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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 |
|
|---|---|---|---|---|---|---|
| 151 |
BPA
151
Beacon Pointe Advisors
Newport Beach,
California
| – | -$111K | -10,365 | Closed |
|
| 152 |
152
Rafferty Asset Management
New York
| – | -$109K | -10,233 | Closed |
|
| 153 |
SOW
153
State of Wyoming
Cheyenne,
Wyoming
| – | -$35K | -3,297 | Closed |
|
| 154 |
154
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$17K | -1,547 | Closed |
|
| 155 |
ACM
155
Aquatic Capital Management
Chicago,
Illinois
| – | -$1K | -100 | Closed |
|
| 156 |
C
156
Covestor
London,
United Kingdom
| – | +$34 | +3 | +12% |
|