Funds holding Birchtech Corp
ISIN US59833H2004 · United States · LEI 5299002L7VCQITU0A113
- Fund holders
- 5
- Of which ETFs
- 1 4 other funds
- Value held
- 3.5M $
- Share of capital
- 6.5 % of 26.3M shares on Aug 13, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Heartland Value Fund HEARTLAND GROUP INC. | 1,000,000 | 2.1M $ | 0.18 % | 3.80 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 409,633 | 839.7K $ | 1.56 % | as of Jun 30, 2026 ↗ | |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 233,653 | 479K $ | 0.00 % | 0.89 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 66,871 | 137.1K $ | 0.01 % | 0.25 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 4,379 | 9K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| Heartland Value Fund HEARTLAND GROUP INC. | 0.18 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 5 | +3 | 1,714,536 | +69.8 % |
| 2026Q2 | 2 | 1,010,000 |
Institutional managers
23 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| HEARTLAND ADVISORS INC | 1,000,000 | 1.9M $ | as of Mar 31, 2026 |
| CHAPIN DAVIS, INC. | 686,693 | 1.3M $ | as of Mar 31, 2026 |
| Ancora Advisors LLC | 428,686 | 814.5K $ | as of Mar 31, 2026 |
| Aristides Capital LLC | 425,000 | 807.5K $ | as of Mar 31, 2026 |
| WHITE PINE CAPITAL LLC | 289,173 | 549.4K $ | as of Mar 31, 2026 |
| Sigma Planning Corp | 52,412 | 99.6K $ | as of Mar 31, 2026 |
| ARS Investment Partners, LLC | 51,100 | 97.1K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 50,994 | 96.9K $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 42,700 | 81.1K $ | as of Mar 31, 2026 |
| Diametric Capital, LP | 41,685 | 77.8K $ | as of Mar 31, 2026 |
| HRT FINANCIAL LP | 33,855 | 64 $ | as of Mar 31, 2026 |
| Mink Brook Asset Management LLC | 30,000 | 57K $ | as of Mar 31, 2026 |
| GTS SECURITIES LLC | 25,233 | 47.9K $ | as of Mar 31, 2026 |
| Crewe Advisors LLC | 16,600 | 31.5K $ | as of Mar 31, 2026 |
| WATERS PARKERSON & CO., LLC | 13,000 | 24.7K $ | as of Mar 31, 2026 |
| CIBC WORLD MARKET INC. | 10,607 | 20.2K $ | as of Mar 31, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 10,377 | 19.7K $ | as of Mar 31, 2026 |
| Smartleaf Asset Management LLC | 9,091 | 17K $ | as of Mar 31, 2026 |
| UBS Group AG | 7,306 | 13.9K $ | as of Mar 31, 2026 |
| NATIONAL BANK OF CANADA /FI/ | 4,799 | 10.4K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,500 | 4.8K $ | as of Mar 31, 2026 |
| Caitong International Asset Management Co., Ltd | 9 | 17 $ | as of Mar 31, 2026 |
| HUNTINGTON NATIONAL BANK | 1 | 2 $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Birchtech Corp". https://titelia.com/en/stocks/birchtech-corp-US59833H2004