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 | Reduced | 272,527 | 6,837 | 0.08% | 0.1% | 1 | -32,850 | -10.76% | Q3 2026 | Nov 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 152,404 | 3,824 | 0.02% | — | 2 | +152,404 | New | Q3 2026 | Oct 26, 2026 |
| LPL Financial LLC | History | Added to | 98,670 | 2,475 | 0.0% | 0.0% | 3 | +38,577 | 64.2% | Q3 2026 | Nov 06, 2026 |
| Advisory Services Network, LLC | History | No change | 74,861 | 2,174 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Note Wealth, LLC | History | Reduced | 80,344 | 2,015 | 0.33% | 0.41% | 5 | -2,390 | -2.89% | Q3 2026 | Oct 27, 2026 |
| Lane Generational LLC | History | Added to | 57,485 | 1,442 | 1.3% | 1.07% | 6 | +15,336 | 36.39% | Q3 2026 | Nov 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 48,446 | 1,407 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 47,118 | 1,369 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 42,700 | 1,240 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 38,663 | 1,123 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 30,757 | 893 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 25,454 | 739 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Reduced | 27,797 | 697 | 0.03% | 0.31% | 13 | -245,707 | -89.84% | Q3 2026 | Nov 03, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 19,757 | 573 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 22,298 | 559 | 0.39% | 0.3% | 15 | +6,432 | 40.54% | Q3 2026 | Oct 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 16,573 | 415 | 0.0% | — | 16 | +16,573 | New | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 14,010 | 406 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | New | 15,649 | 392 | 0.0% | — | 18 | +15,649 | New | Q3 2026 | Oct 27, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 15,075 | 378 | 0.07% | 0.08% | 19 | +300 | 2.03% | Q3 2026 | Oct 22, 2026 |
| UBS Group AG | History | Added to | 14,415 | 361 | 0.0% | 0.0% | 20 | +13,573 | 1612.0% | Q3 2026 | Nov 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 14,231 | 357 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,044 | 327 | 0.0% | 0.0% | 22 | -25,202 | -65.89% | Q3 2026 | Nov 02, 2026 |
| Advyzon Investment Management, LLC | History | No change | 10,473 | 304 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 10,000 | 290 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | New | 11,085 | 278 | 0.13% | — | 25 | +11,085 | New | Q3 2026 | Oct 28, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,011 | 261 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,100 | 235 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,870 | 228 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 8,409 | 210 | 0.0% | 0.0% | 29 | -481 | -5.41% | Q3 2026 | Nov 09, 2026 |
| Ankerstar Wealth, LLC | History | No change | 5,915 | 171 | 0.14% | 0.14% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,175 | 54 | 0.0% | 0.0% | 31 | +2,000 | 1142.86% | Q3 2026 | Nov 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,816 | 52 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,570 | 39 | 0.0% | 0.0% | 33 | +95 | 6.44% | Q3 2026 | Nov 03, 2026 |
| AE Wealth Management LLC | History | No change | 1,358 | 39 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nuveen, LLC | History | New | 1,536 | 38 | 0.0% | — | 36 | +1,536 | New | Q3 2026 | Nov 10, 2026 |
| Noble Wealth Management PBC | History | No change | 1,539 | 38 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,500 | 37 | 0.0% | 0.0% | 37 | +500 | 50.0% | Q3 2026 | Nov 10, 2026 |
| MORGAN STANLEY | History | No change | 973 | 28 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | No change | 1,104 | 27 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,050 | 26 | 0.0% | 0.0% | 40 | +800 | 320.0% | Q3 2026 | Nov 09, 2026 |
| Allworth Financial LP | History | Added to | 715 | 20 | 0.0% | 0.0% | 41 | +649 | 983.33% | Q3 2026 | Nov 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 640 | 16 | 0.0% | — | 42 | +640 | New | Q3 2026 | Nov 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 498 | 14 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 500 | 14 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | No change | 402 | 10 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 421 | 10 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 366 | 9 | 0.0% | 0.0% | 47 | +85 | 30.25% | Q3 2026 | Nov 09, 2026 |
| SHP Wealth Management | History | No change | 324 | 9 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 334 | 8 | 0.0% | — | 50 | +334 | New | Q3 2026 | Nov 05, 2026 |
| IFP Advisors, Inc | History | No change | 345 | 8 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SIMPLEX TRADING, LLC | History | New | 253 | 6 | 0.0% | — | 51 | +253 | New | Q3 2026 | Nov 04, 2026 |
| US BANCORP \DE\ | History | No change | 140 | 3 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 129 | 3 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 110 | 3 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 120 | 3 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighMark Wealth Management LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 73 | 1 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,505 | -100.0% | Q3 2026 | Nov 10, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,935 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,675 | -100.0% | Q3 2026 | Oct 08, 2026 |