Little Harbor Advisors, LLC - RIET
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | New | 284,624 | 2,644 | 2.12% | — | 1 | +284,624 | New | Q4 2025 | Jan 15, 2026 |
| Pettee Investors, Inc. | History | Added to | 97,314 | 904 | 0.51% | 0.47% | 2 | +7,985 | 8.94% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 95,484 | 887 | 0.0% | — | 3 | +95,484 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 94,384 | 876 | 0.0% | — | 4 | +94,384 | New | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Reduced | 83,242 | 773 | 0.01% | 0.02% | 5 | -11,801 | -12.42% | Q4 2025 | Mar 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 70,589 | 656 | 0.0% | 0.0% | 6 | +16,778 | 31.18% | Q4 2025 | Feb 05, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 57,739 | 536 | 0.3% | 0.44% | 7 | -17,237 | -22.99% | Q4 2025 | Feb 09, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 55,955 | 519 | 0.04% | 0.04% | 8 | -2,902 | -4.93% | Q4 2025 | Jan 20, 2026 |
| Hoya Capital Real Estate, LLC | History | No change | 53,668 | 497 | 8.03% | 8.58% | 9 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,665 | 452 | 0.0% | 0.0% | 10 | +5,245 | 12.08% | Q4 2025 | Feb 17, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 43,524 | 404 | 0.14% | 0.15% | 11 | -395 | -0.9% | Q4 2025 | Jan 30, 2026 |
| Tactive Advisors, LLC | History | Reduced | 26,694 | 248 | 0.07% | 0.08% | 12 | -3,463 | -11.48% | Q4 2025 | Jan 09, 2026 |
| PFG Investments, LLC | History | Reduced | 17,650 | 163 | 0.01% | 0.01% | 13 | -3,500 | -16.55% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | New | 16,000 | 148 | 0.0% | — | 14 | +16,000 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,612 | 117 | 0.0% | 0.0% | 15 | -1,987 | -13.61% | Q4 2025 | Jan 23, 2026 |
| HRT FINANCIAL LP | History | New | 11,829 | 109 | 0.0% | — | 16 | +11,829 | New | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | New | 10,866 | 100 | 0.0% | — | 17 | +10,866 | New | Q4 2025 | Feb 13, 2026 |
| Stephens Consulting, LLC | History | No change | 600 | 5 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Triumph Capital Management | History | New | 500 | 4 | 0.0% | — | 19 | +500 | New | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 400 | 3 | 0.0% | — | 21 | +400 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | New | 271 | 3 | 0.0% | — | 20 | +271 | New | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | New | 310 | 2 | 0.0% | — | 22 | +310 | New | Q4 2025 | Feb 09, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 300 | 2 | 0.0% | 0.0% | 24 | +100 | 50.0% | Q4 2025 | Jan 15, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 221 | 2 | 0.0% | 0.0% | 23 | +6 | 2.79% | Q4 2025 | Jan 22, 2026 |
| MAI Capital Management | History | Added to | 109 | 1 | 0.0% | 0.0% | 25 | +3 | 2.83% | Q4 2025 | Feb 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Black Swift Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -80,125 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sage Investment Counsel LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -42,032 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,361 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,732 | -100.0% | Q3 2025 | Nov 18, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -282 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Reduced | 79 | 0 | — | 0.0% | — | -102 | -56.35% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |