Titelia

Fund shareholders of Balchem Corp

ISIN US0576652004 · United States · LEI 549300VR70OPMHUI3557

Fund shareholders
371
Of which ETFs
93 278 other funds
Value held
2.6B $ 5.7M € · 19.6M SEK
Share of capital
48.0 % of 31.9M shares on Jul 23, 2026
FundSharesValueWeight in fundShare of capital
WisdomTree U.S. MidCap Fund WisdomTree Trust 4,391744.2K $0.09 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 4,347736.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Basic Materials Momentum ETF Invesco Exchange-Traded Fund Trust 4,286692.7K $0.67 %0.01 %as of Apr 30, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 4,278725K $0.03 %0.01 %as of Mar 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 4,214714.2K $0.05 %0.01 %as of Mar 31, 2026 ↗
Voya MI Dynamic Small Cap Fund Voya Equity Trust 4,180758.4K $0.45 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 4,173757.1K $0.09 %0.01 %as of Feb 28, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 4,123698.8K $0.11 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 4,100694.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 4,085660.2K $0.23 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 4,039684.5K $0.20 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,960671.1K $0.19 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,943668.3K $0.19 %0.01 %as of Mar 31, 2026 ↗
Blueprint Chesapeake Multi-Asset Trend ETF Tidal Trust II 3,877657.1K $0.47 %0.01 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 3,860654.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 3,706628.1K $0.35 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 3,641588.5K $0.07 %0.01 %as of Apr 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 3,617613K $0.30 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,597609.6K $0.18 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,542572.5K $0.16 %0.01 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 3,522596.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,468560.5K $0.02 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 3,463628.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,338539.5K $0.11 %0.01 %as of Apr 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 3,145570.6K $0.22 %0.01 %as of Feb 28, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 3,020511.8K $0.19 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,966502.7K $0.41 %0.01 %as of Mar 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 2,840481.3K $0.03 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 2,834480.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
Zacks Small-Cap Core Fund Zacks Trust 2,826512.7K $1.66 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,794473.5K $0.15 %0.01 %as of Mar 31, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 2,758500.4K $0.02 %0.01 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,667452K $0.18 %0.01 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 2,661451K $0.02 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,656481.9K $0.01 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,625476.3K $0.06 %0.01 %as of Feb 28, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 2,602441K $0.28 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,591418.8K $0.16 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 2,568465.9K $0.01 %0.01 %as of Feb 28, 2026 ↗
YORKTOWN SMALL CAP FUND American Pension Investors Trust 2,500404.1K $1.13 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,468418.3K $0.19 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 2,450415.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 2,428411.5K $0.36 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,403388.4K $0.02 %0.01 %as of Apr 30, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 2,351426.5K $0.06 %0.01 %as of Feb 28, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 2,300389.8K $0.05 %0.01 %as of Mar 31, 2026 ↗
TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2,299389.6K $1.36 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,281386.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 2,207374K $0.76 %0.01 %as of Mar 31, 2026 ↗
TRIBUTARY BALANCED FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2,200372.9K $0.47 %0.01 %as of Mar 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 2,186370.5K $0.51 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,168367.4K $0.08 %0.01 %as of Mar 31, 2026 ↗
AMERICAN GROWTH FUND Series One AMERICAN GROWTH FUND INC 2,095338.6K $1.58 %0.01 %as of Apr 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 2,072334.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,059349K $0.19 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,034369K $0.13 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,025367.4K $0.11 %0.01 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,008324.5K $0.01 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,984336.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,898306.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 1,842297.7K $0.98 %0.01 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 1,793289.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,738280.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
ALGER SMALL CAP GROWTH FUND ALGER FUNDS 1,712276.7K $0.15 %0.01 %as of Apr 30, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,700308.4K $0.12 %0.01 %as of Feb 28, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,610260.2K $0.14 %0.01 %as of Apr 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 1,601271.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,569265.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 1,451245.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,449245.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,434243K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,430231.1K $0.09 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,425258.5K $0.17 %0.00 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,424241.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 1,385234.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,337242.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1,316223K $0.01 %0.00 %as of Mar 31, 2026 ↗
Pacer US Small Cap Cash Cows Growth Leaders ETF Pacer Funds Trust 1,280206.9K $0.91 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII 1,240225K $0.49 %0.00 %as of Feb 28, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 1,162196.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,158187.2K $0.23 %0.00 %as of Apr 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 1,142207.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,100186.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Calvert Global Small-Cap Equity Fund Calvert Management Series 1,068181K $1.10 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,059192.1K $0.36 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,049177.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 1,038175.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,000181.4K $0.07 %0.00 %as of Feb 28, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 963174.7K $0.31 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 919148.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 919148.5K $0.19 %0.00 %as of Apr 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 900152.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 889143.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 887143.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 885150K $0.03 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 866146.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 841142.5K $0.18 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 829140.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust 825139.8K $0.58 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 794134.6K $0.01 %0.00 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Invesco S&P SmallCap Materials ETF Invesco Exchange-Traded Fund Trust II 5.97 %as of Feb 28, 2026 ↗
CONESTOGA SMALL CAP FUND Conestoga Funds 4.25 %as of Mar 31, 2026 ↗
CONESTOGA SMID CAP FUND Conestoga Funds 4.17 %as of Mar 31, 2026 ↗
GMO Small Cap Quality Fund GMO TRUST 4.10 %as of Feb 28, 2026 ↗
Geneva SMID Cap Growth Fund Series Portfolios Trust 3.97 %as of Feb 28, 2026 ↗
Wasatch Core Growth Fund WASATCH FUNDS TRUST 3.20 %as of Mar 31, 2026 ↗
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 3.14 %as of Apr 30, 2026 ↗
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 3.04 %as of Mar 31, 2026 ↗
Wasatch Global Opportunities Fund WASATCH FUNDS TRUST 2.30 %as of Mar 31, 2026 ↗
Calvert Small Cap Fund Calvert Impact Fund, Inc. 2.16 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2362+1015,293,691+1.6 %
2026Q1352+815,047,154-1.3 %
2025Q4344-1315,246,833-0.9 %
2025Q3357-615,390,563+0.7 %
2025Q2363+3015,279,691+1.4 %
2025Q1333+715,070,600-0.7 %
2024Q4326+2615,182,314+2.1 %
2024Q3300+814,869,515-0.1 %
2024Q2292+1314,883,522+3.9 %
2024Q1279-514,318,923-1.6 %
2023Q428414,554,715

Institutional managers

413 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.4,841,597820.6M $as of Mar 31, 2026
WASATCH ADVISORS LP1,423,424241.2M $as of Mar 31, 2026
Conestoga Capital Advisors, LLC1,251,189212.1M $as of Mar 31, 2026
STATE STREET CORP1,240,736210.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,047,199177.5M $as of Mar 31, 2026
MORGAN STANLEY857,369145.3M $as of Mar 31, 2026
GENEVA CAPITAL MANAGEMENT LLC846,495143.5M $as of Mar 31, 2026
FMR LLC598,670101.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP596,728101.1M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP453,33776.8M $as of Mar 31, 2026
CONGRESS ASSET MANAGEMENT CO445,81375.6M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP430,21072.9M $as of Mar 31, 2026
JPMORGAN CHASE & CO426,99972.8M $as of Mar 31, 2026
Nuveen, LLC393,48566.7M $as of Mar 31, 2026
NORTHERN TRUST CORP373,98463.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC369,46362.6M $as of Mar 31, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP360,49661.4M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC315,26053.4M $as of Mar 31, 2026
Stephens Investment Management Group LLC266,08645.1M $as of Mar 31, 2026
Clearbridge Investments, LLC256,81343.5M $as of Mar 31, 2026
Bank of New York Mellon Corp221,52337.5M $as of Mar 31, 2026
Grantham, Mayo, Van Otterloo & Co. LLC212,71836.1M $as of Mar 31, 2026
GW&K Investment Management, LLC210,67335.7K $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/208,39635.3K $as of Mar 31, 2026
BLAIR WILLIAM & CO/IL203,51934.5M $as of Mar 31, 2026

Declared shareholders of Balchem Corp

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.93 %2,221,969as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.24 %1,680,971as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Balchem Corp". https://titelia.com/en/stocks/balchem-corp-US0576652004