BayCom Corp - BCML
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 20 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,058,935 | 31,132 | 0.01% | 0.0% | 1 | +102,666 | 10.74% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 878,761 | 25,835 | 0.0% | 0.0% | 2 | +9,954 | 1.15% | Q4 2025 | Feb 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 655,053 | 19,258 | 0.2% | 0.19% | 3 | -19,846 | -2.94% | Q4 2025 | Feb 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 633,228 | 18,616 | 0.0% | 0.0% | 4 | +24,277 | 3.99% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 618,321 | 18,178 | 0.0% | 0.0% | 5 | -3,762 | -0.6% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 470,007 | 13,818 | 0.0% | 0.0% | 6 | -13,845 | -2.86% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 397,884 | 11,697 | 0.01% | — | 7 | +397,884 | New | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 242,748 | 7,138 | 0.0% | 0.0% | 8 | +82 | 0.03% | Q4 2025 | Feb 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 202,323 | 5,945 | 0.01% | 0.01% | 9 | -8,653 | -4.1% | Q4 2025 | Feb 10, 2026 |
| STATE STREET CORP | History | Added to | 175,767 | 5,219 | 0.0% | 0.0% | 10 | +2,339 | 1.35% | Q4 2025 | Feb 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 122,493 | 3,601 | 0.01% | 0.01% | 11 | +1,670 | 1.38% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 117,820 | 3,463 | 0.0% | 0.0% | 12 | -43,158 | -26.81% | Q4 2025 | Jan 29, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 104,074 | 3,059 | 0.0% | 0.0% | 13 | -315 | -0.3% | Q4 2025 | Feb 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 94,836 | 2,816 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 91,814 | 2,699 | 0.06% | 0.05% | 15 | +4,930 | 5.67% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 87,975 | 2,586 | 0.0% | 0.0% | 16 | -709 | -0.8% | Q4 2025 | Mar 25, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 87,211 | 2,564 | 0.01% | 0.01% | 17 | +800 | 0.93% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 83,361 | 2,450 | 0.0% | 0.0% | 18 | -28 | -0.03% | Q4 2025 | Feb 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 80,010 | 2,352 | 1.0% | 0.99% | 19 | -305 | -0.38% | Q4 2025 | Jan 30, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 78,065 | 2,295 | 0.0% | 0.0% | 20 | -5,495 | -6.58% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 59,102 | 1,737 | 0.0% | 0.0% | 21 | +202 | 0.34% | Q4 2025 | Feb 12, 2026 |
| Empowered Funds, LLC | History | Added to | 51,001 | 1,499 | 0.03% | 0.01% | 22 | +4,930 | 10.7% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 37,396 | 1,099 | 0.0% | 0.0% | 23 | -2,689 | -6.71% | Q4 2025 | Feb 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 32,844 | 965 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 30,212 | 888 | 0.0% | 0.0% | 25 | -912 | -2.93% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 30,067 | 883 | 0.0% | 0.0% | 26 | +7,089 | 30.85% | Q4 2025 | Feb 13, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 30,000 | 882 | 0.4% | 0.4% | 27 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BARCLAYS PLC | History | Added to | 29,748 | 874 | 0.0% | 0.0% | 28 | +1,320 | 4.64% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 28,427 | 835 | 0.0% | 0.0% | 29 | -7,258 | -20.34% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 23,670 | 695 | 0.0% | 0.0% | 30 | -1,130 | -4.56% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 23,068 | 678 | 0.0% | 0.0% | 31 | +771 | 3.46% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 21,291 | 625 | 0.0% | 0.0% | 32 | -3,572 | -14.37% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,692 | 578 | 0.0% | 0.0% | 33 | +9,338 | 90.19% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 19,453 | 571 | 0.0% | 0.0% | 34 | -7,924 | -28.94% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 18,766 | 551 | 0.01% | 0.02% | 35 | -12,541 | -40.06% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 17,900 | 526 | 0.0% | 0.0% | 36 | -1,100 | -5.79% | Q4 2025 | Feb 02, 2026 |
