Titelia

Fund shareholders of Banc of California Inc

ISIN US05990K1060 · United States · LEI 549300ZKWUJDP6LJ1X87

Fund shareholders
318
Of which ETFs
72 246 other funds
Value held
1.3B $ 5M SEK
Share of capital
44.5 % of 158M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 8,058,716141.7M $0.15 %5.10 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,548,37780M $0.00 %2.88 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 3,430,77960.3M $0.65 %2.17 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 3,280,95557.7M $0.08 %2.08 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 3,006,72552.9M $1.42 %1.90 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 2,966,77252.2M $0.65 %1.88 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 2,636,67848.7M $0.21 %1.67 %as of Feb 28, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 1,512,13326.6M $0.61 %0.96 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,495,83126.3M $0.03 %0.95 %as of Mar 31, 2026 ↗
Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) 1,482,80126.1M $1.18 %0.94 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,342,00425.1M $0.08 %0.85 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 1,310,47423M $0.30 %0.83 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,212,70921.3M $0.15 %0.77 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,099,88120.6M $0.11 %0.70 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 1,096,27319.3M $0.15 %0.69 %as of Mar 31, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 911,05017.1M $0.77 %0.58 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 872,89515.3M $0.16 %0.55 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 840,08714.8M $0.15 %0.53 %as of Mar 31, 2026 ↗
Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 780,51413.7M $1.17 %0.49 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 759,56713.4M $1.04 %0.48 %as of Mar 31, 2026 ↗
Neuberger Intrinsic Value Fund NEUBERGER BERMAN EQUITY FUNDS 741,14213.7M $1.05 %0.47 %as of Feb 28, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 730,14313.5M $0.03 %0.46 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 703,04212.4M $0.30 %0.45 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 693,87812.2M $0.50 %0.44 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 684,77312.8M $0.09 %0.43 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 657,98012.3M $0.08 %0.42 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 652,20712M $0.06 %0.41 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 647,05512.1M $0.06 %0.41 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 636,13011.7M $0.08 %0.40 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 631,31211.8M $0.16 %0.40 %as of Apr 30, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 593,56810.4M $1.11 %0.38 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 576,78110.8M $0.05 %0.37 %as of Apr 30, 2026 ↗
MFS Blended Research Mid Cap Equity Fund MFS Series Trust X 557,47410.3M $0.40 %0.35 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 520,1049.7M $0.07 %0.33 %as of Apr 30, 2026 ↗
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 509,7709.4M $1.14 %0.32 %as of Feb 28, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 500,9328.8M $0.21 %0.32 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 460,4348.5M $0.16 %0.29 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 434,5788.1M $0.11 %0.28 %as of Apr 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 385,9827.2M $0.08 %0.24 %as of Apr 30, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 380,3957.1M $0.17 %0.24 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 358,0216.7M $0.02 %0.23 %as of Apr 30, 2026 ↗
MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS 338,7906M $1.17 %0.21 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 332,0176.1M $0.65 %0.21 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 329,0386.2M $0.02 %0.21 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 310,1495.7M $0.24 %0.20 %as of Feb 28, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 305,2895.4M $0.38 %0.19 %as of Mar 31, 2026 ↗
Hodges Fund NORTHERN LIGHTS FUND TRUST II 300,0005.3M $2.49 %0.19 %as of Mar 31, 2026 ↗
Hodges Small Cap Fund NORTHERN LIGHTS FUND TRUST II 300,0005.3M $3.27 %0.19 %as of Mar 31, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 298,1155.2M $0.90 %0.19 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 297,6635.6M $0.08 %0.19 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 295,2805.5M $0.32 %0.19 %as of Feb 28, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 287,5005.1M $0.42 %0.18 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 256,9994.7M $0.00 %0.16 %as of Feb 28, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 256,7934.8M $0.97 %0.16 %as of Apr 30, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 250,0004.4M $1.93 %0.16 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 237,0274.2M $0.36 %0.15 %as of Mar 31, 2026 ↗
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 221,7134.1M $1.28 %0.14 %as of Feb 28, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 213,6663.9M $0.15 %0.14 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 210,9163.7M $0.08 %0.13 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 208,9843.9M $0.03 %0.13 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 207,4393.6M $0.00 %0.13 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 207,4053.6M $0.15 %0.13 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 203,7593.6M $0.10 %0.13 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 202,1133.7M $0.26 %0.13 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 201,1663.8M $0.13 %0.13 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 200,8173.8M $0.61 %0.13 %as of Apr 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 196,4403.6M $0.21 %0.12 %as of Feb 28, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 195,0003.7M $5.05 %0.12 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 194,6103.6M $0.00 %0.12 %as of Feb 28, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 182,5603.2M $0.80 %0.12 %as of Mar 31, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 175,1613.1M $0.71 %0.11 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 164,0582.9M $0.15 %0.10 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 158,2193M $0.08 %0.10 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 157,0462.8M $0.15 %0.10 %as of Mar 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 155,4002.9M $0.11 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 138,8472.4M $0.07 %0.09 %as of Mar 31, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 135,5962.4M $0.60 %0.09 %as of Mar 31, 2026 ↗
Hodges Small Intrinsic Value Fund NORTHERN LIGHTS FUND TRUST II 132,7402.3M $4.58 %0.08 %as of Mar 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 132,5952.5M $0.19 %0.08 %as of Apr 30, 2026 ↗
Putnam Small Cap Value Fund Putnam Investment Funds 132,4002.4M $0.87 %0.08 %as of Feb 28, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 130,3162.4M $0.12 %0.08 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 124,7542.2M $0.09 %0.08 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 118,4712.2M $0.18 %0.08 %as of Apr 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 115,9502M $0.15 %0.07 %as of Mar 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 109,1001.9M $0.11 %0.07 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 105,5212M $0.15 %0.07 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 105,2391.9M $0.05 %0.07 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 103,7791.9M $0.11 %0.07 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 103,6101.9M $0.00 %0.07 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 96,4761.7M $0.15 %0.06 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 92,3281.7M $0.07 %0.06 %as of Feb 28, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 92,0761.7M $0.10 %0.06 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 89,6051.6M $0.15 %0.06 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 88,3621.6M $0.15 %0.06 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 86,9301.5M $0.08 %0.06 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 85,7291.6M $0.00 %0.05 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 85,6231.6M $0.01 %0.05 %as of Apr 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 85,5271.5M $0.16 %0.05 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 84,7181.5M $0.18 %0.05 %as of Mar 31, 2026 ↗
MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II 83,0341.5M $1.18 %0.05 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Hennessy Small Cap Financial Fund Hennessy Funds Trust 5.05 %as of Apr 30, 2026 ↗
Hodges Small Intrinsic Value Fund NORTHERN LIGHTS FUND TRUST II 4.58 %as of Mar 31, 2026 ↗
Hodges Small Cap Fund NORTHERN LIGHTS FUND TRUST II 3.27 %as of Mar 31, 2026 ↗
Hodges Fund NORTHERN LIGHTS FUND TRUST II 2.49 %as of Mar 31, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 1.93 %as of Mar 31, 2026 ↗
Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust 1.55 %as of Feb 28, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 1.45 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 1.42 %as of Mar 31, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 1.40 %as of Feb 28, 2026 ↗
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 1.28 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2317+2970,324,583+3.5 %
2026Q1288+1367,916,093+4.3 %
2025Q4275-765,136,007-1.3 %
2025Q3282+665,973,999-1.5 %
2025Q2276+3066,981,300+5.0 %
2025Q1246-2363,766,009-0.5 %
2024Q4269+364,102,937-2.4 %
2024Q3266-365,701,780+8.9 %
2024Q2269+1060,336,767+27.5 %
2024Q1259+847,329,250+112.5 %
2023Q425122,274,669

