Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / LHA Market State Alpha Seeker ETF
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Number of holders
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12
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Total 13F shares, excl. options
-
1.3M
-
Shares change
-
-104
-
Total reported value, excl. options
-
$30.5M
-
Value change
-
-$183
-
Number of buys
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7
-
Number of sells
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-6
-
Price
-
$23.61
Significant Holders of Little Harbor Advisors, LLC - LHA Market State Alpha Seeker ETF (MSVX) as of Q1 2023
13 filings reported holding MSVX - Little Harbor Advisors, LLC - LHA Market State Alpha Seeker ETF as of Q1 2023.
Little Harbor Advisors, LLC - LHA Market State Alpha Seeker ETF (MSVX) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.3M shares
.
Largest 10 shareholders include Cetera Advisor Networks LLC (651K shares), Brookstone Capital Management (437K shares), MILESTONE ASSET MANAGEMENT, LLC (70.4K shares), MGO ONE SEVEN LLC (53.1K shares), Aveo Capital Partners, LLC (30.6K shares), OLD MISSION CAPITAL LLC (19.6K shares), Eqis Capital Management, Inc. (13.5K shares), AXXCESS WEALTH MANAGEMENT, LLC (13K shares), BELLEVUE ASSET MANAGEMENT, LLC (4.31K shares), and UBS Group AG (2.56K shares).
This table shows the top 12 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.