BCML · BayCom Corp

$30.43 -0.67 (-2.15%) At close · Aug 19

Market Cap

$339.62M

10.92M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 117

Total Value: $231,987,200

Total Shares: 7,051,285

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 117 13F filers · Δ vs Mar 31, 2026

Top Holder

14.4%

−0.2 pts

Top 5

54.6%

+0.8 pts

Top 10

70.9%

−4.3 pts

HHI

714

Broadly held−20

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +15

Institutional value: +12.0%

Shares held: +1.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large ROYCE & ASSOCIATES LP	+82,860	805,051
Mega BlackRock, Inc.	+78,633	926,776
Mega AMERICAN CENTURY COMPANIES INC	+65,568	169,860
Mega TWO SIGMA INVESTMENTS, LP	+47,683	80,566
Large ACADIAN ASSET MANAGEMENT LLC	+30,321	232,644

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega ALLIANCEBERNSTEIN L.P.	−463,377	10,830
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE	−102,737	265,773
Mega VANGUARD CAPITAL MANAGEMENT LLC	−77,009	462,691
Mega GOLDMAN SACHS GROUP INC	−35,218	63,466
Large FIRST MANHATTAN CO. LLC.	−21,486	73,350

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega Qube Research & Technologies Ltd	98,212	$3,231,174
Large MARSHALL WACE, LLP	44,021	$1,448,290
Mega VICTORY CAPITAL MANAGEMENT INC	40,000	$1,316,000
Mid Saratoga Research & Investment Management	32,035	$1,053,951
Mid ALGERT GLOBAL LLC	26,391	$868,263

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small STRATEGIC VALUE BANK PARTNERS LLC	26,393	$784,663
Large Trexquant Investment LP	19,158	$569,567
Large CWM, LLC	1,149	$34,159
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	554	$16,470
Small Crewe Advisors LLC	61	$1,813

Filter: New 22 Increased 50 Reduced 28 Sold out 7 Unchanged 17

Showing 100 of 117

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

WELLINGTON MANAGEMENT GROUP LLP

$33,425,676

14.41%

1,015,978

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	1,015,978	$33,425,676	100.0%	Defined

BlackRock, Inc.

$30,490,926

13.14%

926,776

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	5,112	$168,184	0.6%	Sole
BlackRock Asset Management Canada Ltd	23	$756	0.0%	Sole
BlackRock Investment Management, LLC	36,115	$1,188,183	3.9%	Sole
BLACKROCK ADVISORS LLC	22,047	$725,346	2.4%	Sole
BlackRock Fund Advisors	487,865	$16,050,758	52.6%	Sole
BlackRock Institutional Trust Company, N.A.	361,206	$11,883,677	39.0%	Sole
Aperio Group, LLC	14,392	$473,496	1.6%	Sole
SpiderRock Advisors, LLC	16	$526	0.0%	Sole

ROYCE & ASSOCIATES LP

$26,486,177

11.42%

805,051

DIMENSIONAL FUND ADVISORS LP

$20,957,330

9.03%

637,001

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,061	$34,906	0.2%	Defined
DFA Australia Ltd.	3,803	$125,118	0.6%	Defined
Dimensional Ireland Ltd	18,262	$600,819	2.9%	Defined
Held directly	613,875	$20,196,487	96.4%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$15,222,533

6.56%

462,691

GEODE CAPITAL MANAGEMENT, LLC

$8,816,541

3.80%

267,980

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	40,228	$1,323,501	15.0%	Defined
Held directly	227,752	$7,493,040	85.0%	Defined

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$8,743,931

3.77%

265,773

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	265,773	$8,743,931	100.0%	Defined

ACADIAN ASSET MANAGEMENT LLC

$7,653,987

3.30%

232,644

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	232,644	$7,653,987	100.0%	Defined

STATE STREET CORP

$7,013,852

3.02%

213,187

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	213,187	$7,013,852	100.0%	Defined

AMERICAN CENTURY COMPANIES INC

$5,588,394

2.41%

169,860

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	169,860	$5,588,394	100.0%	Defined

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

$4,025,084

1.74%

122,343

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$3,927,996

1.69%

119,392

Qube Research & Technologies Ltd

$3,231,174

1.39%

98,212

NORTHERN TRUST CORP

$2,773,797

1.20%

84,310

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	82,675	$2,720,006	98.1%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	1,635	$53,791	1.9%	Other

LSV ASSET MANAGEMENT

$2,750,801

1.19%

83,611

TWO SIGMA INVESTMENTS, LP

$2,650,621

1.14%

80,566

CALDWELL SUTTER CAPITAL, INC.

$2,632,329

1.13%

80,010

Cerity Partners LLC

$2,420,551

1.04%

73,573

FIRST MANHATTAN CO. LLC.

$2,413,215

1.04%

73,350

VANGUARD FIDUCIARY TRUST CO

$2,365,246

1.02%

71,892

VANGUARD PORTFOLIO MANAGEMENT LLC

$2,288,491

0.99%

69,559

MORGAN STANLEY

$2,234,565

0.96%

67,920

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	19	$625	0.0%	Defined
MORGAN STANLEY & CO. LLC	3,228	$106,201	4.8%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	48,527	$1,596,538	71.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	2,065	$67,937	3.0%	Defined
Morgan Stanley Bank, N.A.	1,507	$49,580	2.2%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	12,574	$413,684	18.5%	Defined

GOLDMAN SACHS GROUP INC

$2,088,030

0.90%

63,466

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	18,875	$620,987	29.7%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	44,591	$1,467,043	70.3%	Defined

Empowered Funds, LLC

$1,983,310

0.85%

60,283

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	60,283	$1,983,310	100.0%	Other

MARSHALL WACE, LLP

$1,448,290

0.62%

44,021

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	44,021	$1,448,290	100.0%	Other

RENAISSANCE TECHNOLOGIES LLC

$1,325,870

0.57%

40,300

VICTORY CAPITAL MANAGEMENT INC

$1,316,000

0.57%

40,000

Bank of New York Mellon Corp

$1,221,641

0.53%

37,132

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	13,424	$441,649	36.2%	Defined
The Bank of New York Mellon	16,949	$557,622	45.6%	Defined
Newton Investment Management North America, LLC	6,757	$222,305	18.2%	Defined
Held directly	2	$65	0.0%	Defined

Quantinno Capital Management LP

$1,133,602

0.49%

34,456

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$1,080,567

0.47%

32,844

Saratoga Research & Investment Management

$1,053,951

0.45%

32,035

PRUDENTIAL FINANCIAL INC

$1,028,783

0.44%

31,270

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	25,270	$831,383	80.8%	Defined
Prudential Trust Co	6,000	$197,400	19.2%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$997,593

0.43%

30,322

JACOBS LEVY EQUITY MANAGEMENT, INC

$955,580

0.41%

29,045

AQR CAPITAL MANAGEMENT LLC

$936,199

0.40%

28,456

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	4	$131	0.0%	Other
Prism Planning Partners LLC	18	$592	0.1%	Other
Arax Advisory Partners	172	$5,658	0.6%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	152	$5,000	0.5%	Other
Stokes Family Office, LLC	92	$3,026	0.3%	Other
Held directly	28,018	$921,792	98.5%	Defined

ALGERT GLOBAL LLC

$868,263

0.37%

26,391

AMERIPRISE FINANCIAL INC

$834,705

0.36%

25,371

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	25,371	$834,705	100.0%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$826,119

0.36%

25,110

LAZARD ASSET MANAGEMENT LLC

$712,120

0.31%

21,645

CAPTRUST FINANCIAL ADVISORS

$709,751

0.31%

21,573

STRS OHIO

$690,900

0.30%

21,000

JPMORGAN CHASE & CO

$688,463

0.30%

20,926

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	5,262	$173,119	25.1%	Defined
J.P. Morgan Investment Management Inc.	15,592	$512,976	74.5%	Defined
J.P. Morgan Securities plc	72	$2,368	0.3%	Defined

Nuveen, LLC

$611,281

0.26%

18,580

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	4,311	$141,831	23.2%	Defined
TEACHERS ADVISORS, LLC joint	14,269	$469,450	76.8%	Defined

MILLENNIUM MANAGEMENT LLC

$601,444

0.26%

18,281

CITADEL ADVISORS LLC

$597,365

0.26%

18,157

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	16,817	$553,279	92.6%	Defined
Held directly	1,340	$44,086	7.4%	Defined

BARCLAYS PLC

$505,475

0.22%

15,364

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	15,120	$497,448	98.4%	Defined
BARCLAYS CAPITAL INC.	244	$8,027	1.6%	Defined

WOODWARD DIVERSIFIED CAPITAL, LLC

$493,500

0.21%

15,000

XTX Topco Ltd

$479,583

0.21%

14,577

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	14,577	$479,583	100.0%	Defined

JANE STREET GROUP, LLC

$471,884

0.20%

14,343

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	10,278	$338,146	71.7%	Defined
Jane Street Global Trading, LLC	4,065	$133,738	28.3%	Defined

RHUMBLINE ADVISERS

$464,515

0.20%

14,119

IMC-Chicago, LLC

$418,093

0.18%

12,708

UBS Group AG

$376,210

0.16%

11,435

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	141	$4,638	1.2%	Defined
UBS AG	3,024	$99,489	26.4%	Defined
UBS Europe SE	8,270	$272,083	72.3%	Defined

COLDSTREAM CAPITAL MANAGEMENT INC

$373,382

0.16%

11,349

MARTINGALE ASSET MANAGEMENT L P

$368,907

0.16%

11,213

ALLIANCEBERNSTEIN L.P.

$356,307

0.15%

10,830

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	10,830	$356,307	100.0%	Defined

DEUTSCHE BANK AG\

$332,553

0.14%

10,108

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	10,108	$332,553	100.0%	Defined

BANK OF AMERICA CORP /DE/

$332,553

0.14%

10,108

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	10,108	$332,553	100.0%	Defined

marrick wealth, LLC

$329,000

0.14%

10,000

SEI INVESTMENTS CO

$318,899

0.14%

9,693

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	9,693	$318,899	100.0%	Sole

Invesco Ltd.

$305,541

0.13%

9,287

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	1,258	$41,388	13.5%	Defined
Invesco Trust Co joint	4,124	$135,679	44.4%	Defined
Invesco Capital Management LLC	3,905	$128,474	42.0%	Defined

FRANKLIN RESOURCES INC

$286,361

0.12%

8,704

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FRANKLIN ADVISERS INC	8,704	$286,361	100.0%	Defined

WELLS FARGO & COMPANY/MN

$285,210

0.12%

8,669

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	8,669	$285,210	100.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$283,466

0.12%

8,616

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	8,616	$283,466	100.0%	Defined

NewEdge Advisors, LLC

$268,562

0.12%

8,163

EntryPoint Capital, LLC

$255,106

0.11%

7,754

Russell Investments Group, Ltd.

$254,874

0.11%

7,747

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	5,416	$178,185	69.9%	Defined
Russell Investments Limited joint	2,331	$76,689	30.1%	Other

MetLife Investment Management, LLC

$241,091

0.10%

7,328

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	7,328	$241,091	100.0%	Defined

SmartHarvest Portfolios, LLC

$231,122

0.10%

7,025

D. E. Shaw & Co., Inc.

$225,726

0.10%

6,861

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	6,861	$225,726	100.0%	Defined

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$202,894

0.09%

6,167

STATE OF WISCONSIN INVESTMENT BOARD

$200,690

0.09%

6,100

OSAIC HOLDINGS, INC.

$186,148

0.08%

5,658

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	5,468	$179,897	96.6%	Defined
Osaic Advisory Services, LLC	190	$6,251	3.4%	Defined

CITIGROUP INC

$165,585

0.07%

5,033

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	5,033	$165,585	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$156,867

0.07%

4,768

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	4,768	$156,867	100.0%	Defined

Vanguard Global Advisers, LLC

$149,662

0.06%

4,549

NEW YORK STATE COMMON RETIREMENT FUND

$147,786

0.06%

4,492

FMR LLC

$121,400

0.05%

3,690

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	3,432	$112,912	93.0%	Defined
STRATEGIC ADVISERS LLC	258	$8,488	7.0%	Defined

Police & Firemen's Retirement System of New Jersey

$109,162

0.05%

3,318

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	3,318	$109,162	100.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$71,951

0.03%

2,187

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	2,187	$71,951	100.0%	Other

BNP PARIBAS ARBITRAGE, SA

$61,983

0.03%

1,884

ROYAL BANK OF CANADA

$45,039

0.02%

1,369

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	356	$11,712	26.0%	Defined
RBC Capital Markets, LLC	879	$28,919	64.2%	Defined
RBC Rochdale, LLC	134	$4,408	9.8%	Defined

Winch Advisory Services, LLC

$35,071

0.02%

1,066

Legal & General Group Plc

$33,327

0.01%

1,013

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,013	$33,327	100.0%	Defined

Ameritas Investment Partners, Inc.

$31,715

0.01%

964

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	964	$31,715	100.0%	Other

ASSETMARK, INC

$29,149

0.01%

886

Tower Research Capital LLC (TRC)

$28,228

0.01%

858

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	858	$28,228	100.0%	Defined

GAMMA Investing LLC

$23,359

0.01%

710

Larson Financial Group LLC

$16,450

0.01%

500

State of Alaska, Department of Revenue

$11,909

0.01%

362

Arax Advisory Partners

$10,495

0.00%

319

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$9,738

0.00%

296

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	296	$9,738	100.0%	Defined

Versant Capital Management, Inc

$9,047

0.00%

275

Sterling Capital Management LLC

$6,876

0.00%

209

Silver Grove Financial Group, Inc.

$6,415

0.00%

195

SBI Securities Co., Ltd.

$5,165

0.00%

157

HARBOR CAPITAL ADVISORS, INC.

$5,066

0.00%

154

North Star Investment Management Corp.

$3,487

0.00%

106

Integrated Wealth Concepts LLC

$3,421

0.00%

104

IFP Advisors, Inc

$2,632

0.00%

Allworth Financial LP

$2,434

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	4	$130	7.1%	Sole
Held directly	52	$1,709	92.9%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	30	$987	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	20	$658	100.0%	Defined

Key facts CIK 1730984 CUSIP 07272M107 13F (30d) 109 filings 108 filers Visit website