HTBK / Heritage Commerce Corp - Participation institutionnelle - Acheteurs

Heritage Commerce Corp
US ˙ NasdaqGS ˙ US4269271098

Participation institutionnelle et des fonds - Acheteurs

Les principaux détenteurs qui ont ouvert de nouvelles positions dans Heritage Commerce Corp comprennent SCRSX - Small Cap Core Portfolio SCB Class, Destination Wealth Management, Ieq Capital, Llc, Icon Wealth Advisors, LLC, ASMOX - AQR Small Cap Momentum Style Fund Class I, WSML - iShares MSCI World Small-Cap ETF, Hartland & Co., LLC, Larson Financial Group LLC, CIBC Private Wealth Group, LLC, Skopos Labs, Inc., Twin Peaks Wealth Advisors, LLC, et EBI - Longview Advantage ETF .

Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

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Date de dépôt Source Investisseur Type Prix moyen
(Est)		 Actions Δ Actions
(%)		 Valeur déclarée
(1000 $)		 Δ Valeur
(%)		 Allocation de portefeuille
(%)
2025-08-14 13F Mariner, LLC 67 114 72,88 666 80,49
2025-08-12 13F Charles Schwab Investment Management Inc 505 727 3,54 5 022 7,98
2025-08-14 13F Man Group plc 67 872 101,13 674 109,66
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 12 317 8,19 122 12,96
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF 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 32 660 0,15 302 -12,72
2025-08-13 13F Northern Trust Corp 585 638 0,31 5 815 4,64
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 11 583 17,31 105 9,47
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 16 019 38,96 145 29,73
2025-07-24 13F IFP Advisors, Inc 168 2
2025-08-05 13F Simplex Trading, Llc Call 2 000 0
2025-08-26 NP JPSV - JPMorgan Active Small Cap Value ETF 14 229 18,35 141 23,68
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 12 887 4,09 116 -2,52
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 2 419 24
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 306 0,99 3 50,00
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 21 850 0,48 198 -6,19
2025-08-14 13F Citadel Advisors Llc 317 265 25,29 3 150 30,71
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 122 135 0,74 1 213 5,03
2025-07-28 NP VCSLX - Small Cap Index Fund 25 337 11,30 235 -2,90
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 3 600 16,05 36 20,69
2025-08-14 13F Fourthstone LLC 61 100 607
2025-07-17 13F SummerHaven Investment Management, LLC 91 792 1,76 911 6,18
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 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 7 973 13,40 79 19,70
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 1 858 856 1,43 18 458 5,79
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 4 458 55,22 40 48,15
2025-08-08 13F SBI Securities Co., Ltd. 52 4,00 1
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 122 739 7,85 1 137 -5,88
2025-08-13 13F Hsbc Holdings Plc 58 931 51,76 589 59,19
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 12 534 10,09 113 2,73
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 58 613 22,48 582 27,91
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 1 623 32,82 15 36,36
2025-08-14 13F Quantinno Capital Management LP 22 996 40,27 228 46,15
2025-07-31 13F AlTi Global, Inc. 656 604 0,00 6 520 4,32
2025-08-13 13F Arrowstreet Capital, Limited Partnership 173 863 32,43 1 726 38,19
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 21 326 44,95 197 26,28
2025-08-15 13F Tower Research Capital LLC (TRC) 10 749 50,44 107 55,88
2025-07-25 NP SCHA - Schwab U.S. Small-Cap ETF 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 295 367 0,70 2 735 -12,11
2025-07-29 NP EBI - Longview Advantage ETF 2 0
2025-06-26 NP DFFVX - U.S. 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 428 750 2,61 3 876 -4,27
2025-08-11 13F Vanguard Group Inc 3 555 704 1,72 35 308 6,10
2025-06-27 NP RSSL - Global X Russell 2000 ETF 36 367 7,09 329 -0,30
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 299 806 10,11 2 776 -3,88
2025-08-12 13F CIBC Private Wealth Group, LLC 318 3
2025-08-12 13F MAI Capital Management 679 7
2025-08-28 NP IWC - iShares Micro-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 135 616 1,89 1 347 6,24
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1 317 7,95 13 18,18
2025-08-14 13F Price T Rowe Associates Inc /md/ 29 717 13,54 0
2025-08-11 13F Rothschild Investment Llc 280 80,65 3 100,00
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 33 622 2,00 334 6,39
2025-08-22 NP KVALX - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 25 120 32,22 249 38,33
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6 775 2,60 61 -3,17
2025-06-26 NP DFQTX - U.s. Core Equity 2 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 86 245 9,65 780 2,23
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 244 6,55 2 0,00
2025-08-13 13F Jump Financial, LLC 70 167 35,46 697 41,18
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 6 790 27,58 67 34,00
2025-08-14 13F Ameriprise Financial Inc 254 069 7,89 2 523 12,54
2025-08-08 13F Larson Financial Group LLC 944 9
2025-08-11 13F/A rhino investment partners, Inc 612 175 11,61 6 079 16,41
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 2 244 37,58 21 40,00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 959 0
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 1 089 59,91 10 50,00
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 7 644 71
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 71 900 7,63 714 12,28
2025-08-07 13F Allworth Financial LP 1 807 17,80 18 30,77
2025-08-14 13F Ubs Asset Management Americas Inc 176 655 32,80 1 754 38,55
2025-08-13 13F Marshall Wace, Llp 72 969 725
2025-08-04 13F Strs Ohio 59 600 3,65 592 8,04
2025-08-12 13F XTX Topco Ltd 11 365 113
2025-08-14 13F Brevan Howard Capital Management LP 33 589 334
2025-08-14 13F/A Skopos Labs, Inc. 307 3
2025-05-05 13F Lindbrook Capital, Llc 1 413 3,59 13 8,33
2025-08-13 13F Arizona State Retirement System 17 073 2,29 170 6,96
2025-08-12 13F Dimensional Fund Advisors Lp 3 423 604 0,38 33 996 4,70
2025-08-14 13F Ieq Capital, Llc 15 117 150
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 157 000 2,02 1 419 -4,83
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 10 759 107
2025-08-14 13F Goldman Sachs Group Inc 1 138 666 28,34 11 307 33,86
2025-08-14 13F HoldCo Asset Management, L.P. 1 623 446 1 619,04 16 121 1 627,76
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 34 910 118,32 347 127,63
2025-07-14 13F GAMMA Investing LLC 2 761 11,33 27 17,39
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 65 259 17,36 648 22,50
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 18 781 7,06 170 0,00
2025-08-13 13F Renaissance Technologies Llc 441 500 37,33 4 384 43,27
2025-08-26 NP SCRSX - Small Cap Core Portfolio SCB Class 33 690 335
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap Equity 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 134 222 62,97 1 333 69,90
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 264 173 1,19 2 623 5,55
2025-08-14 13F Aqr Capital Management Llc 461 974 36,82 4 587 42,72
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 188 199 9,50 1 869 14,18
2025-08-22 NP FISVX - Fidelity Small Cap Value 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 66 855 2,48 664 6,76
2025-07-28 NP HDG - ProShares Hedge Replication ETF 78 11,43 1
2025-08-14 13F Raymond James Financial Inc 284 228 18,60 2 822 23,72
2025-08-12 13F Inceptionr Llc 11 442 114
2025-08-14 13F Destination Wealth Management 24 700 245
2025-07-31 13F State of New Jersey Common Pension Fund D 216 961 12,89 2 154 17,77
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1 484 44,92 15 55,56
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 117 507 5,01 1 088 -8,34
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 87 033 2,41 864 6,80
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 378 593 5,16 3 422 -1,89
2025-08-14 13F Alliancebernstein L.p. 430 746 19,44 4 277 24,58
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 147 471 2,20 1 333 -4,65
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 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 6 696 167,84 61 150,00
2025-08-15 13F Great West Life Assurance Co /can/ 11 282 6,69 0
2025-08-06 13F Savant Capital, LLC 28 085 14,73 279 19,31
2025-08-01 13F Liberty Wealth Management Llc 11 405 0,01 113 4,63
2025-08-14 13F Two Sigma Investments, Lp 407 504 0,68 4 047 5,01
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 1 355 840 6,12 13 463 10,69
2025-08-12 13F Franklin Resources Inc 92 912 5,34 923 9,89
2025-08-05 13F Bank of New York Mellon Corp 417 883 1,52 4 150 5,90
2025-08-07 13F Campbell & CO Investment Adviser LLC 39 160 389
