SEC 13F Intelligence

FRESH VINE WINE INC

CUSIP 35804X101

Fresh Vine Wine Inc has 7 institutional holders in Filings Flow’s 13F database, together reporting 53.0K shares worth $44,643 as of Q4 2022. The largest reported holders are Geode Capital Management, LLC, Ubs Group AG, and Vanguard Capital Wealth Advisors.

Institutional Holders
7
Q4 2022
Reported Value
$44,643
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’21: 5Q4 ’21Q4 ’22: 7Q4 ’22filingsflow.com
Total reported value
Q4 ’21: $114,000Q4 ’21Q4 ’22: $44,643Q4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Vanguard Capital Wealth Advisors$108M AUM0.07%$53,377102.0KQ1 2025OLDER
NFSG Corp$608M AUM0.01%$22,57243.1KQ1 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.00%$6,38512.2KQ1 2025OLDER
PFG Investments, LLC$2.1B AUM0.00%$10,46620.0KQ1 2025OLDER
XTX Topco Ltd$5.8B AUM0.00%$12,53223.9KQ1 2025OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$5231.0KQ1 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$2,1104.0KQ1 2025OLDER
PSI Advisors, LLC$418M AUM0.00%$173330Q1 2025OLDER
UBS Group AG$666.3B AUM0.00%$56,844108.7KQ1 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$61,436117.4KQ1 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2,0303.5KQ2 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$10,62320.3KQ1 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$11,42719.6KQ4 2024OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1020Q1 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM$0156Q3 2025

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.