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 | No change | 12,470,334 | 447,560 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 7,827,274 | 280,920 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,278,989 | 45,902 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,117,145 | 40,094 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 922,930 | 33,123 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 741,400 | 26,608 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 610,386 | 21,906 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 570,340 | 20,469 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 513,103 | 18,040 | 0.18% | 0.18% | 9 | -9,048 | -1.73% | Q3 2026 | Oct 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 434,685 | 15,601 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 381,239 | 13,682 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 388,724 | 13,667 | 0.02% | 0.02% | 12 | -32,574 | -7.73% | Q3 2026 | Oct 30, 2026 |
| Sanctuary Advisors, LLC | History | No change | 191,680 | 6,879 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 161,610 | 5,800 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HighTower Advisors, LLC | History | No change | 137,368 | 4,930 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 119,446 | 4,286 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 112,227 | 3,945 | 0.11% | 0.13% | 17 | -20,145 | -15.22% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 107,486 | 3,857 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 106,299 | 3,815 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 99,045 | 3,482 | 0.01% | 0.01% | 20 | +17,348 | 21.23% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 88,582 | 3,179 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 77,498 | 2,781 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 75,331 | 2,703 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 71,595 | 2,517 | 0.86% | 0.91% | 24 | -3,972 | -5.26% | Q3 2026 | Oct 20, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 64,516 | 2,268 | 0.01% | 0.01% | 25 | +4,044 | 6.69% | Q3 2026 | Oct 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 59,980 | 2,108 | 0.03% | 0.04% | 26 | -5,545 | -8.46% | Q3 2026 | Oct 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 56,225 | 2,017 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 55,601 | 1,954 | 0.02% | 0.02% | 28 | +5,674 | 11.36% | Q3 2026 | Oct 30, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 55,366 | 1,946 | 0.17% | 0.19% | 29 | -6,181 | -10.04% | Q3 2026 | Nov 04, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 54,002 | 1,898 | 0.47% | 0.48% | 30 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 52,797 | 1,894 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 52,244 | 1,875 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 48,795 | 1,751 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centric Wealth Management | History | No change | 50,163 | 1,740 | 0.27% | 0.27% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 44,833 | 1,609 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Americana Partners, LLC | History | New | 44,251 | 1,555 | 0.03% | — | 36 | +44,251 | New | Q3 2026 | Oct 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 39,850 | 1,430 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marble Wealth, LLC | History | No change | 31,573 | 1,133 | 0.17% | 0.17% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 28,334 | 1,017 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,859 | 979 | 0.0% | 0.0% | 40 | -11,374 | -28.99% | Q3 2026 | Nov 02, 2026 |
| Intrua Financial, LLC | History | Added to | 27,465 | 965 | 0.09% | 0.09% | 41 | +152 | 0.56% | Q3 2026 | Oct 28, 2026 |
| Moors & Cabot, Inc. | History | No change | 25,947 | 931 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 25,184 | 903 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Indivisible Partners | History | Added to | 24,428 | 858 | 0.04% | 0.01% | 44 | +17,726 | 264.49% | Q3 2026 | Oct 26, 2026 |
| Well Done, LLC | History | Reduced | 23,208 | 815 | 0.11% | 0.13% | 45 | -2,812 | -10.81% | Q3 2026 | Oct 20, 2026 |
| Private Advisor Group, LLC | History | No change | 22,585 | 810 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Haverford Trust Co | History | No change | 21,982 | 788 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 17,156 | 615 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 16,607 | 596 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 15,412 | 553 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 15,118 | 542 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 14,782 | 530 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nova Financial LLC | History | New | 14,454 | 508 | 0.21% | — | 53 | +14,454 | New | Q3 2026 | Nov 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 13,593 | 477 | 0.01% | 0.01% | 54 | +58 | 0.43% | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11,973 | 429 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vertex Planning Partners, LLC | History | No change | 11,862 | 425 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 11,625 | 408 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 10,998 | 394 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUREfi Wealth, LLC | History | No change | 10,855 | 381 | 0.18% | 0.21% | 59 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 10,370 | 372 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 9,786 | 351 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 9,770 | 350 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | Reduced | 9,877 | 347 | 0.0% | 0.0% | 63 | -7,797 | -44.12% | Q3 2026 | Oct 23, 2026 |
| Creative Planning | History | Added to | 9,662 | 339 | 0.0% | 0.0% | 64 | +3,436 | 55.19% | Q3 2026 | Nov 02, 2026 |
| Flavin Financial Services, Inc. | History | No change | 9,618 | 338 | 0.18% | 0.2% | 65 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 9,527 | 334 | 0.05% | 0.06% | 66 | -1,659 | -14.83% | Q3 2026 | Oct 14, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 8,859 | 318 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Old Mission Investment Co LLC | History | No change | 8,973 | 315 | 0.06% | 0.07% | 68 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,407 | 312 | 0.0% | 0.0% | 69 | -587 | -6.53% | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 8,155 | 287 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 7,841 | 275 | 0.14% | 0.15% | 71 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 7,400 | 260 | 0.01% | — | 72 | +7,400 | New | Q3 2026 | Oct 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 7,119 | 255 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 6,972 | 250 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kinloch Capital, LLC | History | No change | 6,894 | 247 | 0.09% | 0.09% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 6,973 | 245 | 0.01% | 0.01% | 76 | -451 | -6.07% | Q3 2026 | Nov 04, 2026 |
| EdgeRock Capital LLC | History | New | 6,755 | 237 | 0.05% | — | 77 | +6,755 | New | Q3 2026 | Nov 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 6,532 | 234 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,532 | 230 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 6,344 | 223 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,853 | 210 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,927 | 208 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Allworth Financial LP | History | No change | 5,564 | 199 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,789 | 135 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| AE Wealth Management LLC | History | No change | 2,757 | 98 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,471 | 86 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | No change | 2,130 | 74 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 2,010 | 70 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Larson Financial Group LLC | History | No change | 1,809 | 64 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,687 | 60 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AlphaCore Capital LLC | History | No change | 1,285 | 45 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,122 | 40 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 836 | 30 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 754 | 26 | 0.0% | 0.0% | 94 | +1 | 0.13% | Q3 2026 | Oct 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 646 | 23 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Networth Advisors, LLC | History | Added to | 539 | 18 | 0.01% | 0.01% | 96 | +2 | 0.37% | Q3 2026 | Nov 03, 2026 |
| WPG Advisers, LLC | History | No change | 499 | 17 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 358 | 12 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 344 | 12 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 183 | 6 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BFC Planning, Inc. | History | No change | 143 | 5 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| DecisionPoint Financial, LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| NBH Bank | History | No change | 30 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,356 | -100.0% | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2026 | Oct 16, 2026 |