Titelia

Fund shareholders of Banc of California Inc

ISIN US05990K1060 · United States · LEI 549300ZKWUJDP6LJ1X87

Fund shareholders
329
Of which ETFs
69 260 other funds
Value held
≈ 1.5B $ 1.5B $ · 5M SEK
Share of capital
48.7 % of 158M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 90,3001.8M $0.01 %0.06 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 89,8421.8M $0.15 %0.06 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 86,1341.6M $0.01 %0.05 %as of Jul 31, 2026 ↗
Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust 86,1231.7M $1.53 %0.05 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 85,7291.6M $0.00 %0.05 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 84,7181.7M $0.19 %0.05 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 84,2661.7M $0.18 %0.05 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 83,0001.6M $0.00 %0.05 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 78,0761.6M $0.10 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 77,8491.6M $0.00 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 77,3021.5M $0.00 %0.05 %as of May 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 77,2431.6M $0.65 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 74,7111.4M $0.00 %0.05 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 74,2611.5M $0.01 %0.05 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 74,1451.4M $0.01 %0.05 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 73,8611.4M $0.10 %0.05 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 73,2751.4M $0.19 %0.05 %as of May 31, 2026 ↗
Keeley Small Cap Fund Teton Westwood Funds 70,0001.4M $0.97 %0.04 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 69,9101.3M $0.16 %0.04 %as of May 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 69,7501.3M $0.17 %0.04 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 68,6551.4M $0.00 %0.04 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 66,4141.3M $0.20 %0.04 %as of May 31, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 65,1771.3M $0.89 %0.04 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 64,3961.3M $0.31 %0.04 %as of Jun 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 64,1791.2M $0.15 %0.04 %as of Jul 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 63,0001.2M $1.52 %0.04 %as of Jul 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 62,6521.3M $0.04 %0.04 %as of Jun 30, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 62,5891.2M $0.43 %0.04 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 61,1311.2M $0.09 %0.04 %as of Jul 31, 2026 ↗
Eaton Vance Equity Strategy Fund Eaton Vance Growth Trust 60,8301.2M $0.20 %0.04 %as of May 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 59,3941.2M $0.07 %0.04 %as of Jun 30, 2026 ↗
Voya MI Dynamic SMID Cap Fund Voya Equity Trust 59,1411.1M $0.81 %0.04 %as of May 31, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 57,6151.1M $1.32 %0.04 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 56,4581.2M $0.01 %0.04 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 55,4001.1M $0.05 %0.04 %as of Jun 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 54,8641.1M $0.26 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 54,2451M $0.08 %0.03 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 52,7261.1M $0.15 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 52,1511.1M $0.03 %0.03 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 50,9291M $0.33 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 50,8891M $0.10 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 50,069958.8K $0.04 %0.03 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 49,4131M $0.05 %0.03 %as of Jun 30, 2026 ↗
VY Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc 47,990980.4K $1.31 %0.03 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 47,662912.7K $0.02 %0.03 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 47,523910.1K $0.10 %0.03 %as of Jul 31, 2026 ↗
Putnam VT Small Cap Value Fund Putnam Variable Trust 47,200964.3K $0.79 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 46,029940.4K $0.15 %0.03 %as of Jun 30, 2026 ↗
Small Cap Value Fund VALIC Co I 45,506874.6K $0.35 %0.03 %as of May 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 45,466928.9K $0.15 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 45,463870.6K $0.00 %0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 45,341926.3K $0.08 %0.03 %as of Jun 30, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 44,445908K $0.25 %0.03 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 44,421907.5K $0.03 %0.03 %as of Jun 30, 2026 ↗
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 43,528889.3K $0.41 %0.03 %as of Jun 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 42,089809K $0.15 %0.03 %as of May 31, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 41,467794.1K $0.47 %0.03 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 40,686779.1K $0.11 %0.03 %as of Jul 31, 2026 ↗
Voya MI Dynamic Small Cap Fund Voya Equity Trust 39,099751.5K $0.40 %0.02 %as of May 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 38,571738.6K $0.03 %0.02 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 38,058777.5K $0.08 %0.02 %as of Jun 30, 2026 ↗
AUER GROWTH Unified Series Trust 37,000711.1K $0.90 %0.02 %as of May 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 36,891706.5K $0.01 %0.02 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 36,888753.6K $0.30 %0.02 %as of Jun 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 36,260740.8K $0.16 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 36,205695.9K $0.03 %0.02 %as of May 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 34,912713.3K $0.00 %0.02 %as of Jun 30, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 34,476662.6K $0.50 %0.02 %as of May 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 34,434659.4K $0.34 %0.02 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 33,351638.7K $0.01 %0.02 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 32,740627K $0.06 %0.02 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 32,401620.5K $0.10 %0.02 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 32,296620.7K $0.06 %0.02 %as of May 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 30,915594.2K $0.05 %0.02 %as of May 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 30,082614.6K $0.09 %0.02 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 29,6165M SEK0.02 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 29,298598.6K $0.09 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 28,779551.1K $0.08 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 28,211540.2K $0.04 %0.02 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 27,186555.4K $0.06 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 26,713545.7K $0.00 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 26,475507K $0.02 %0.02 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 26,317505.8K $0.00 %0.02 %as of May 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 26,300537.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 25,125513.3K $0.05 %0.02 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 25,122481.1K $0.02 %0.02 %as of Jul 31, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 24,191465K $0.02 %0.02 %as of May 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 23,929488.9K $0.10 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 23,513451.9K $0.03 %0.01 %as of May 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 23,378477.6K $0.07 %0.01 %as of Jun 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 22,970469.3K $0.07 %0.01 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 22,963441.3K $0.16 %0.01 %as of May 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 22,849439.2K $0.18 %0.01 %as of May 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 22,480459.3K $0.14 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 22,247454.5K $0.04 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 20,478392.2K $0.09 %0.01 %as of Jul 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 20,099410.6K $0.09 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,030383.6K $0.02 %0.01 %as of Jul 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 19,961407.8K $0.28 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 17,777363.2K $0.08 %0.01 %as of Jun 30, 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 4.60 %as of Jul 31, 2026 ↗
Hodges Small Intrinsic Value Fund NORTHERN LIGHTS FUND TRUST II 3.38 %as of Jun 30, 2026 ↗
Hodges Small Cap Fund NORTHERN LIGHTS FUND TRUST II 2.98 %as of Jun 30, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 2.78 %as of Jun 30, 2026 ↗
Hodges Fund NORTHERN LIGHTS FUND TRUST II 2.10 %as of Jun 30, 2026 ↗
Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust 1.53 %as of May 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 1.52 %as of Jul 31, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 1.32 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 1.31 %as of Jun 30, 2026 ↗
VY Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc 1.31 %as of Jun 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3328+1176,953,756+9.4 %
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

Declared shareholders of Banc of California Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Millennium Management LLC and 2 others1.90 %2,948,474as of Jun 30, 2026 · SCHEDULE 13G

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 May 31, 2026
Plumb Balanced Fund11.2M $as of Jun 30, 2026
Cite this page

Titelia. "Fund shareholders of Banc of California Inc". https://titelia.com/en/stocks/banc-of-california-inc-US05990K1060