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Data sourced from SEC EDGAR 13F filings. Updated quarterly.

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Heritage Distilling Holding Company, Inc. (IPST)

Accumulating

Strong institutional accumulation: ownership increased +4.90% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

14.45%

QoQ Change

+4.90%

Total Value

$372.0M

Shares Outstanding

10.3M

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Institutional Holders

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Crowding AnalysisModerate

Holders18of 5,944

Avg: 68

Uncrowded74th percentileCrowded

Institutional Trends (2 Quarters)