BayCom Corp - BCML
Detailed investor-level table based on 13F positions.
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 | No change | 1,015,978 | 33,425 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 926,776 | 30,490 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 762,409 | 23,131 | 0.21% | 0.21% | 3 | -42,642 | -5.3% | Q3 2026 | Nov 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 638,926 | 19,385 | 0.0% | 0.0% | 4 | +1,925 | 0.3% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 462,691 | 15,222 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 265,773 | 8,743 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 263,931 | 8,009 | 0.0% | 0.0% | 7 | -4,049 | -1.51% | Q3 2026 | Nov 06, 2026 |
| STATE STREET CORP | History | No change | 213,187 | 7,070 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 216,064 | 6,551 | 0.01% | 0.01% | 9 | -16,580 | -7.13% | Q3 2026 | Nov 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 169,860 | 5,588 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 122,343 | 4,025 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 119,392 | 3,927 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 98,212 | 3,231 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 84,310 | 2,773 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 87,811 | 2,664 | 0.0% | 0.0% | 15 | +4,200 | 5.02% | Q3 2026 | Nov 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 80,566 | 2,650 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 73,350 | 2,433 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 80,010 | 2,427 | 0.91% | 0.99% | 18 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Cerity Partners LLC | History | No change | 73,573 | 2,420 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 71,892 | 2,365 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 69,559 | 2,288 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 67,920 | 2,234 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 63,466 | 2,088 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 60,283 | 1,983 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 54,065 | 1,640 | 0.0% | 0.0% | 25 | +14,065 | 35.16% | Q3 2026 | Nov 10, 2026 |
| MARSHALL WACE, LLP | History | No change | 44,021 | 1,448 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 40,300 | 1,325 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 41,502 | 1,259 | 0.0% | 0.0% | 28 | +4,370 | 11.77% | Q3 2026 | Nov 05, 2026 |
| Quantinno Capital Management LP | History | No change | 34,456 | 1,133 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 32,844 | 1,080 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 31,270 | 1,028 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 30,322 | 997 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saratoga Research & Investment Management | History | No change | 32,035 | 971 | 0.05% | 0.06% | 33 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 29,045 | 955 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 28,456 | 936 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 30,000 | 910 | 0.0% | 0.0% | 36 | +9,000 | 42.86% | Q3 2026 | Oct 30, 2026 |
| ALGERT GLOBAL LLC | History | No change | 26,391 | 868 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 25,371 | 834 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 25,110 | 826 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Nuveen, LLC | History | Added to | 25,310 | 767 | 0.0% | 0.0% | 40 | +6,730 | 36.22% | Q3 2026 | Nov 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 21,645 | 712 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 21,573 | 709 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 20,926 | 684 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 18,281 | 601 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,157 | 597 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 18,018 | 552 | 0.01% | 0.0% | 46 | +6,669 | 58.76% | Q3 2026 | Nov 09, 2026 |
| BARCLAYS PLC | History | Added to | 18,044 | 547 | 0.0% | 0.0% | 47 | +2,680 | 17.44% | Q3 2026 | Nov 06, 2026 |
| XTX Topco Ltd | History | No change | 14,577 | 479 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 14,343 | 471 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | New | 15,054 | 456 | 0.0% | — | 50 | +15,054 | New | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 13,142 | 398 | 0.0% | 0.0% | 51 | -977 | -6.92% | Q3 2026 | Nov 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 12,950 | 393 | 0.0% | 0.0% | 52 | +5,203 | 67.16% | Q3 2026 | Nov 06, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 11,213 | 368 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 12,000 | 364 | 0.14% | 0.22% | 54 | -3,000 | -20.0% | Q3 2026 | Oct 21, 2026 |
| M&T BANK CORP | History | New | 11,281 | 342 | 0.0% | — | 55 | +11,281 | New | Q3 2026 | Nov 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,108 | 332 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 10,830 | 321 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 10,345 | 313 | 0.0% | 0.0% | 58 | -2,363 | -18.59% | Q3 2026 | Nov 05, 2026 |
| Invesco Ltd. | History | No change | 9,287 | 305 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| marrick wealth, LLC | History | No change | 10,000 | 303 | 0.21% | 0.23% | 60 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 8,704 | 286 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 8,669 | 285 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 8,616 | 284 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,163 | 268 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 8,801 | 267 | 0.0% | 0.0% | 65 | -1,307 | -12.93% | Q3 2026 | Nov 06, 2026 |
