24 institutions reported holding $392,758 of HERITAGE DISTILLING HLDG CO (CASK) in SEC 13F filings for 2026-03-31. Largest institutional holders: Arrington Capital Management, LLC ($109,217), CITADEL ADVISORS LLC ($66,720), Polar Asset Management Partners Inc. ($43,687), GEODE CAPITAL MANAGEMENT, LLC ($30,842), VANGUARD CAPITAL MANAGEMENT LLC ($26,802). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Arrington Capital Management, LLC | $109,217 | 413,701 | Hold |
| 2 | CITADEL ADVISORS LLC | $66,720 | 252,728 | New |
| 3 | Polar Asset Management Partners Inc. | $43,687 | 165,480 | Hold |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $30,842 | 116,827 | Added |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $26,802 | 101,521 | New |
| 6 | a16z Capital Management, L.L.C. | $21,843 | 82,740 | New |
| 7 | CIBC Bancorp USA Inc. | $21,120 | 80,000 | New |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $17,215 | 65,207 | New |
| 9 | VANGUARD FIDUCIARY TRUST CO | $12,443 | 47,133 | New |
| 10 | HRT FINANCIAL LP | $12,000 | 48,620 | New |
| 11 | JANE STREET GROUP, LLC | $7,192 | 27,244 | New |
| 12 | GSA CAPITAL PARTNERS LLP | $7,000 | 28,268 | New |
| 13 | TWO SIGMA SECURITIES, LLC | $6,634 | 25,127 | New |
| 14 | MORGAN STANLEY | $3,627 | 13,739 | Hold |
| 15 | NORTHERN TRUST CORP | $3,422 | 12,961 | Hold |
| 16 | Vanguard Global Advisers, LLC | $1,777 | 6,731 | New |
| 17 | Wealth Preservation Advisors, LLC | $693 | 2,625 | Hold |
| 18 | Tower Research Capital LLC (TRC) | $316 | 1,198 | Trimmed |
| 19 | BlackRock, Inc. | $169 | 639 | Trimmed |
| 20 | HARBOUR INVESTMENTS, INC. | $33 | 125 | New |
| 21 | Gould Capital, LLC | $6 | 22 | New |
| 22 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 23 | UBS Group AG | $0 | 0 | Exited |
| 24 | CoinFund Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31