Funds holding Sierra Bancorp
171 funds declare a position · 31 ETFs and 140 other funds · 136.3M $ · US82620P1021
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 391,362 | 13.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND | 344,098 | 11.7M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 327,894 | 11.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 4 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 283,518 | 10.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 5 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 241,814 | 8.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 6 | Regional Bank Fund John Hancock Investment Trust II | 176,793 | 6.4M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 135,726 | 4.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 8 | Select Banking Portfolio Fidelity Select Portfolios | 132,800 | 4.8M $ | 1.05 % | as of Feb 28, 2026 · Original filing |
| 9 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 119,329 | 4.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 10 | iShares Russell 2000 Value ETF iShares Trust | 104,944 | 3.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 11 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 99,344 | 3.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 12 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 90,298 | 3.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 13 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 78,503 | 2.8M $ | 0.06 % | as of Feb 27, 2026 · Original filing |
| 14 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 70,089 | 2.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 15 | Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 68,139 | 2.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 16 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 63,156 | 2.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 17 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 61,495 | 2.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 18 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 60,862 | 2.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 19 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 60,338 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 20 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 53,000 | 1.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 21 | Small Cap Value Fund Northern Funds | 52,912 | 1.8M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 22 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 43,189 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 23 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 35,950 | 1.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 24 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 34,990 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 25 | iShares Micro-Cap ETF iShares Trust | 30,624 | 1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 26 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 27,888 | 1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 27 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 26,604 | 902.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 28 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 26,209 | 945.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 29 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,132 | 870.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 30 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 23,297 | 838.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 31 | Master Small Cap Index Series Quantitative Master Series LLC | 21,020 | 713K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 32 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 20,685 | 746.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 33 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 19,221 | 691.6K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 34 | Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 17,674 | 599.5K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 35 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 17,491 | 593.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 36 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 17,053 | 613.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 37 | SmallCap Value Fund II Principal Funds, Inc | 16,376 | 590.8K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 38 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 15,717 | 567.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 39 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 14,878 | 504.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 40 | SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 14,425 | 489.3K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 41 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 14,268 | 484K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 42 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 13,266 | 450K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 43 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 13,019 | 468.4K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 44 | AST Small-Cap Equity Portfolio Advanced Series Trust | 12,124 | 411.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 45 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 11,332 | 384.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 46 | Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 11,221 | 404.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 47 | VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 10,341 | 350.8K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 48 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 10,292 | 370.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 49 | WisdomTree U.S. High Dividend Fund WisdomTree Trust | 10,134 | 343.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 50 | EQ/Small Company Index Portfolio EQ Advisors Trust | 9,786 | 331.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 51 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 9,715 | 349.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 52 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,164 | 329.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 53 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 8,600 | 310.3K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 54 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,412 | 303.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 55 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,266 | 280.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 56 | Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 8,029 | 288.9K $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 57 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,898 | 267.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 58 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 7,400 | 251K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 59 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,225 | 245.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 60 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 7,013 | 253K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 61 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,898 | 248.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 62 | SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 6,777 | 229.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 63 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,313 | 227.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 64 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,990 | 203.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | Small Cap Index Fund Northern Funds | 5,952 | 201.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 66 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 5,854 | 211.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 67 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 5,501 | 186.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 68 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,439 | 184.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 69 | Nuveen Equity Index Fund TIAA-CREF Funds | 5,340 | 192.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 70 | Diversified Equity Master Portfolio Master Investment Portfolio | 5,252 | 178.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 71 | Global X Russell 2000 ETF GLOBAL X FUNDS | 5,235 | 188.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 72 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,036 | 170.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 73 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 4,823 | 163.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 74 | Small Cap Index Fund VALIC Co I | 4,776 | 171.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 75 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,701 | 159.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 76 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 4,649 | 157.7K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 77 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,635 | 167.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 78 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 4,610 | 156.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 79 | SMALL CAP EQUITY FUND GuideStone Funds | 4,474 | 151.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 80 | NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 4,175 | 141.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 81 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,118 | 139.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 82 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,109 | 148.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 83 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 3,971 | 134.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 84 | Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 3,925 | 141.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 85 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 3,833 | 130K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 86 | NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 3,626 | 123K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 87 | Zacks Small-Cap Core Fund Zacks Trust | 3,510 | 126.3K $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| 88 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 3,400 | 122.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 89 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,280 | 111.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 90 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,159 | 107.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 91 | Small Cap Value Fund VALIC Co I | 3,094 | 111.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 92 | Avantis U.S. Equity ETF American Century ETF Trust | 3,045 | 109.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 93 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,010 | 102.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 94 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,989 | 107.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 95 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,978 | 107.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 96 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 2,796 | 94.8K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 97 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,643 | 95.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 98 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,530 | 85.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 99 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 2,409 | 86.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 100 | Small Cap Index Trust John Hancock Variable Insurance Trust | 2,338 | 79.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
112 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 | |
|---|---|---|---|
| BlackRock, Inc. | 1,244,911 | 42.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 929,226 | 31.5M $ | as of Mar 31, 2026 |
| PRIVATE MANAGEMENT GROUP INC | 524,224 | 17.8M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 359,946 | 12.2M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 344,133 | 11.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 301,865 | 10.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 285,344 | 9.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 266,960 | 9.1M $ | as of Mar 31, 2026 |
| FMR LLC | 215,497 | 7.3M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 180,847 | 6.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 160,736 | 5.5M $ | as of Mar 31, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 139,676 | 4.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 130,601 | 4.4M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 129,232 | 4.4M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 113,255 | 3.8M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 107,359 | 3.6M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 98,619 | 3.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 93,399 | 3.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 85,004 | 2.9M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 76,232 | 2.6M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 50,262 | 1.7M $ | as of Mar 31, 2026 |
| PANAGORA ASSET MANAGEMENT INC | 48,021 | 1.6M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 42,926 | 1.5M $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 35,497 | 1.2M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 35,234 | 1.2M $ | as of Mar 31, 2026 |