13F

Stock

Heritage Comm Corp

Ticker not mapped · held by 194 managers

Reported value

$638.1M

Holders

194

+28 new · −36 exited

Holders’ est. mark

$19.4M

Price effect on 160 books still in the name

Largest holder

$102.3M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.8.2M$102.3M$3.85MAdded$2.15M
DIMENSIONAL FUND ADVISORS LP3.4M$42.4M$1.54MAdded$3.06M
VANGUARD CAPITAL MANAGEMENT LLC2.64M$33MHeld
State Street2.42M$30.5M$1.18MAdded$6.86M
Balyasny Asset Management L.P.1.71M$21.3M$611.5KAdded$5.69M
HoldCo Asset Management, LP1.62M$20.3M$763KAdded$763K
First Trust Capital Management L.P.1.62M$20.2M$728.5KAdded$1.62M
GEODE CAPITAL MANAGEMENT, LLC1.57M$19.6M$721.3KAdded$1.2M
Boston Partners1.51M$18.9M$675.2KCut−$48.5K
JPMORGAN CHASE & CO1.44M$17.7M$360.2KCut−$2.19M
MANUFACTURERS LIFE INSURANCE COMPANY, THE1.22M$15.2M$572.4KAdded$366.2K
CITIGROUP INC1.21M$15.1M$111.4KAdded$12.2M
GOLDMAN SACHS GROUP INC1.11M$13.9M$521.6KCut−$4.63M
AMERICAN CENTURY COMPANIES INC1.04M$13M$491.1KAdded$316.6K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1.01M$12.6M$202.3KAdded$7.43M
KENNEDY CAPITAL MANAGEMENT LLC987.5K$12.3M$464.1KAdded$275.6K
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC824K$10.3M$387.3KCut−$1.36M
MILLENNIUM MANAGEMENT LLC819.2K$10.2M$36.7KAdded$9.29M
GARDNER LEWIS ASSET MANAGEMENT L P816.8K$10.2M$13.3KAdded$9.85M
Icahn Capital728.8K$9.1M$342.5KCut−$945.5K
Qube Research & Technologies Ltd709.3K$8.85M$330.1KAdded$416.9K
AQR Arbitrage LLC678.4K$8.47M$192.4KAdded$3.55M
SummitTX Capital, L.P.580.2K$7.24M$237KAdded$1.19M
AlTi Global, Inc.561.7K$7.08M$337KCut−$263.5K
NORTHERN TRUST CORP542.5K$6.77M$244.6KAdded$520.5K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC508.2K$6.34M$237.4KAdded$274.7K
ABC ARBITRAGE SA466.4K$5.82M$219.2KCut−$1.15M
ALLIANCEBERNSTEIN L.P.479.1K$5.75M$0Cut−$3.41M
VANGUARD PORTFOLIO MANAGEMENT LLC443.4K$5.53MHeld
MORGAN STANLEY435.9K$5.44M$200.5KAdded$317K
UBS Group AG423.6K$5.29M$140.1KAdded$1.71M
VANGUARD FIDUCIARY TRUST CO398.7K$4.98MHeld
Renaissance Technologies390K$4.87M$183.3KCut−$713.8K
Bank of New York Mellon Corp387.8K$4.84M$178.2KAdded$285.6K
PRELUDE CAPITAL MANAGEMENT, LLC363.3K$4.53MNew
SUSQUEHANNA INTERNATIONAL GROUP, LLP351.8K$4.39M$35.5KAdded$3.48M
JANE STREET GROUP, LLC331.9K$4.14M$106.3KAdded$1.43M
TWO SIGMA INVESTMENTS, LP319.7K$3.99M$150.3KAdded$47.6K
Allianz Asset Management GmbH300.1K$3.75M$141KAdded$141K
Squarepoint Ops LLC280.2K$3.5MNew
JACOBS ASSET MANAGEMENT, LLC262.5K$3.28M$94KAdded$874K
Creative Planning230.9K$2.88M$106.4KAdded$163.1K
Citadel215.5K$2.69M$101.3KCut−$1.18M
BANK OF AMERICA CORP /DE/211K$2.63M$52KAdded$1.31M
State of New Jersey Common Pension Fund D210.6K$2.63M$99KAdded$99K
Rosenthal | Henry Capital Advisors, Inc.190.1K$2.37M$86KAdded$89.3K
Cerity Partners LLC172.7K$2.16M$81.2KAdded$10.6K
Nuveen, LLC171.7K$2.14M$80.7KCut−$5.86M
BARCLAYS PLC141.6K$1.77M$66.6KCut−$751.6K
PRINCIPAL FINANCIAL GROUP INC128K$1.6MNew
Fidelity126.9K$1.58M$44.8KAdded$439.4K
Invesco Ltd.120.6K$1.51M$55.3KAdded$93.3K
Empowered Funds, LLC118.8K$1.48MNew
BRIDGEWAY CAPITAL MANAGEMENT, LLC118.8K$1.48M$55.8KCut−$2.94M
ROYAL BANK OF CANADA115.7K$1.45M$54.5KAdded$66K
Swiss National Bank113.7K$1.42M$53.4KAdded$53.4K
Versor Investments LP113K$1.41M$53.1KCut−$7.48M
NEW YORK LIFE INVESTMENT MANAGEMENT LLC110.4K$1.38MNew
DEUTSCHE BANK AG\108.6K$1.36M$22.1KAdded$791.3K
SEI INVESTMENTS CO105K$1.31M$40.5KAdded$276.4K
FRANKLIN RESOURCES INC102.1K$1.27M$45.3KAdded$117.2K
RAYMOND JAMES FINANCIAL INC96.8K$1.21M$45.5KCut−$2.29M
Robertson Stephens Wealth Management, LLC92.6K$1.17M$55.5KAdded$55.5K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC85.2K$1.06M$40.1KAdded$39.6K
IEQ CAPITAL, LLC84.6K$1.06M$39.8KCut−$247.6K
Lido Advisors, LLC78.9K$994.9K$47.5KCut−$49.5K
VICTORY CAPITAL MANAGEMENT INC78K$973.4K$36.7KCut−$311.6K
AMERIPRISE FINANCIAL INC75.4K$941.1K$35.6KCut−$400.3K
BANC FUNDS CO LLC75.1K$937.7K$35.3KCut−$521.9K
RHUMBLINE ADVISERS73.6K$919.1K$34.6KAdded$8.2K
Quantinno Capital Management LP72.9K$909.3K$24KAdded$295.9K
STIFEL FINANCIAL CORP72.5K$905.3K$34.1KAdded$33.6K
Rafferty Asset Management, LLC72K$899K$21.8KAdded$342.6K
FIRST MANHATTAN CO. LLC.68.6K$865.6K$41.2KCut−$239.8K
Legal & General Group Plc66.7K$832.2K$25.9KAdded$169.9K
Zurcher Kantonalbank (Zurich Cantonalbank)65K$811.5K$18.9KAdded$328.1K
Assenagon Asset Management S.A.61.5K$766.9K$28.9KCut−$4.24M
ALPS ADVISORS INC61.3K$765K$28.8KCut−$47.9K
Mariner, LLC61.1K$762.7K$28.4KCut−$111.3K
Y-Intercept (Hong Kong) Ltd60.1K$749.5KNew
Susquehanna Portfolio Strategies, LLC55.4K$691.1K$26KAdded$26K
CWM, LLC53.9K$672.4K$671.7KAdded$671.7K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM53.4K$666.7K$25.1KAdded$19.7K
CSS LLC/IL52.4K$653.5KNew
Quantbot Technologies LP52.2K$651KNew
OXFORD ASSET MANAGEMENT LLP51.3K$639.8K$8.2KAdded$430.3K
WHITTIER TRUST CO OF NEVADA INC48.6K$622K$18KAdded$18K
Transmarket Holdings LP47.2K$588.5KNew
Odyssean, LLC46.3K$577.5K$8.62KAdded$357.4K
Abacus Wealth Partners, LLC45.8K$572K$21KAdded$34.3K
STRS OHIO42.2K$526.7K$19.8KCut−$115.9K
Hennion & Walsh Asset Management, Inc.42.1K$525.2K$16.6KAdded$101.6K
VANGUARD ASSET MANAGEMENT, Ltd39.7K$495.6KHeld
Universal- Beteiligungs- und Servicegesellschaft mbH38K$474.5K$17.9KAdded$17.9K
