Funds holding Heritage Financial Corp/WA
225 funds declare a position · 58 ETFs and 167 other funds · 459.6M $ · US42722X1063
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 201 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 793 | 20.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 202 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 749 | 19.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 203 | Small Company Value Portfolio Wilshire Mutual Funds Inc | 600 | 15.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 204 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 460 | 12K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 205 | ULTRA SMALL CAP PROFUND ProFunds | 385 | 10.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 206 | ProShares Ultra SmallCap600 ProShares Trust | 372 | 9.8K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 207 | SMALL-CAP VALUE PROFUND ProFunds | 281 | 7.7K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 208 | Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 258 | 7.1K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 209 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 184 | 4.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 210 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 180 | 5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 211 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 177 | 4.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 212 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 174 | 4.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 213 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 172 | 4.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 214 | PROFUND VP ULTRA SMALL CAP ProFunds | 114 | 3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 215 | PROFUND VP SMALL CAP ProFunds | 86 | 2.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 216 | Russell 2000 Fund Rydex Series Funds | 80 | 2.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 217 | SMALL-CAP PROFUND ProFunds | 62 | 1.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 218 | Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 60 | 1.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 219 | Longview Advantage ETF RBB Fund Trust | 49 | 1.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 220 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 48 | 1.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 221 | ProShares Hedge Replication ETF ProShares Trust | 35 | 924.4 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 222 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 17 | 467.8 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 223 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 11 | 290.5 $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 224 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 9 | 237.7 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 225 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 9 | 234 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
177 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 5,561,782 | 144.6M $ | as of Mar 31, 2026 |
| JENNISON ASSOCIATES LLC | 3,213,473 | 83.6M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 2,469,315 | 64.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,956,477 | 50.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,796,525 | 46.7M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 1,144,920 | 27.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 934,802 | 24.3M $ | as of Mar 31, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 698,904 | 18.2M $ | as of Mar 31, 2026 |
| Boston Partners | 690,319 | 18M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 628,320 | 16.3M $ | as of Mar 31, 2026 |
| ALGEBRIS (UK) LTD | 518,409 | 13.5M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 490,410 | 12.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 479,833 | 12.5M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 433,512 | 11.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 413,116 | 10.7M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 379,395 | 9.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 377,043 | 9.8M $ | as of Mar 31, 2026 |
| Rhino Investment Partners, Inc | 330,459 | 8.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 312,057 | 8.1M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 309,353 | 8M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 288,579 | 7.5M $ | as of Mar 31, 2026 |
| HEARTLAND ADVISORS INC | 275,000 | 7.2M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 270,039 | 7M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 255,265 | 6.6M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 249,948 | 6.5M $ | as of Mar 31, 2026 |