Little Harbor Advisors, LLC - RIET
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Paller Financial Services Inc | History | Added to | 294,703 | 2,649 | 2.19% | 2.12% | 1 | +10,079 | 3.54% | Q1 2026 | Apr 28, 2026 |
| Pettee Investors, Inc. | History | No change | 97,314 | 928 | 0.48% | 0.51% | 2 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 87,884 | 790 | 0.0% | 0.0% | 3 | -7,600 | -7.96% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | No change | 55,955 | 519 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 56,739 | 510 | 0.32% | 0.3% | 5 | -1,000 | -1.73% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 53,930 | 485 | 0.0% | 0.0% | 6 | -16,659 | -23.6% | Q1 2026 | Apr 30, 2026 |
| Hoya Capital Real Estate, LLC | History | Reduced | 52,060 | 468 | 8.45% | 8.03% | 7 | -1,608 | -3.0% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 51,222 | 460 | 0.0% | 0.0% | 8 | -43,162 | -45.73% | Q1 2026 | May 12, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 46,149 | 414 | 0.15% | 0.14% | 9 | +2,625 | 6.03% | Q1 2026 | Apr 22, 2026 |
| Tactive Advisors, LLC | History | Added to | 28,526 | 256 | 0.07% | 0.07% | 10 | +1,832 | 6.86% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 26,520 | 238 | 0.0% | 0.0% | 11 | -22,145 | -45.5% | Q1 2026 | May 15, 2026 |
| Sage Investment Counsel LLC | History | New | 17,836 | 160 | 0.18% | — | 12 | +17,836 | New | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | New | 17,395 | 156 | 0.0% | — | 13 | +17,395 | New | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 15,500 | 139 | 0.0% | 0.0% | 14 | -500 | -3.13% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Reduced | 14,650 | 131 | 0.01% | 0.01% | 15 | -3,000 | -17.0% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Reduced | 12,336 | 110 | 0.0% | 0.01% | 16 | -70,906 | -85.18% | Q1 2026 | Apr 27, 2026 |
| Roan Capital Partners | History | New | 11,399 | 102 | 0.09% | — | 17 | +11,399 | New | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Added to | 10,925 | 98 | 0.0% | 0.0% | 18 | +59 | 0.54% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,794 | 79 | 0.0% | 0.0% | 19 | -3,818 | -30.27% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 1,732 | 15 | 0.0% | — | 20 | +1,732 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,228 | 11 | 0.0% | — | 21 | +1,225 | 40833.33% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,000 | 8 | 0.0% | 0.0% | 22 | +690 | 222.58% | Q1 2026 | May 06, 2026 |
| STANCE CAPITAL LLC | History | New | 775 | 6 | 0.0% | — | 23 | +775 | New | Q1 2026 | May 13, 2026 |
| Stephens Consulting, LLC | History | No change | 600 | 5 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Triumph Capital Management | History | No change | 500 | 4 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | New | 300 | 2 | 0.0% | — | 29 | +300 | New | Q1 2026 | May 15, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 227 | 2 | 0.0% | 0.0% | 26 | +6 | 2.71% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | No change | 271 | 2 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | Added to | 112 | 1 | 0.0% | 0.0% | 30 | +3 | 2.75% | Q1 2026 | May 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,829 | -100.0% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -79 | -100.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |