Funds holding Balchem Corp
371 funds declare a position · 93 ETFs and 278 other funds · 2.6B $· 19.6M SEK· 5.7M € · US0576652004
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 1,944,931 | 329.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,014,265 | 171.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 797,073 | 135.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 738,490 | 125.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 5 | CONESTOGA SMALL CAP FUND Conestoga Funds | 564,125 | 95.6M $ | 4.25 % | as of Mar 31, 2026 · Original filing |
| 6 | Wasatch Core Growth Fund WASATCH FUNDS TRUST | 562,463 | 95.3M $ | 3.20 % | as of Mar 31, 2026 · Original filing |
| 7 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 412,762 | 70M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 8 | First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 401,230 | 68M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 9 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 361,749 | 61.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 10 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 324,406 | 52.4M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 11 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 300,652 | 54.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 12 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 293,316 | 49.7M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 13 | iShares Russell 2000 Growth ETF iShares Trust | 268,266 | 45.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 14 | Congress Small Cap Growth Fund Professionally Managed Portfolios | 245,000 | 39.6M $ | 2.05 % | as of Apr 30, 2026 · Original filing |
| 15 | Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds | 213,663 | 34.5M $ | 3.14 % | as of Apr 30, 2026 · Original filing |
| 16 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 211,028 | 35.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 17 | Calvert Small Cap Fund Calvert Impact Fund, Inc. | 193,752 | 32.8M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| 18 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 181,802 | 29.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 19 | JPMorgan Small Cap Equity Fund JPMorgan Trust I | 177,413 | 30.1M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 20 | ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust | 170,392 | 27.5M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| 21 | VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 169,507 | 27.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 22 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 167,759 | 30.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 23 | iShares S&P Small-Cap 600 Growth ETF iShares Trust | 164,856 | 27.9M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 24 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 162,741 | 29.5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 25 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 157,389 | 28.6M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 26 | GMO Small Cap Quality Fund GMO TRUST | 155,504 | 28.2M $ | 4.10 % | as of Feb 28, 2026 · Original filing |
| 27 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 146,242 | 23.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 28 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 129,626 | 22M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 29 | CONESTOGA SMID CAP FUND Conestoga Funds | 122,520 | 20.8M $ | 4.17 % | as of Mar 31, 2026 · Original filing |
| 30 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 121,860 | 20.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 31 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 111,021 | 20.1M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 32 | William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | 108,940 | 18.5M $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| 33 | VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 108,624 | 18.4M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 34 | Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 104,760 | 16.9M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 35 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 102,872 | 16.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 36 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 100,792 | 17.1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 37 | Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 95,780 | 16.2M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 38 | VANGUARD MATERIALS INDEX FUND VANGUARD WORLD FUND | 93,692 | 17M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 39 | Select Materials Portfolio Fidelity Select Portfolios | 93,058 | 16.9M $ | 2.00 % | as of Feb 28, 2026 · Original filing |
| 40 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 79,368 | 14.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 41 | Fidelity Balanced Fund Fidelity Puritan Trust | 76,222 | 13.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 42 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 72,036 | 11.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 43 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 69,571 | 11.8M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 44 | T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 68,287 | 11.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 45 | TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 66,496 | 11.3M $ | 1.98 % | as of Mar 31, 2026 · Original filing |
| 46 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 60,348 | 10.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 47 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 55,666 | 9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 48 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 53,987 | 9.8M $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| 49 | Master Small Cap Index Series Quantitative Master Series LLC | 53,382 | 9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 50 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 52,130 | 8.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 51 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 51,550 | 9.4M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 52 | Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 51,259 | 8.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 53 | JNL Small Cap Index Fund JNL Series Trust | 50,109 | 8.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 54 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 49,200 | 8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 55 | AMG GW&K Small Cap Core Fund AMG Funds | 49,196 | 8.3M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| 56 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 48,065 | 8.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 57 | Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 47,590 | 7.7M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 58 | Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 44,100 | 7.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 59 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 43,474 | 7.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 60 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 42,806 | 7.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 61 | NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 42,648 | 7.7M $ | 1.13 % | as of Feb 28, 2026 · Original filing |
| 62 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 42,312 | 7.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 63 | ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 39,649 | 7.2M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| 64 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 38,793 | 6.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 65 | ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust | 37,656 | 6.4M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| 66 | Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. | 36,100 | 6.1M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| 67 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 34,945 | 5.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 68 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 34,305 | 5.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 69 | Nuveen ESG Small-Cap ETF NuShares ETF Trust | 33,896 | 5.5M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 70 | Nuveen Equity Index Fund TIAA-CREF Funds | 32,743 | 5.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 71 | FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 30,889 | 5M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 72 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 30,102 | 5.5M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 73 | SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 29,336 | 5.3M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| 74 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 29,209 | 5.3M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 75 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 27,635 | 4.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 76 | Victory RS Small Cap Growth Fund Victory Portfolios | 27,620 | 4.7M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 77 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 26,610 | 4.3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 78 | American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS | 26,200 | 4.4M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 79 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 25,456 | 4.1M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 80 | WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 25,009 | 4.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 81 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 24,972 | 4.2M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 82 | Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions | 24,261 | 4.1M $ | 3.04 % | as of Mar 31, 2026 · Original filing |
| 83 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 24,000 | 3.9M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 84 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 23,303 | 3.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 85 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 22,191 | 3.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 86 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 22,176 | 3.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 87 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 21,617 | 3.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 88 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 21,609 | 3.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 89 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 21,355 | 3.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 90 | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 21,328 | 3.9M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| 91 | Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 21,017 | 3.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 92 | Wasatch Ultra Growth Fund WASATCH FUNDS TRUST | 20,847 | 3.5M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 93 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 20,807 | 3.4M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 94 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 20,730 | 3.5M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 95 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 20,616 | 3.5M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 96 | TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio | 19,834 | 3.2M $ | 1.75 % | as of Apr 30, 2026 · Original filing |
| 97 | Calvert Small/Mid-Cap Fund Calvert Management Series | 19,603 | 3.3M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| 98 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 19,238 | 3.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 99 | Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II | 19,182 | 3.5M $ | 1.41 % | as of Feb 28, 2026 · Original filing |
| 100 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 19,003 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
Institutional managers
413 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,841,597 | 820.6M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 1,423,424 | 241.2M $ | as of Mar 31, 2026 |
| Conestoga Capital Advisors, LLC | 1,251,189 | 212.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,240,736 | 210.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,047,199 | 177.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 857,369 | 145.3M $ | as of Mar 31, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | 846,495 | 143.5M $ | as of Mar 31, 2026 |
| FMR LLC | 598,670 | 101.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 596,728 | 101.1M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 453,337 | 76.8M $ | as of Mar 31, 2026 |
| CONGRESS ASSET MANAGEMENT CO | 445,813 | 75.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 430,210 | 72.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 426,999 | 72.8M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 393,485 | 66.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 373,984 | 63.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 369,463 | 62.6M $ | as of Mar 31, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 360,496 | 61.4M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 315,260 | 53.4M $ | as of Mar 31, 2026 |
| Stephens Investment Management Group LLC | 266,086 | 45.1M $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 256,813 | 43.5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 221,523 | 37.5M $ | as of Mar 31, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 212,718 | 36.1M $ | as of Mar 31, 2026 |
| BLAIR WILLIAM & CO/IL | 203,519 | 34.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 183,863 | 31.2M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 180,592 | 30.6M $ | as of Mar 31, 2026 |