Little Harbor Advisors, LLC - RMIF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 1,010,442 | 25,250 | 0.62% | 0.71% | 1 | -44,252 | -4.2% | Q3 2025 | Oct 27, 2025 |
| Empirical Asset Management, LLC | History | Added to | 116,987 | 2,923 | 0.81% | 0.82% | 2 | +10,855 | 10.23% | Q3 2025 | Nov 12, 2025 |
| Sigma Planning Corp | History | Reduced | 86,694 | 2,166 | 0.06% | 0.07% | 3 | -13,196 | -13.21% | Q3 2025 | Nov 10, 2025 |
| IFP Advisors, Inc | History | Added to | 34,910 | 872 | 0.02% | 0.02% | 4 | +99 | 0.28% | Q3 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,815 | 520 | 0.0% | 0.0% | 5 | +2,658 | 14.64% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Reduced | 20,349 | 508 | 0.02% | 0.04% | 6 | -14,285 | -41.25% | Q3 2025 | Nov 14, 2025 |
| Triumph Capital Management | History | Reduced | 10,947 | 273 | 0.07% | 0.12% | 7 | -4,955 | -31.16% | Q3 2025 | Dec 23, 2025 |
| MORGAN STANLEY | History | No change | 2,237 | 55 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -264 | -100.0% | Q2 2025 | Aug 14, 2025 |