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 | |
|---|---|---|---|---|---|
| 101 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 18,897 | 3.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 102 | Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | 18,455 | 3.1M $ | 2.30 % | as of Mar 31, 2026 · Original filing |
| 103 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 18,267 | 3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 104 | EQ/Small Company Index Portfolio EQ Advisors Trust | 18,225 | 3.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 105 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 18,108 | 3.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 106 | iShares Core Dividend Growth ETF iShares Trust | 17,914 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 107 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 17,465 | 3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 108 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 16,892 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 109 | First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 16,274 | 2.8M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 110 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 16,139 | 2.6M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 111 | Morningstar U.S. Equity Fund Morningstar Funds Trust | 15,705 | 2.5M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 112 | Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 15,400 | 2.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 113 | Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 15,372 | 2.5M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| 114 | Small Cap Index Fund Northern Funds | 15,266 | 2.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 115 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 15,226 | 2.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 116 | GMO Alternative Allocation Fund GMO TRUST | 15,137 | 2.7M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 117 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 14,689 | 2.7M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 118 | AMG GW&K Small Cap Growth Fund AMG Funds IV | 14,530 | 2.3M $ | 1.13 % | as of Apr 30, 2026 · Original filing |
| 119 | Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust | 14,391 | 2.4M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| 120 | Global X Russell 2000 ETF GLOBAL X FUNDS | 14,219 | 2.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 121 | John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 13,353 | 2.3M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 122 | Small Cap Index Fund VALIC Co I | 13,226 | 2.4M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 123 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 13,205 | 2.1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 124 | Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 12,960 | 2.4M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 125 | Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 12,746 | 2.3M $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| 126 | SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 12,543 | 2.1M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| 127 | Fidelity MSCI Materials Index ETF FIDELITY COVINGTON TRUST | 12,527 | 2M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 128 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 12,159 | 2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 129 | First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 12,137 | 2M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 130 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 12,090 | 2M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 131 | VIP Materials Portfolio Variable Insurance Products Fund IV | 11,600 | 2M $ | 2.03 % | as of Mar 31, 2026 · Original filing |
| 132 | Parametric Equity Premium Income ETF Morgan Stanley ETF Trust | 11,538 | 2M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 133 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 11,451 | 18.5M SEK | 0.07 % | as of Mar 31, 2026 · Original filing |
| 134 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 11,390 | 1.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 135 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 11,386 | 1.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 136 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 11,342 | 1.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 137 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 11,060 | 1.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 138 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,968 | 1.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 139 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 10,803 | 1.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 140 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 10,797 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 141 | First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,711 | 1.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 142 | VIP Balanced Portfolio Variable Insurance Products Fund III | 10,700 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 143 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 10,379 | 1.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 144 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 10,279 | 1.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 145 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 10,158 | 1.8M $ | 0.04 % | as of Feb 27, 2026 · Original filing |
| 146 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 10,157 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 147 | Geneva SMID Cap Growth Fund Series Portfolios Trust | 9,983 | 1.8M $ | 3.97 % | as of Feb 28, 2026 · Original filing |
| 148 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 9,608 | 1.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 149 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 9,551 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 150 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 9,457 | 1.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 151 | Victory RS Select Growth Fund Victory Portfolios | 9,350 | 1.6M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| 152 | JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 9,313 | 1.5M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 153 | JNL/Mellon Materials Sector Fund JNL Series Trust | 9,064 | 1.5M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 154 | AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 9,045 | 1.5M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 155 | VIP Stock Selector Portfolio Variable Insurance Products Fund | 9,000 | 1.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 156 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 8,970 | 1.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 157 | AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 8,898 | 1.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 158 | Diversified Equity Master Portfolio Master Investment Portfolio | 8,546 | 1.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 159 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 8,429 | 1.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 160 | iShares Russell 3000 ETF iShares Trust | 8,249 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 161 | THRIVENT SMALL CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. | 8,243 | 1.4M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 162 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 8,227 | 1.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 163 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 8,156 | 1.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 164 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 8,025 | 1.4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 165 | SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 8,003 | 1.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 166 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 7,781 | 1.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 167 | Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST | 7,615 | 1.2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 168 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,576 | 1.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 169 | Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 7,518 | 1.4M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 170 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 7,410 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 171 | Timothy Plan US Small Cap Core ETF Timothy Plan | 7,371 | 1.2M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 172 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 7,161 | 1.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 173 | Alger Small Cap Growth Portfolio ALGER PORTFOLIOS | 6,949 | 1.2M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 174 | T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 6,859 | 1.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 175 | AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 6,415 | 1.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 176 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 6,391 | 1.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 177 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 6,280 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 178 | Invesco S&P SmallCap Materials ETF Invesco Exchange-Traded Fund Trust II | 6,210 | 1.1M $ | 5.97 % | as of Feb 28, 2026 · Original filing |
| 179 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 5,972 | 965.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 180 | Small Cap Index Trust John Hancock Variable Insurance Trust | 5,944 | 1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 181 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 5,927 | 1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 182 | SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 5,856 | 992.5K $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 183 | RBC SMID Cap Growth Fund RBC Funds Trust | 5,578 | 945.4K $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 184 | Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 5,538 | 1M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| 185 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,510 | 933.8K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 186 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,282 | 895.2K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 187 | AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 5,262 | 891.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 188 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,086 | 822K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 189 | THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 5,014 | 810.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 190 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,888 | 886.8K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 191 | ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 4,824 | 875.2K $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 192 | VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 4,806 | 814.5K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 193 | THRIVENT SMALL CAP GROWTH FUND Thrivent Mutual Funds | 4,752 | 768K $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 194 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 4,708 | 797.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 195 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 4,700 | 759.6K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 196 | LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,696 | 795.9K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 197 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,600 | 779.6K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 198 | Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 4,598 | 743.1K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 199 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 4,441 | 752.7K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 200 | Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 4,399 | 711K $ | 0.25 % | 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 |