As of the latest SEC filings, Binah Capital Group, Inc. (BCG) is held by 26 institutional funds. The largest fund shareholder is SMALLCAP World Fund Inc (SMCWX), holding an estimated $18,918,836.16 in market value, representing 0.02% of its portfolio.
Funds holding Binah Capital Group, Inc. (BCG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BCG
- CIK:
- 0001953984
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.02% | $18,918,836.16 | 7,820,532 | Mar 31, 2026 | May 28, 2026 |
|
MSMLX
Matthews Emerging Markets Small Companies Fund
|
MF | Independent / Boutique | 1.06% | $4,097,760.77 | 1,691,760 | Mar 31, 2026 | May 21, 2026 |
|
HLMRX
Harding Loevner International Small Companies Portfolio
|
MF | Independent / Boutique | 1.90% | $3,565,623.15 | 1,344,362 | Apr 30, 2026 | Jun 25, 2026 |
|
-
JNL Multi-Manager International Small Cap Fund
|
ETF | Independent / Boutique | 0.50% | $3,391,503.77 | 1,396,960 | Mar 31, 2026 | May 28, 2026 |
|
QCVAX
Clearwater International Fund
|
MF | Independent / Boutique | 0.18% | $2,033,755.23 | 840,699 | Mar 31, 2026 | May 27, 2026 |
|
HLFMX
Harding Loevner Frontier Emerging Markets Portfolio
|
MF | Independent / Boutique | 1.46% | $1,704,542.82 | 642,671 | Apr 30, 2026 | Jun 25, 2026 |
|
ISCAX
Federated Hermes International Small-Mid Company Fund
|
MF | Federated Hermes | 0.21% | $1,110,680.17 | 443,859 | Feb 28, 2026 | Apr 23, 2026 |
|
PCSCX
Polar Capital International Small Company Fund
|
MF | Independent / Boutique | 0.81% | $930,597.44 | 384,197 | Mar 31, 2026 | May 28, 2026 |
|
DLS
WisdomTree International SmallCap Dividend Fund
|
ETF | WisdomTree | 0.04% | $401,733.51 | 166,472 | Mar 31, 2026 | Jun 1, 2026 |
|
AVEM
Avantis Emerging Markets Equity ETF
|
ETF | American Century | 0.00% | $347,556.66 | 2,954,015 | Feb 28, 2026 | Apr 29, 2026 |
|
DWM
WisdomTree International Equity Fund
|
ETF | WisdomTree | 0.03% | $220,474.16 | 91,361 | Mar 31, 2026 | Jun 1, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $191,356.02 | 95,202 | Mar 31, 2026 | May 28, 2026 |
|
DDLS
WisdomTree Dynamic International SmallCap Equity Fund
|
ETF | WisdomTree | 0.04% | $179,425.30 | 74,351 | Mar 31, 2026 | Jun 1, 2026 |
|
MEMS
Matthews Emerging Markets Discovery Active ETF
|
ETF | Independent / Boutique | 0.98% | $178,781.20 | 74,084 | Mar 31, 2026 | May 21, 2026 |
|
DFE
WisdomTree Europe SmallCap Dividend Fund
|
ETF | WisdomTree | 0.08% | $129,541.63 | 53,680 | Mar 31, 2026 | Jun 1, 2026 |
|
AVES
Avantis Emerging Markets Value ETF
|
ETF | American Century | 0.01% | $95,704.19 | 813,426 | Feb 28, 2026 | Apr 29, 2026 |
|
DDWM
WisdomTree Dynamic International Equity Fund
|
ETF | WisdomTree | 0.01% | $63,069.50 | 26,135 | Mar 31, 2026 | Jun 1, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $57,799.56 | 28,756 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $44,480.72 | 20,404 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.00% | $22,602.45 | 11,245 | Mar 31, 2026 | May 28, 2026 |
|
AVEEX
Avantis Emerging Markets Equity Fund
|
MF | American Century | 0.00% | $22,185.98 | 188,567 | Feb 28, 2026 | Apr 29, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $11,630.30 | 5,335 | Feb 28, 2026 | Apr 24, 2026 |
|
AVSE
Avantis Responsible Emerging Markets Equity ETF
|
ETF | American Century | 0.00% | $9,043.13 | 76,861 | Feb 28, 2026 | Apr 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $7,882.88 | 3,616 | Feb 28, 2026 | Apr 24, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $1,441.17 | 717 | Mar 31, 2026 | May 26, 2026 |
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