BCPC · Balchem Corp · Shareholders & Ownership

$169.01 -1.61 (-0.94%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.42B

31.78M

Volume · Oct 27 59.7K Avg daily vol (3M) 234.16K

Every disclosed holder of BCPC in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns BCPC

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	424	28,794,567	90.61%	Yes
Insiders (Forms 3, 4, 5)	18	231,541	0.73%	Yes
13D/G-only blocks	1	1,201,674	3.78%	Yes
Remaining	—	1,549,542	4.88%	Rest
Registered funds (N-PORT, not summed)	358	15,248,700	47.99%	No

Shares outstanding: 31,777,324, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of BCPC

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,964,479	15.62%	+122,882	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,935,679	6.09%	-9,252	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	846,327	2.66%	+49,254	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	285,666	0.90%	+17,400	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	170,351	0.54%	+5,495	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	113,417	0.36%	-16,209	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,221,267	6.99%	+27,850	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,445,369	4.55%	+13,281	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,281,552	4.03%	+40,816	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	294,416	0.93%	+1,100	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	107,260	0.34%	+6,468	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	68,371	0.22%	-1,200	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	10,786	0.03%	-600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	6,360	0.02%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	APG Asset Management US Inc. 13G CIK 1323255 · Registered investment adviser · Mar 31, 2025 Rule 13d-1(b), qualified institution	1,201,674	3.78%	-791,853	Mar 31, 2025	Rule 13d-1(b), qualified institution
6	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,122,146	3.53%	+74,947	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Conestoga Capital Advisors, LLC 13F CIK 1163744 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,087,871	3.42%	-163,318	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	CONESTOGA SMALL CAP FUND Fund S000004756 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	508,950	1.60%	-55,175	Jun 30, 2026	Conestoga Funds, not summed
7.2	CONESTOGA SMID CAP FUND Fund S000043859 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	115,100	0.36%	-7,420	Jun 30, 2026	Conestoga Funds, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,018,611	3.21%	+4,346	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	834,445	2.63%	-22,924	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	50	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	737,004	2.32%	-1,486	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GENEVA CAPITAL MANAGEMENT LLC 13F CIK 1009232 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	683,102	2.15%	-163,393	Jun 30, 2026	carried, not yet filed for the newest quarter
12	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	630,442	1.98%	-420,338	Sep 30, 2026
12.1	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	411,133	1.29%	-151,330	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
12.2	Wasatch Global Opportunities Fund Fund S000022592 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	17,347	0.05%	-1,108	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
13	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	617,233	1.94%	+163,896	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	44,550	0.14%	+13,661	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
13.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	6,096	0.02%	-4,615	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13.3	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	5,433	0.02%	-6,704	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13.4	First Trust Horizon Managed Volatility Small/Mid ETF Fund S000068212 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	2,082	0.01%	+240	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
13.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	1,632	0.01%	-1,706	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	610,047	1.92%	+13,319	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	146,242	0.46%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	106,819	0.34%	+3,947	Jul 31, 2026	Dimensional ETF Trust, not summed
14.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	58,227	0.18%	+2,561	Jul 31, 2026	Dimensional ETF Trust, not summed
14.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	49,200	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	34,945	0.11%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	565,174	1.78%	+163,944	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
16	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	560,255	1.76%	-38,415	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	357,739	1.13%	+33,333	Jul 31, 2026	Fidelity Salem Street Trust, not summed
16.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	196,606	0.62%	+100,826	Jun 30, 2026	Fidelity Covington Trust, not summed
16.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	187,745	0.59%	-86,761	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
16.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	156,324	0.49%	-9,109	Aug 31, 2026	Fidelity Concord Street Trust, not summed
16.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	93,293	0.29%	+10,605	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
17	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	502,951	1.58%	+380	Sep 30, 2026
17.1	Congress Small Cap Growth Fund Fund S000058028 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	250,000	0.79%	+5,000	Jul 31, 2026	Professionally Managed Portfolios, not summed
18	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	502,038	1.58%	+71,828	Jun 30, 2026	carried, not yet filed for the newest quarter
19	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	440,418	1.39%	+79,922	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	425,372	1.34%	+12,610	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	414,367	1.30%	+20,882	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	132,170	0.42%	+10,310	Jun 30, 2026	College Retirement Equities Fund, not summed
21.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	102,720	0.32%	-2,040	Jul 31, 2026	TIAA-CREF Funds, not summed
21.3	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	55,490	0.17%	+7,900	Jul 31, 2026	TIAA-CREF Funds, not summed
21.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	42,517	0.13%	+3,724	Jul 31, 2026	TIAA-CREF Funds, not summed
21.5	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	30,981	0.10%	-2,915	Jul 31, 2026	NuShares ETF Trust, not summed
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	411,876	1.30%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	384,172	1.21%	+10,188	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,572	0.05%	+1,306	Jun 30, 2026	Northern Funds, not summed
23.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,927	0.01%	-112	Jun 30, 2026	Northern Funds, not summed
23.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,881	0.01%	+88	Jul 31, 2026	FlexShares Trust, not summed
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	374,613	1.18%	+5,150	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	152,714	0.48%	-3,065	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	79,757	0.25%	+7,721	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	47,417	0.15%	+6,625	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	19,003	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	18,897	0.06%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	372,185	1.17%	+289,076	Sep 30, 2026
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	368,410	1.16%	+6,661	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	341,653	1.08%	-85,346	Jun 30, 2026	carried, not yet filed for the newest quarter
28	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	314,063	0.99%	-1,197	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	106,990	0.34%	-1,950	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
29	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	289,858	0.91%	+217,035	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	135,050	0.43%	—	Jul 31, 2026	Thrivent Mutual Funds, not summed
29.2	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	44,862	0.14%	—	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
29.3	THRIVENT SMALL CAP INDEX PORTFOLIO Fund S000001446 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	21,099	0.07%	-518	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
29.4	THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Fund S000001427 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	13,782	0.04%	+5,555	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
29.5	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	12,099	0.04%	+4,318	Jul 31, 2026	Thrivent Mutual Funds, not summed
30	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	272,008	0.86%	+103,636	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	41,314	0.13%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
30.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	16,432	0.05%	+12,033	Jul 31, 2026	Goldman Sachs Trust, not summed
30.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	4,204	0.01%	-394	Jul 31, 2026	Goldman Sachs Trust II, not summed
30.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	3,708	0.01%	-465	May 31, 2026	Goldman Sachs ETF Trust, not summed
30.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	2,422	0.01%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
31	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	270,501	0.85%	+4,415	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	243,769	0.77%	-13,044	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	229,743	0.72%	+3,643	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	223,066	0.70%	+1,543	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,241	0.00%	+83	Jul 31, 2026	BNY Mellon ETF Trust, not summed
35	Grantham, Mayo, Van Otterloo & Co. LLC 13F CIK 1352662 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	217,133	0.68%	+4,415	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	GMO Small Cap Quality Fund Fund S000077554 · Registered fund · May 31, 2026 GMO TRUST, not summed	160,982	0.51%	+5,478	May 31, 2026	GMO TRUST, not summed
35.2	GMO Alternative Allocation Fund Fund S000065268 · Registered fund · May 31, 2026 GMO TRUST, not summed	15,293	0.05%	+156	May 31, 2026	GMO TRUST, not summed
36	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	211,028	0.66%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
37	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	208,146	0.66%	+20,562	Jun 30, 2026	carried, not yet filed for the newest quarter
38	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	207,163	0.65%	-3,510	Jun 30, 2026	carried, not yet filed for the newest quarter
39	BLAIR WILLIAM & CO/IL 13F CIK 902367 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	197,933	0.62%	-5,586	Jun 30, 2026	carried, not yet filed for the newest quarter
40	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	193,300	0.61%	+16,300	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	191,383	0.60%	+191,383	Jun 30, 2026	carried, not yet filed for the newest quarter
42	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	184,563	0.58%	+67,229	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	181,797	0.57%	-5	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
44	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	181,110	0.57%	+518	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	23,828	0.08%	+1,652	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
44.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	23,674	0.07%	-1,782	Jul 31, 2026	Principal Funds, Inc, not summed
44.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,670	0.01%	+598	Jul 31, 2026	Principal Funds, Inc, not summed
44.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	131	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed
45	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	176,679	0.56%	+4,150	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Calvert Small Cap Fund Fund S000008714 · Registered fund · Jun 30, 2026 Calvert Impact Fund, Inc., not summed	170,832	0.54%	-22,920	Jun 30, 2026	Calvert Impact Fund, Inc., not summed
47	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	169,507	0.53%	0	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
48	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	168,723	0.53%	+5,982	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
49	FIFTH THIRD BANCORP 13F CIK 35527 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	165,153	0.52%	-8,287	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Nationwide Geneva Small Cap Growth Fund Fund S000041104 · Registered fund · Jul 31, 2026 Nationwide Mutual Funds, not summed	163,285	0.51%	-50,378	Jul 31, 2026	Nationwide Mutual Funds, not summed

84 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 9326 CUSIP 057665200 13F (30d) 78 filings 77 filers Visit website