Filing Research | BCPC - BALCHEM CORP Institutional Holdings

Snapshot holdings

50 / 81 loaded

#		Instrument	quantity
1	Conestoga Capital Advisors, LLC	Shares	1.1MSH	$183.8M
2	WASATCH ADVISORS LP	Shares	1.1MSH	$177.5M
3	CONGRESS ASSET MANAGEMENT CO	Shares	502.6KSH	$84.9M
4	Boston Trust Walden Corp	Shares	191.4KSH	$32.3M
5	Tributary Capital Management, LLC	Shares	112.1KSH	$18.9M
6	Assenagon Asset Management S.A.	Shares	83.1KSH	$14.0M
7	SALEM INVESTMENT COUNSELORS INC	Shares	76.3KSH	$12.9M
8	Vest Financial, LLC	Shares	44.5KSH	$7.5M
9	Prospera Financial Services Inc	Shares	39.2KSH	$6.6M
10	Cardinal Capital Management	Shares	26.7KSH	$4.5M
11	Bath Savings Trust Co	Shares	21.8KSH	$3.7M
12	MOODY ALDRICH PARTNERS LLC	Shares	17.1KSH	$2.9M
13	First National Advisers, LLC	Shares	16.9KSH	$2.9M
14	Louisiana State Employees Retirement System	Shares	14.1KSH	$2.4M
15	Police & Firemen's Retirement System of New Jersey	Shares	9.7KSH	$1.6M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	8.7KSH	$1.5M
17	Ausbil Investment Management Ltd	Shares	8.0KSH	$1.3M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	7.6KSH	$1.3M
19	Annex Advisory Services, LLC	Shares	6.8KSH	$1.1M
20	EXCHANGE TRADED CONCEPTS, LLC	Shares	6.3KSH	$1.1M
21	QRG CAPITAL MANAGEMENT, INC.	Shares	6.2KSH	$1.1M
22	ARGENT CAPITAL MANAGEMENT LLC	Shares	5.1KSH	$868.1K
23	Legacy Wealth Asset Management, LLC	Shares	4.8KSH	$807.9K
24	SUMMITRY LLC	Shares	3.8KSH	$643.3K
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.0KSH	$641.3K
26	Steigerwald, Gordon & Koch Inc.	Shares	3.8KSH	$635.3K
27	Marshall & Sterling Wealth Advisors Inc.	Shares	3.4KSH	$570.2K
28	PFG Investments, LLC	Shares	3.0KSH	$506.9K
29	Portside Wealth Group, LLC	Shares	2.9KSH	$492.7K
30	Yorktown Management & Research Co Inc	Shares	2.5KSH	$422.4K
31	Crossmark Global Holdings, Inc.	Shares	2.3KSH	$391.1K
32	Net Worth Advisory Group	Shares	2.1KSH	$356.0K
33	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.9KSH	$313.4K
34	Envestnet Portfolio Solutions, Inc.	Shares	1.8KSH	$307.4K
35	Hilltop National Bank	Shares	1.7KSH	$295.3K
36	Sequoia Financial Advisors, LLC	Shares	1.7KSH	$282.9K
37	Abel Hall, LLC	Shares	1.6KSH	$262.7K
38	CAPITAL ADVISORS INC/OK	Shares	1.5KSH	$253.4K
39	HM PAYSON & CO	Shares	1.5KSH	$249.2K
40	Bill Few Associates, Inc.	Shares	1.4KSH	$236.5K
41	Curated Wealth Partners LLC	Shares	31.0KSH	$228.3K
42	Sowell Financial Services LLC	Shares	1.2KSH	$205.5K
43	VISTA FINANCE, LLC	Shares	1.2KSH	$202.9K
44	Farther Finance Advisors, LLC	Shares	868SH	$146.6K
45	GAMMA Investing LLC	Shares	796SH	$134.5K
46	HARBOR INVESTMENT ADVISORY, LLC	Shares	450SH	$76.0K
47	EverSource Wealth Advisors, LLC	Shares	235SH	$39.7K
48	SIGNATUREFD, LLC	Shares	224SH	$37.8K
49	Blue Trust, Inc.	Shares	110SH	$18.6K
50	Crewe Advisors LLC	Shares	79SH	$13.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 91 loaded

