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 | 50,370 | 2.58% | 2.86% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 580,532 | 14,620 | 0.0% | 0.0% | 2 | +221,860 | 61.86% | Q2 2026 | Aug 07, 2026 |
| Spartan Wealth Advisory Services LLC | History | Added to | 261,316 | 6,581 | 0.54% | 0.51% | 3 | +29,591 | 12.77% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | New | 74,508 | 1,876 | 0.01% | — | 4 | +74,508 | New | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 54,007 | 1,360 | 0.03% | 0.01% | 5 | +35,340 | 189.32% | Q2 2026 | Jul 15, 2026 |
| Grantvest Financial Group LLC | History | Added to | 46,627 | 1,174 | 0.68% | 0.76% | 6 | +273 | 0.59% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | New | 40,900 | 1,030 | 0.01% | — | 7 | +40,900 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 21,764 | 548 | 0.0% | — | 8 | +21,764 | New | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 19,133 | 481 | 0.0% | 0.0% | 9 | +5,854 | 44.08% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 17,307 | 435 | 0.0% | 0.0% | 10 | -1,776 | -9.31% | Q2 2026 | Sep 23, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 15,713 | 396 | 0.08% | — | 11 | +15,713 | New | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,000 | 277 | 0.0% | 0.0% | 12 | +1,213 | 12.39% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | Reduced | 10,492 | 265 | 0.0% | 0.0% | 13 | -1,124 | -9.68% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,506 | 239 | 0.0% | 0.0% | 14 | -19,544 | -67.28% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 9,149 | 230 | 0.0% | — | 15 | +9,149 | New | Q2 2026 | Jul 29, 2026 |
| Stirlingshire Investments, Inc. | History | New | 9,132 | 230 | 0.17% | — | 16 | +9,132 | New | Q2 2026 | Jul 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,696 | 219 | 0.0% | 0.0% | 17 | -517 | -5.61% | Q2 2026 | Jul 28, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,121 | 28 | 0.0% | 0.0% | 18 | +486 | 76.54% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,453 | -100.0% | Q2 2026 | Aug 14, 2026 |