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 | 1,015,978 | 33,425 | 0.01% | 0.01% | 1 | -2,644 | -0.26% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 926,776 | 30,490 | 0.0% | 0.0% | 2 | +78,633 | 9.27% | Q2 2026 | Aug 07, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 805,051 | 26,486 | 0.21% | 0.21% | 3 | +82,860 | 11.47% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 637,001 | 20,957 | 0.0% | 0.0% | 4 | +19,144 | 3.1% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 462,691 | 15,222 | 0.0% | 0.0% | 5 | -77,009 | -14.27% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 267,980 | 8,818 | 0.0% | 0.0% | 6 | +16,575 | 6.59% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 265,773 | 8,743 | 0.01% | 0.01% | 7 | -102,737 | -27.88% | Q2 2026 | Sep 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 232,644 | 7,647 | 0.01% | 0.01% | 8 | +30,321 | 14.99% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 213,187 | 7,070 | 0.0% | 0.0% | 9 | +23,503 | 12.39% | Q2 2026 | Sep 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 169,860 | 5,588 | 0.0% | 0.0% | 10 | +65,568 | 62.87% | Q2 2026 | Aug 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 122,343 | 4,025 | 0.01% | 0.01% | 11 | +1,060 | 0.87% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 119,392 | 3,927 | 0.07% | 0.06% | 12 | +15,026 | 14.4% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 98,212 | 3,231 | 0.0% | — | 13 | +98,212 | New | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 84,310 | 2,773 | 0.0% | 0.0% | 14 | +767 | 0.92% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 83,611 | 2,751 | 0.0% | 0.01% | 15 | -1,100 | -1.3% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 80,566 | 2,650 | 0.0% | 0.0% | 16 | +47,683 | 145.01% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 80,010 | 2,632 | 0.99% | 0.97% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 73,350 | 2,433 | 0.01% | 0.01% | 18 | -21,486 | -22.66% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 73,573 | 2,420 | 0.0% | 0.0% | 19 | -9,756 | -11.71% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 71,892 | 2,365 | 0.0% | 0.0% | 20 | +3,958 | 5.83% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 69,559 | 2,288 | 0.0% | 0.0% | 21 | +10,768 | 18.32% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 67,920 | 2,234 | 0.0% | 0.0% | 22 | +27,159 | 66.63% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 63,466 | 2,088 | 0.0% | 0.0% | 23 | -35,218 | -35.69% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 60,283 | 1,983 | 0.01% | 0.01% | 24 | +4,230 | 7.55% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | New | 44,021 | 1,448 | 0.0% | — | 25 | +44,021 | New | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 40,300 | 1,325 | 0.0% | 0.0% | 26 | -13,800 | -25.51% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 40,000 | 1,316 | 0.0% | — | 27 | +40,000 | New | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 37,132 | 1,221 | 0.0% | 0.0% | 28 | +2,656 | 7.7% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 34,456 | 1,133 | 0.0% | 0.0% | 29 | +11,067 | 47.32% | 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 |
| Saratoga Research & Investment Management | History | New | 32,035 | 1,053 | 0.06% | — | 31 | +32,035 | New | Q2 2026 | Jul 23, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 31,270 | 1,028 | 0.0% | 0.0% | 32 | +6,630 | 26.91% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 30,322 | 997 | 0.0% | 0.0% | 33 | +3,022 | 11.07% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 29,045 | 955 | 0.0% | 0.0% | 34 | +22,114 | 319.06% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,456 | 936 | 0.0% | 0.0% | 35 | +14,023 | 97.16% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | New | 26,391 | 868 | 0.01% | — | 36 | +26,391 | New | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 25,371 | 834 | 0.0% | 0.0% | 37 | +9,532 | 60.18% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 25,110 | 826 | 0.0% | 0.0% | 38 | +2,076 | 9.01% | Q2 2026 | Aug 19, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 21,645 | 712 | 0.0% | — | 39 | +21,645 | New | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 21,573 | 709 | 0.0% | 0.0% | 40 | +307 | 1.44% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 21,000 | 690 | 0.0% | 0.0% | 41 | +3,100 | 17.32% | Q2 2026 | Jul 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 20,926 | 684 | 0.0% | 0.0% | 42 | -1,511 | -6.73% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | Added to | 18,580 | 611 | 0.0% | 0.0% | 43 | +3,473 | 22.99% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 18,281 | 601 | 0.0% | 0.0% | 44 | +2,699 | 17.32% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 18,157 | 597 | 0.0% | 0.0% | 45 | +5,627 | 44.91% | Q2 2026 | Sep 02, 2026 |
| BARCLAYS PLC | History | Reduced | 15,364 | 505 | 0.0% | 0.0% | 46 | -835 | -5.15% | Q2 2026 | Aug 14, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 15,000 | 493 | 0.22% | 0.29% | 47 | -7,000 | -31.82% | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | New | 14,577 | 479 | 0.01% | — | 48 | +14,577 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 14,343 | 471 | 0.0% | — | 49 | +14,343 | New | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 14,119 | 464 | 0.0% | 0.0% | 50 | +512 | 3.76% | Q2 2026 | Aug 11, 2026 |
| IMC-Chicago, LLC | History | New | 12,708 | 418 | 0.0% | — | 51 | +12,708 | New | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Added to | 11,435 | 376 | 0.0% | 0.0% | 52 | +4,608 | 67.5% | Q2 2026 | Aug 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 11,349 | 374 | 0.0% | — | 53 | +11,349 | New | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 11,213 | 368 | 0.01% | 0.01% | 54 | -5,353 | -32.31% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 10,108 | 332 | 0.0% | 0.0% | 55 | -4,672 | -31.61% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 10,108 | 332 | 0.0% | 0.0% | 56 | +1,538 | 17.95% | Q2 2026 | Aug 07, 2026 |
