Cross-institution positioning
Jul 14, 2026Strong institutional reduction. 1 reducing, 5 exited across 6 comparable institutions.
Source: Schedule 13 researchXHC Institutional Ownership
HERITAGE COMMERCE CORP
STOCKNODE Outlook
Strong Sell
10/100
7 tracked · 6 comparable
Latest filing
Jul 14, 2026
Positive breadth
1 positive · 6 negative
Recent close
—
Research confidence
Limited
Institutional Research 7/100 · 0 accumulating · 6 reducing / exited
Ownership history
Reported ownership % history
Latest filing Jul 14, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating0
Newly reported1
Reducing / exited
6
52-week position
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Institutional Intelligence
Why STOCKNODE says Strong Sell
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Strong Sell 10/100
Confidence:Limited
Why this signal
- 0 tracked institutions accumulating versus 6 reducing/exited.
- 1 tracked institution shows persistent accumulation.
Institutional
10/100
Quarterly 13F activity
Jun 30, 20260 increased/new, 2 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdings
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Dimensional Fund Advisors.
Filed Jul 14, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
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Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Jul 14, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Jan 23, 2024
Direction locked
Vanguard Capital Management
Filed Apr 30, 2026
Direction locked
BlackRock
Filed Feb 7, 2025
Direction locked
Dimensional Fund Advisors
Filed Jul 14, 2026
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Jan 23, 2024
Vanguard Capital Management
Filed Apr 30, 2026
BlackRock
Filed Feb 7, 2025
Dimensional Fund Advisors
Filed Jul 14, 2026
Vanguard Group
Filed Mar 27, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 25 filing(s) · 22 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Dimensional Fund Advisors CIK0000354204 | Jun 30, 2026 observed Jul 14, 2026 filed · 14d Schedule 13G amendment | Exit below reporting threshold | 1 -3.3M | 0.00% -5.30 pts | |||
| Vanguard Capital Management CIK0002100119 | Mar 31, 2026 observed Apr 30, 2026 filed · 30d Initial Schedule 13G | Initial Schedule 13G | 3.1M | 5.02% | |||
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 27, 2026 filed · 14d Schedule 13G amendment | Exit below reporting threshold | 0 -3.9M | 0.00% -6.42 pts |
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