Little Harbor Advisors, LLC - BDIV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | History | Added to | 57,195 | 1,396 | 0.05% | 0.05% | 1 | +8,850 | 18.31% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 40,776 | 995 | 0.0% | 0.0% | 2 | +3,476 | 9.32% | Q2 2026 | Sep 23, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 12,644 | 308 | 0.02% | — | 3 | +12,644 | New | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,744 | 189 | 0.0% | 0.0% | 4 | +3,015 | 63.76% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,758 | 165 | 0.0% | 0.0% | 5 | -3,547 | -34.42% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | New | 877 | 21 | 0.0% | — | 6 | +877 | New | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 612 | 14 | 0.0% | 0.0% | 7 | -752 | -55.13% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 505 | 12 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,800 | -100.0% | Q2 2026 | Aug 13, 2026 |