Funds holding BayCom Corp
147 funds declare a position · 27 ETFs and 120 other funds · 84.8M $ · US07272M1071
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 399,134 | 11.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 282,717 | 8.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 238,912 | 7.1M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Regional Bank Fund John Hancock Investment Trust II | 190,852 | 5.7M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 141,309 | 4.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 126,945 | 3.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 103,439 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 90,755 | 2.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 88,169 | 2.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 84,162 | 2.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Royce Micro-Cap Fund ROYCE FUND | 76,838 | 2.3M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 65,001 | 1.9M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 59,438 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 56,897 | 1.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 49,879 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 50,836 | 1.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 45,730 | 1.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 43,127 | 1.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 36,279 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 36,300 | 1.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 32,637 | 970.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 27,913 | 829.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 26,048 | 774.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 24,092 | 716.1K $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 22,388 | 671.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 21,979 | 658.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 19,911 | 596.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 18,818 | 564.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 19,146 | 562.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 17,309 | 514.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 16,351 | 490.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 15,784 | 464K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 15,115 | 444.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 14,500 | 431K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 14,400 | 428K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 13,100 | 389.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 12,964 | 385.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 12,351 | 367.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 12,059 | 354.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 10,425 | 312.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 8,704 | 258.7K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,500 | 222.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 7,527 | 221.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,118 | 213.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 7,083 | 210.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 7,000 | 208.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 6,289 | 186.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,051 | 179.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 5,936 | 176.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 5,530 | 164.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,271 | 156.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 5,167 | 151.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,936 | 148K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 4,901 | 146.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 4,938 | 146.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 4,900 | 145.7K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 4,558 | 136.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 4,467 | 132.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,420 | 131.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 4,258 | 125.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 4,132 | 122.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 3,800 | 113.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,607 | 108.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 3,555 | 106.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,400 | 101.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,139 | 93.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,700 | 79.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,664 | 79.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 2,614 | 77.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,583 | 76.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 2,560 | 76.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 2,322 | 68.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,215 | 66.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,243 | 65.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 2,164 | 64.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 2,122 | 63.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 2,119 | 63K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 2,023 | 60.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,959 | 58.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,915 | 56.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 1,903 | 56.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,899 | 56.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,812 | 53.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,762 | 52.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,683 | 50K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 1,570 | 46.2K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 1,536 | 45.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,492 | 44.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,422 | 42.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,377 | 41.3K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,347 | 40K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,314 | 39.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,198 | 35.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 1,185 | 35.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,125 | 33.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,078 | 32.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,061 | 31.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 972 | 29.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 964 | 28.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 963 | 28.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
Institutional managers
97 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 1,018,622 | 30.3M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 848,143 | 25.2M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 722,191 | 21.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 617,857 | 18.4M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 474,207 | 13.9M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 368,510 | 11M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 251,405 | 7.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 189,684 | 5.7M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 121,283 | 3.6M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 104,366 | 3.1M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 104,292 | 3.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 98,684 | 2.9M $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 94,836 | 2.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 83,543 | 2.5M $ | as of Mar 31, 2026 |
| Cerity Partners LLC | 83,329 | 2.5M $ | as of Mar 31, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | 80,010 | 2.4M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 56,053 | 1.7M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 54,100 | 1.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 40,761 | 1.2M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 34,476 | 1M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 32,883 | 977.4K $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 32,844 | 976.3K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 27,300 | 811.5K $ | as of Mar 31, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | 26,393 | 784.5K $ | as of Mar 31, 2026 |
| PRUDENTIAL FINANCIAL INC | 24,640 | 732.3K $ | as of Mar 31, 2026 |