| Nuveen, LLC | History | No change | 17,551 | 515 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 16,729 | 491 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 15,900 | 467 | 0.0% | 0.0% | 39 | -2,500 | -13.59% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 15,655 | 460 | 0.0% | 0.0% | 40 | -6,597 | -29.65% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 14,968 | 440 | 0.0% | 0.0% | 41 | -1,312 | -8.06% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 13,774 | 404 | 0.0% | 0.0% | 42 | -2,479 | -15.25% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 13,214 | 388 | 0.0% | 0.0% | 43 | -1,692 | -11.35% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 12,175 | 357 | 0.0% | 0.0% | 44 | +3,950 | 48.02% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 11,926 | 350 | 0.0% | 0.0% | 45 | +3,674 | 44.52% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 11,475 | 337 | 0.0% | 0.0% | 46 | +3,547 | 44.74% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,939 | 321 | 0.0% | — | 47 | +10,939 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,943 | 321 | 0.0% | 0.0% | 48 | -8,241 | -42.96% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,735 | 315 | 0.0% | 0.0% | 49 | -44 | -0.41% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 10,667 | 313 | 0.0% | 0.0% | 50 | +716 | 7.2% | Q4 2025 | Feb 19, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 10,451 | 307 | 0.0% | 0.0% | 51 | -1,358 | -11.5% | Q4 2025 | Feb 13, 2026 |
| marrick wealth, LLC | History | New | 10,000 | 294 | 0.24% | — | 52 | +10,000 | New | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 9,693 | 284 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 7,388 | 217 | 0.08% | — | 54 | +7,388 | New | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,328 | 215 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 6,444 | 189 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,410 | 159 | 0.01% | 0.01% | 57 | -200 | -3.57% | Q4 2025 | Feb 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,780 | 140 | 0.0% | 0.0% | 58 | +9 | 0.19% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,492 | 132 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,169 | 122 | 0.0% | 0.0% | 60 | -168 | -3.87% | Q4 2025 | Feb 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,318 | 97 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,198 | 94 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,079 | 90 | 0.0% | 0.0% | 63 | +906 | 41.69% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,927 | 56 | 0.0% | — | 64 | +1,927 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,311 | 39 | 0.0% | — | 65 | +1,311 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 1,179 | 35 | 0.0% | 0.0% | 66 | -12 | -1.01% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 1,027 | 30 | 0.0% | 0.0% | 67 | -3,428 | -76.95% | Q4 2025 | Feb 13, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,045 | 30 | 0.01% | 0.01% | 68 | +10 | 0.97% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Added to | 1,006 | 29 | 0.0% | 0.0% | 69 | +3 | 0.3% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 964 | 28 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 922 | 27 | 0.0% | 0.0% | 71 | -163 | -15.02% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 854 | 25 | 0.0% | 0.0% | 72 | -125 | -12.77% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Added to | 656 | 19 | 0.0% | 0.0% | 73 | +92 | 16.31% | Q4 2025 | Jan 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 630 | 18 | 0.0% | 0.0% | 74 | -140 | -18.18% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 590 | 17 | 0.0% | 0.0% | 75 | -123 | -17.25% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 491 | 14 | 0.0% | 0.0% | 76 | +97 | 24.62% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 500 | 14 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| State of Alaska, Department of Revenue | History | New | 362 | 10 | 0.0% | — | 78 | +362 | New | Q4 2025 | Jan 23, 2026 |
| AMALGAMATED BANK | History | Reduced | 322 | 9 | 0.0% | 0.0% | 79 | -124 | -27.8% | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO | History | No change | 231 | 6 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Optiver Holding B.V. | History | No change | 174 | 5 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 135 | 4 | 0.0% | 0.0% | 82 | -2 | -1.46% | Q4 2025 | Jan 20, 2026 |
| North Star Investment Management Corp. | History | New | 106 | 3 | 0.0% | — | 83 | +106 | New | Q4 2025 | Jan 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 102 | 2 | 0.0% | — | 84 | +102 | New | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 57 | 1 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Crewe Advisors LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Versant Capital Management, Inc | History | No change | 47 | 1 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Axecap Investments, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -30,495 | -100.0% | Q3 2025 | Oct 29, 2025 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,169 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFP Advisors, Inc | History | Added to | 30 | 0 | — | — | — | +19 | 172.73% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Feb 03, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| True Wealth Design, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |