As of the latest SEC filings, BayCom Corp (BCML) is held by 150 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $11,864,258.15 in market value, representing a significant portion of its portfolio.
Funds holding BayCom Corp (BCML)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BCML
- CIK:
- 0001730984
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $11,864,258.15 | 399,134 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $8,403,762.83 | 282,717 | Mar 31, 2026 | May 28, 2026 |
|
ROFRX
Royce Small-Cap Opportunity Fund
|
MF | Independent / Boutique | 0.63% | $7,101,659.20 | 238,912 | Mar 31, 2026 | May 21, 2026 |
|
FRBAX
Regional Bank Fund
|
MF | John Hancock | 0.65% | $5,721,742.96 | 190,852 | Apr 30, 2026 | Jun 25, 2026 |
|
RMT
ROYCE MICRO-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.68% | $4,677,466.55 | 157,358 | Mar 31, 2026 | May 21, 2026 |
|
BTO
John Hancock Financial Opportunities Fund
|
CEF | John Hancock | 0.63% | $4,462,406.18 | 150,123 | Mar 31, 2026 | May 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $4,236,443.82 | 141,309 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,773,440.13 | 126,945 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,101,101.22 | 103,439 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,697,692.38 | 90,755 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.01% | $2,592,168.60 | 88,169 | Feb 28, 2026 | Apr 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $2,523,176.76 | 84,162 | Apr 30, 2026 | Jun 24, 2026 |
|
RMCFX
Royce Micro-Cap Fund
|
MF | Independent / Boutique | 0.71% | $2,284,009.55 | 76,838 | Mar 31, 2026 | May 21, 2026 |
|
GTTUX
Goldman Sachs Small Cap Value Insights Fund
|
MF | Goldman Sachs | 0.17% | $1,948,729.98 | 65,001 | Apr 30, 2026 | Jun 22, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,781,951.24 | 59,438 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,672,771.80 | 56,897 | Feb 28, 2026 | Apr 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.08% | $1,666,175.43 | 56,053 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,495,372.42 | 49,879 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,494,578.40 | 50,836 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $1,370,985.40 | 45,730 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $1,292,947.46 | 43,127 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,087,644.42 | 36,279 | Apr 30, 2026 | Jun 29, 2026 |
|
HWVIX
Hotchkis and Wiley Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.13% | $1,079,017.50 | 36,300 | Mar 31, 2026 | Jun 1, 2026 |
|
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
ETF | BlackRock / iShares | 0.00% | $970,134.83 | 32,637 | Mar 31, 2026 | May 28, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.07% | $829,713.93 | 27,913 | Mar 31, 2026 | May 21, 2026 |
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