Institutional managers

306 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.20,621,416362.5M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.13,038,264229.2K $as of Mar 31, 2026
STATE STREET CORP9,073,888160.5M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC7,281,230128M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP6,464,447113.6M $as of Mar 31, 2026
Invesco Ltd.4,271,69975.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,673,20564.6M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC3,440,68460.5M $as of Mar 31, 2026
PL Capital Advisors, LLC2,949,21951.8M $as of Mar 31, 2026
NEUBERGER BERMAN GROUP LLC2,809,46849.3M $as of Mar 31, 2026
WARBURG PINCUS LLC2,640,24446.4M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,594,78645.6M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP2,476,29743.5M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC2,330,16141M $as of Mar 31, 2026
MORGAN STANLEY2,189,42738.5M $as of Mar 31, 2026
UBS Group AG1,702,27729.9M $as of Mar 31, 2026
JUPITER ASSET MANAGEMENT LTD1,617,13728.4M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,583,47727.8M $as of Mar 31, 2026
North Reef Capital Management LP1,500,00026.4M $as of Mar 31, 2026
Hodges Capital Management Inc.1,462,30225.7M $as of Mar 31, 2026
NORTHERN TRUST CORP1,443,05025.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,264,27122.2M $as of Mar 31, 2026
CITADEL ADVISORS LLC1,262,22522.2M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,227,55521.6M $as of Mar 31, 2026
Qube Research & Technologies Ltd1,225,91721.6M $as of Mar 31, 2026

Funds holding the debt of Banc of California Inc

2 funds declare 2 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Thompson Bond Fund112.4M $as of Feb 28, 2026
Plumb Balanced Fund11.2M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Banc of California Inc". https://titelia.com/en/stocks/banc-of-california-inc-US05990K1060