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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,313 | 39.6K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,198 | 36.2K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,175 | 35.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,125 | 37K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,078 | 32.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,042 | 34.3K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 982 | 29.6K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 964 | 31.7K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 913 | 27.6K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 912 | 30K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 863 | 28.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 839 | 27.6K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 832 | 27.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 820 | 25.3K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 774 | 25.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 742 | 22.4K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 708 | 21.4K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 635 | 19.2K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 626 | 20.6K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 600 | 19.7K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 571 | 17.2K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 544 | 17.9K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 539 | 17.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 535 | 16.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 525 | 17.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 512 | 16.8K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 482 | 14.8K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 472 | 15.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 438 | 13.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 400 | 13.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 399 | 12.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 380 | 11.7K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 377 | 11.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 358 | 11.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 358 | 11K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 341 | 11.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 300 | 9.9K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 240 | 7.9K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 224 | 6.9K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 223 | 7.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 222 | 7.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 200 | 6.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 169 | 5.1K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 148 | 4.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 133 | 4K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 118 | 3.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 115 | 3.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 110 | 3.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 90 | 2.7K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 59 | 1.8K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 56 | 1.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 48 | 1.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 43 | 1.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Small Cap Value ETF Fidelity Covington Trust | 36 | 1.2K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 28 | 921.2 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 26 | 855.4 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 15 | 493.5 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 10 | 308 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 9 | 277.2 $ | 0.00 % | as of May 31, 2026 ↗ | |
| SMALL-CAP PROFUND ProFunds | 9 | 271.6 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 8 | 241.4 $ | 0.00 % | as of Jul 31, 2026 ↗ | |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 98.7 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 92.4 $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 163 | +16 | 2,912,424 | +2.3 % |
| 2026Q2 | 147 | +3 | 2,847,567 | +1.4 % |
| 2026Q1 | 144 | -9 | 2,809,552 | -1.4 % |
| 2025Q4 | 153 | +4 | 2,848,988 | -3.6 % |
| 2025Q3 | 149 | -3 | 2,956,306 | +0.9 % |
| 2025Q2 | 152 | +15 | 2,931,231 | +2.4 % |
| 2025Q1 | 137 | -4 | 2,863,139 | -5.3 % |
| 2024Q4 | 141 | -7 | 3,022,832 | -0.3 % |
| 2024Q3 | 148 | -5 | 3,033,113 | -1.4 % |
| 2024Q2 | 153 | +6 | 3,076,203 | +0.2 % |
| 2024Q1 | 147 | +3 | 3,071,454 | -1.0 % |
| 2023Q4 | 144 | 3,103,988 |
Institutional managers
97 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| ACADIAN ASSET MANAGEMENT LLC | 202,323 | 6K $ | 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 |
| LSV ASSET MANAGEMENT | 84,711 | 2.5K $ | 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 |
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 4.90 % | 534,839 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of BayCom Corp". https://titelia.com/en/stocks/baycom-corp-US07272M1071