Little Harbor Advisors, LLC - MSTB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | History | Added to | 1,191,376 | 45,629 | 0.52% | 0.53% | 1 | +22,586 | 1.93% | Q1 2026 | Apr 16, 2026 |
| Cetera Investment Advisers | History | Added to | 439,242 | 16,822 | 0.02% | 0.02% | 2 | +5,499 | 1.27% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 220,538 | 8,446 | 0.2% | 0.23% | 3 | -14,073 | -6.0% | Q1 2026 | May 15, 2026 |
| Uniting Wealth Partners, LLC | History | New | 182,963 | 7,007 | 1.49% | — | 4 | +182,963 | New | Q1 2026 | Apr 22, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 181,745 | 6,960 | 1.28% | 2.43% | 5 | -140,563 | -43.61% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Added to | 158,075 | 6,054 | 0.17% | 0.16% | 6 | +12,344 | 8.47% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 113,577 | 4,349 | 0.0% | 0.0% | 7 | -3,782 | -3.22% | Q1 2026 | May 04, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 58,532 | 2,241 | 0.94% | 0.86% | 8 | +12,863 | 28.17% | Q1 2026 | Apr 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 53,957 | 2,066 | 0.0% | 0.0% | 9 | -3,901 | -6.74% | Q1 2026 | May 05, 2026 |
| Palumbo Wealth Management LLC | History | Reduced | 46,077 | 1,764 | 0.43% | 0.46% | 10 | -620 | -1.33% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,435 | 867 | 0.0% | 0.0% | 11 | -36,381 | -61.86% | Q1 2026 | Apr 08, 2026 |
| Mutual Advisors, LLC | History | No change | 21,230 | 813 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GTS SECURITIES LLC | History | Added to | 16,090 | 616 | 0.02% | 0.02% | 13 | +577 | 3.72% | Q1 2026 | May 14, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 10,000 | 382 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | No change | 8,950 | 342 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,450 | 93 | 0.0% | — | 16 | +2,449 | 244900.0% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 202 | 7 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,783 | -100.0% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |