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
Latest / Compare
Q2 2026
· Q1 2026
Value (USD)
Total reported value ($000)
$80.36M
QoQ value delta ($000)
+$11.08M
(+15.99%)
Implied price effect (QoQ)
-0.06%
Shares
Total shares
3,190,903
QoQ shares delta
+441,369
(+16.05%)
Total shares held by funds (by quarter)
Market chart (LODI)
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Top holders (Q2 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| SUN LIFE FINANCIAL INC | 50,370 | 2,000,000 | 2.58% |
| LPL Financial LLC | 14,620 | 580,532 | 0.0% |
| Spartan Wealth Advisory Services LLC | 6,581 | 261,316 | 0.54% |
| Sanctuary Advisors, LLC | 1,876 | 74,508 | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | 1,360 | 54,007 | 0.03% |
| Grantvest Financial Group LLC | 1,174 | 46,627 | 0.68% |
| Waverly Advisors, LLC | 1,030 | 40,900 | 0.01% |
| Kestra Advisory Services, LLC | 548 | 21,764 | 0.0% |
| Private Advisor Group, LLC | 481 | 19,133 | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 435 | 17,307 | 0.0% |
| GUIDANCE CAPITAL, INC | 396 | 15,713 | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 277 | 11,000 | 0.0% |
| World Investment Advisors | 265 | 10,492 | 0.0% |
| OSAIC HOLDINGS, INC. | 239 | 9,506 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 230 | 9,149 | 0.0% |
| Stirlingshire Investments, Inc. | 230 | 9,132 | 0.17% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 219 | 8,696 | 0.0% |
| Advisors Asset Management, Inc. | 28 | 1,121 | 0.0% |