Little Harbor Advisors, LLC - JEDI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | History | Added to | 340,150 | 8,701 | 0.11% | 0.04% | 1 | +186,900 | 121.96% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 34,510 | 883 | 0.0% | — | 2 | +34,510 | New | Q1 2026 | Apr 30, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 19,571 | 500 | 0.34% | — | 3 | +19,571 | New | Q1 2026 | Apr 15, 2026 |
| Insight Advisors, LLC/ PA | History | New | 18,075 | 462 | 0.09% | — | 4 | +18,075 | New | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 16,038 | 389 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,037 | 292 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 7,000 | 169 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Noble Wealth Management PBC | History | No change | 1,525 | 39 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 1,000 | 25 | 0.0% | — | 9 | +1,000 | New | Q1 2026 | May 08, 2026 |
| High Note Wealth, LLC | History | New | 400 | 10 | 0.0% | — | 10 | +400 | New | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | New | 225 | 5 | 0.0% | — | 11 | +225 | New | Q1 2026 | May 05, 2026 |
| HighMark Wealth Management LLC | History | New | 200 | 5 | 0.0% | — | 12 | +200 | New | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | New | 150 | 3 | 0.0% | — | 13 | +150 | New | Q1 2026 | May 07, 2026 |
| Signature Resources Capital Management, LLC | History | New | 49 | 1 | 0.0% | — | 15 | +49 | New | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | No change | 55 | 1 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | May 07, 2026 |