Heritage Distilling Hldg Co

CUSIP: 42727R104 | 27 institutional holders

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Institutional Holders — Q3 2025

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Polar Asset Management Partners Inc.3,309,615

0.0% of portfolio$2.0M

Atlantic Trust Group, LLC440,000

0.0% of portfolio$361.2K

Vanguard Group Inc321,581

0.0% of portfolio$264.0K

Morgan Stanley184,160

0.0% of portfolio$151.2K

Geode Capital Management, LLC148,589

0.0% of portfolio$122.0K

XTX Topco Ltd94,684

0.0% of portfolio$77.7K

HRT Financial LP92,097

0.0% of portfolio$75

Wealth Preservation Advisors, LLC52,500

0.0% of portfolio$43.1K

Northern Trust Corp47,733

0.0% of portfolio$39.2K

Mattern Wealth Management LLC44,255

0.0% of portfolio$36.3K

Virtu Financial LLC43,985

0.0% of portfolio$36

Two Sigma Securities, LLC31,171

0.0% of portfolio$25.6K

Sowell Financial Services LLC10,000

0.0% of portfolio$8.2K

UBS Group AG3,526

0.0% of portfolio$2.9K

IFP Advisors, Inc3,000

0.0% of portfolio$2.5K

0.0% of portfolio$2.1K

Tower Research Capital LLC (TRC)1,697

0.0% of portfolio$1.4K

Bank of America Corp280

0.0% of portfolio$230

				Style	Turnover	Location	Filed
Polar Asset Management Partners Inc.	3,309,615	$2.0M	0.0%	Value	Very High	Toronto, Australia	2025-12-01
Atlantic Trust Group, LLC	440,000	$361.2K	0.0%	N/A	N/A	Atlanta, 2Q	2025-11-24
Vanguard Group Inc	321,581	$264.0K	0.0%	N/A	N/A	Valley Forge, PA	2025-11-07
Morgan Stanley	184,160	$151.2K	0.0%	Core	Low	New York, NY	2026-05-27
Geode Capital Management, LLC	148,589	$122.0K	0.0%	Index	Very Low	Boston, MA	2025-11-12
XTX Topco Ltd	94,684	$77.7K	0.0%	Value	Very High	London, United Kingdom	2025-11-14
HRT Financial LP	92,097	$75	0.0%	GARP	Very High	New York, NY	2025-11-14
Wealth Preservation Advisors, LLC	52,500	$43.1K	0.0%	Growth	Low	Chattanooga, TN	2025-11-14
Northern Trust Corp	47,733	$39.2K	0.0%	Index	Very Low	Chicago, IL	2025-11-14
Mattern Wealth Management LLC	44,255	$36.3K	0.0%	ETF	Very Low	Lawrence, KS	2025-10-20
Virtu Financial LLC	43,985	$36	0.0%	GARP	Very High	New York, NY	2025-11-14
Two Sigma Securities, LLC	31,171	$25.6K	0.0%	Value	Very High	New York, NY	2025-11-14
Sowell Financial Services LLC	10,000	$8.2K	0.0%	Core	Low	North Little Rock, AR	2025-10-17
UBS Group AG	3,526	$2.9K	0.0%	Core	Medium	Zurich, Switzerland	2025-11-13
IFP Advisors, Inc	3,000	$2.5K	0.0%	Core	Low	Tampa, FL	2026-02-06
Nfsg Corp	2,500	$2.1K	0.0%	Growth	Medium	Boca Raton, FL	2025-11-13
Tower Research Capital LLC (TRC)	1,697	$1.4K	0.0%	GARP	Very High	New York, NY	2025-11-14
Bank of America Corp	280	$230	0.0%	Core	Low	Charlotte, NC	2026-02-03