| Fund structure | AUM | Fund type |
|---|---|---|
| Little Harbor Advisors, LLC | $352.57 mm | |
| Lha Motr Long-short Fund, L.P. | $1.01 mm | Hedge Fund |
| 13F holders | Current |
|---|---|
| Total holders | 117 |
| Opened positions | 23 |
| Closed positions | 310 |
| Increased positions | 48 |
| Reduced positions | 44 |
| 13F shares | Current |
|---|---|
| Total value | 3.03 tn |
| Total shares | 89.92 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| Aptus Capital Advisors | 24.30 mm | $831.17 bn |
| Integrated Wealth Concepts | 9.53 mm | $329.24 bn |
| Guardian Wealth Advisors, LLC / NC | 7.46 mm | $254.53 bn |
| RJF Raymond James Financial | 7.42 mm | $259.39 bn |
| Sugarloaf Wealth Management | 3.50 mm | $110.24 bn |
| Brogan Financial | 2.87 mm | $103.35 bn |
| Envestnet Asset Management | 2.82 mm | $94.06 bn |
| Clarus | 2.59 mm | $86.36 bn |
| KFG Wealth Management | 2.51 mm | $85.11 bn |
| Second Line Capital | 2.31 mm | $77.86 bn |
