Funds holding Heritage Global Inc
14 funds declare a position · 3 ETFs and 11 other funds · 3.4M $ · US42727E1038
Funds report on different dates: each line carries its own.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,360,167 | 1.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II | 345,000 | 455.4K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 297,380 | 404.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 157,408 | 207.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 82,885 | 112.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 65,633 | 86.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 53,201 | 72.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 47,405 | 64.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 42,869 | 56.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 31,260 | 41.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 25,310 | 34.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 6,544 | 8.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,700 | 7.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,434 | 7.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |