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HTBK
Heritage Commerce
HTBK
HTBK
Delisted
HTBK was delisted on the 17th of April, 2026.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 101 |
101
Simplex Trading
Chicago,
Illinois
| $14K | -$7.71K | -563 | -36% |
|
| 102 |
ASN
102
Advisory Services Network
Atlanta,
Georgia
| $7K | – | – | – |
|
| 103 |
WAM
103
Watermark Asset Management
San Ramon,
California
| $3K | – | – | – |
|
| 104 |
104
Loomis, Sayles & Company
Boston,
Massachusetts
| $1K | – | – | – |
|
| 105 |
DIA
105
Dean Investment Associates
Beavercreek,
Ohio
| – | -$1.59M | -115,459 | Closed |
|
| 106 |
ZDA
106
Zweig-DiMenna Associates
New York
| – | -$1.52M | -110,000 | Closed |
|
| 107 |
DCM
107
Dean Capital Management
Overland Park,
Kansas
| – | -$1.02M | -73,961 | Closed |
|
| 108 |
CWM
108
Concert Wealth Management
San Jose,
California
| – | -$183K | -13,412 | Closed |
|
| 109 |
CCMH
109
Cornerstone Capital Management Holdings
New York
| – | -$160K | -11,707 | Closed |
|
| 110 |
AIM
110
Acrospire Investment Management
Chicago,
Illinois
| – | -$46K | -3,371 | Closed |
|
| 111 |
MA
111
MUFG Americas
New York
| – | -$9K | -687 | Closed |
|