2025-08-12 13F/A Boston Partners 1 102 707 2,06 10 818 6,46
2025-08-14 13F/A Barclays Plc 229 074 21,80 2 100,00
2025-08-14 13F Aquatic Capital Management LLC 33 256 182,74 330 197,30
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 612 737 3,60 5 539 -3,35
2025-08-13 13F Centiva Capital, LP 19 118 5,29 190 9,88
2025-08-14 13F Point72 Asset Management, L.P. 33 909 84,11 337 92,00
2025-08-14 13F Colony Group, LLC 36 806 3,56 365 7,99
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 24 320 23,75 241 28,88
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 141 0,71 1 0,00
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 48 600 3,88 439 -3,09
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 251 253 19,30 2 327 4,12
2025-07-22 13F Gsa Capital Partners Llp 120 873 155,58 1
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 10 629 106
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 47 923 476
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 211 555 48,44 1 912 38,45
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3 312 10,22 33 14,29
2025-08-08 13F Hartland & Co., LLC 1 046 10
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 28 654 85,56 285 93,20
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 29 052 94,91 311 119,86
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 234 229 7,14 2 117 -0,05
2025-08-08 13F/A Sterling Capital Management LLC 1 597 55,35 16 66,67
2025-08-26 NP Profunds - Profund Vp Small-cap 137 2,24 1 0,00
2025-08-08 13F Creative Planning 173 005 38,54 1 718 44,53
2025-08-14 13F UBS Group AG 160 649 81,46 1 595 89,43
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 159 072 7,36 1 438 0,21
2025-08-14 13F Two Sigma Advisers, Lp 502 102 7,13 4 986 11,72
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 5 428 8,93 54 12,77
2025-08-12 13F Brandywine Global Investment Management, LLC 12 370 123
2025-08-13 13F Cerity Partners LLC 152 744 3,00 1 517 7,44
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 1 659 50,82 16 60,00
2025-08-14 13F Voya Investment Management Llc 19 626 1,56 195 6,01
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 44 438 2,78 441 7,30
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 611 6
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 4 500 41
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 10 909 8,51 99 1,03
2025-08-14 13F Evergreen Capital Management Llc 30 368 2,51 302 6,74
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-14 13F Wells Fargo & Company/mn 67 787 6,29 673 10,87
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F MetLife Investment Management, LLC 38 574 23,93 383 29,39
2025-08-13 13F First Trust Advisors Lp 40 363 6,75 401 11,42
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 86 803 8,20 804 -5,64
2025-08-14 13F Maltese Capital Management Llc 190 000 1 887
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 39 309 6,83 390 11,43
2025-08-11 13F Empowered Funds, LLC 188 467 9,66 1 871 14,36
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 7 431 25,14 69 7,94
2025-08-14 13F Bridgeway Capital Management Inc 320 931 5,45 3 187 9,98
2025-08-14 13F Icon Wealth Advisors, LLC 12 138 121
2025-08-08 13F Geode Capital Management, Llc 1 565 168 5,90 15 544 10,46
2025-08-12 13F Rhumbline Advisers 109 442 19,88 1 087 24,97
2025-08-13 13F EverSource Wealth Advisors, LLC 5 403 16 272,73 54
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 12 751 18,16 127 23,53
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 11 300 151,11 105 121,28
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 3 290 12,06 30 3,57
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 449 922 5,53 4 468 10,08
2025-05-27 NP FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class 2 050 20
2025-07-14 13F UMA Financial Services, Inc. 160 68,42 2
2025-08-12 13F Prudential Financial Inc 19 826 18,31 197 23,27
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 23 0
2025-07-25 13F Cwm, Llc 20 287 51,50 0
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 56 235 16,57 508 8,78
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 4 904 6,56 49 11,63
2025-08-26 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 20 659 205
Other Listings
DE:XHC 8,80 €
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