undamentalytics Newsletter

Birchtech Corp.: which funds bought and sold

Institutions that bought and sold Birchtech shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 15 institutions that filed 13F reports for both quarters added to or opened positions in Birchtech, and 7 cut or closed them. Together they added a net 697K shares, +22.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 9,609 shares (−18.8%); index fund managers were net buyers of 1.1M shares. 9 opened a new position and 5 sold out entirely.

Bought, Q2 2026 15 institutions, 9 of them new holders Sold, Q2 2026 7 institutions, 5 of them sold out
Net change, all compared +697K shares (+22.1%)
Net change, active managers −9,609 shares (−18.8%), 0 bought, 1 sold

Buyers versus sellers

institutions compared, 31
Active managers and hedge funds 0 bought · 1 sold · −9,609
Index fund managers 5 bought · 0 sold · +1.1M
Other institutions 10 bought · 6 sold · −376K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Vanguard Capital Management LLC Index funds +721K New position 721K $1.5M
Geode Capital Management, LLC Index funds +139K New position 139K $285,343
Vanguard Fiduciary Trust Co Index funds +104K New position 104K $212,517
Blackrock, Inc. Index funds +71K New position 71K $146,063
Northern Trust Corp Index funds +48K New position 48K $97,488
Corient Private Wealth LP +22K New position 22K $44,165
Crewe Advisors LLC +19K +114.5% 36K $72,980
Ars Investment Partners, LLC +13K +25.6% 64K $131,610
Diametric Capital, LP +11K +27.0% 53K $104,730
UBS Group AG +8,207 +112.3% 16K $31,802
Persistent Asset Partners Ltd +3,094 New position 3,094 $6,121
Royal Bank Of Canada +506 New position 506 $1,000
National Bank Of Canada +83 +1.7% 4,882 $11,978
Barclays PLC +2 New position 2 $4
Caitong International Asset Management Co., Ltd +1 +11.1% 10 $20

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
White Pine Capital LLC −311K −48.5% 330K $676,816
Focus Partners Wealth −43K Sold out 0 —
HRT Financial LP −34K Sold out 0 —
Mink Brook Asset Management LLC −30K Sold out 0 —
Gts Securities LLC −25K Sold out 0 —
Prelude Capital Management, LLC −10K Sold out 0 —
Citadel Advisors LLC Hedge fund −9,609 −18.8% 41K $84,839

New positions

largest by value
InstitutionSharesValue June 30, 2026
Vanguard Capital Management LLCIndex funds 721K $1.5M
Geode Capital Management, LLCIndex funds 139K $285,343
Vanguard Fiduciary Trust CoIndex funds 104K $212,517
Blackrock, Inc.Index funds 71K $146,063
Northern Trust CorpIndex funds 48K $97,488
Corient Private Wealth LP 22K $44,165
Persistent Asset Partners Ltd 3,094 $6,121
Royal Bank Of Canada 506 $1,000
Barclays PLC 2 $4

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Focus Partners Wealth 43K $81,130
HRT Financial LP 34K $64,000
Mink Brook Asset Management LLC 30K $57,000
Gts Securities LLC 25K $47,943
Prelude Capital Management, LLC 10K $19,716

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
26
Ten largest holders
93.3%
of 13F-reported shares
Index fund managers
28.1%
of 13F-reported shares
Active managers and hedge funds
1.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 1 0 0 −9,609 −18.8%
Index fund managers 5 0 5 0 +1.1M —
Other institutions 10 6 4 5 −376K −12.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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