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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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$107.4M
QoQ value delta ($000)
-$4.327M
(-3.87%)
Implied price effect (QoQ)
+0.39%
Shares
Total shares
2,690,528
QoQ shares delta
-119,291
(-4.25%)
Total shares held by funds (by quarter)
Market chart (MSTB)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 8 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Brookstone Capital Management | 46,658 | 1,168,790 | 0.53% |
| Cetera Investment Advisers | 17,315 | 433,743 | 0.02% |
| MILESTONE ASSET MANAGEMENT, LLC | 12,866 | 322,308 | 2.43% |
| CreativeOne Wealth, LLC | 9,365 | 234,611 | 0.23% |
| Sigma Planning Corp | 5,817 | 145,731 | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 4,684 | 117,359 | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,382 | 58,816 | 0.0% |
| HighTower Advisors, LLC | 2,309 | 57,858 | 0.0% |
| Palumbo Wealth Management LLC | 1,864 | 46,697 | 0.46% |
| Forefront Wealth Partners, LLC | 1,823 | 45,669 | 0.86% |
| Mutual Advisors, LLC | 847 | 21,230 | 0.02% |
| GTS SECURITIES LLC | 619 | 15,513 | 0.02% |
| Indiana Trust & Investment Management Co | 399 | 10,000 | 0.12% |
| AlphaCore Capital LLC | 357 | 8,950 | 0.01% |
| Kestra Advisory Services, LLC | 111 | 2,783 | 0.0% |
| Hilton Head Capital Partners, LLC | 8 | 202 | 0.0% |
| UBS Group AG | 7 | 178 | 0.0% |
| EXCHANGE TRADED CONCEPTS, LLC | 2 | 59 | 0.0% |
| MORGAN STANLEY | 0 | 1 | 0.0% |
| CIBC Private Wealth Group LLC | 0 | 5 | 0.0% |
| CoreCap Advisors, LLC | 0 | 25 | 0.0% |