Little Harbor Advisors, LLC - MSTB

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$121.2M
QoQ value delta ($000)
-$818K (-0.67%)
Implied price effect (QoQ)
+1.39%
Shares
Total shares
2,764,240
QoQ shares delta
-57,436 (-2.04%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 7 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Brookstone Capital Management 51,926 1,181,229 0.51%
Cetera Investment Advisers 19,285 449,651 0.02%
CreativeOne Wealth, LLC 8,785 204,842 0.19%
Uniting Wealth Partners, LLC 7,952 185,415 1.61%
MILESTONE ASSET MANAGEMENT, LLC 7,380 167,885 1.17%
Sigma Planning Corp 5,298 120,534 0.14%
ENVESTNET ASSET MANAGEMENT INC 4,674 108,994 0.0%
Forefront Wealth Partners, LLC 4,661 108,681 1.44%
HighTower Advisors, LLC 2,304 53,737 0.0%
Palumbo Wealth Management LLC 1,954 45,578 0.41%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,615 36,382 0.0%
Coppell Advisory Solutions LLC 1,027 437 0.08%
Mutual Advisors, LLC 884 20,631 0.02%
Reyes Financial Architecture, Inc. 723 16,454 0.45%
OLD MISSION CAPITAL LLC 687 16,027 0.01%
Indiana Trust & Investment Management Co 439 10,000 0.12%
AlphaCore Capital LLC 383 8,950 0.01%
BANK OF AMERICA CORP /DE/ 365 8,514 0.0%
Cambridge Investment Research Advisors, Inc. 290 6,763 0.0%
GTS SECURITIES LLC 235 5,496 0.0%
JANE STREET GROUP, LLC 214 5,011 0.0%
Plante Moran Financial Advisors, LLC 69 1,622 0.0%
AE Wealth Management LLC 49 1,144 0.0%
WELLS FARGO & COMPANY/MN 10 237 0.0%
CoreCap Advisors, LLC 1 25 0.0%