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 | 390,067 | 3,327 | 2.55% | 2.48% | 1 | +50,370 | 14.83% | Q3 2026 | Oct 09, 2026 |
| Pettee Investors, Inc. | History | No change | 97,314 | 830 | 0.41% | 0.47% | 2 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Ethos Financial Group, LLC | History | No change | 62,713 | 611 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hoya Capital Real Estate, LLC | History | No change | 52,060 | 444 | 6.35% | 7.45% | 4 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 48,255 | 411 | 0.13% | 0.15% | 5 | -1,024 | -2.08% | Q3 2026 | Oct 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 40,284 | 392 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | Added to | 38,563 | 328 | 0.05% | 0.06% | 7 | +3,490 | 9.95% | Q3 2026 | Nov 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 25,395 | 216 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Sage Investment Counsel LLC | History | Added to | 23,005 | 196 | 0.2% | 0.17% | 9 | +5,086 | 28.38% | Q3 2026 | Oct 26, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 21,532 | 183 | 0.1% | 0.14% | 10 | -4,060 | -15.86% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 14,850 | 144 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,895 | 136 | 0.0% | 0.0% | 12 | +3,805 | 31.47% | Q3 2026 | Nov 02, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 15,841 | 135 | 0.02% | — | 13 | +15,841 | New | Q3 2026 | Nov 06, 2026 |
| PFG Investments, LLC | History | No change | 13,650 | 133 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | No change | 12,072 | 117 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | New | 13,553 | 115 | 0.0% | — | 16 | +13,553 | New | Q3 2026 | Nov 06, 2026 |
| Cetera Investment Advisers | History | No change | 11,687 | 113 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 12,336 | 110 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roan Capital Partners | History | Reduced | 10,039 | 85 | 0.06% | 0.09% | 19 | -1,360 | -11.93% | Q3 2026 | Oct 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,845 | 75 | 0.0% | 0.0% | 20 | -177 | -1.96% | Q3 2026 | Oct 08, 2026 |
| UBS Group AG | History | Added to | 2,390 | 20 | 0.0% | — | 21 | +2,387 | 79566.67% | Q3 2026 | Nov 10, 2026 |
| Triumph Capital Management | History | No change | 500 | 4 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 400 | 3 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 311 | 2 | 0.0% | 0.0% | 25 | +161 | 107.33% | Q3 2026 | Nov 04, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 240 | 2 | 0.0% | 0.0% | 24 | +7 | 3.0% | Q3 2026 | Oct 22, 2026 |
| Larson Financial Group LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -29,572 | -100.0% | Q3 2026 | Oct 08, 2026 |
| FMR LLC | History | New | 70 | 0 | — | — | — | +70 | New | Q3 2026 | Nov 10, 2026 |
| Blue Trust, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 15, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |