970

0.50%

101,507

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	101,507	$5,655,970	100.0%	Defined

FIRST TRUST ADVISORS LP

$5,478,000

0.49%

98,313

O'Keefe Stevens Advisory, Inc.

$5,324,603

0.47%

95,560

NEW YORK STATE COMMON RETIREMENT FUND

$5,258,909

0.47%

94,381

MILLENNIUM MANAGEMENT LLC

$5,233,723

0.46%

93,929

Empowered Funds, LLC

$4,951,780

0.44%

88,869

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	88,869	$4,951,780	100.0%	Other

Edgestream Partners, L.P.

$4,907,650

0.44%

88,077

Creative Planning

$4,859,507

0.43%

87,213

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	572	$31,871	0.7%	Defined
Held directly	86,641	$4,827,636	99.3%	Sole

JPMORGAN CHASE & CO

$4,135,481

0.37%

74,219

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	9,113	$507,776	12.3%	Defined
J.P. Morgan Investment Management Inc.	23,726	$1,322,012	32.0%	Defined
J.P. Morgan Securities LLC	41,380	$2,305,693	55.8%	Defined

Public Sector Pension Investment Board

$4,130,133

0.37%

74,123

FRANKLIN RESOURCES INC

$4,113,583

0.37%

73,826

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brandywine Global Investment Management, LLC	67,137	$3,740,873	90.9%	Defined
FIDUCIARY TRUST CO INTERNATIONAL	219	$12,202	0.3%	Defined
FIDUCIARY TRUST INTERNATIONAL LLC	96	$5,349	0.1%	Defined
FRANKLIN ADVISERS INC	6,374	$355,159	8.6%	Defined

SG Americas Securities, LLC

$3,680,751

0.33%

66,058

CastleKnight Management LP

$3,566,080

0.32%

64,000

RHUMBLINE ADVISERS

$3,310,715

0.29%

59,417

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$3,145,223

0.28%

56,447

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	402	$22,399	0.7%	Defined
UBS Asset Management Switzerland AG	40,215	$2,240,779	71.2%	Defined
UBS Asset Management (UK) Ltd.	11,247	$626,682	19.9%	Other
Held directly	4,583	$255,363	8.1%	Defined

Penn Capital Management Company, LLC

$2,872,477

0.25%

51,552

Quantinno Capital Management LP

$2,863,729

0.25%

51,395

Legal & General Group Plc

$2,725,543

0.24%

48,915

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	32,985	$1,837,924	67.4%	Defined
Legal & General Investment Management Ltd joint	15,930	$887,619	32.6%	Defined

PDT Partners, LLC

$2,681,580

0.24%

48,126

HRT FINANCIAL LP

$2,497,203

0.22%

44,817

Swiss National Bank

$2,407,104

0.21%

43,200

BANK OF AMERICA CORP /DE/

$2,388,604

0.21%

42,868

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	42,868	$2,388,604	100.0%	Defined

Numerai GP LLC

$2,359,519

0.21%

42,346

XTX Topco Ltd

$2,317,617

0.21%

41,594

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	41,594	$2,317,617	100.0%	Defined

Pullen Investment Management, LLC

$2,284,241

0.20%

40,995

Point72 Asset Management, L.P.

$2,265,965

0.20%

40,667

SEI INVESTMENTS CO

$2,201,329

0.20%

39,507

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	1,413	$78,732	3.6%	Sole
SEI TRUST CO	38,094	$2,122,597	96.4%	Sole

Y-Intercept (Hong Kong) Ltd

$2,015,280

0.18%

36,168

PRICE T ROWE ASSOCIATES INC /MD/

$1,930,642

0.17%

34,649

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	34,649	$1,930,642	100.0%	Defined

IEQ CAPITAL, LLC

$1,833,968

0.16%

32,914

ICON ADVISERS INC/CO

$1,783,040

0.16%

32,000

BARCLAYS PLC

$1,543,722

0.14%

27,705

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	27,152	$1,512,909	98.0%	Defined
BARCLAYS CAPITAL INC.	553	$30,813	2.0%	Defined

