Little Harbor Advisors, LLC - BGIG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,470,334 | 447,560 | 0.03% | 0.01% | 1 | +9,106,808 | 270.75% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 7,827,274 | 280,920 | 0.01% | 0.01% | 2 | +3,266,231 | 71.61% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,278,989 | 45,902 | 0.01% | 0.01% | 3 | +677,637 | 112.69% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | New | 1,117,145 | 40,094 | 0.01% | — | 4 | +1,117,145 | New | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 922,930 | 33,123 | 0.05% | 0.05% | 5 | +59,328 | 6.87% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 741,400 | 26,608 | 0.01% | 0.01% | 6 | +15,836 | 2.18% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 610,386 | 21,906 | 0.0% | 0.0% | 7 | +112,074 | 22.49% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 570,340 | 20,469 | 0.0% | 0.01% | 8 | -1,431 | -0.25% | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 522,151 | 18,740 | 0.18% | 0.2% | 9 | -5,045 | -0.96% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 434,685 | 15,601 | 0.0% | 0.0% | 10 | +424,672 | 4241.21% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 421,298 | 15,120 | 0.02% | 0.02% | 11 | -16,099 | -3.68% | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | New | 381,239 | 13,682 | 0.02% | — | 12 | +381,239 | New | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 191,680 | 6,879 | 0.03% | 0.03% | 13 | -1,791 | -0.93% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Reduced | 161,610 | 5,800 | 0.01% | 0.01% | 14 | -30,733 | -15.98% | Q2 2026 | Aug 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 137,368 | 4,930 | 0.0% | 0.0% | 15 | +72,053 | 110.32% | Q2 2026 | Aug 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 132,372 | 4,750 | 0.13% | 0.15% | 16 | -14,459 | -9.85% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | Reduced | 119,446 | 4,286 | 0.0% | 0.0% | 17 | -597 | -0.5% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 107,486 | 3,857 | 0.03% | 0.0% | 18 | +106,885 | 17784.53% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 106,299 | 3,815 | 0.01% | 0.01% | 19 | +16,115 | 17.87% | Q2 2026 | Aug 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 108,574 | 3,611 | 0.09% | 0.09% | 20 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 88,582 | 3,179 | 0.0% | 0.0% | 21 | +37,740 | 74.23% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 81,697 | 2,932 | 0.01% | 0.01% | 22 | -1,811 | -2.17% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 77,498 | 2,781 | 0.0% | 0.0% | 23 | +66,832 | 626.59% | Q2 2026 | Aug 14, 2026 |
| TCFG Investment Advisors, LLC | History | New | 75,567 | 2,712 | 0.91% | — | 24 | +75,567 | New | Q2 2026 | Jul 17, 2026 |
| Cetera Investment Advisers | History | New | 75,331 | 2,703 | 0.0% | — | 25 | +75,331 | New | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | New | 65,525 | 2,351 | 0.04% | — | 26 | +65,525 | New | Q2 2026 | Jul 31, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 61,547 | 2,208 | 0.19% | 0.21% | 27 | -30 | -0.05% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 60,472 | 2,170 | 0.01% | 0.01% | 28 | +10,994 | 22.22% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 56,225 | 2,017 | 0.01% | 0.0% | 29 | +53,386 | 1880.45% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 54,002 | 1,938 | 0.48% | 0.87% | 30 | +1,002 | 1.89% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 52,797 | 1,894 | 0.0% | 0.0% | 31 | +11,365 | 27.43% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 52,244 | 1,875 | 0.0% | 0.0% | 32 | +45,022 | 623.4% | Q2 2026 | Sep 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 49,927 | 1,791 | 0.02% | 0.02% | 33 | -8,811 | -15.0% | Q2 2026 | Jul 28, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 48,795 | 1,751 | 0.11% | 0.12% | 34 | +639 | 1.33% | Q2 2026 | Aug 07, 2026 |
| Centric Wealth Management | History | No change | 50,163 | 1,740 | 0.27% | 0.35% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 44,833 | 1,609 | 0.0% | 0.0% | 36 | +36,873 | 463.23% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 39,850 | 1,430 | 0.0% | 0.0% | 37 | +305 | 0.77% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 39,233 | 1,408 | 0.0% | 0.0% | 38 | -3,082 | -7.28% | Q2 2026 | Jul 29, 2026 |
| Marble Wealth, LLC | History | Reduced | 31,573 | 1,133 | 0.17% | 0.18% | 39 | -109 | -0.34% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 28,334 | 1,017 | 0.0% | 0.0% | 40 | +289 | 1.03% | Q2 2026 | Aug 05, 2026 |
| Intrua Financial, LLC | History | New | 27,313 | 980 | 0.09% | — | 41 | +27,313 | New | Q2 2026 | Jul 24, 2026 |
| Well Done, LLC | History | New | 26,020 | 933 | 0.13% | — | 42 | +26,020 | New | Q2 2026 | Jul 24, 2026 |
| Moors & Cabot, Inc. | History | New | 25,947 | 931 | 0.04% | — | 43 | +25,947 | New | Q2 2026 | Aug 10, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 25,184 | 903 | 0.06% | 0.06% | 44 | +45 | 0.18% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 22,585 | 810 | 0.0% | 0.0% | 45 | -3,321 | -12.82% | Q2 2026 | Jul 27, 2026 |
| Haverford Trust Co | History | Reduced | 21,982 | 788 | 0.01% | 0.01% | 46 | -2,091 | -8.69% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 17,674 | 634 | 0.0% | 0.0% | 47 | +7,801 | 79.01% | Q2 2026 | Jul 29, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 17,156 | 615 | 0.01% | 0.01% | 48 | -6,516 | -27.53% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | Added to | 16,607 | 596 | 0.0% | 0.0% | 49 | +49 | 0.3% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 15,412 | 553 | 0.01% | 0.01% | 50 | -1,263 | -7.57% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | New | 15,118 | 542 | 0.0% | — | 51 | +15,118 | New | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 14,782 | 530 | 0.0% | 0.0% | 52 | +7,993 | 117.73% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 13,535 | 485 | 0.01% | 0.01% | 53 | +40 | 0.3% | Q2 2026 | Jul 31, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,973 | 429 | 0.0% | 0.0% | 54 | +9,419 | 368.79% | Q2 2026 | Aug 12, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 11,862 | 425 | 0.06% | 0.08% | 55 | -1,049 | -8.12% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 11,625 | 417 | 0.01% | — | 56 | +11,625 | New | Q2 2026 | Jul 15, 2026 |
| TruNorth Capital Management, LLC | History | New | 11,186 | 401 | 0.06% | — | 57 | +11,186 | New | Q2 2026 | Jul 23, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | New | 10,998 | 394 | 0.02% | — | 58 | +10,998 | New | Q2 2026 | Aug 10, 2026 |
| PUREfi Wealth, LLC | History | No change | 10,855 | 389 | 0.21% | 0.24% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,370 | 372 | 0.0% | 0.0% | 60 | -17,840 | -63.24% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 9,786 | 351 | 0.0% | 0.0% | 61 | +1,074 | 12.33% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 9,770 | 350 | 0.0% | 0.0% | 62 | +15 | 0.15% | Q2 2026 | Aug 10, 2026 |
| Flavin Financial Services, Inc. | History | No change | 9,618 | 345 | 0.2% | 0.21% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | New | 8,994 | 322 | 0.0% | — | 65 | +8,994 | New | Q2 2026 | Jul 15, 2026 |
| Old Mission Investment Co LLC | History | No change | 8,973 | 322 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 8,859 | 318 | 0.06% | 0.07% | 66 | -508 | -5.42% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 8,155 | 291 | 0.02% | — | 67 | +8,155 | New | Q2 2026 | Jul 22, 2026 |
| Northern Lights Advisors, Inc. | History | New | 7,841 | 281 | 0.15% | — | 68 | +7,841 | New | Q2 2026 | Aug 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 7,424 | 266 | 0.01% | 0.02% | 69 | -2,043 | -21.58% | Q2 2026 | Jul 22, 2026 |
| Snowden Capital Advisors LLC | History | New | 7,119 | 255 | 0.01% | — | 70 | +7,119 | New | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 6,972 | 250 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kinloch Capital, LLC | History | Added to | 6,894 | 247 | 0.09% | 0.09% | 72 | +10 | 0.15% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 7,298 | 242 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Indivisible Partners | History | Added to | 6,702 | 240 | 0.01% | 0.02% | 74 | +7 | 0.1% | Q2 2026 | Aug 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 6,532 | 234 | 0.0% | 0.0% | 75 | +1 | 0.02% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,532 | 234 | 0.0% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 6,344 | 227 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | Added to | 6,226 | 223 | 0.0% | 0.0% | 78 | +8 | 0.13% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 5,927 | 212 | 0.0% | 0.0% | 79 | -673 | -10.2% | Q2 2026 | Jul 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,853 | 210 | 0.0% | 0.0% | 80 | -199 | -3.29% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Reduced | 5,564 | 199 | 0.0% | 0.0% | 81 | -218 | -3.77% | Q2 2026 | Aug 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,789 | 135 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| AE Wealth Management LLC | History | New | 2,757 | 98 | 0.0% | — | 83 | +2,757 | New | Q2 2026 | Aug 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,471 | 88 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,356 | 84 | 0.0% | 0.0% | 85 | -44 | -1.83% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | Reduced | 2,130 | 76 | 0.0% | 0.0% | 86 | -316 | -12.92% | Q2 2026 | Jul 30, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 2,010 | 72 | 0.04% | — | 87 | +2,010 | New | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | New | 1,809 | 64 | 0.0% | — | 88 | +1,809 | New | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | New | 1,687 | 60 | 0.01% | — | 89 | +1,687 | New | Q2 2026 | Jul 28, 2026 |
| AlphaCore Capital LLC | History | No change | 1,285 | 46 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,122 | 40 | 0.0% | — | 91 | +1,122 | New | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 836 | 30 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 753 | 27 | 0.0% | 0.0% | 93 | +2 | 0.27% | Q2 2026 | Jul 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 646 | 23 | 0.0% | 0.0% | 94 | +2 | 0.31% | Q2 2026 | Aug 12, 2026 |
| Networth Advisors, LLC | History | New | 537 | 19 | 0.01% | — | 95 | +537 | New | Q2 2026 | Jul 22, 2026 |
| WPG Advisers, LLC | History | New | 499 | 17 | 0.01% | — | 96 | +499 | New | Q2 2026 | Aug 05, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 344 | 12 | 0.0% | — | 98 | +344 | New | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 358 | 12 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 183 | 6 | 0.0% | 0.0% | 99 | +1 | 0.55% | Q2 2026 | Jul 24, 2026 |
| DecisionPoint Financial, LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NBH Bank | History | New | 30 | 1 | 0.0% | — | 101 | +30 | New | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 22 | 0 | — | 0.0% | — | -1,358 | -98.41% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,082 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -414 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q2 2026 | Aug 12, 2026 |