WATER ISLAND CAPITAL LLC38K$474.1K$15.9KAdded$66.7K
Cornerstone Capital, Inc.37.5K$468KNew
Bleakley Financial Group, LLC36.5K$455.8K$16KAdded$48.1K
MERCER GLOBAL ADVISORS INC /ADV36.3K$452.6K$13.6KAdded$105.5K
Beacon Pointe Advisors, LLC33.8K$421.2KNew
WELLS FARGO & COMPANY/MN31.9K$398.5K$15KCut−$754.1K
Amundi31.8K$397.4KNew
EVERGREEN CAPITAL MANAGEMENT LLC29.4K$370.6K$17.5KAdded$17.5K
CREDIT INDUSTRIEL ET COMMERCIAL29.6K$369.6KNew
MetLife Investment Management, LLC29.4K$366.9K$13.8KCut−$8.28K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.28.1K$350.8K$13.1KAdded$16.4K
JANUS HENDERSON GROUP PLC27.1K$338.3K$12.5KAdded$12.5K
Focus Partners Wealth25.1K$313.8K$10.1KAdded$55.8K
Destination Wealth Management24.7K$308.3K$11.6KAdded$11.6K
QUADRANT CAPITAL GROUP LLC23.7K$295.7K$11.1KAdded$7.69K
Vanguard Global Advisers, LLC22.9K$285.8KHeld
Orion Porfolio Solutions, LLC22.1K$275.2K$10.4KCut−$20K
DRW Securities, LLC21.7K$271.4KNew
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC33.4K$269.3K−$126.3KCut−$88.5K
XTX Topco Ltd20.5K$255.4K$9.62KCut−$7.37K
BNP PARIBAS FINANCIAL MARKETS19.4K$242.5K$7.41KAdded$53.2K
Murchinson Ltd.18.6K$232.1KNew
Police & Firemen's Retirement System of New Jersey17.5K$218.5K$6.83KAdded$43.9K
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM16.9K$211K$7.95KCut−$1.76M
INTECH INVESTMENT MANAGEMENT LLC16.3K$203.9K$7.68KCut−$94.4K
ARIZONA STATE RETIREMENT SYSTEM16K$199.2K$7.5KAdded$3.95K
NEW YORK STATE COMMON RETIREMENT FUND15.9K$198.3K$7.47KAdded$7.47K
Focus Partners Advisor Solutions, LLC15.7K$195.3KNew
Savant Capital, LLC15.5K$193.8K$6.36KAdded$31.2K
Caprock Group, LLC14.8K$186.9K$8.97KAdded$1.66K
Eurizon Capital SGR S.p.A.14.7K$180.7K$3.16KAdded$5.28K
Vanguard Investments Australia, Ltd.14.4K$179.7KHeld
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC13.8K$172.5K$6.48KAdded$6.95K
Merit Financial Group, LLC13.7K$171.4K$5.83KAdded$22.7K
Entropy Technologies, LP12.9K$160.4KNew
CAPTRUST FINANCIAL ADVISORS12.6K$157.2K$5.91KAdded$5.95K
Holcombe Financial, Inc.12.6K$157.2K$5.92KAdded$5.92K
NorthCrest Asset Manangement, LLC12.2K$155.5K$4.76KCut−$2.6K
Connor, Clark & Lunn Investment Management Ltd.11.6K$145.4K$5.47KCut−$42.7K
LIBERTY WEALTH MANAGEMENT LLC11.4K$142.4K$5.36KAdded$5.37K
VOYA INVESTMENT MANAGEMENT LLC11.4K$142.3K$5.36KCut−$2.77K
Chicago Capital Management, LLC14K$131.9KNew
GUGGENHEIM CAPITAL LLC10.1K$126.2KNew
Brevan Howard Capital Management LP10.1K$125.5KNew
One Wealth Advisors, LLC10K$125.4K$4.72KAdded$4.72K
Russell Investments Group, Ltd.9.57K$119.5K$3.01KAdded$42.7K
NISA INVESTMENT ADVISORS, LLC7.5K$94.6K$4.46KAdded$5.32K
Larson Financial Group LLC7.06K$88.1K$3.32KCut−$333
Parallel Advisors, LLC6.94K$86.6K$1.2KAdded$55.8K
EverSource Wealth Advisors, LLC6.39K$79.8K$2.97KAdded$3.87K
Tower Research Capital LLC (TRC)5.24K$65.4K$1.8KAdded$19.4K
SIGNATUREFD, LLC5.15K$64.3K$2.42KAdded$2.42K
Ameritas Investment Partners, Inc.5.06K$63.1K$2.38KAdded$2.38K
Parkside Financial Bank & Trust5.01K$62.5K$2.35KAdded$2.35K
PFS Partners, LLC4.82K$60.2K$2.27KAdded$2.27K
PNC Financial Services Group, Inc.4.74K$59.1K$1.57KAdded$19.1K
Rockefeller Capital Management L.P.4.52K$56.4K$1.75KAdded$11.6K
GAMMA Investing LLC4.16K$51.9K$1.65KAdded$9.82K
US BANCORP \DE\3.81K$47.5K$1.74KAdded$3.08K
Allworth Financial LP2.99K$37.3K$1.36KAdded$2.55K
Essential Partners LLC2.8K$35K$1.32KAdded$1.32K
OSAIC HOLDINGS, INC.2.63K$32.8K$1.23KAdded$1.39K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2.05K$25.6K$16.2KAdded$25.6K
Smartleaf Asset Management LLC2.06K$25.3K$289Cut−$1.59K
Sterling Capital Management LLC1.99K$24.8K$933Cut−$16.7K
GROUP ONE TRADING LLC1.05K$13.2K$495Cut−$31.3K
Farther Finance Advisors, LLC1.03K$13K$625Added$675
Pinnacle Wealth Planning Services, Inc.806$10.1K$379Added$379
IFP Advisors, Inc781$9.75K$367Added$367
ROTHSCHILD INVESTMENT LLC556$6.94K$255Added$442
FIFTH THIRD BANCORP434$5.42KNew
MassMutual Private Wealth & Trust, FSB421$5.25K$198Added$198
HUNTINGTON NATIONAL BANK396$4.94K$186Added$186
MAI Capital Management370$4.62K$159Added$546
Root Financial Partners, LLC250$3.12K$24Added$2.5K
True Wealth Design, LLC242$3.02K$114Added$114
Optiver Holding B.V.238$2.97K$111Cut−$1.52K
Physician Wealth Advisors, Inc.209$2.61K$98Added$98
Arax Advisory Partners198$2.47K$8Added$2.28K
Glazer Capital, LLC193.9K$2.42KNew
JPL Wealth Management, LLC191$2.38KNew
Versant Capital Management, Inc190$2.37K$89Added$89
Stone House Investment Management, LLC74$924New
ALGERT GLOBAL LLC70K$874New
SG Americas Securities, LLC69.6K$869$17Added$433
Caitong International Asset Management Co., Ltd56$699$5Added$579
Bruce G. Allen Investments, LLC52$649$24Added$36
SBI Securities Co., Ltd.48$599$23Added$35
FINANCIAL CONSULATE, INC46$575$22Added$22
PRICE T ROWE ASSOCIATES INC /MD/45.8K$572$17Added$159
SJS Investment Consulting Inc.40$500$19Added$19
TWIN PEAKS WEALTH ADVISORS, LLC23$287New
Sunbelt Securities, Inc.14$175$7Added$7
CANADA LIFE ASSURANCE Co12.4K$155$6Added$9
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO12.4K$154$6Added$6
State of Alaska, Department of Revenue2.43K$30$1Added$1
Freestone Grove Partners LP1$12New
Hughes Financial Services, LLC1$12New
Covestor Ltd8$0−$0Cut−$10
BESSEMER GROUP INC7$0$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.