Little Harbor Advisors, LLC - LODI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUN LIFE FINANCIAL INC | History | No change | 2,000,000 | 50,398 | 2.86% | 2.65% | 1 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 358,672 | 9,038 | 0.0% | 0.0% | 2 | +61,419 | 20.66% | Q1 2026 | May 06, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 231,725 | 5,839 | 0.51% | — | 3 | +231,725 | New | Q1 2026 | May 06, 2026 |
| Grantvest Financial Group LLC | History | Added to | 46,354 | 1,168 | 0.76% | 0.66% | 4 | +5,529 | 13.54% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 29,050 | 732 | 0.0% | 0.0% | 5 | +1,243 | 4.47% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 19,083 | 480 | 0.0% | 0.0% | 6 | -1,135 | -5.61% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 18,667 | 470 | 0.01% | — | 7 | +18,667 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | New | 13,279 | 334 | 0.0% | — | 8 | +13,279 | New | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | New | 11,616 | 292 | 0.0% | — | 9 | +11,616 | New | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 9,787 | 247 | 0.0% | — | 10 | +9,787 | New | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 9,213 | 232 | 0.0% | — | 11 | +9,213 | New | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,453 | 36 | 0.0% | — | 12 | +1,453 | New | Q1 2026 | May 12, 2026 |
| Advisors Asset Management, Inc. | History | New | 635 | 16 | 0.0% | — | 13 | +635 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,839 | -100.0% | Q1 2026 | Apr 30, 2026 |