NEW YORK STATE TEACHERS RETIREMENT SYSTEM

$1,527,898

0.14%

27,421

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,403,809

0.12%

25,194

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	25,194	$1,403,809	100.0%	Other

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$1,338,728

0.12%

24,026

DEUTSCHE BANK AG\

$1,301,842

0.12%

23,364

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	23,364	$1,301,842	100.0%	Defined

PRUDENTIAL FINANCIAL INC

$1,267,574

0.11%

22,749

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	22,749	$1,267,574	100.0%	Defined

ROMANO BROTHERS AND COMPANY

$1,258,436

0.11%

22,585

Susquehanna Portfolio Strategies, LLC

$1,238,488

0.11%

22,227

ALLIANCEBERNSTEIN L.P.

$1,207,731

0.11%

21,675

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	21,675	$1,207,731	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$1,178,923

0.10%

21,158

CITADEL ADVISORS LLC

$1,114,845

0.10%

20,008

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	12,874	$717,339	64.3%	Defined
Held directly	7,134	$397,506	35.7%	Defined

WELLS FARGO & COMPANY/MN

$1,076,509

0.10%

19,320

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	19,128	$1,065,812	99.0%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	160	$8,915	0.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	12	$668	0.1%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	20	$1,114	0.1%	Defined

GSA CAPITAL PARTNERS LLP

$1,074,950

0.10%

19,292

Ethic Inc.

$1,066,926

0.09%

19,148

North Star Investment Management Corp.

$1,030,820

0.09%

18,500

Mariner, LLC

$1,014,828

0.09%

18,213

Thrivent Financial for Lutherans

$990,757

0.09%

17,781

CANADA LIFE ASSURANCE Co

$988,807

0.09%

17,746

HSBC HOLDINGS PLC

$981,618

0.09%

17,617

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC Global Asset Management (UK) Ltd	845	$47,083	4.8%	Defined
HSBC BANK PLC	16,772	$934,535	95.2%	Defined

VOLORIDGE INVESTMENT MANAGEMENT, LLC

$949,524

0.08%

17,041

US BANCORP \DE\

$933,588

0.08%

16,755

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	16,755	$933,588	100.0%	Defined

DEAN INVESTMENT ASSOCIATES, LLC

$910,186

0.08%

16,335

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dean Capital Management	16,335	$910,186	100.0%	Defined

BAILARD, INC.

$863,660

0.08%

15,500

FMR LLC

$816,186

0.07%

14,648

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	13,364	$744,642	91.2%	Defined
STRATEGIC ADVISERS LLC	1,284	$71,544	8.8%	Defined

Vanguard Global Advisers, LLC

$811,840

0.07%

14,570

Brevan Howard Capital Management LP

$807,382

0.07%

14,490

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	14,490	$807,382	100.0%	Defined

VANGUARD ASSET MANAGEMENT, Ltd

$794,400

0.07%

14,257

State of Tennessee, Department of Treasury

$785,094

0.07%

14,090

Connor, Clark & Lunn Investment Management Ltd.

$777,015

0.07%

13,945

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	13,945	$777,015	100.0%	Sole

BANK OF MONTREAL /CAN/

$739,180

0.07%

13,266

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Asset Management Inc.	1,472	$82,019	11.1%	Defined
BMO Bank N.A.	11,738	$654,041	88.5%	Defined
BMO Family Office, LLC	56	$3,120	0.4%	Defined

MetLife Investment Management, LLC

$716,280

0.06%

12,855

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	12,855	$716,280	100.0%	Defined

CITIGROUP INC

$699,061

0.06%

12,546

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	1,619	$90,210	12.9%	Defined
Citigroup Financial Products Inc. joint	10,927	$608,851	87.1%	Defined

Inspire Investing, LLC

$681,232

0.06%

12,226

Key facts CIK 94049 CUSIP 858586100 13F (30d) 162 filings 162 filers Visit website Investor relations