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 | |
|---|---|---|---|---|---|
| 201 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 4,391 | 744.2K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 202 | AST Small-Cap Equity Portfolio Advanced Series Trust | 4,347 | 736.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 203 | Invesco Dorsey Wright Basic Materials Momentum ETF Invesco Exchange-Traded Fund Trust | 4,286 | 692.7K $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 204 | Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 4,278 | 725K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 205 | SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 4,214 | 714.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 206 | Voya MI Dynamic Small Cap Fund Voya Equity Trust | 4,180 | 758.4K $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| 207 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 4,173 | 757.1K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 208 | Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 4,123 | 698.8K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 209 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 4,100 | 694.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 210 | iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 4,085 | 660.2K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 211 | Small Cap Core Fund Northern Funds | 4,039 | 684.5K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 212 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,960 | 671.1K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 213 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 3,943 | 668.3K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 214 | Blueprint Chesapeake Multi-Asset Trend ETF Tidal Trust II | 3,877 | 657.1K $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 215 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 3,860 | 654.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 216 | MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 3,706 | 628.1K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 217 | Victory Extended Market Index Fund Victory Portfolios III | 3,641 | 588.5K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 218 | PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 3,617 | 613K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 219 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,597 | 609.6K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 220 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,542 | 572.5K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 221 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 3,522 | 596.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 222 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,468 | 560.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 223 | Avantis U.S. Equity ETF American Century ETF Trust | 3,463 | 628.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 224 | First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,338 | 539.5K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 225 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 3,145 | 570.6K $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 226 | AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 3,020 | 511.8K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 227 | iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 2,966 | 502.7K $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 228 | EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 2,840 | 481.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 229 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 2,834 | 480.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 230 | Zacks Small-Cap Core Fund Zacks Trust | 2,826 | 512.7K $ | 1.66 % | as of Feb 28, 2026 · Original filing |
| 231 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,794 | 473.5K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 232 | Fidelity Balanced K6 Fund Fidelity Puritan Trust | 2,758 | 500.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 233 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,667 | 452K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 234 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 2,661 | 451K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 235 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,656 | 481.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 236 | iShares MSCI World Small-Cap ETF iShares Trust | 2,625 | 476.3K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 237 | Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 2,602 | 441K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 238 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,591 | 418.8K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 239 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 2,568 | 465.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 240 | YORKTOWN SMALL CAP FUND American Pension Investors Trust | 2,500 | 404.1K $ | 1.13 % | as of Apr 30, 2026 · Original filing |
| 241 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,468 | 418.3K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 242 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 2,450 | 415.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 243 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 2,428 | 411.5K $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 244 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,403 | 388.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 245 | Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust | 2,351 | 426.5K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 246 | BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 2,300 | 389.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 247 | TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 2,299 | 389.6K $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| 248 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,281 | 386.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 249 | NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 2,207 | 374K $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 250 | TRIBUTARY BALANCED FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 2,200 | 372.9K $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 251 | Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 2,186 | 370.5K $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 252 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,168 | 367.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 253 | AMERICAN GROWTH FUND Series One AMERICAN GROWTH FUND INC | 2,095 | 338.6K $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| 254 | SmallCap Growth Fund I Principal Funds, Inc | 2,072 | 334.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 255 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,059 | 349K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 256 | ProShares Ultra Russell2000 ProShares Trust | 2,034 | 369K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 257 | ProShares UltraPro Russell2000 ProShares Trust | 2,025 | 367.4K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 258 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,008 | 324.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 259 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,984 | 336.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 260 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,898 | 306.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 261 | First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III | 1,842 | 297.7K $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| 262 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,793 | 289.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 263 | THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 1,738 | 280.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 264 | ALGER SMALL CAP GROWTH FUND ALGER FUNDS | 1,712 | 276.7K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 265 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,700 | 308.4K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 266 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 1,610 | 260.2K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 267 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 1,601 | 271.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 268 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,569 | 265.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 269 | Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,451 | 245.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 270 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,449 | 245.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 271 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,434 | 243K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 272 | iShares Morningstar Small-Cap ETF iShares Trust | 1,430 | 231.1K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 273 | ProShares Russell 2000 High Income ETF ProShares Trust | 1,425 | 258.5K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 274 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,424 | 241.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 275 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,385 | 234.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 276 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,337 | 242.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 277 | THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 1,316 | 223K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 278 | Pacer US Small Cap Cash Cows Growth Leaders ETF Pacer Funds Trust | 1,280 | 206.9K $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| 279 | First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII | 1,240 | 225K $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| 280 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 1,162 | 196.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 281 | BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 1,158 | 187.2K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 282 | Adara Smaller Companies Fund RBB Fund, Inc. | 1,142 | 207.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 283 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 1,100 | 186.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 284 | Calvert Global Small-Cap Equity Fund Calvert Management Series | 1,068 | 181K $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 285 | S&P SmallCap Index Fund SHELTON FUNDS | 1,059 | 192.1K $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 286 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,049 | 177.8K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 287 | VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 1,038 | 175.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 288 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,000 | 181.4K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 289 | Horizon Small/Mid Cap Core Equity ETF Horizon Funds | 963 | 174.7K $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 290 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 919 | 148.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 291 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 919 | 148.5K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 292 | Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 900 | 152.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 293 | Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 889 | 143.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 294 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 887 | 143.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 295 | JPMorgan Diversified Fund JPMorgan Trust I | 885 | 150K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 296 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 866 | 146.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 297 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 841 | 142.5K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 298 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 829 | 140.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 299 | NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust | 825 | 139.8K $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 300 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 794 | 134.6K $ | 0.01 % | as of Mar 31, 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 |