Funds holding Sierra Bancorp
171 funds declare a position · 31 ETFs and 140 other funds · 136.3M $ · US82620P1021
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 391,362 | 13.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND | 344,098 | 11.7M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 327,894 | 11.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 283,518 | 10.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 241,814 | 8.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Regional Bank Fund John Hancock Investment Trust II | 176,793 | 6.4M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| Select Banking Portfolio Fidelity Select Portfolios | 132,800 | 4.8M $ | 1.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 135,726 | 4.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 119,329 | 4.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 99,344 | 3.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 104,944 | 3.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 90,298 | 3.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 78,503 | 2.8M $ | 0.06 % | as of Feb 27, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 70,089 | 2.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 68,139 | 2.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 63,156 | 2.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 61,495 | 2.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 60,862 | 2.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 60,338 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 53,000 | 1.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund Northern Funds | 52,912 | 1.8M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 43,189 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 34,990 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 35,950 | 1.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 30,624 | 1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 27,888 | 1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 26,209 | 945.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 26,604 | 902.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,132 | 870.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 23,297 | 838.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 20,685 | 746.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 21,020 | 713K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 19,221 | 691.6K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 17,053 | 613.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 17,674 | 599.5K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 17,491 | 593.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 16,376 | 590.8K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 15,717 | 567.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 14,878 | 504.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 14,425 | 489.3K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 14,268 | 484K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 13,019 | 468.4K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 13,266 | 450K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 12,124 | 411.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 11,221 | 404.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 11,332 | 384.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 10,292 | 370.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 10,341 | 350.8K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 9,715 | 349.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 10,134 | 343.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 9,786 | 331.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,164 | 329.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 8,600 | 310.3K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,412 | 303.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 8,029 | 288.9K $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,266 | 280.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,898 | 267.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 7,013 | 253K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 7,400 | 251K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,898 | 248.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,225 | 245.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 6,777 | 229.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,313 | 227.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 5,854 | 211.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,990 | 203.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 5,952 | 201.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 5,340 | 192.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 5,235 | 188.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 5,501 | 186.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,439 | 184.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 5,252 | 178.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 4,776 | 171.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,036 | 170.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,635 | 167.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 4,823 | 163.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,701 | 159.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 4,649 | 157.7K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 4,610 | 156.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 4,474 | 151.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,109 | 148.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 4,175 | 141.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 3,925 | 141.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,118 | 139.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 3,971 | 134.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 3,833 | 130K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Zacks Small-Cap Core Fund Zacks Trust | 3,510 | 126.3K $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 3,626 | 123K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 3,400 | 122.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 3,094 | 111.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,280 | 111.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 3,045 | 109.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,989 | 107.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,159 | 107.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,978 | 107.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,010 | 102.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,643 | 95.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 2,796 | 94.8K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 2,409 | 86.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,530 | 85.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 2,338 | 79.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |