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

Download this table: CSV, JSON

Report an error

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

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 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 are 2 beneficial ownership filings. 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 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
Cite this page

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