Little Harbor Advisors, LLC - LODI
Sector:
Funds
· Industry:
Investment Company
Website:
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· Social:
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Company profile
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Quarter snapshot
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Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$69.28M
QoQ value delta ($000)
+$8.913M
(+14.76%)
Implied price effect (QoQ)
-0.2%
Shares
Total shares
2,749,534
QoQ shares delta
+358,592
(+15.0%)
Total shares held by funds (by quarter)
Market chart (LODI)
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Top holders (Q1 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| SUN LIFE FINANCIAL INC | 50,398 | 2,000,000 | 2.86% |
| LPL Financial LLC | 9,038 | 358,672 | 0.0% |
| Spartan Wealth Advisory Services LLC | 5,839 | 231,725 | 0.51% |
| Grantvest Financial Group LLC | 1,168 | 46,354 | 0.76% |
| OSAIC HOLDINGS, INC. | 732 | 29,050 | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 480 | 19,083 | 0.0% |
| INDEPENDENT FINANCIAL GROUP, LLC | 470 | 18,667 | 0.01% |
| Private Advisor Group, LLC | 334 | 13,279 | 0.0% |
| World Investment Advisors | 292 | 11,616 | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 247 | 9,787 | 0.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 232 | 9,213 | 0.0% |
| Ameritas Advisory Services, LLC | 36 | 1,453 | 0.0% |
| Advisors Asset Management, Inc. | 16 | 635 | 0.0% |