AI Holders Summary · Q1 2026

158 institutions reported BCAL in Q1 2026. WELLINGTON MANAGEMENT GROUP LLP leads at 14.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$48M2.7M0.01%Q1 2026 02

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$40M2.1M0.01%Q1 2026 03

Castle Creek Capital Partners VI, LP

CIK 0001666749

$39M2.3M69.89%Q3 2025 04

ENDEAVOUR CAPITAL ADVISORS INC

CIK 0001218749

$32M1.8M7.31%Q1 2026 05

BlackRock, Inc.

CIK 0002012383

$26M1.5M0.00%Q1 2026 06

FJ Capital Management LLC

CIK 0001599170

$24M1.3M2.62%Q4 2025 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$19M1.0M0.00%Q1 2026 08

BANC FUNDS CO LLC

CIK 0001029311

$15M831K2.74%Q1 2026 09

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$14M795K0.01%Q1 2026 10

STATE STREET CORP

CIK 0000093751

$14M770K0.00%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$10M556K0.00%Q1 2026 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$8M470K0.00%Q1 2026 13

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$8M431K0.16%Q1 2026 14

MENDON CAPITAL ADVISORS CORP

CIK 0001177043

$7M404K2.78%Q1 2026 15

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$7M368K0.00%Q1 2026 16

Curi Capital, LLC

CIK 0001332905

$6M347K0.11%Q1 2026 17

MORGAN STANLEY

CIK 0000895421

$5M270K0.00%Q1 2026 18

Elizabeth Park Capital Advisors, Ltd.

CIK 0001600583

$5M255K3.47%Q1 2026 19

MARSHALL WACE, LLP

CIK 0001318757

$4M219K0.00%Q4 2025 20

Siena Capital Partners GP, LLC

CIK 0001694886

$4M209K0.96%Q1 2026

Page 1 of 8

138 more holders available. Log in →