HTBK 机构投资人持股, 买家 - Heritage Commerce Corp

机构和基金投资人持股 - 买家

在遗产商业公司中开设新头寸的主要持有者包括 SCRSX - 小型股核心投资组合 SCB 类别, 目的地财富管理, Ieq资本有限公司, 图标财富顾问有限责任公司, ASMOX - AQR 小盘动量型基金 I 类, WSML - iShares MSCI 全球小型股 ETF, 哈特兰有限公司, 拉森金融集团有限责任公司, CIBC 私人财富集团有限责任公司, 斯科波斯实验室有限公司, 双峰财富顾问有限责任公司, 和 EBI-长景优势ETF .

本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。

升级以解锁高级数据。

文件日期	来源	投资者	类型	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-08-14	13F	水手有限责任公司		67,114	72.88	666	80.49
2025-08-12	13F	嘉信理财投资管理公司		505,727	3.54	5,022	7.98
2025-08-14	13F	曼氏集团		67,872	101.13	674	109.66
2025-08-20	NP	全国可变保险信托 - NVIT 小盘指数基金 II 类		12,317	8.19	122	12.96
2025-07-25	NP	SCHB - 嘉信美国广泛市场 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	北方信托公司		585,638	0.31	5,815	4.64
2025-06-26	NP	FLXSX - 富达 Flex 小盘股指数基金 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 - 维度美国股票 ETF		16,019	38.96	145	29.73
2025-07-24	13F	IFP 顾问公司		168		2
2025-08-05	13F	Simplex 贸易有限公司	Call	2,000		0
2025-08-26	NP	JPSV - 摩根大通活跃小盘价值 ETF		14,229	18.35	141	23.68
2025-06-26	NP	ISCV - iShares Morningstar 小盘价值 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 适度激进配置投资组合 A 类		2,419		24
2025-08-27	NP	RYRUX - Russell 2000 2x 策略基金 A 级股票		306	0.99	3	50.00
2025-06-25	NP	FNCL - 富达 MSCI 金融指数 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 顾问有限公司		317,265	25.29	3,150	30.71
2025-08-27	NP	Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类		122,135	0.74	1,213	5.03
2025-07-28	NP	VCSLX - 小盘股指数基金		25,337	11.30	235	-2.90
2025-08-26	NP	FLQS - 富兰克林 LibertyQ 美国小盘股 ETF		3,600	16.05	36	20.69
2025-08-14	13F	第四石有限责任公司		61,100		607
2025-07-17	13F	夏日避风港投资管理有限公司		91,792	1.76	911	6.18
2025-08-28	NP	BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index VI 基金 I 类 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 - 先锋总股票市场指数基金投资者份额 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 - 维度美国核心股票 1 ETF		4,458	55.22	40	48.15
2025-08-08	13F	SBI 证券股份有限公司		52	4.00	1
2025-07-28	NP	AVSC - Avantis 美国小盘股 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	汇丰控股有限公司		58,931	51.76	589	59.19
2025-06-17	NP	GSEQX - 高盛多经理全球股票基金 R6 类股票		12,534	10.09	113	2.73
2025-08-07	13F	Hennion & Walsh 资产管理公司		58,613	22.48	582	27.91
2025-05-29	NP	SEASONS 系列信托 - SA 多管理增长投资组合 1 级		1,623	32.82	15	36.36
2025-08-14	13F	匡蒂诺资本管理有限公司		22,996	40.27	228	46.15
2025-07-31	13F	阿尔钛全球公司		656,604	0.00	6,520	4.32
2025-08-13	13F	箭街资本有限合伙企业		173,863	32.43	1,726	38.19
2025-07-22	NP	GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF		21,326	44.95	197	26.28
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		10,749	50.44	107	55.88
2025-07-25	NP	SCHA - 嘉信美国小型股 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-长景优势ETF		2		0
2025-06-26	NP	DFFVX - 美国目标价值投资组合 - 机构类别 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	先锋集团公司		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 指数基金机构股票 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 私人财富集团有限责任公司		318		3
2025-08-12	13F	MAI资本管理		679		7
2025-08-28	NP	IWC - iShares 微型股 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	可变保险产品基金 II - 总市场指数投资组合初始类别		1,317	7.95	13	18.18
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		29,717	13.54	0
2025-08-11	13F	罗斯柴尔德投资有限公司		280	80.65	3	100.00
2025-08-29	NP	DHS - WisdomTree 美国高股息基金不适用		33,622	2.00	334	6.39
2025-08-22	NP	KVALX - 肯尼迪资本小型股价值基金机构类别股票		25,120	32.22	249	38.33
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级		6,775	2.60	61	-3.17
2025-06-26	NP	DFQTX - 美国核心股票 2 投资组合 - 机构类别 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 美国全盘指数基金 I 股		244	6.55	2	0.00
2025-08-13	13F	跳跃金融有限责任公司		70,167	35.46	697	41.18
2025-08-29	NP	JADMX - 小盘机会信托资产净值		6,790	27.58	67	34.00
2025-08-14	13F	阿默普莱斯金融公司		254,069	7.89	2,523	12.54
2025-08-08	13F	拉森金融集团有限责任公司		944		9
2025-08-11	13F/A	犀牛投资伙伴公司		612,175	11.61	6,079	16.41
2025-05-29	NP	SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级		2,244	37.58	21	40.00
2025-08-06	13F	法国巴黎银行资产管理控股公司		959		0
2025-06-24	NP	创新者 ETF 信托 - 创新者美国小型股管理式 ETF		1,089	59.91	10	50.00
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF		7,644		71
2025-08-21	NP	MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别		71,900	7.63	714	12.28
2025-08-07	13F	奥尔沃斯金融有限公司		1,807	17.80	18	30.77
2025-08-14	13F	瑞银资产管理美洲公司		176,655	32.80	1,754	38.55
2025-08-13	13F	马歇尔·韦斯律师事务所		72,969		725
2025-08-04	13F	俄亥俄州		59,600	3.65	592	8.04
2025-08-12	13F	XTX Topco有限公司		11,365		113
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		33,589		334
2025-08-14	13F/A	斯科波斯实验室有限公司		307		3
2025-05-05	13F	林布鲁克资本有限公司		1,413	3.59	13	8.33
2025-08-13	13F	亚利桑那州退休系统		17,073	2.29	170	6.96
2025-08-12	13F	维度基金顾问有限公司		3,423,604	0.38	33,996	4.70
2025-08-14	13F	Ieq资本有限公司		15,117		150
2025-06-26	NP	DFAS - 维度美国小型股 ETF		157,000	2.02	1,419	-4.83
2025-08-07	13F	康纳克拉克伦投资管理有限公司		10,759		107
2025-08-14	13F	高盛集团公司		1,138,666	28.34	11,307	33.86
2025-08-14	13F	控股公司资产管理有限合伙人		1,623,446	1,619.04	16,121	1,627.76
2025-08-26	NP	EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类		34,910	118.32	347	127.63
2025-07-14	13F	伽玛投资有限责任公司		2,761	11.33	27	17.39
2025-08-26	NP	主投资组合 - 活跃股票主投资组合活跃股票投资组合		65,259	17.36	648	22.50
2025-06-26	NP	FZIPX - 富达零扩展市场指数基金 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	文艺复兴科技有限公司		441,500	37.33	4,384	43.27
2025-08-26	NP	SCRSX - 小型股核心投资组合 SCB 类别		33,690		335
2025-08-27	NP	VSTCX - 先锋战略小型股票基金投资者股票 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	高级系列信托 - Ast 小型成长型投资组合		264,173	1.19	2,623	5.55
2025-08-14	13F	Aqr资本管理有限公司		461,974	36.82	4,587	42.72
2025-08-29	NP	BSVO - EA Bridgeway Omni 小盘价值 ETF		188,199	9.50	1,869	14.18
2025-08-22	NP	FISVX - 富达小盘价值指数基金 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 对冲复制 ETF		78	11.43	1
2025-08-14	13F	雷蒙德詹姆斯金融公司		284,228	18.60	2,822	23.72
2025-08-12	13F	创始者有限公司		11,442		114
2025-08-14	13F	目的地财富管理		24,700		245
2025-07-31	13F	新泽西州共同养老基金 D		216,961	12.89	2,154	17.77
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		1,484	44.92	15	55.56
2025-07-24	NP	FSKAX - 富达全市场指数基金 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 美国股票市场 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 - 维度美国目标价值 ETF		378,593	5.16	3,422	-1.89
2025-08-14	13F	联伯恩斯坦有限责任公司		430,746	19.44	4,277	24.58
2025-06-24	NP	SWSSX - 嘉信小盘指数基金 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 - 美国 Social Core Equity 2 投资组合股票 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	大西人寿保险公司 /can/		11,282	6.69	0
2025-08-06	13F	萨凡特资本有限责任公司		28,085	14.73	279	19.31
2025-08-01	13F	自由财富管理有限公司		11,405	0.01	113	4.63
2025-08-14	13F	两西格码投资有限合伙人		407,504	0.68	4,047	5.01
2025-08-14	13F	霍奇基斯和威利资本管理有限公司		1,355,840	6.12	13,463	10.69
2025-08-12	13F	富兰克林资源公司		92,912	5.34	923	9.89
2025-08-05	13F	纽约梅隆银行		417,883	1.52	4,150	5.90
2025-08-07	13F	Campbell & CO 投资顾问有限责任公司		39,160		389
2025-08-12	13F/A	波士顿合作伙伴		1,102,707	2.06	10,818	6.46
2025-08-14	13F/A	巴克莱银行		229,074	21.80	2	100.00
2025-08-14	13F	水产资本管理有限责任公司		33,256	182.74	330	197.30
2025-06-26	NP	FSSNX - 富达小型股指数基金 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 资本有限合伙人		19,118	5.29	190	9.88
2025-08-14	13F	Point72 资产管理有限合伙人		33,909	84.11	337	92.00
2025-08-14	13F	柯罗尼集团有限责任公司		36,806	3.56	365	7.99
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类		24,320	23.75	241	28.88
2025-08-27	NP	RYRRX - 罗素 2000 基金 A 类		141	0.71	1	0.00
2025-06-26	NP	DFEOX - 美国核心股票 1 投资组合 - 机构类别 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 - 多管理人小盘股票策略基金机构类别		251,253	19.30	2,327	4.12
2025-07-22	13F	Gsa资本合伙公司		120,873	155.58	1
2025-08-20	NP	ASMOX - AQR 小盘动量型基金 I 类		10,629		106
2025-08-14	13F	萨斯奎哈纳投资组合策略有限责任公司		47,923		476
2025-06-23	NP	PJARX - 小盘价值基金 II R-3		211,555	48.44	1,912	38.45
2025-08-22	NP	可变保险产品基金 II - 扩展市场指数投资组合初始类别		3,312	10.22	33	14.29
2025-08-08	13F	哈特兰有限公司		1,046		10
2025-08-07	13F	苏黎世州银行 (Zurcher Kantonalbank)		28,654	85.56	285	93.20
2025-07-10	13F	财富增值咨询服务有限公司		29,052	94.91	311	119.86
2025-06-26	NP	DFSV - 维度美国小盘价值 ETF		234,229	7.14	2,117	-0.05
2025-08-08	13F/A	斯特林资本管理有限公司		1,597	55.35	16	66.67
2025-08-26	NP	Profunds - Profunds 小型股副总裁		137	2.24	1	0.00
2025-08-08	13F	创意策划		173,005	38.54	1,718	44.53
2025-08-14	13F	瑞银集团		160,649	81.46	1,595	89.43
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		159,072	7.36	1,438	0.21
2025-08-14	13F	两个 Sigma 顾问，有限合伙人		502,102	7.13	4,986	11.72
2025-08-26	NP	TRSYX - T. Rowe Price 小盘股指数基金 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	布兰迪万全球投资管理有限公司		12,370		123
2025-08-13	13F	诚信合作伙伴有限责任公司		152,744	3.00	1,517	7.44
2025-08-28	NP	SSTIX - 道富总回报 VIS 基金 1 类股票 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	沃亚投资管理有限公司		19,626	1.56	195	6.01
2025-08-06	NP	林肯可变保险产品信托 - LVIP SSGA 小盘指数基金标准类别		44,438	2.78	441	7.30
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类		611		6
2025-06-27	NP	AVFIX - 美国灯塔小型价值基金机构类别		4,500		41
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		10,909	8.51	99	1.03
2025-08-14	13F	长荣资本管理有限公司		30,368	2.51	302	6.74
2025-08-12	13F	普利股权公司	Put	0		0
2025-08-14	13F	富国银行/百万		67,787	6.29	673	10.87
2025-08-12	13F	普利股权公司	Call	0		0
2025-08-12	13F	普利股权公司		0		0
2025-08-13	13F	大都会人寿投资管理有限公司		38,574	23.93	383	29.39
2025-08-13	13F	第一信托顾问有限公司		40,363	6.75	401	11.42
2025-07-24	NP	FCFMX - 富达系列总市场指数基金 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	马耳他资本管理有限公司		190,000		1,887
2025-08-26	NP	QABA - First Trust 纳斯达克 ABA 社区银行指数基金 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	授权基金有限责任公司		188,467	9.66	1,871	14.36
2025-07-28	NP	AVSBX - Avantis 美国小型股股票基金 G 类		7,431	25.14	69	7.94
2025-08-14	13F	布里奇威资本管理公司		320,931	5.45	3,187	9.98
2025-08-14	13F	图标财富顾问有限责任公司		12,138		121
2025-08-08	13F	Geode资本管理有限公司		1,565,168	5.90	15,544	10.46
2025-08-12	13F	恒线顾问公司		109,442	19.88	1,087	24.97
2025-08-13	13F	EverSource 财富顾问有限责任公司		5,403	16,272.73	54
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级		12,751	18.16	127	23.53
2025-07-29	NP	SMXAX - SIIT 扩展市场指数基金 - A 类		11,300	151.11	105	121.28
2025-06-25	NP	ISCB - iShares 晨星小型股 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 - 摩根大通小型股混合基金 I 类		449,922	5.53	4,468	10.08
2025-05-27	NP	FAEQX - PFM 多经理国内股票基金机构类		2,050		20
2025-07-14	13F	UMA 金融服务公司		160	68.42	2
2025-08-12	13F	保德信金融公司		19,826	18.31	197	23.27
2025-08-13	13F	双峰财富顾问有限责任公司		23		0
2025-07-25	13F	CWM有限公司		20,287	51.50	0
2025-06-17	NP	MMSMX - 多管理人美国小型股票基金 P 类股票		56,235	16.57	508	8.78
2025-08-26	NP	VVICX - Voya VACS 指数系列 SC 投资组合		4,904	6.56	49	11.63
2025-08-26	NP	GAFCX - Virtus AlphaSimplex 全球另类基金 C 类		20,659		205

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