Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / LHA Market State Alpha Seeker ETF
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
851K
-
Shares change
-
-73.5K
-
Total reported value, excl. options
-
$20.3M
-
Value change
-
-$1.75M
-
Number of buys
-
6
-
Number of sells
-
-6
-
Price
-
$23.83
Significant Holders of Little Harbor Advisors, LLC - LHA Market State Alpha Seeker ETF (MSVX) as of Q4 2023
15 filings reported holding MSVX - Little Harbor Advisors, LLC - LHA Market State Alpha Seeker ETF as of Q4 2023.
Little Harbor Advisors, LLC - LHA Market State Alpha Seeker ETF (MSVX) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 851K shares
.
Largest 10 shareholders include Cetera Advisor Networks LLC (323K shares), Brookstone Capital Management (307K shares), MILESTONE ASSET MANAGEMENT, LLC (54.9K shares), Foundations Investment Advisors, LLC (51.9K shares), Aveo Capital Partners, LLC (32.7K shares), Mutual Advisors, LLC (20.1K shares), MGO ONE SEVEN LLC (18.4K shares), CITADEL ADVISORS LLC (13.6K shares), OLD MISSION CAPITAL LLC (12.3K shares), and Indiana Trust & Investment Management CO (10K shares).
This table shows the top 13 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.