TCBK / TriCo Bancshares - Kepemilikan Institusional - Pembeli

TriCo Bancshares
US ˙ NasdaqGS ˙ US8960951064

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di TriCo Bancshares meliputi Freestone Capital Holdings, LLC, Assetmark, Inc, Ieq Capital, Llc, Hohimer Wealth Management, Llc, PFG Advisors, WSML - iShares MSCI World Small-Cap ETF, RUSC - U.S. Small Cap Equity Active ETF, Larson Financial Group LLC, Hartland & Co., LLC, True Wealth Design, LLC, MAI Capital Management, Hughes Financial Services, LLC, ETTOX - E*TRADE No Fee Total Market Index Fund, Twin Peaks Wealth Advisors, LLC, dan EBI - Longview Advantage ETF .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 17,600 532.18 679 572.28
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 231 3.12 9 0.00
2025-06-24 NP FRVLX - Franklin Small Cap Value Fund Class A 1,067,509 9.03 41,184 -4.12
2025-07-16 13F Signaturefd, Llc 461 7.46 19 5.88
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 56,234 7.80 2,244 -1.62
2025-08-14 13F Voya Investment Management Llc 9,591 0.99 388 2.37
2025-08-14 13F Wells Fargo & Company/mn 22,318 2.05 904 3.32
2025-08-11 13F Vanguard Group Inc 1,886,954 2.57 76,403 3.90
2025-08-14 13F Smartleaf Asset Management LLC 48 2
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 3,769 15.83 145 2.11
2025-08-14 13F/A Barclays Plc 64,158 39.85 3 100.00
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 50,536 4.26 2,046 5.63
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,787 2.28 378 -10.02
2025-08-06 13F Commonwealth Equity Services, Llc 6,102 6.42 0
2025-08-14 13F Royal Bank Of Canada 4,684 6.60 189 7.39
2025-07-24 13F IFP Advisors, Inc 72 3
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,707 7.22 66 -5.80
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 6,347 7.14 245 -5.79
2025-07-23 NP CFSLX - Column Small Cap Fund 17,744 7.79 708 -1.67
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 121 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 19,344 6.22 746 -6.52
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,903 0.47 515 -8.38
2025-08-14 13F Two Sigma Investments, Lp 71,939 40.04 2,913 41.84
2025-08-07 13F ProShare Advisors LLC 154,969 2,137.50 6,275 2,173.19
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,737 7.82 70 9.38
2025-08-12 13F LPL Financial LLC 11,725 0.09 475 1.28
2025-08-14 13F Ameriprise Financial Inc 75,263 4.39 3,047 5.76
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6,244 6.84 253 8.15
2025-06-26 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 45,509 0.58 1,756 -11.54
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 239,820 8.81 9,710 10.23
2025-05-30 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 51,204 8.48 2,047 -0.78
2025-06-26 NP FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39,619 1,168.21 1,529 1,217.24
2025-08-12 13F Dimensional Fund Advisors Lp 1,668,300 0.32 67,552 1.63
2025-07-14 13F Sweeney & Michel, Llc 125,913 1.40 5,344 19.02
2025-08-08 13F Hartland & Co., LLC 90 4
2025-07-25 NP SCAVX - AB Small Cap Value Portfolio Class A 168,349 5.65 6,717 -3.57
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 805 3.34 32 -5.88
2025-08-05 13F Huntington National Bank 330 122.97 13 160.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 111 6.73 4 0.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3,636 2.57 140 -9.68
2025-08-14 13F Bank Of America Corp /de/ 44,303 40.55 1,794 42.41
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,724 31.70 69 19.30
2025-08-13 13F Davis Asset Management, L.P. 1,046,900 2.56 42,389 3.89
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 815 2,446.88 31 3,000.00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 304 60.00 12 37.50
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,073 5.46 582 -7.34
2025-08-05 13F Bank of New York Mellon Corp 168,355 1.41 6,817 2.73
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,970 5.85 849 7.33
2025-08-12 13F Trexquant Investment LP 12,575 63.65 509 65.80
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2,382 4.11 96 5.49
2025-07-28 NP HDG - ProShares Hedge Replication ETF 42 10.53 2 0.00
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 194,260 2.68 7,495 -9.71
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 146,457 5.53 5,930 6.90
2025-07-07 13F Versant Capital Management, Inc 49 2
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 193,863 28.95 7,479 13.40
2025-08-12 13F Franklin Resources Inc 1,725,857 7.91 69,880 9.32
2025-08-14 13F Millennium Management Llc 34,460 165.96 1,395 169.83
2025-08-04 13F Assetmark, Inc 9,775 396
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 9,722 13.55 375 0.00
2025-07-31 13F Optimum Investment Advisors 988 0.82 40 2.56
2025-07-31 13F Nisa Investment Advisors, Llc 30 76.47 1
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,503 20.38 898 9.79
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 626 16.57 25 19.05
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 79,918 2.22 3,083 -10.09
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 80,511 8.57 3,106 -4.52
2025-08-08 13F Creative Planning 58,760 56.06 2,379 58.18
2025-08-12 13F American Century Companies Inc 464,461 1.71 18,806 3.03
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 82,226 3.41 3,172 -9.06
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 113,724 8.69 4,387 -4.42
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 513,018 3.84 20,772 5.20
2025-08-14 13F Ubs Asset Management Americas Inc 89,125 27.98 3,609 29.64
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 11,408 11.59 440 -1.79
2025-08-13 13F Schroder Investment Management Group 280,344 0.72 11,545 4.03
2025-08-12 13F Charles Schwab Investment Management Inc 313,761 6.69 12,704 8.08
2025-08-08 13F Larson Financial Group LLC 136 6
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,157 63.81 286 49.21
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,121 17.15 236 3.06
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 826 19.36 33 22.22
2025-08-15 13F Tower Research Capital LLC (TRC) 12,930 400.39 524 407.77
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 160,750 9.84 6,414 0.23
2025-08-14 13F Jacobs Levy Equity Management, Inc 33,183 2.72 1,344 4.03
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 55,058 2.06 2,229 3.39
2025-08-07 13F Allworth Financial LP 119,393 1,339.51 4,834 1,378.29
2025-08-14 13F/A Skopos Labs, Inc. 131 36.46 5 66.67
2025-08-12 13F MAI Capital Management 40 2
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 787 37.11 32 40.91
2025-08-08 13F/A Sterling Capital Management LLC 827 49.82 33 50.00
2025-08-13 13F Arizona State Retirement System 9,136 1.70 370 2.79
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61,100 3.06 2,438 -5.94
2025-07-25 13F Cwm, Llc 1,150 3.05 0
2025-08-26 NP JPSV - JPMorgan Active Small Cap Value ETF 4,632 16.24 188 17.61
2025-08-06 13F Golden State Wealth Management, LLC 4,899 0.45 198 2.06
2025-08-13 13F Renaissance Technologies Llc 260,517 17.17 10,548 18.69
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 75,263 12.78 3,003 2.91
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,361 4.23 245 -8.24
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 37,614 1,619.10 1,451 1,427.37
2025-07-09 13F Harbor Capital Advisors, Inc. 289 1.40 0
2025-08-12 13F Legal & General Group Plc 34,999 4.23 1,417 5.59
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 12,800 13.27 518 14.86
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,865 8.56 116 10.48
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 56,032 2.34 2,269 3.66
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 1,995 41.89 81 42.86
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 715 6.40 29 7.69
2025-07-14 13F Ridgewood Investments LLC 10,306 417
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 79,381 2.91 3,063 -9.52
2025-08-14 13F Two Sigma Securities, Llc 5,935 240
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46,520 7.81 1,856 -1.59
2025-08-07 13F Campbell & CO Investment Adviser LLC 16,432 665
2025-07-29 NP EBI - Longview Advantage ETF 1 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 24,113 2.99 976 4.39
2025-08-01 13F Bolthouse Investments, LLC 356,211 0.70 14,423 2.01
2025-08-26 NP Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 309,914 9.38 12,548 10.81
2025-08-14 13F RMB Capital Management, LLC 375,579 1.71 15,207 3.04
2025-08-07 13F PFG Advisors 5,034 204
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 11,602 5.20 470 6.59
2025-08-14 13F D. E. Shaw & Co., Inc. 17,205 14.14 697 15.61
2025-08-07 13F Hughes Financial Services, LLC 13 1
2025-07-30 NP BFOR - Barron's 400 ETF 8,898 355
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 9 0
2025-08-13 13F Federated Hermes, Inc. 1,928 17.70 78 20.00
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 11,309 0.74 458 2.01
2025-07-18 13F Woodward Diversified Capital, Llc 24,581 995
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 180,554 0.60 7,204 -8.18
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,053 5.05 272 -7.48
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 5,809 44.90 232 32.00
2025-07-08 13F Parallel Advisors, LLC 758 4.70 31 7.14
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,492 8.91 60 11.11
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 991 40
2025-08-13 13F Quantbot Technologies LP 5,742 232
2025-06-25 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,002 5.90 386 -7.00
2025-08-13 13F EverSource Wealth Advisors, LLC 564 1,346.15 23 2,100.00
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 853,740 3.71 34,568 5.06
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,912 116
2025-08-05 13F Freestone Capital Holdings, LLC 12,116 491
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 2 0
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 288 1.41 11 -8.33
2025-08-19 13F Hohimer Wealth Management, Llc 5,970 242
2025-08-14 13F Two Sigma Advisers, Lp 44,985 8.44 1,821 9.83
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 7,363 32.55 294 21.07
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 3,370 15.93 134 5.51
2025-08-11 13F Alps Advisors Inc 8,898 1.23 360 2.56
2025-07-28 NP VCSLX - Small Cap Index Fund 14,556 19.11 581 8.61
2025-08-14 13F Ieq Capital, Llc 7,726 313
2025-08-26 NP SCRSX - Small Cap Core Portfolio SCB Class 85,123 10.89 3,447 12.32
2025-08-06 13F True Wealth Design, LLC 58 2
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,078 19.61 659 5.11
2025-08-14 13F Price T Rowe Associates Inc /md/ 34,963 10.16 1 0.00
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 323,711 2.75 12,489 -9.64
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