| marrick wealth, LLC | History | No change | 10,000 | 329 | 0.23% | 0.25% | 57 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 10,830 | 321 | 0.0% | 0.0% | 58 | -463,377 | -97.72% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 9,693 | 318 | 0.0% | 0.0% | 59 | -4,100 | -29.73% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 9,287 | 305 | 0.0% | 0.0% | 60 | -548 | -5.57% | Q2 2026 | Aug 14, 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 | Added to | 8,669 | 285 | 0.0% | 0.0% | 62 | +4,801 | 124.12% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 8,616 | 284 | 0.0% | 0.0% | 63 | +1,307 | 17.88% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | New | 8,163 | 268 | 0.0% | — | 64 | +8,163 | New | Q2 2026 | Aug 12, 2026 |
| EntryPoint Capital, LLC | History | New | 7,754 | 255 | 0.06% | — | 65 | +7,754 | New | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 7,747 | 254 | 0.0% | 0.0% | 66 | +6,907 | 822.26% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,328 | 241 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 7,025 | 231 | 0.07% | 0.09% | 68 | -436 | -5.84% | Q2 2026 | Aug 04, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 6,861 | 225 | 0.0% | — | 69 | +6,861 | New | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 6,167 | 202 | 0.0% | — | 70 | +6,167 | New | Q2 2026 | Aug 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 6,100 | 200 | 0.0% | — | 71 | +6,100 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,658 | 186 | 0.0% | 0.0% | 72 | +5,025 | 793.84% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 5,033 | 165 | 0.0% | 0.0% | 73 | +3,608 | 253.19% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,768 | 156 | 0.0% | 0.0% | 74 | -114 | -2.34% | 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 |
| FMR LLC | History | Added to | 3,690 | 121 | 0.0% | 0.0% | 77 | +281 | 8.24% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,318 | 109 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,187 | 71 | 0.0% | 0.0% | 79 | -1,973 | -47.43% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,884 | 61 | 0.0% | 0.0% | 80 | -404 | -17.66% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,369 | 45 | 0.0% | 0.0% | 81 | +482 | 54.34% | Q2 2026 | Aug 14, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,066 | 35 | 0.01% | 0.01% | 82 | +11 | 1.04% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 1,149 | 34 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Added to | 1,013 | 33 | 0.0% | 0.0% | 84 | +159 | 18.62% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 964 | 31 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 886 | 29 | 0.0% | 0.0% | 86 | -249 | -21.94% | Q2 2026 | Jul 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 858 | 28 | 0.0% | 0.0% | 87 | -1,867 | -68.51% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 710 | 23 | 0.0% | 0.0% | 88 | +37 | 5.5% | Q2 2026 | Jul 07, 2026 |
| Larson Financial Group LLC | History | No change | 500 | 16 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 362 | 11 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | New | 319 | 10 | 0.0% | — | 91 | +319 | New | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 275 | 9 | 0.0% | 0.0% | 93 | +228 | 485.11% | Q2 2026 | Jul 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 296 | 9 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 195 | 6 | 0.0% | — | 95 | +195 | New | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 209 | 6 | 0.0% | 0.0% | 94 | -130 | -38.35% | Q2 2026 | Jul 28, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 157 | 5 | 0.0% | — | 97 | +155 | 7750.0% | Q2 2026 | Jul 22, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 154 | 5 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 143 | 4 | 0.0% | 0.0% | 98 | -411 | -74.19% | Q2 2026 | Aug 24, 2026 |
| North Star Investment Management Corp. | History | No change | 106 | 3 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 62 | 2 | 0.0% | — | 102 | +62 | New | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 80 | 2 | 0.0% | — | 101 | +56 | 233.33% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Added to | 74 | 2 | 0.0% | — | 100 | +50 | 208.33% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 56 | 1 | 0.0% | 0.0% | 104 | -5,185 | -98.93% | Q2 2026 | Jul 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 57 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -26,393 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,158 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 30 | 0 | — | 0.0% | — | -96 | -76.19% | Q2 2026 | Aug 12, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q2 2026 | Jul 23, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -54 | -87.1% | Q2 2026 | Aug 12, 2026 |
| Breakwater Investment Management | History | New | 22 | 0 | — | — | — | +22 | New | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Jul 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16 | 0 | — | — | — | +9 | 128.57% | Q2 2026 | Jul 17, 2026 |
| Covestor Ltd | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Jul 29, 2026 |
| True Wealth Design, LLC | History | Reduced | 9 | 0 | — | — | — | -3 | -25.0% | Q2 2026 | Jul 16, 2026 |
| Essential Partners LLC | History | Reduced | 30 | 0 | — | — | — | -3 | -9.09% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 10 | 0 | — | — | — | +1 | 11.11% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Jul 22, 2026 |
| Bogart Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |