Little Harbor Advisors, LLC - SAWS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealth Intelligence, LLC | History | Added to | 229,882 | 5,987 | 2.78% | 2.31% | 1 | +3,847 | 1.7% | Q2 2026 | Jul 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 10,883 | 283 | 0.0% | — | 2 | +10,883 | New | Q2 2026 | Sep 23, 2026 |
| Philadelphia Investment Partners, LLC | History | Reduced | 5,332 | 138 | 0.09% | 0.08% | 3 | -231 | -4.15% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,005 | 26 | 0.0% | 0.0% | 4 | +800 | 390.24% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 619 | 16 | 0.0% | 0.0% | 5 | -138 | -18.23% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -12,809 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |