As of the latest SEC filings, BALCHEM CORP (BCPC) is held by 353 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $329,626,905.88 in market value, representing 0.36% of its portfolio.
Funds holding BALCHEM CORP (BCPC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BCPC
- CIK:
- 0000009326
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.36% | $329,626,905.88 | 1,944,931 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $171,897,632.20 | 1,014,265 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.19% | $135,087,932.04 | 797,073 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.08% | $125,159,285.20 | 738,490 | Mar 31, 2026 | May 28, 2026 |
|
CCALX
CONESTOGA SMALL CAP FUND
|
MF | Independent / Boutique | 4.25% | $95,607,905.00 | 564,125 | Mar 31, 2026 | May 29, 2026 |
|
WGROX
Wasatch Core Growth Fund
|
MF | Independent / Boutique | 3.20% | $95,326,229.24 | 562,463 | Mar 31, 2026 | May 5, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.18% | $69,954,903.76 | 412,762 | Mar 31, 2026 | May 28, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.67% | $68,000,460.40 | 401,230 | Mar 31, 2026 | May 21, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.08% | $61,309,220.52 | 361,749 | Mar 31, 2026 | May 28, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.02% | $54,547,292.36 | 300,652 | Feb 28, 2026 | Apr 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.16% | $52,430,497.72 | 324,406 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.36% | $49,711,195.68 | 293,316 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.37% | $45,465,721.68 | 268,266 | Mar 31, 2026 | May 28, 2026 |
|
CSMVX
Congress Small Cap Growth Fund
|
MF | Independent / Boutique | 2.05% | $39,596,900.00 | 245,000 | Apr 30, 2026 | Jun 29, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.37% | $35,765,025.44 | 211,028 | Mar 31, 2026 | May 28, 2026 |
|
NWKCX
Nationwide Geneva Small Cap Growth Fund
|
MF | Independent / Boutique | 3.14% | $34,532,214.06 | 213,663 | Apr 30, 2026 | Jun 23, 2026 |
|
CALRX
Calvert Small Cap Fund
|
MF | Calvert / Morgan Stanley | 2.16% | $32,837,088.96 | 193,752 | Mar 31, 2026 | May 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.07% | $30,436,515.37 | 167,759 | Feb 28, 2026 | Apr 24, 2026 |
|
JSEQX
JPMorgan Small Cap Equity Fund
|
MF | JPMorgan | 1.05% | $30,067,955.24 | 177,413 | Mar 31, 2026 | May 29, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.19% | $29,526,099.63 | 162,741 | Feb 28, 2026 | Apr 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.02% | $29,382,839.24 | 181,802 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.14% | $28,555,086.27 | 157,389 | Feb 28, 2026 | Apr 24, 2026 |
|
-
GMO Small Cap Quality Fund
|
ETF | Independent / Boutique | 4.10% | $28,213,090.72 | 155,504 | Feb 28, 2026 | Apr 29, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.43% | $27,939,794.88 | 164,856 | Mar 31, 2026 | May 28, 2026 |
|
SBPYX
ClearBridge Small Cap Growth Fund
|
MF | Franklin Templeton | 1.38% | $27,538,755.04 | 170,392 | Apr 30, 2026 | Jun 22, 2026 |
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