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 | Reduced | 1,018,622 | 30,278 | 0.01% | 0.01% | 1 | -40,313 | -3.81% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 848,143 | 25,211 | 0.0% | 0.0% | 2 | -30,618 | -3.48% | Q1 2026 | May 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 722,191 | 21,467 | 0.21% | 0.2% | 3 | +67,138 | 10.25% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 633,228 | 18,616 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 617,857 | 18,365 | 0.0% | 0.0% | 5 | -464 | -0.08% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 539,700 | 16,042 | 0.0% | — | 6 | +539,700 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 474,207 | 13,941 | 0.0% | 0.0% | 7 | +4,200 | 0.89% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 368,510 | 10,953 | 0.01% | 0.01% | 8 | -29,374 | -7.38% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 251,405 | 7,474 | 0.0% | 0.0% | 9 | +8,657 | 3.57% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 202,323 | 6,012 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 189,684 | 5,690 | 0.0% | 0.0% | 11 | +13,917 | 7.92% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 121,283 | 3,605 | 0.01% | 0.01% | 12 | -1,210 | -0.99% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 104,366 | 3,102 | 0.06% | 0.06% | 13 | +12,552 | 13.67% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 104,292 | 3,100 | 0.0% | 0.0% | 14 | +218 | 0.21% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 98,684 | 2,933 | 0.0% | 0.0% | 15 | +10,709 | 12.17% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 94,836 | 2,847 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 84,711 | 2,518 | 0.01% | 0.01% | 17 | -2,500 | -2.87% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 83,543 | 2,483 | 0.0% | 0.0% | 18 | +5,478 | 7.02% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 83,329 | 2,476 | 0.0% | 0.0% | 19 | -32 | -0.04% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 80,010 | 2,378 | 0.97% | 1.0% | 20 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 67,934 | 2,019 | 0.0% | — | 21 | +67,934 | New | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 58,791 | 1,747 | 0.0% | — | 22 | +58,791 | New | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | Added to | 56,053 | 1,666 | 0.01% | 0.03% | 23 | +5,052 | 9.91% | Q1 2026 | Jun 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 54,100 | 1,608 | 0.0% | 0.0% | 24 | -5,002 | -8.46% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 40,761 | 1,211 | 0.0% | 0.0% | 25 | +10,694 | 35.57% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 34,476 | 1,024 | 0.0% | 0.0% | 26 | -2,920 | -7.81% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 32,883 | 977 | 0.0% | 0.0% | 27 | +13,430 | 69.04% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 32,844 | 976 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 27,300 | 811 | 0.0% | 0.0% | 29 | -2,912 | -9.64% | Q1 2026 | May 15, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | History | New | 26,393 | 784 | 0.42% | — | 30 | +26,393 | New | Q1 2026 | Apr 28, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 24,640 | 732 | 0.0% | 0.0% | 31 | +970 | 4.1% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 23,389 | 695 | 0.0% | 0.0% | 32 | +3,697 | 18.77% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 23,034 | 684 | 0.0% | 0.0% | 33 | -34 | -0.15% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 22,437 | 664 | 0.0% | 0.0% | 34 | -5,990 | -21.07% | Q1 2026 | May 13, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 22,000 | 641 | 0.29% | 0.4% | 35 | -8,000 | -26.67% | Q1 2026 | Apr 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 21,266 | 632 | 0.0% | 0.0% | 36 | -25 | -0.12% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Added to | 19,158 | 569 | 0.0% | 0.0% | 37 | +6,983 | 57.36% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 17,900 | 532 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 16,566 | 492 | 0.01% | 0.01% | 39 | -2,200 | -11.72% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 16,199 | 481 | 0.0% | 0.0% | 40 | -13,549 | -45.55% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 15,839 | 470 | 0.0% | 0.0% | 41 | -890 | -5.32% | Q1 2026 | Jul 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 15,900 | 467 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 15,582 | 463 | 0.0% | 0.0% | 43 | +2,368 | 17.92% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 15,107 | 449 | 0.0% | 0.0% | 44 | -2,444 | -13.93% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,780 | 439 | 0.0% | 0.0% | 45 | +2,854 | 23.93% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 14,433 | 429 | 0.0% | 0.0% | 46 | -535 | -3.57% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 13,793 | 409 | 0.0% | 0.0% | 47 | +4,100 | 42.3% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 13,607 | 404 | 0.0% | 0.0% | 48 | -167 | -1.21% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 12,530 | 372 | 0.0% | 0.0% | 49 | +1,591 | 14.54% | Q1 2026 | May 15, 2026 |
| marrick wealth, LLC | History | No change | 10,000 | 297 | 0.25% | 0.24% | 50 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Invesco Ltd. | History | Reduced | 9,835 | 292 | 0.0% | 0.0% | 51 | -832 | -7.8% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 8,704 | 258 | 0.0% | 0.0% | 52 | -6,951 | -44.4% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 8,570 | 254 | 0.0% | 0.0% | 53 | +2,126 | 32.99% | Q1 2026 | May 06, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 7,461 | 221 | 0.09% | 0.08% | 54 | +73 | 0.99% | Q1 2026 | Apr 20, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 7,309 | 218 | 0.0% | — | 55 | +7,309 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,328 | 217 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 6,931 | 206 | 0.0% | — | 57 | +6,931 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 6,827 | 202 | 0.0% | 0.0% | 58 | -110,993 | -94.21% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,241 | 155 | 0.0% | 0.01% | 59 | -169 | -3.12% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,882 | 145 | 0.0% | 0.0% | 60 | +102 | 2.13% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,549 | 135 | 0.0% | — | 61 | +4,549 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,492 | 133 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,160 | 123 | 0.0% | 0.0% | 63 | -9 | -0.22% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,868 | 114 | 0.0% | 0.0% | 64 | -7,607 | -66.29% | Q1 2026 | Jul 08, 2026 |
| FMR LLC | History | Added to | 3,409 | 101 | 0.0% | 0.0% | 65 | +2,403 | 238.87% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,318 | 98 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,725 | 81 | 0.0% | 0.0% | 67 | +2,234 | 454.99% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,288 | 68 | 0.0% | 0.0% | 68 | -791 | -25.69% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 1,425 | 42 | 0.0% | 0.0% | 69 | +398 | 38.75% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 1,149 | 34 | 0.0% | 0.0% | 70 | -30 | -2.54% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | New | 1,135 | 33 | 0.0% | — | 71 | +1,135 | New | Q1 2026 | May 06, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,055 | 31 | 0.01% | 0.01% | 72 | +10 | 0.96% | Q1 2026 | Apr 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 964 | 28 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 887 | 26 | 0.0% | 0.0% | 74 | -424 | -32.34% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | No change | 854 | 25 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 840 | 24 | 0.0% | 0.0% | 76 | -82 | -8.89% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 673 | 20 | 0.0% | 0.0% | 77 | +17 | 2.59% | Q1 2026 | Apr 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 633 | 18 | 0.0% | 0.0% | 78 | -10,102 | -94.1% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 554 | 16 | 0.0% | 0.0% | 79 | -76 | -12.06% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 500 | 14 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 339 | 10 | 0.0% | 0.0% | 81 | -251 | -42.54% | Q1 2026 | Apr 22, 2026 |
| State of Alaska, Department of Revenue | History | No change | 362 | 10 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 296 | 8 | 0.0% | 0.0% | 83 | +194 | 190.2% | Q1 2026 | May 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 154 | 5 | 0.0% | 0.0% | 84 | +19 | 14.07% | Q1 2026 | Apr 28, 2026 |
| Optiver Holding B.V. | History | Reduced | 126 | 3 | 0.0% | 0.0% | 86 | -48 | -27.59% | Q1 2026 | Jun 02, 2026 |
| North Star Investment Management Corp. | History | No change | 106 | 3 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIMPLEX TRADING, LLC | History | New | 62 | 1 | 0.0% | — | 91 | +62 | New | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 41 | 1 | 0.0% | — | 90 | +31 | 310.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 57 | 1 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Crewe Advisors LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | No change | 47 | 1 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,943 | -100.0% | Q1 2026 | May 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,451 | -100.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,198 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,927 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -322 | -100.0% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -231 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Essential Partners LLC | History | Reduced | 33 | 0 | — | 0.0% | — | -26 | -44.07% | Q1 2026 | May 21, 2026 |
| Allworth Financial LP | History | Added to | 24 | 0 | — | — | — | +7 | 41.18% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 24 | 0 | — | — | — | -6 | -20.0% | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 28, 2026 |
| Root Financial Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7 | 0 | — | — | — | +1 | 16.67% | Q1 2026 | Apr 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |