Heritage Global Inc (HGBL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Koshinski Asset Management, Inc.

UNCHANGED

Shares917,304 from 917,304

Change0 (0%)

Value$1.2M (+$82.6K)

Filed 2026-10-29

Geode Capital Management, LLC

DECREASED

Shares340,651 from 359,349

Change-18,698 (-5%)

Value$443.0K (+$8.0K)

Filed 2026-11-06

Ridgewood Investments LLC

DECREASED

Shares207,165 from 222,165

Change-15,000 (-7%)

Value$269.3K (+$495)

Filed 2026-10-05

Dimensional Fund Advisors LP

DECREASED

Shares170,838 from 179,234

Change-8,396 (-5%)

Value$222.1K (+$5.2K)

Filed 2026-11-04

TD Waterhouse Canada Inc.

INCREASED

Shares17,434 from 698

Change+16,736 (+2398%)

Value$22.0K (+$21.2K)

Filed 2026-10-16

Citigroup Inc

NEW

Shares16,877

Change+16,877

Value$21.9K

Filed 2026-11-04

Parallel Advisors, LLC

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$5.2K (+$360)

Filed 2026-11-03

Archer Investment Corp

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$33 (+$3)

Filed 2026-11-05

Farther Finance Advisors, LLC

NEW

Shares14

Change+14

Value$18

Filed 2026-10-08

Caitong International Asset Management Co., Ltd

INCREASED

Shares9 from 6

Change+3 (+50%)

Value$12 (+$5)

Filed 2026-10-29

Barclays PLC

DECREASED

Shares4 from 165

Change-161 (-98%)

Value$5 (-$195)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 25,758

Change-25,758 (-100%)

Value$0 (-$32.2K)

Filed 2026-10-13

Evergreen Capital Management LLC

CLOSED

Shares0 from 11,878

Change-11,878 (-100%)

Value$0 (-$14.4K)

Filed 2026-10-23

Mink Brook Asset Management LLC

N/A

Shares— from 2,273,077

Change-2,273,077 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 2,021,458

Change-2,021,458 (-100%)

Value—

Topline Capital Management, LLC

N/A

Shares— from 1,785,488

Change-1,785,488 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,393,638

Change-1,393,638 (-100%)

Value—

Truffle Hound Capital, LLC

N/A

Shares— from 1,100,000

Change-1,100,000 (-100%)

Value—

Militia Capital Management LLC

N/A

Shares— from 563,873

Change-563,873 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 249,617

Change-249,617 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 168,422

Change-168,422 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 167,270

Change-167,270 (-100%)

Value—

State Street Corp

N/A

Shares— from 116,566

Change-116,566 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 51,204

Change-51,204 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 42,957

Change-42,957 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 38,312

Change-38,312 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 34,800

Change-34,800 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 34,139

Change-34,139 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 18,668

Change-18,668 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 11,491

Change-11,491 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 10,769

Change-10,769 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,782

Change-5,782 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,429

Change-5,429 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,740

Change-2,740 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

UBS Group AG

N/A

Shares— from 96

Change-96 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 9

Change-9 (-100%)

Value—

	Status
Koshinski Asset Management, Inc.	UNCHANGED	917,304	917,304	0	0%	$1.1M	$1.2M	+$82.6K	2026-10-29
Geode Capital Management, LLC	DECREASED	340,651	359,349	-18,698	-5%	$434.9K	$443.0K	+$8.0K	2026-11-06
Ridgewood Investments LLC	DECREASED	207,165	222,165	-15,000	-7%	$268.8K	$269.3K	+$495	2026-10-05
Dimensional Fund Advisors LP	DECREASED	170,838	179,234	-8,396	-5%	$216.9K	$222.1K	+$5.2K	2026-11-04
TD Waterhouse Canada Inc.	INCREASED	17,434	698	+16,736	+2398%	$839	$22.0K	+$21.2K	2026-10-16
Citigroup Inc	NEW	16,877	—	+16,877	—	—	$21.9K	—	2026-11-04
Parallel Advisors, LLC	UNCHANGED	4,000	4,000	0	0%	$4.8K	$5.2K	+$360	2026-11-03
Archer Investment Corp	UNCHANGED	25	25	0	0%	$30	$33	+$3	2026-11-05
Farther Finance Advisors, LLC	NEW	14	—	+14	—	—	$18	—	2026-10-08
Caitong International Asset Management Co., Ltd	INCREASED	9	6	+3	+50%	$7	$12	+$5	2026-10-29
Barclays PLC	DECREASED	4	165	-161	-98%	$200	$5	-$195	2026-11-06
Wealth Enhancement Advisory Services, LLC	CLOSED	0	25,758	-25,758	-100%	$32.2K	$0	-$32.2K	2026-10-13
Evergreen Capital Management LLC	CLOSED	0	11,878	-11,878	-100%	$14.4K	$0	-$14.4K	2026-10-23
Mink Brook Asset Management LLC	N/A	—	2,273,077	-2,273,077	-100%	$2.8M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	2,021,458	-2,021,458	-100%	$2.4M	—	—	—
Topline Capital Management, LLC	N/A	—	1,785,488	-1,785,488	-100%	$2.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,393,638	-1,393,638	-100%	$1.7M	—	—	—
Truffle Hound Capital, LLC	N/A	—	1,100,000	-1,100,000	-100%	$1.3M	—	—	—
Militia Capital Management LLC	N/A	—	563,873	-563,873	-100%	$682.3K	—	—	—
Renaissance Technologies LLC	N/A	—	249,617	-249,617	-100%	$302.0K	—	—	—
BlackRock, Inc.	N/A	—	168,422	-168,422	-100%	$203.8K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	167,270	-167,270	-100%	$202.4K	—	—	—
State Street Corp	N/A	—	116,566	-116,566	-100%	$141.0K	—	—	—
Northern Trust Corp	N/A	—	51,204	-51,204	-100%	$62.0K	—	—	—
Jane Street Group, LLC	N/A	—	42,957	-42,957	-100%	$52.0K	—	—	—
Citadel Advisors LLC	N/A	—	38,312	-38,312	-100%	$46.4K	—	—	—
Goldman Sachs Group Inc	N/A	—	34,800	-34,800	-100%	$42.1K	—	—	—
NorthRock Partners, LLC	N/A	—	34,139	-34,139	-100%	$41.3K	—	—	—
Morgan Stanley	N/A	—	18,668	-18,668	-100%	$22.6K	—	—	—
Acadian Asset Management LLC	N/A	—	11,491	-11,491	-100%	$13	—	—	—
Vanguard Global Advisers, LLC	N/A	—	10,769	-10,769	-100%	$13.0K	—	—	—
XTX Topco Ltd	N/A	—	10,000	-10,000	-100%	$12.1K	—	—	—
Royal Bank of Canada	N/A	—	5,782	-5,782	-100%	$7.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,429	-5,429	-100%	$6.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,740	-2,740	-100%	$3.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	100	-100	-100%	$122	—	—	—
UBS Group AG	N/A	—	96	-96	-100%	$116	—	—	—
Harbour Investments, Inc.	N/A	—	9	-9	-100%	$11	—	—	—

Showing 38 of 38 institutions