Little Harbor Advisors, LLC - WAR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 64,562 | 2,226 | 0.16% | 0.16% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 35,763 | 1,233 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 12,870 | 443 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 12,422 | 390 | 0.0% | 0.01% | 4 | -4,853 | -28.09% | Q3 2026 | Oct 16, 2026 |
| Kestra Advisory Services, LLC | History | No change | 9,850 | 339 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,145 | 315 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 8,300 | 286 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 7,040 | 221 | 0.02% | — | 8 | +7,040 | New | Q3 2026 | Oct 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,337 | 46 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,084 | 37 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 400 | 13 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |