13FBOX
HERITAGE COMM CORP COM · 13F Institutional Holdings
Options Calculator Rankings
H

HERITAGE COMM CORP COM

XHC
Institutions
3
Combined AUM (Q2 2026)
$181,862
Combined Shares (Q2 2026)
14,600
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+0
0 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-51.7M
191 · 190 Exit · ≈
⚖️ Net
-51.7M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$181,862
Institutions
3
New Buys
0
Adds
0
Reduces
1
Exits
190
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LIBERTY WEALTH MANAGEMENT LLC
0.02%0.02%#1$142,33011,407$142,35711,40700.00%Unchanged
State of Alaska, Department of Revenue
<0.01%<0.01%#2$30,0002,429$30,0002,42900.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#3$9,532764$9,747781-17-2.18%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow