Titelia

Fund shareholders of BayCom Corp

ISIN US07272M1071 · United States · LEI 549300UOLS54Q5ONIG33

Fund shareholders
147
Of which ETFs
27 120 other funds
Value held
84.8M $
Share of capital
26.1 % of 10.9M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 399,13411.9M $0.00 %3.66 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 282,7178.4M $0.01 %2.59 %as of Mar 31, 2026
Royce Small-Cap Opportunity Fund ROYCE FUND 238,9127.1M $0.63 %2.19 %as of Mar 31, 2026
Regional Bank Fund John Hancock Investment Trust II 190,8525.7M $0.65 %1.75 %as of Apr 30, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 141,3094.2M $0.02 %1.29 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 126,9453.8M $0.00 %1.16 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 103,4393.1M $0.01 %0.95 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 90,7552.7M $0.02 %0.83 %as of Mar 31, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 88,1692.6M $0.01 %0.81 %as of Feb 28, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 84,1622.5M $0.02 %0.77 %as of Apr 30, 2026
Royce Micro-Cap Fund ROYCE FUND 76,8382.3M $0.71 %0.70 %as of Mar 31, 2026
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 65,0011.9M $0.17 %0.60 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 59,4381.8M $0.01 %0.54 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 56,8971.7M $0.00 %0.52 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 50,8361.5M $0.01 %0.47 %as of Feb 28, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 49,8791.5M $0.01 %0.46 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 45,7301.4M $0.02 %0.42 %as of Apr 30, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 43,1271.3M $0.02 %0.39 %as of Apr 30, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 36,3001.1M $0.13 %0.33 %as of Mar 31, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 36,2791.1M $0.01 %0.33 %as of Apr 30, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 32,637970.1K $0.00 %0.30 %as of Mar 31, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 27,913829.7K $0.07 %0.26 %as of Mar 31, 2026
iShares Micro-Cap ETF iShares Trust 26,048774.3K $0.06 %0.24 %as of Mar 31, 2026
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 24,092716.1K $0.70 %0.22 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 22,388671.2K $0.01 %0.21 %as of Apr 30, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 21,979658.9K $0.00 %0.20 %as of Apr 30, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 19,911596.9K $0.00 %0.18 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 19,146562.9K $0.00 %0.18 %as of Feb 28, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 18,818564.2K $0.00 %0.17 %as of Apr 30, 2026
Master Small Cap Index Series Quantitative Master Series LLC 17,309514.5K $0.01 %0.16 %as of Mar 31, 2026
SmallCap Value Fund II Principal Funds, Inc 16,351490.2K $0.04 %0.15 %as of Apr 30, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 15,784464K $0.04 %0.14 %as of Feb 28, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 15,115444.4K $0.00 %0.14 %as of Feb 28, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 14,500431K $0.02 %0.13 %as of Mar 31, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 14,400428K $0.35 %0.13 %as of Mar 31, 2026
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 13,100389.4K $0.00 %0.12 %as of Mar 31, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 12,964385.4K $0.02 %0.12 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 12,351367.1K $0.01 %0.11 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 12,059354.5K $0.01 %0.11 %as of Feb 28, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 10,425312.5K $0.01 %0.10 %as of Apr 30, 2026
Venerable US Small Cap Fund Venerable Variable Insurance Trust 8,704258.7K $0.19 %0.08 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,527221.3K $0.02 %0.07 %as of Feb 28, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,500222.9K $0.01 %0.07 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,118213.4K $0.00 %0.07 %as of Apr 30, 2026
JPMorgan Small Cap Value Fund JPMorgan Trust II 7,083210.5K $0.02 %0.06 %as of Mar 31, 2026
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 7,000208.1K $0.04 %0.06 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 6,289186.9K $0.00 %0.06 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 6,051179.9K $0.00 %0.06 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 5,936176.4K $0.00 %0.05 %as of Mar 31, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 5,530164.4K $0.01 %0.05 %as of Mar 31, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,271156.7K $0.00 %0.05 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 5,167151.9K $0.00 %0.05 %as of Feb 28, 2026
Small Cap Index Fund Northern Funds 4,938146.8K $0.01 %0.05 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,936148K $0.02 %0.05 %as of Apr 30, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 4,901146.9K $0.00 %0.04 %as of Apr 30, 2026
Ultra-Small Company Fund Bridgeway Funds, Inc. 4,900145.7K $0.17 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 4,558136.6K $0.01 %0.04 %as of Apr 30, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 4,467132.8K $0.00 %0.04 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 4,420131.4K $0.01 %0.04 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 4,258125.2K $0.01 %0.04 %as of Feb 28, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 4,132122.8K $0.02 %0.04 %as of Mar 31, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 3,800113.9K $0.03 %0.03 %as of Apr 30, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,607108.1K $0.02 %0.03 %as of Apr 30, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 3,555106.6K $0.00 %0.03 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,400101.1K $0.00 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,13993.3K $0.01 %0.03 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,70079.4K $0.01 %0.02 %as of Feb 28, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,66479.2K $0.01 %0.02 %as of Mar 31, 2026
JPMorgan U.S. Small Company Fund JPMorgan Trust I 2,61477.7K $0.01 %0.02 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 2,58376.8K $0.01 %0.02 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2,56076.1K $0.00 %0.02 %as of Mar 31, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 2,32268.3K $0.00 %0.02 %as of Feb 28, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,24365.9K $0.02 %0.02 %as of Feb 28, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,21566.4K $0.00 %0.02 %as of Apr 30, 2026
SMALL CAP EQUITY FUND GuideStone Funds 2,16464.3K $0.01 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 2,12263.1K $0.01 %0.02 %as of Mar 31, 2026
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 2,11963K $0.03 %0.02 %as of Mar 31, 2026
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 2,02360.1K $0.02 %0.02 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,95958.7K $0.00 %0.02 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,91556.9K $0.01 %0.02 %as of Mar 31, 2026
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 1,90356.6K $0.02 %0.02 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,89956.4K $0.03 %0.02 %as of Mar 31, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,81253.9K $0.02 %0.02 %as of Mar 31, 2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,76252.4K $0.01 %0.02 %as of Mar 31, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,68350K $0.01 %0.02 %as of Mar 31, 2026
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,57046.2K $0.04 %0.01 %as of Feb 28, 2026
Small Cap Value Fund VALIC Co I 1,53645.2K $0.02 %0.01 %as of Feb 28, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,49244.3K $0.01 %0.01 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,42242.3K $0.01 %0.01 %as of Mar 31, 2026
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,37741.3K $0.05 %0.01 %as of Apr 30, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,34740K $0.01 %0.01 %as of Mar 31, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,31439.4K $0.00 %0.01 %as of Apr 30, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,19835.9K $0.01 %0.01 %as of Apr 30, 2026
Victory Extended Market Index Fund Victory Portfolios III 1,18535.5K $0.00 %0.01 %as of Apr 30, 2026
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,12533.4K $0.02 %0.01 %as of Mar 31, 2026
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,07832.3K $0.00 %0.01 %as of Apr 30, 2026
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,06131.5K $0.02 %0.01 %as of Mar 31, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 97229.1K $0.01 %0.01 %as of Apr 30, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 96428.7K $0.01 %0.01 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 96328.6K $0.02 %0.01 %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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Royce Micro-Cap Fund ROYCE FUND 0.71 %as of Mar 31, 2026
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 0.70 %as of Mar 31, 2026
Regional Bank Fund John Hancock Investment Trust II 0.65 %as of Apr 30, 2026
Royce Small-Cap Opportunity Fund ROYCE FUND 0.63 %as of Mar 31, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.35 %as of Mar 31, 2026
Venerable US Small Cap Fund Venerable Variable Insurance Trust 0.19 %as of Mar 31, 2026
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 0.17 %as of Apr 30, 2026
Ultra-Small Company Fund Bridgeway Funds, Inc. 0.17 %as of Mar 31, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.13 %as of Mar 31, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.07 %as of Mar 31, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2147+32,847,567+1.4 %
2026Q1144-92,809,552-1.4 %
2025Q4153+42,848,988-3.6 %
2025Q3149-32,956,306+0.9 %
2025Q2152+152,931,231+2.4 %
2025Q1137-42,863,139-5.3 %
2024Q4141-73,022,832-0.3 %
2024Q3148-53,033,113-1.4 %
2024Q2153+63,076,203+0.2 %
2024Q1147+33,071,454-1.0 %
2023Q41443,103,988

Institutional managers

97 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
WELLINGTON MANAGEMENT GROUP LLP1,018,62230.3M $as of Mar 31, 2026
BlackRock, Inc.848,14325.2M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP722,19121.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP617,85718.4M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.474,20713.9M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE368,51011M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC251,4057.5M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC202,3236K $as of Mar 31, 2026
STATE STREET CORP189,6845.7M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC121,2833.6M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC104,3663.1M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC104,2923.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC98,6842.9M $as of Mar 31, 2026
FIRST MANHATTAN CO. LLC.94,8362.8M $as of Mar 31, 2026
LSV ASSET MANAGEMENT84,7112.5K $as of Mar 31, 2026
NORTHERN TRUST CORP83,5432.5M $as of Mar 31, 2026
Cerity Partners LLC83,3292.5M $as of Mar 31, 2026
CALDWELL SUTTER CAPITAL, INC.80,0102.4M $as of Mar 31, 2026
Empowered Funds, LLC56,0531.7M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC54,1001.6M $as of Mar 31, 2026
MORGAN STANLEY40,7611.2M $as of Mar 31, 2026
Bank of New York Mellon Corp34,4761M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP32,883977.4K $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP32,844976.3K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC27,300811.5K $as of Mar 31, 2026

Declared shareholders of BayCom Corp

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.57 %608,243as of Mar 31, 2026 · SCHEDULE 13G
Bay Pond Partners, L.P. 4.90 %529,818as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of BayCom Corp". https://titelia.com/en/stocks/baycom-corp-US07272M1071