Titelia

Fund shareholders of BayCom Corp

ISIN US07272M1071 · United States · LEI 549300UOLS54Q5ONIG33

Fund shareholders
163
Of which ETFs
29 134 other funds
Value held
92.6M $
Share of capital
26.7 % of 10.9M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 328,98610.8M $0.00 %3.01 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 299,7189.9M $0.01 %2.74 %as of Jun 30, 2026 ↗
Royce Small-Cap Opportunity Fund ROYCE FUND 260,4598.6M $0.61 %2.39 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 144,6744.4M $0.02 %1.32 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 123,4793.8M $0.01 %1.13 %as of May 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 123,2704.1M $0.00 %1.13 %as of Jun 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 121,4833.7M $0.38 %1.11 %as of Jul 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 114,2993.4M $0.01 %1.05 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 108,7363.6M $0.02 %1.00 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 84,1622.5M $0.02 %0.77 %as of Jul 31, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 75,3512.5M $0.58 %0.69 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 62,2171.9M $0.02 %0.57 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 59,9061.8M $0.01 %0.55 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 54,4461.7M $0.00 %0.50 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 52,3891.6M $0.01 %0.48 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 49,8791.5M $0.01 %0.46 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 45,7301.4M $0.02 %0.42 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 36,3001.2M $0.13 %0.33 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 36,2791.1M $0.01 %0.33 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 35,8691.2M $0.08 %0.33 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 33,4531.1M $0.00 %0.31 %as of Jun 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 27,913918.3K $0.07 %0.26 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 26,759807.6K $0.06 %0.25 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 25,410766.9K $0.01 %0.23 %as of Jul 31, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 23,626777.3K $0.55 %0.22 %as of Jun 30, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 22,750748.5K $0.81 %0.21 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 21,979663.3K $0.00 %0.20 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 19,911600.9K $0.00 %0.18 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 19,146589.7K $0.00 %0.18 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 18,818567.9K $0.00 %0.17 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 17,282568.6K $0.01 %0.16 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 16,675503.3K $0.04 %0.15 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 16,525509K $0.00 %0.15 %as of May 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 16,396539.4K $0.21 %0.15 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 15,784486.1K $0.04 %0.14 %as of May 31, 2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 15,696516.4K $0.52 %0.14 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 15,447475.8K $0.02 %0.14 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 14,687483.2K $0.02 %0.13 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 14,500477.1K $0.02 %0.13 %as of Jun 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 14,400473.8K $0.32 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 13,898419.4K $0.01 %0.13 %as of Jul 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 13,100431K $0.00 %0.12 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 12,237402.6K $0.01 %0.11 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 10,300310.9K $0.07 %0.09 %as of Jul 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 9,502312.6K $0.03 %0.09 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 9,319306.6K $0.00 %0.09 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 8,704286.4K $0.18 %0.08 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 7,889243K $0.00 %0.07 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,887242.9K $0.02 %0.07 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,118214.8K $0.00 %0.07 %as of Jul 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 7,000230.3K $0.04 %0.06 %as of Jun 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 6,932228.1K $0.10 %0.06 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 6,675219.6K $0.02 %0.06 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 6,628218.1K $0.05 %0.06 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 6,550215.5K $0.01 %0.06 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 6,240205.3K $0.00 %0.06 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,100200.7K $0.01 %0.06 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 5,936195.3K $0.00 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 4,956149.6K $0.01 %0.05 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 4,938162.5K $0.01 %0.05 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,936149K $0.02 %0.05 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 4,901147.9K $0.00 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4,499148K $0.00 %0.04 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 4,467147K $0.00 %0.04 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 4,420145.4K $0.01 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 4,258131.1K $0.01 %0.04 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 4,037132.8K $0.02 %0.04 %as of Jun 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 3,845126.5K $0.14 %0.04 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,607108.9K $0.02 %0.03 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 3,581108.1K $0.00 %0.03 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 3,580117.8K $0.01 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,412112.3K $0.01 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,400111.9K $0.00 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,183104.7K $0.01 %0.03 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,85387.9K $0.08 %0.03 %as of May 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 2,70789.1K $0.00 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,70083.2K $0.01 %0.02 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,66487.6K $0.01 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 2,57284.6K $0.01 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,56284.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 2,43880.2K $0.01 %0.02 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,36677.8K $0.04 %0.02 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 2,32271.5K $0.00 %0.02 %as of May 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,21566.8K $0.00 %0.02 %as of Jul 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,05967.7K $0.02 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,95959.1K $0.00 %0.02 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,90762.7K $0.00 %0.02 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,76258K $0.01 %0.02 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,68355.4K $0.01 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 1,64254K $0.02 %0.02 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,63553.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 1,62949.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,58152K $0.00 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,58052K $0.01 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,57148.4K $0.02 %0.01 %as of May 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,53946.4K $0.05 %0.01 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,49249.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 1,47148.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
Small Cap Value Fund VALIC Co I 1,36041.9K $0.02 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,31439.7K $0.00 %0.01 %as of Jul 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
Victory Integrity Discovery Fund Victory Portfolios 0.81 %as of Jun 30, 2026 ↗
Royce Small-Cap Opportunity Fund ROYCE FUND 0.61 %as of Jun 30, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 0.58 %as of Jun 30, 2026 ↗
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 0.55 %as of Jun 30, 2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 0.52 %as of Jun 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 0.38 %as of Jul 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.32 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 0.21 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 0.18 %as of Jun 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.14 %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
2026Q3163+162,912,424+2.3 %
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 table shows the 25 largest.

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

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
Vanguard Capital Management 4.90 %534,839as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of BayCom Corp". https://titelia.com/en/stocks/baycom-corp-US07272M1071