Little Harbor Advisors, LLC - BGIG

Sector: Funds · Industry: Investment Company

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$469.4M

QoQ value delta ($000)

+$310.4M (+195.25%)

Implied price effect (QoQ)

+2.79%

Total shares

14,113,027

QoQ shares delta

+9,199,530 (+187.23%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 79 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	151,700	4,561,043	0.01%
BANK OF AMERICA CORP /DE/	111,870	3,363,526	0.01%
Rockefeller Capital Management L.P.	28,723	863,602	0.05%
ENVESTNET ASSET MANAGEMENT INC	24,132	725,564	0.01%
RAYMOND JAMES FINANCIAL INC	20,000	601,352	0.01%
LPL Financial LLC	19,017	571,771	0.01%
Prime Capital Investment Advisors, LLC	17,534	527,196	0.2%
WELLS FARGO & COMPANY/MN	16,573	498,312	0.0%
TRUIST FINANCIAL CORP	14,547	437,397	0.02%
Sanctuary Advisors, LLC	6,434	193,471	0.03%
Corient Private Wealth LLC	6,397	192,343	0.01%
Avidian Wealth Enterprises, LLC	4,883	146,831	0.15%
US BANCORP \DE\	3,992	120,043	0.0%
U.S. Capital Wealth Advisors, LLC	3,611	108,574	0.09%
MML INVESTORS SERVICES, LLC	2,999	90,184	0.01%
Cambridge Investment Research Advisors, Inc.	2,777	83,508	0.01%
HighTower Advisors, LLC	2,172	65,315	0.0%
Gryphon Financial Partners LLC	2,048	61,577	0.21%
KESTRA PRIVATE WEALTH SERVICES, LLC	1,953	58,738	0.02%
Heritage Wealth Management, Inc.	1,762	53,000	0.87%
Centric Wealth Management	1,740	50,163	0.35%
STIFEL FINANCIAL CORP	1,691	50,842	0.0%
D.A. DAVIDSON & CO.	1,645	49,478	0.01%
Main Street Financial Solutions, LLC	1,601	48,156	0.12%
COMMONWEALTH EQUITY SERVICES, LLC	1,407	42,315	0.0%