How many institutions own BCAL stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BCAL shares is 143, representing 64.9% of the company's common stock.

Who are the major shareholders selling Southern California Bancorp stock?

HENNESSY ADVISORS INC, in the last quarter, reduced its stake in BCAL by -8.7% restricting it's holding to 105 thousand shares of worth nearly $1.86M. BNP PARIBAS ARBITRAGE, SNC also lessened -18.59% of the BCAL shares from its portfolio, reducing its holding to 16.87 thousand shares of worth $298.87K. RHUMBLINE ADVISERS also shunned BCAL shares holding by -5.02% last quarter which brought its holding to 20.04 thousand shares worth $355.07K.

Investors who are buying BCAL stock?

As per its latest 13F filing, GOLDMAN SACHS GROUP INC increased its stake in BCAL by 67.07% in the last quarter. The institutional holder raised its holding to 157.86 thousand shares having worth more than $2.80M. QUBE RESEARCH & TECHNOLOGIES LTD also added 75.26% more shares of BCAL to its portfolio, raising its holding to 168.61 thousand shares of worth $2.99M. BANK OF AMERICA CORP /DE/ also increased its BCAL shares holding by 26.64% which brought its holding to 89.57 thousand shares worth $1.59M.

BCAL's major insiders: who are they?

The insider with the most stakes in BCAL is Rainer David I , Executive Chairman at the company. Additionally, BCAL stock is highly held by President Hernandez Richard and Bank Chief Financial Officer Carandang Jean among others.

Did an insider recently sell BCAL stock?

Company executives, directors, and other insiders own 23.7% percent of Southern California Bancorp's stock. Within the last six months, there have been 4 transaction(s) in which BCAL insiders have sold stock, totaling 2.45M shares. Insiders that have sold shares include HERNANDEZ RICHARD, RAINER DAVID I, and CARANDANG JEAN.

Which insider recently purchased BCAL stock?

There have been 1 transaction(s) during the past 6-months in which Southern California Bancorp insiders have bought stock, totalling 27000 shares

How much of BCAL does insiders own?

Around 498.38K Southern California Bancorp shares are held by insiders, which represents about 23.7% of BCAL stock.

Who is the insider with the largest stake?

BCAL Executive Chairman, Rainer David I holds the largest portfolio of the company's shares. BCAL shares owned by Rainer total nearly 356.35 thousand.

Which institution holds the most shares in BCAL?

ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC is the largest institutional owner in BCAL which holds 53.58 thousand shares worth $954.78K or 0.16% of the total BCAL shares outstanding followed by GOLDMAN SACHS GROUP INC with ownership of 157.86 thousand shares representing 0.48% of the BCAL ownership. QUBE RESEARCH & TECHNOLOGIES LTD is the third largest stakeholder with 168.61 thousand shares or 0.51% of the ownership worth more than $2.99M.

Is Southern California Bancorp stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BCAL is concerned, it is a stock which is not optionable.

Is there a short position on BCAL's shares?

Number of BCAL shares short is 416.87K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BCAL shares are there?

As of today, 32.33M shares of BCAL are outstanding.

Is there many float in BCAL stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BCAL has 22.87M shares in float.

BCAL short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BCAL is 2.54.

Southern California Bancorp (BCAL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares1.29

Short Percent Of Float1.51

Shares Outstanding32.33M

Shares Float22.87M

Shares Short416.87K

Short Ratio2.54

1.51%

Short % of Float

1.29%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

23.7% Percentage of Shares held by All Insiders

64.9% Percentage of Shares held by All Institutions

85.05% Percentage of Float held by Institutions

143

Number of Institutions Holding Shares

Institutional Ownership

About 64.9% of BCAL shares are held by financial institutions. ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC is the top corporate investor, holding 53.58K shares valued at $954.78K. A 0.16% stake in Southern California Bancorp is owned by the company. GOLDMAN SACHS GROUP INC owns 157.86K shares valued at $2.80M, which translates its holding of 0.48% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.16%	53.58K	954.78K	0	0
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.48%	157.86K	2.8M	63.37K	+67.07%
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.51%	168.61K	2.99M	72.41K	+75.26%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.27%	89.57K	1.59M	18.84K	+26.64%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.28%	92.39K	1.64M	36.25K	+64.58%
Mar 31, 2026	SEI INVESTMENTS CO	0.29%	94.47K	1.67M	42.46K	+81.65%
Mar 31, 2026	HENNESSY ADVISORS INC	0.32%	105K	1.86M	-10K	-8.70%
Mar 31, 2026	ALGEBRIS (UK) LTD	0.39%	126.47K	2.24M	126.47K	+100.00%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0.43%	140.13K	2.48M	29K	+26.10%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.44%	145K	2.57M	145K	+100.00%
Mar 31, 2026		0.47%	152.52K	2.7M	152.52K	+100.00%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.05%	16.87K	298.87K	-3.85K	-18.59%
Mar 31, 2026	RHUMBLINE ADVISERS	0.06%	20.04K	355.07K	-1.06K	-5.02%
Mar 31, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.07%	21.28K	377.1K	-65.99K	-75.62%
Mar 31, 2026	ENTRYPOINT CAPITAL, LLC	0.07%	21.4K	379.12K	3.5K	+19.57%
Mar 31, 2026	LOS ANGELES CAPITAL MANAGEMENT LLC	0.07%	21.52K	381.33K	21.52K	+100.00%
Mar 31, 2026	INVESCO LTD.	0.07%	22.33K	395.71K	6.18K	+38.24%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.07%	22.6K	400.54K	-3.01K	-11.75%
Mar 31, 2026	NAVALIGN, LLC	0.07%	22.8K	404.02K	0	0
Mar 31, 2026	CITIGROUP INC	0.07%	23.86K	422.82K	18.18K	+319.87%
Mar 31, 2026	ELCO MANAGEMENT CO., LLC	0.08%	25.92K	459.37K	15.92K	+159.24%
Mar 31, 2026	EJF CAPITAL LLC	0.08%	26.42K	468.13K	-1.68K	-5.99%
Mar 31, 2026	KEYSTONE WEALTH SERVICES, LLC	0.09%	27.82K	493.04K	0	0
Mar 31, 2026	MONOGRAPH WEALTH ADVISORS, LLC	0.09%	28K	498.96K	0	0
Mar 31, 2026	ALPS ADVISORS INC	0.09%	28.27K	500.94K	28.27K	+100.00%
Mar 31, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.09%	29.1K	515.71K	-3.27K	-10.10%
Mar 31, 2026	PRECISION WEALTH STRATEGIES, LLC	0.09%	29.47K	522.23K	29.47K	+100.00%
Mar 31, 2026	STRS OHIO	0.09%	30.5K	540.46K	0	0
Mar 31, 2026	MARINER, LLC	0.1%	31.92K	565.54K	2.36K	+7.99%
Mar 31, 2026	LEGATO CAPITAL MANAGEMENT LLC	0.12%	37.82K	670.08K	24.16K	+177.01%
Mar 31, 2026	JANE STREET GROUP, LLC	0.12%	38.2K	676.9K	-167.31K	-81.41%
Mar 31, 2026	NUVEEN, LLC	0.12%	39.95K	707.93K	0	0
Mar 31, 2026	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.13%	42.75K	757.51K	9	+0.02%
Mar 31, 2026	PRINCIPAL FINANCIAL GROUP INC	0.14%	45.69K	809.59K	45.69K	+100.00%
Mar 31, 2026	CREATIVE PLANNING	0.15%	49.15K	870.9K	8.27K	+20.23%
Mar 31, 2026	INTEGRATED QUANTITATIVE INVESTMENTS LLC	0.15%	49.6K	878.98K	24.16K	+94.98%
Mar 31, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.62%	202.83K	3.59M	44K	+27.71%
Mar 31, 2026	PINNACLE ASSOCIATES LTD	0.15%	50.01K	886.23K	8.51K	+20.51%
Mar 31, 2026	PETIOLE USA LTD	0.59%	192.3K	3.41M	-3.3K	-1.69%
Mar 31, 2026	SIENA CAPITAL PARTNERS GP, LLC	0.64%	208.56K	3.7M	0	0
Mar 31, 2026	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.78%	254.58K	4.51M	111.93K	+78.47%
Mar 31, 2026	KENNEDY CAPITAL MANAGEMENT LLC	1.32%	430.62K	7.63M	66.12K	+18.14%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	1.44%	470.19K	8.33M	155.74K	+49.53%
Mar 31, 2026	BANC FUNDS CO LLC	2.54%	831.16K	14.73M	65K	+8.48%
Mar 31, 2026	BLACKROCK, INC.	4.45%	1.46M	25.84M	24.27K	+1.69%
Mar 31, 2026	ENDEAVOUR CAPITAL ADVISORS INC	5.56%	1.82M	32.23M	54.05K	+3.06%
Mar 31, 2026	NORTHERN TRUST CORP	0.58%	188.65K	3.34M	9.42K	+5.26%
Mar 31, 2026	ALGERT GLOBAL LLC	0.54%	177.86K	3.15M	79.03K	+79.96%
Mar 31, 2026	PRUDENTIAL FINANCIAL INC	0.53%	174.86K	3.1M	61.67K	+54.48%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.17%	55.1K	976.37K	-6.73K	-10.88%
Mar 31, 2026	Y-INTERCEPT (HONG KONG) LTD	0.17%	56.25K	996.77K	56.25K	+100.00%
Mar 31, 2026	MAN GROUP PLC	0.17%	56.34K	998.42K	37.04K	+191.92%
Mar 31, 2026	UBS GROUP AG	0.18%	57.66K	1.02M	-9.23K	-13.80%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.18%	59.29K	1.05M	-6.16K	-9.42%
Mar 31, 2026	MORGAN STANLEY	0.82%	270.05K	4.79M	44.2K	+19.57%
Mar 31, 2026	RMB CAPITAL MANAGEMENT, LLC	1.06%	346.67K	6.14M	102.99K	+42.27%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	1.12%	367.92K	6.52M	219.67K	+148.18%
Mar 31, 2026	MENDON CAPITAL ADVISORS CORP	1.23%	404.37K	7.17M	149.49K	+58.65%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	1.7%	555.81K	9.85M	14.43K	+2.66%
Mar 31, 2026	STATE STREET CORP	2.35%	770.05K	13.72M	345.19K	+81.25%
Mar 31, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.43%	795.31K	14.09M	34.95K	+4.60%
Mar 31, 2026	FJ CAPITAL MANAGEMENT LLC	6.27%	2.05M	36.41M	782.9K	+61.57%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	6.56%	2.15M	40.11M	-199.03K	-8.48%
Mar 31, 2026	WELLINGTON MANAGEMENT GROUP LLP	8.21%	2.69M	47.62M	-195.35K	-6.78%
Mar 31, 2026	PFG ADVISORS	0.17%	54.45K	964.85K	0	0
Mar 31, 2026	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.19%	61.82K	1.1M	0	0
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.19%	62.87K	1.11M	-39.38K	-38.51%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.19%	63.6K	1.13M	-10	-0.02%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.2%	64.67K	1.15M	-20.06K	-23.67%
Mar 31, 2026	CITADEL ADVISORS LLC	0.2%	66.82K	1.18M	7.78K	+13.18%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.21%	67.84K	1.2M	67.84K	+100.00%
Mar 31, 2026	POINT72 ASSET MANAGEMENT, L.P.	0.21%	68.12K	1.21M	-5.78K	-7.83%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.21%	70.19K	1.24M	5.09K	+7.82%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.25%	82.52K	1.46M	-707	-0.85%
Mar 31, 2026	JPMORGAN CHASE & CO	0.26%	83.98K	1.47M	29.23K	+53.38%
Mar 31, 2026	CERITY PARTNERS LLC	0.27%	89.41K	1.58M	1.46K	+1.65%
Dec 31, 2025	DEUTSCHE BANK AG\	0.05%	16.64K	310.71K	0	0
Dec 31, 2025	ENTRYPOINT CAPITAL, LLC	0.05%	17.89K	334.06K	3.64K	+25.50%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.27%	87.27K	1.63M	87.27K	+100.00%
Dec 31, 2025	BANC FUNDS CO LLC	2.34%	766.16K	14.3M	-69.33K	-8.30%
Dec 31, 2025	ENDEAVOUR CAPITAL ADVISORS INC	5.39%	1.77M	32.95M	-497.24K	-21.98%
Dec 31, 2025	CERITY PARTNERS LLC	0.27%	87.96K	1.64M	1.44K	+1.66%
Dec 31, 2025	KEYSTONE WEALTH SERVICES, LLC	0.09%	27.82K	519.47K	0	0
Dec 31, 2025	MONOGRAPH WEALTH ADVISORS, LLC	0.09%	28K	525.56K	0	0
Dec 31, 2025	XTX TOPCO LTD	0.09%	28.84K	538.46K	6.11K	+26.89%
Dec 31, 2025	MARINER, LLC	0.09%	29.55K	551.79K	281	+0.96%
Dec 31, 2025	STRS OHIO	0.09%	30.5K	569.44K	30.5K	+100.00%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.1%	32.37K	604.4K	32.37K	+100.00%
Dec 31, 2025	NUVEEN, LLC	0.12%	39.95K	745.89K	0	0
Dec 31, 2025	HOLDCO ASSET MANAGEMENT, LP	0.12%	40.53K	756.71K	0	0
Dec 31, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.13%	42.74K	797.96K	-17.33K	-28.85%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	46.13K	861.23K	4.33K	+10.36%
Dec 31, 2025	BARCLAYS PLC	0.15%	50.3K	939.06K	3.4K	+7.26%
Dec 31, 2025	SEI INVESTMENTS CO	0.16%	52.01K	971.03K	52.01K	+100.00%
Dec 31, 2025	TUDOR INVESTMENT CORP ET AL	0.16%	52.07K	972.05K	52.07K	+100.00%
Dec 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.16%	53.58K	1.01M	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.17%	54.75K	1.02M	35.68K	+187.01%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.17%	56.14K	1.05M	17.86K	+46.67%
Dec 31, 2025	CITADEL ADVISORS LLC	0.18%	59.04K	1.1M	59.04K	+100.00%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.2%	65.1K	1.22M	-371	-0.57%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	65.45K	1.22M	167	+0.26%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.22%	70.73K	1.32M	16.16K	+29.62%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.29%	94.49K	1.76M	49.15K	+108.41%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.31%	102.25K	1.91M	33.14K	+47.95%
Dec 31, 2025	HENNESSY ADVISORS INC	0.35%	115K	2.15M	-10K	-8.00%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.45%	148.24K	2.77M	93.01K	+168.38%
Dec 31, 2025	PETIOLE USA LTD	0.6%	195.6K	3.65M	0	0
Dec 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.74%	243.68K	4.55M	-81.33K	-25.02%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.11%	364.5K	6.81M	835	+0.23%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.32%	760.36K	14.2M	-4.79K	-0.63%
Dec 31, 2025	BLACKROCK, INC.	4.38%	1.43M	26.78M	24.08K	+1.71%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.65%	541.38K	10.11M	-4.04K	-0.74%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.96%	314.45K	5.87M	95.77K	+43.80%
Dec 31, 2025	UBS GROUP AG	0.2%	66.89K	1.25M	26.06K	+63.82%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.19%	63.61K	1.19M	25	+0.04%
Dec 31, 2025	PFG ADVISORS	0.17%	54.45K	1.02M	-135	-0.25%
Dec 31, 2025	JANE STREET GROUP, LLC	0.63%	205.51K	3.84M	151.1K	+277.72%
Dec 31, 2025	PINNACLE ASSOCIATES LTD	0.13%	41.5K	774.84K	0	0
Dec 31, 2025	VANGUARD GROUP INC	4.02%	1.31M	24.55M	7.37K	+0.56%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	25.62K	478.23K	2.28K	+9.79%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	8.8%	2.88M	53.82M	802.95K	+38.61%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	7.17%	2.35M	43.83M	-104.05K	-4.24%
Dec 31, 2025	STATE STREET CORP	1.3%	424.86K	7.97M	-15K	-3.41%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.35%	113.19K	2.11M	113.19K	+100.00%
Dec 31, 2025	ALGERT GLOBAL LLC	0.3%	98.84K	1.85M	98.84K	+100.00%
Dec 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.3%	98.26K	1.83M	98.26K	+100.00%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.29%	96.21K	1.8M	96.21K	+100.00%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.26%	84.73K	1.58M	84.73K	+100.00%
Dec 31, 2025	FOURTHSTONE LLC	0.84%	275.43K	5.14M	-1.03M	-78.84%
Dec 31, 2025	MENDON CAPITAL ADVISORS CORP	0.78%	254.88K	4.76M	-86.46K	-25.33%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.25%	83.23K	1.55M	-3.89K	-4.46%
Dec 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.23%	73.9K	1.38M	73.9K	+100.00%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.04%	14.33K	267.52K	0	0
Dec 31, 2025	ASPIRIANT, LLC	0.04%	13.91K	259.74K	0	0
Dec 31, 2025	LEGATO CAPITAL MANAGEMENT LLC	0.04%	13.65K	254.86K	13.65K	+100.00%
Dec 31, 2025	MARSHALL WACE, LLP	0.67%	219.2K	4.09M	116.11K	+112.63%
Dec 31, 2025	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.06%	18.35K	342.6K	18.35K	+100.00%
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0.06%	19.05K	355.72K	17.73K	+1,336.88%
Dec 31, 2025	HRT FINANCIAL LP	0.06%	19.25K	359K	19.25K	+100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.06%	20.72K	386.79K	15.78K	+319.20%
Dec 31, 2025	RHUMBLINE ADVISERS	0.06%	21.1K	393.89M	-3.23K	-13.27%
Dec 31, 2025	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.19%	61.82K	1.15M	-3.63K	-5.54%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.19%	61.83K	1.15M	61.83K	+100.00%
Dec 31, 2025	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.44%	142.65K	2.66M	142.65K	+100.00%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.49%	158.82K	2.97M	46.89K	+41.89%
Dec 31, 2025	MORGAN STANLEY	0.69%	225.85K	4.22M	121.36K	+116.14%
Dec 31, 2025	SIENA CAPITAL PARTNERS GP, LLC	0.64%	208.56K	3.89M	0	0
Dec 31, 2025	NORTHERN TRUST CORP	0.55%	179.23K	3.35M	-14.25K	-7.36%
Dec 31, 2025	NAVALIGN, LLC	0.07%	22.8K	425.68K	0	0
Dec 31, 2025	INTEGRATED QUANTITATIVE INVESTMENTS LLC	0.08%	25.44K	474.97K	25.44K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.08%	27.02K	504.41K	10.29K	+61.55%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.34%	111.12K	2.07M	46.89K	+72.99%
Dec 31, 2025	FJ CAPITAL MANAGEMENT LLC	3.88%	1.27M	23.74M	0	0
Dec 31, 2025	FRANKLIN RESOURCES INC	0.04%	14.58K	272.28K	14.58K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.67%	545.42K	9.1M	-4.15K	-0.75%
Sep 30, 2025	HENNESSY ADVISORS INC	0.38%	125K	2.09M	0	0
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.12%	38.27K	638.39K	28.05K	+274.31%
Sep 30, 2025	KEYSTONE WEALTH SERVICES, LLC	0.09%	27.82K	464.1K	0	0
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.08%	26.69K	445K	26.69K	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0.07%	24.33K	405.73K	-911	-3.61%
Sep 30, 2025	NAVALIGN, LLC	0.07%	22.8K	380.3K	0	0
Sep 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.07%	22.24K	370.96K	-6.81K	-23.44%
Sep 30, 2025	JPMORGAN CHASE & CO	0.06%	19.08K	318.21K	8.42K	+78.96%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.05%	16.72K	278.96K	2.72K	+19.41%
Sep 30, 2025	DEUTSCHE BANK AG\	0.05%	16.64K	277.59K	0	0
Sep 30, 2025	INVESCO LTD.	0.05%	15.47K	258.11K	15.47K	+100.00%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.04%	14.33K	239.01K	0	0
Sep 30, 2025	ENTRYPOINT CAPITAL, LLC	0.04%	14.26K	237.81K	2.57K	+21.96%
Sep 30, 2025	ASPIRIANT, LLC	0.04%	13.91K	232.05K	0	0
Sep 30, 2025	WOODWARD DIVERSIFIED CAPITAL, LLC	0.04%	13.5K	225.18K	0	0
Sep 30, 2025	ELCO MANAGEMENT CO., LLC	0.04%	13.07K	218.01K	-3.27K	-20.01%
Sep 30, 2025	CREEKSIDE PARTNERS	0.04%	12.84K	214.16K	0	0
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.04%	12.44K	207.52K	42	+0.34%
Sep 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.03%	10.67K	177.94K	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.03%	10.1K	168.42K	0	0
Sep 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.03%	10.06K	167.72K	-731	-6.78%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	7.3K	121.81K	2.11K	+40.60%
Sep 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.02%	5.04K	84K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	4.94K	82.43K	545	+12.39%
Sep 30, 2025	SIENA CAPITAL PARTNERS GP, LLC	0.64%	208.56K	3.48M	0	0
Sep 30, 2025	EJF CAPITAL LLC	0.29%	95.36K	1.59M	-18.84K	-16.49%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.27%	87.12K	1.45M	66.43K	+321.15%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.99%	325K	5.42M	-7.32K	-2.20%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.67%	218.68K	3.65M	67.24K	+44.40%
Sep 30, 2025	PETIOLE USA LTD	0.6%	195.6K	3.26M	0	0
Sep 30, 2025	VANCE WEALTH, INC.	0.12%	37.63K	627.72K	0	0
Sep 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.16%	53.58K	893.7K	0	0
Sep 30, 2025	BARCLAYS PLC	0.14%	46.9K	782.21K	2.14K	+4.78%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.11%	363.66K	6.07M	158.27K	+77.06%
Sep 30, 2025	MENDON CAPITAL ADVISORS CORP	1.04%	341.34K	5.69M	-23.66K	-6.48%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.17%	55.24K	921.35K	7.19K	+14.97%
Sep 30, 2025	PFG ADVISORS	0.17%	54.59K	910.48K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.17%	54.57K	910.16K	11.45K	+26.54%
Sep 30, 2025	MONOGRAPH WEALTH ADVISORS, LLC	0.09%	28K	467.04K	28K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.59%	193.48K	3.23M	-1.54K	-0.79%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.34%	111.94K	1.87M	51.83K	+86.22%
Sep 30, 2025	MORGAN STANLEY	0.32%	104.49K	1.74M	2.41K	+2.36%
Sep 30, 2025	MARSHALL WACE, LLP	0.32%	103.09K	1.72M	14.28K	+16.08%
Sep 30, 2025	CERITY PARTNERS LLC	0.26%	86.52K	1.44M	2.08K	+2.46%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.21%	69.11K	1.15M	53.51K	+342.98%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.2%	65.47K	1.09M	2.47K	+3.92%
Sep 30, 2025	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.2%	65.44K	1.09M	-3.59K	-5.21%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	65.29K	1.09M	-572	-0.87%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.2%	64.24K	1.07M	51.83K	+417.61%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.19%	63.59K	1.06M	0	0
Sep 30, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.18%	60.07K	1M	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.14%	45.34K	756.24K	12.13K	+36.52%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	41.8K	698.4K	-73	-0.17%
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0.13%	41.5K	692.25K	-8.07K	-16.28%
Sep 30, 2025	UBS GROUP AG	0.12%	40.83K	681.08K	-5.21K	-11.31%
Sep 30, 2025	HOLDCO ASSET MANAGEMENT, LP	0.12%	40.53K	676.06K	0	0
Sep 30, 2025	NUVEEN, LLC	0.12%	39.95K	666.38K	0	0
Sep 30, 2025	CREATIVE PLANNING	0.09%	29.4K	490.34K	8.14K	+38.28%
Sep 30, 2025	MARINER, LLC	0.09%	29.27K	488.27K	-626	-2.09%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	7.5%	2.45M	40.89M	-20.55K	-0.83%
Sep 30, 2025	CASTLE CREEK CAPITAL PARTNERS VI, LP	7.16%	2.34M	39.04M	0	0
Sep 30, 2025	ENDEAVOUR CAPITAL ADVISORS INC	6.92%	2.26M	37.74M	-145.25K	-6.03%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	6.36%	2.08M	34.69M	1.39M	+199.40%
Sep 30, 2025	BLACKROCK, INC.	4.31%	1.41M	23.52M	-7.81K	-0.55%
Sep 30, 2025	VANGUARD GROUP INC	4%	1.31M	21.81M	196	+0.02%
Sep 30, 2025	FOURTHSTONE LLC	3.98%	1.3M	21.71M	-888.28K	-40.57%
Sep 30, 2025	FJ CAPITAL MANAGEMENT LLC	3.89%	1.27M	21.21M	0	0
Sep 30, 2025	BANC FUNDS CO LLC	2.56%	835.48K	13.94M	-157.92K	-15.90%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.34%	765.15K	12.76M	-4.17K	-0.54%
Sep 30, 2025	JANE STREET GROUP, LLC	0.17%	54.41K	907.54K	-30.34K	-35.80%
Sep 30, 2025	STATE STREET CORP	1.35%	439.86K	7.34M	11.27K	+2.63%
Sep 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.11%	34.41K	573.89K	23.66K	+220.12%
Jun 30, 2025	KEYSTONE WEALTH SERVICES, LLC	0.09%	27.82K	438.51K	0	0
Jun 30, 2025	RHUMBLINE ADVISERS	0.08%	25.24K	397.71K	-2.6K	-9.34%
Jun 30, 2025	MARINER, LLC	0.09%	29.9K	471.21K	-20.54K	-40.72%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.09%	30.78K	485.01K	30.78K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	36.78K	579.62K	-507	-1.36%
Jun 30, 2025	VANCE WEALTH, INC.	0.12%	37.63K	593.1K	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.12%	38.4K	605.18K	9.37K	+32.25%
Jun 30, 2025		0.12%	39.95K	629.63K	9.55K	+31.40%
Jun 30, 2025	JANE STREET GROUP, LLC	0.26%	84.75K	1.34M	59.84K	+240.29%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.13%	694.68K	10.95M	649.9K	+1,451.05%
Jun 30, 2025	EJF CAPITAL LLC	0.35%	114.19K	1.8M	-59.66K	-34.32%
Jun 30, 2025	HENNESSY ADVISORS INC	0.38%	125K	1.97M	0	0
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.46%	151.44K	2.39M	43.42K	+40.20%
Jun 30, 2025	NORTHERN TRUST CORP	0.6%	195.02K	3.07M	7.97K	+4.26%
Jun 30, 2025	PETIOLE USA LTD	0.6%	195.6K	3.08M	0	0
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.63%	205.39K	3.24M	106.41K	+107.49%
Jun 30, 2025	SIENA CAPITAL PARTNERS GP, LLC	0.64%	208.56K	3.29M	0	0
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.68%	222.89K	3.51M	24.9K	+12.58%
Jun 30, 2025	NUVEEN, LLC	0.12%	39.95K	629.63K	9.55K	+31.40%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	41.87K	659.87K	-40.05K	-48.89%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.15%	48.05K	757.19K	6.3K	+15.09%
Jun 30, 2025	HOLDCO ASSET MANAGEMENT, LP	0.12%	40.53K	638.77M	40.53K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.13%	43.12K	679.57K	-1.77K	-3.94%
Jun 30, 2025	PFG ADVISORS	0.17%	54.59K	860.26K	1.64K	+3.09%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.19%	63K	992.93K	-492	-0.77%
Jun 30, 2025	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.21%	69.04K	1.09M	-4.69K	-6.37%
Jun 30, 2025	CERITY PARTNERS LLC	0.26%	84.44K	1.33M	-834	-0.98%
Jun 30, 2025	MENDON CAPITAL ADVISORS CORP	1.12%	365K	5.75M	-66.14K	-15.34%
Jun 30, 2025	STATE STREET CORP	1.31%	428.59K	6.75M	41.25K	+10.65%
Jun 30, 2025	NAVALIGN, LLC	0.07%	22.8K	359.33K	0	0
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.07%	21.8K	343.55K	8.13K	+59.45%
Jun 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.09%	29.05K	466.83K	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.68%	549.57K	8.66M	-3.32K	-0.60%
Jun 30, 2025	BANC FUNDS CO LLC	3.04%	993.4K	15.66M	-188.48K	-15.95%
Jun 30, 2025	FJ CAPITAL MANAGEMENT LLC	3.89%	1.27M	20.04M	213.71K	+20.20%
Jun 30, 2025	BLACKROCK, INC.	4.34%	1.42M	22.35M	-65.02K	-4.38%
Jun 30, 2025	FOURTHSTONE LLC	6.7%	2.19M	34.51M	-219.51K	-9.11%
Jun 30, 2025	CASTLE CREEK CAPITAL PARTNERS VI, LP	7.16%	2.34M	36.89M	0	0
Jun 30, 2025	ENDEAVOUR CAPITAL ADVISORS INC	7.37%	2.41M	37.94M	-46.93K	-1.91%
Jun 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.02%	5.04K	79.37K	0	0
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.03%	10.23K	161.15M	10.23K	+100.00%
Jun 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.03%	10.67K	168.13K	0	0
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.03%	10.79K	169.99K	-3.76K	-25.86%
Jun 30, 2025	FIRST MANHATTAN CO. LLC.	0.04%	11.68K	184.11K	11.68K	+100.00%
Jun 30, 2025	ENTRYPOINT CAPITAL, LLC	0.04%	11.69K	184.23K	11.69K	+100.00%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.04%	12.31K	194.02K	-2.27K	-15.56%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.04%	12.4K	195.41K	0	0
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.04%	12.41K	195.58K	441	+3.68%
Jun 30, 2025	CREEKSIDE PARTNERS	0.04%	12.84K	202.34K	0	0
Jun 30, 2025	WOODWARD DIVERSIFIED CAPITAL, LLC	0.04%	13.5K	212.76K	13.5K	+100.00%
Jun 30, 2025	ASPIRIANT, LLC	0.04%	13.91K	219.25K	0	0
Jun 30, 2025	HRT FINANCIAL LP	0.05%	15.51K	244K	15.51K	+100.00%
Jun 30, 2025	XTX TOPCO LTD	0.05%	16.19K	255.09K	16.19K	+100.00%
Jun 30, 2025	ELCO MANAGEMENT CO., LLC	0.05%	16.34K	257.52K	-3.66K	-18.30%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	7.56%	2.47M	38.96B	-42.08K	-1.67%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	2.13K	33.55K	2.12K	+26,512.50%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	2.5K	39.46K	0	0
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	1.02%	332.32K	5.24M	-77.31K	-18.87%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	32.74K	515.92K	-4.2K	-11.36%
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0.15%	49.57K	781.29K	49.57K	+100.00%
Jun 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.16%	53.58K	844.41K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.19%	63.59K	1M	0	0
Jun 30, 2025	BARCLAYS PLC	0.14%	44.76K	706K	16.75K	+59.80%
Jun 30, 2025	UBS GROUP AG	0.14%	46.04K	725.56K	-25.25K	-35.42%
Jun 30, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.18%	60.07K	946.72K	5.72K	+10.53%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.35%	769.32K	12.12M	-6.48K	-0.84%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.1%	33.21K	523.41M	-36.44K	-52.32%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.18%	60.11K	947.33K	441	+0.74%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	65.86K	1.04M	-2.42K	-3.54%
Jun 30, 2025	CITADEL ADVISORS LLC	0.21%	69.34K	1.09B	-16.71K	-19.42%
Jun 30, 2025	MARSHALL WACE, LLP	0.27%	88.81K	1.4M	66.93K	+305.94%
Jun 30, 2025	MORGAN STANLEY	0.31%	102.08K	1.61B	-21.38K	-17.32%
Jun 30, 2025	VANGUARD GROUP INC	4%	1.31M	20.6M	16.04K	+1.24%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	81.92K	1.17M	40.53K	+97.91%
Mar 31, 2025	CERITY PARTNERS LLC	0.26%	85.28K	1.22M	-100	-0.12%
Mar 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.2%	64.9K	930.07K	64.9K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.38%	123.47K	1.77M	-17.12K	-12.18%
Mar 31, 2025	HENNESSY ADVISORS INC	0.39%	125K	1.79M	-55K	-30.56%
Mar 31, 2025	EJF CAPITAL LLC	0.54%	173.86K	2.49M	-1.66K	-0.94%
Mar 31, 2025	SIENA CAPITAL PARTNERS GP, LLC	0.65%	208.56K	2.99M	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.08%	24.9K	356.87K	24.9K	+100.00%
Mar 31, 2025	NORTHERN TRUST CORP	0.58%	187.05K	2.68M	-8.38K	-4.29%
Mar 31, 2025	FOURTHSTONE LLC	7.45%	2.41M	34.52M	-600.96K	-19.96%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.61%	197.99K	2.84M	197.99K	+100.00%
Mar 31, 2025	BARCLAYS PLC	0.09%	28.01K	401K	-11.8K	-29.64%
Mar 31, 2025	FJ CAPITAL MANAGEMENT LLC	3.27%	1.06M	15.16M	793.83K	+300.58%
Mar 31, 2025	BANC FUNDS CO LLC	3.66%	1.18M	16.94M	-148.49K	-11.16%
Mar 31, 2025	VANGUARD GROUP INC	4%	1.29M	18.5M	2.99K	+0.23%
Mar 31, 2025	BLACKROCK, INC.	4.59%	1.48M	21.25M	-40.56K	-2.66%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.4%	775.8K	11.12M	-5.17K	-0.66%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.33%	108.02K	1.55M	224	+0.21%
Mar 31, 2025	KEYSTONE WEALTH SERVICES, LLC	0.09%	27.82K	398.72K	0	0
Mar 31, 2025	RHUMBLINE ADVISERS	0.09%	27.84K	398.88K	-1.32K	-4.54%
Mar 31, 2025		0.09%	30.41K	435.7K	30.41K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	36.93K	529.24K	22.52K	+156.21%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	37.29K	534.29K	-1.46K	-3.76%
Mar 31, 2025	VANCE WEALTH, INC.	0.12%	37.63K	539.28K	0	0
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.13%	41.75K	598.24K	2.67K	+6.82%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.14%	44.89K	643.23K	-10.2K	-18.52%
Mar 31, 2025	MARINER, LLC	0.16%	50.44K	722.75K	-35.35K	-41.21%
Mar 31, 2025	CITADEL ADVISORS LLC	0.27%	86.05K	1.23M	26.45K	+44.38%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.31%	98.99K	1.42M	34.72K	+54.01%
Mar 31, 2025	STATE STREET CORP	1.2%	387.34K	5.55M	40.3K	+11.61%
Mar 31, 2025	RMB CAPITAL MANAGEMENT, LLC	1.27%	409.63K	5.87M	0	0
Mar 31, 2025	MENDON CAPITAL ADVISORS CORP	1.33%	431.14K	6.18M	-12.56K	-2.83%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.71%	552.89K	7.93M	12.9K	+2.39%
Mar 31, 2025	ENDEAVOUR CAPITAL ADVISORS INC	7.59%	2.45M	35.17M	0	0
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	7.78%	2.51M	36.03M	-29.37K	-1.15%
Mar 31, 2025	PFG ADVISORS	0.16%	52.95K	758.77K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.09%	27.97K	400.85K	-43.78K	-61.02%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.09%	29.04K	416.07K	29.04K	+100.00%
Mar 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.09%	29.05K	416.29K	0	0
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.2%	63.5K	909.88K	-1.33K	-2.05%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.2%	63.59K	911.19K	-14.11K	-18.16%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.14%	44.79K	641.81K	-1.18K	-2.56%
Mar 31, 2025	PETIOLE USA LTD	0.61%	195.6K	2.8M	0	0
Mar 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.17%	53.58K	767.79K	0	0
Mar 31, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.17%	54.35K	778.82K	7.63K	+16.33%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.18%	59.67K	855.06K	704	+1.19%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.21%	68.27K	978.37K	13	+0.02%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.22%	69.66K	998.16K	846	+1.23%
Mar 31, 2025	UBS GROUP AG	0.22%	71.29K	1.02M	-302	-0.42%
Mar 31, 2025	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.23%	73.73K	1.06M	0	0

Insiders

Among the BCAL insiders holding of 23.7% of the stake in company, RAINER DAVID I, Executive Chairman, holds the largest shares of 356.35K. HERNANDEZ RICHARD, President, is the second largest BCAL insider with ownership of 72.94K shares. CARANDANG JEAN, Bank Chief Financial Officer, stands third with possession of 37.17K shares of that stake.

Insiders	Designation	Shares Held
RAINER DAVID I	Executive Chairman	356.35K
HERNANDEZ RICHARD	President	72.94K
CARANDANG JEAN	Bank Chief Financial Officer	37.17K
VOLK DAVID J.	director	28.2K
WILLIAMS ANNE A	director	19.04K
MARTIN RICARDO	director	14.86K
MACHADO LESTER	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 08, 2026	HERNANDEZ RICHARD	SALE	19.12	17K	325.04K	72.94K
May 07, 2026	RAINER DAVID I	SALE	19.00	75K	1.43M	356.35K
Mar 06, 2026	CARANDANG JEAN	SALE	17.90	8K	143.2K	37.17K
Feb 03, 2026	VOLK DAVID J.	PURCHASE	18.64	27K	503.28K	28.2K
Jan 28, 2026	VOLK DAVID J.	SALE	18.95	2.35M	44.46M	3.73K
Aug 20, 2024	MACHADO LESTER	SALE	14.37	10K	143.72K	0
Nov 08, 2023	MACHADO LESTER		0.00	3.41K	-	44.57K
Oct 31, 2023	VOLK DAVID J.	OTHER	0.00	3.36K	-	2.34M
Oct 12, 2023	VOLK DAVID J.	AWARD	0.00	726	-	2.35M
Oct 03, 2023	VOLK DAVID J.	AWARD	0.00	726	-	2.35M
Jul 31, 2023	WILLIAMS ANNE A	AWARD	0.00	1.5K	-	19.04K
Jul 31, 2023	MARTIN RICARDO	AWARD	0.00	1.63K	-	14.86K
Jun 25, 2023	VOLK DAVID J.	OTHER	0.00	61	-	987
Jun 14, 2023	WILLIAMS ANNE A	AWARD	0.00	3.46K	-	17.54K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE27K1

SALES2.45M4

NET SHARES-2.42M3

SHARES HELD498.38K5

% NET SHARES-585.39%-40%

Frequently Asked Questions