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HFWA Heritage Financial Corporation

Financial Services
$27.18+0.15%ClosedMarket Cap: $924.0M

As of 2026-05-25

Institutional Ownership Summary

Investors Holding

172

13F Shares

29,599,565

Ownership %

87.2%

New Positions

18

Increased Positions

79

Closed Positions

16

Reduced Positions

61

ETF Exposure
ETF SymbolETF NameShares HeldWeight %
SMDVProShares - Russell 2000 Dividend Growers ETF244,5661.00%
MYLD10,4130.97%
XSVM166,2060.77%
DGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund52,5030.38%
KREState Street SPDR S&P Regional Banking ETF347,6220.24%
DPSTDirexion Daily Regional Banks Bull 3X ETF29,4350.16%
NJS401,7000.14%
IJSiShares S&P Small-Cap 600 Value ETF401,7000.14%
SLYVState Street SPDR S&P 600 Small Cap Value ETF214,1550.14%
VIOV74,7590.11%
VFMF19,6070.10%
AVSCAvantis U.S. Small Cap Equity ETF77,5790.08%
DESWisdomTree U.S. SmallCap Dividend Fund55,3560.07%
VFVA22,1180.07%
SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF370,1610.07%
IJRiShares Core S&P Small-Cap ETF2,466,7170.07%
NIRNear Intelligence, Inc.2,466,7170.07%
SLYSPDR S&P 600 Small Cap ETF64,5660.07%
VTWV25,2180.06%
IWNiShares Russell 2000 Value ETF292,2160.06%