#		Instrument
1	Boston Trust Walden Corp new	Shares	+191.4K	+$32.3M	$32.3M
2	CONGRESS ASSET MANAGEMENT CO added	Shares	+56.8K	+$9.4M	$84.9M
3	Vest Financial, LLC added	Shares	+12.4K	+$2.1M	$7.5M
4	Ausbil Investment Management Ltd added	Shares	+2.9K	+$467.3K	$1.3M
5	Abel Hall, LLC new	Shares	+1.6K	+$262.7K	$262.7K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+743	+$120.8K	$1.6M
7	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+450	+$76.0K	$76.0K
8	QRG CAPITAL MANAGEMENT, INC. added	Shares	+394	+$63.4K	$1.1M
9	Hilltop National Bank added	Shares	+179	+$29.4K	$295.3K
10	Portside Wealth Group, LLC added	Shares	+162	+$25.9K	$492.7K
11	Curated Wealth Partners LLC added	Shares	+29.7K	+$15.6K	$228.3K
12	SUMMITRY LLC added	Shares	+99	+$14.8K	$643.3K
13	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+106	+$14.7K	$1.1M
14	SJS Investment Consulting Inc. added	Shares	+65	+$11.0K	$12.8K
15	SIGNATUREFD, LLC added	Shares	+21	+$3.4K	$37.8K
16	COUNTRY TRUST BANK new	Shares	+16	+$2.7K	$2.7K
17	Golden State Wealth Management, LLC new	Shares	+16	+$2.7K	$2.7K
18	Sowell Financial Services LLC added	Shares	+19	+$2.6K	$205.5K
19	CoreCap Advisors, LLC new	Shares	+10	+$1.7K	$1.7K
20	Creative Capital Management Investments LLC new	Shares	+7	+$1.2K	$1.2K
21	JFS WEALTH ADVISORS, LLC added	Shares	+6	+$1.0K	$4.4K
22	Hughes Financial Services, LLC added	Shares	+4	+$676	$845
23	Davis Capital Management new	Shares	+2	+$338	$338
24	LRI Investments, LLC new	Shares	+2	+$338	$338
25	SBI Securities Co., Ltd. added	Shares	+1	+$168	$507
26	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$3	$845
27	Handelsbanken Fonder AB unchanged	Shares	0	-$6	$1.9K
28	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$6	$2.0K
29	Torren Management, LLC unchanged	Shares	0	-$10	$3.0K
30	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$11	$3.4K
31	SRH ADVISORS, LLC unchanged	Shares	0	-$11	$3.4K
32	True Wealth Design, LLC unchanged	Shares	0	-$12	$3.5K
33	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	-$13	$4.2K
34	Dogwood Wealth Management LLC unchanged	Shares	0	-$16	$5.1K
35	Bogart Wealth, LLC unchanged	Shares	0	-$21	$6.6K
36	Arlington Trust Co LLC unchanged	Shares	0	-$26	$8.3K
37	FIRST HORIZON CORP unchanged	Shares	0	-$29	$9.3K
38	Blue Trust, Inc. unchanged	Shares	0	-$58	$18.6K
39	AMALGAMATED BANK trimmed	Shares	-687	-$121	$1.5K
40	Abound Wealth Management exited	Shares	-1	-$170	$0
41	TFC Financial Management, Inc. exited	Shares	-1	-$170	$0
42	Vermillion Wealth Management, Inc. exited	Shares	-3	-$508	$0
43	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-3	-$510	$338
44	Fortitude Family Office, LLC trimmed	Shares	-4	-$687	$2.9K
45	Bill Few Associates, Inc. unchanged	Shares	0	-$742	$236.5K
46	HM PAYSON & CO unchanged	Shares	0	-$781	$249.2K
47	CAPITAL ADVISORS INC/OK unchanged	Shares	0	-$795	$253.4K
48	State of Alaska, Department of Revenue trimmed	Shares	-5.4K	-$920	$2.0K
49	Retirement Wealth Solutions LLC trimmed	Shares	-7	-$1.2K	$11.6K
50	Yorktown Management & Research Co Inc unchanged	Shares	0	-$1.3K	$422.4K

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