| EntryPoint Capital, LLC | History | No change | 7,754 | 255 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,328 | 241 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 6,861 | 225 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 6,911 | 209 | 0.0% | 0.0% | 69 | -2,782 | -28.7% | Q3 2026 | Nov 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 6,167 | 202 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 6,100 | 200 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,658 | 186 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 5,163 | 156 | 0.0% | 0.0% | 73 | +1,473 | 39.92% | Q3 2026 | Nov 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 4,768 | 156 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,549 | 149 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,492 | 147 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | Reduced | 3,787 | 114 | 0.0% | 0.0% | 77 | -7,648 | -66.88% | Q3 2026 | Nov 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,318 | 100 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,059 | 62 | 0.0% | 0.0% | 79 | -128 | -5.85% | Q3 2026 | Nov 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,884 | 61 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 1,568 | 47 | 0.0% | 0.0% | 81 | -3,465 | -68.85% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,369 | 45 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 1,013 | 33 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,075 | 32 | 0.01% | 0.01% | 84 | +9 | 0.84% | Q3 2026 | Nov 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 964 | 31 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 858 | 28 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Employees Retirement System of Texas | History | New | 893 | 27 | 0.0% | — | 87 | +893 | New | Q3 2026 | Nov 10, 2026 |
| GAMMA Investing LLC | History | Added to | 789 | 23 | 0.0% | 0.0% | 88 | +79 | 11.13% | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | Reduced | 711 | 21 | 0.0% | 0.0% | 89 | -175 | -19.75% | Q3 2026 | Oct 21, 2026 |
| Larson Financial Group LLC | History | Added to | 524 | 15 | 0.0% | 0.0% | 90 | +24 | 4.8% | Q3 2026 | Nov 05, 2026 |
| State of Alaska, Department of Revenue | History | No change | 362 | 10 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Arax Advisory Partners | History | No change | 319 | 10 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 296 | 9 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 272 | 8 | 0.01% | — | 95 | +265 | 3785.71% | Q3 2026 | Oct 30, 2026 |
| Versant Capital Management, Inc | History | No change | 275 | 8 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| US BANCORP \DE\ | History | Added to | 221 | 6 | 0.0% | — | 96 | +201 | 1005.0% | Q3 2026 | Nov 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 204 | 6 | 0.0% | 0.0% | 97 | -5 | -2.39% | Q3 2026 | Oct 22, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 169 | 5 | 0.0% | 0.0% | 98 | +15 | 9.74% | Q3 2026 | Oct 22, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 195 | 5 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 143 | 4 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SBI Securities Co., Ltd. | History | No change | 157 | 4 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 120 | 3 | 0.0% | — | 103 | +120 | New | Q3 2026 | Oct 16, 2026 |
| North Star Investment Management Corp. | History | No change | 106 | 3 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 80 | 2 | 0.0% | — | 107 | +78 | 3900.0% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 81 | 2 | 0.0% | 0.0% | 106 | +19 | 30.65% | Q3 2026 | Nov 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 74 | 2 | 0.0% | 0.0% | 105 | +18 | 32.14% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 74 | 2 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 61 | 1 | 0.0% | — | 109 | +53 | 662.5% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 53 | 1 | 0.0% | 0.0% | 110 | -27 | -33.75% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 33 | 1 | 0.0% | — | 111 | +17 | 106.25% | Q3 2026 | Oct 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 56 | 1 | 0.0% | 0.0% | 112 | +15 | 36.59% | Q3 2026 | Nov 10, 2026 |
| Essential Partners LLC | History | Added to | 38 | 1 | 0.0% | — | 113 | +8 | 26.67% | Q3 2026 | Oct 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 57 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| SmartHarvest Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,025 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 26 | 0 | — | — | — | +26 | New | Q3 2026 | Oct 20, 2026 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2026 | Oct 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 24 | 0 | — | — | — | +16 | 200.0% | Q3 2026 | Nov 10, 2026 |
| True Wealth Design, LLC | History | Added to | 24 | 0 | — | — | — | +15 | 166.67% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 18 | 0 | — | — | — | +3 | 20.0% | Q3 2026 | Oct 08, 2026 |
| Cornerstone Financial Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q3 2026 | Oct 20, 2026 |
| Bogart Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Optiver Holding B.V. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |