Funds holding Bank of Marin Bancorp
168 funds declare a position · 29 ETFs and 139 other funds · 106.1M $ · US0634251021
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 449,016 | 11.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 356,675 | 9.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 260,067 | 6.7M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Heartland Value Fund HEARTLAND GROUP INC. | 250,000 | 6.4M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Regional Bank Fund John Hancock Investment Trust II | 211,933 | 5.4M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 199,426 | 5.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 178,318 | 4.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 145,956 | 3.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AB Small Cap Value Portfolio AB CAP FUND, INC. | 134,101 | 3.3M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 125,651 | 3.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 84,137 | 2.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Small Cap Core Portfolio Bernstein Fund Inc | 76,650 | 2M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 77,701 | 1.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 71,132 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 73,170 | 1.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 69,000 | 1.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 70,283 | 1.7M $ | 0.04 % | as of Feb 27, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 64,212 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 63,496 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 59,211 | 1.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 53,724 | 1.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 51,896 | 1.3M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 46,387 | 1.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 44,469 | 1.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 38,963 | 999K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 37,241 | 954.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 37,131 | 951.7K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 34,614 | 887.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 33,800 | 866.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 34,002 | 846.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 32,553 | 834.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 31,770 | 790.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 28,916 | 741.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 25,102 | 643.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 25,725 | 640.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 23,865 | 594K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 22,600 | 562.5K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 19,080 | 489.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 18,295 | 468.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 18,160 | 465.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 17,900 | 458.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 17,040 | 424.1K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 16,200 | 415.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 15,662 | 401.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 15,047 | 385.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 15,172 | 377.6K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 14,428 | 369.8K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 14,074 | 360.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 13,370 | 342.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 12,642 | 324K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 12,401 | 317.8K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 11,943 | 297.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 11,031 | 274.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,928 | 254.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,598 | 246K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 9,234 | 236.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 9,187 | 235.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 8,296 | 212.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,045 | 206.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 7,905 | 196.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 7,616 | 195.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 7,346 | 188.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,834 | 175.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 6,695 | 171.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 6,688 | 171.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 6,631 | 170K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 6,468 | 165.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 5,769 | 147.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 5,674 | 145.4K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 5,583 | 139K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 5,260 | 134.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 5,192 | 133.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 5,044 | 129.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,760 | 122K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 4,553 | 116.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 4,500 | 115.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,276 | 109.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 4,235 | 108.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 4,234 | 108.5K $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 4,032 | 103.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 4,029 | 103.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 3,688 | 91.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,614 | 90K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,432 | 88K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,410 | 87.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 3,238 | 83K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| AQR Small Cap Momentum Style Fund AQR Funds | 3,137 | 80.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 3,123 | 80K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,845 | 72.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 2,833 | 72.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 2,798 | 71.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,629 | 67.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,611 | 66.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,496 | 64K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,474 | 63.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 2,422 | 62.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 2,364 | 60.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 2,362 | 60.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,211 | 55K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,088 | 53.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |