Little Harbor Advisors, LLC - DEFR

Sector: Funds · Industry: Investment Company
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Company profile

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$78.64M
QoQ value delta ($000)
+$14.45M (+22.51%)
Implied price effect (QoQ)
+1.73%
Shares
Total shares
2,943,946
QoQ shares delta
+499,423 (+20.43%)
Total shares held by funds (by quarter)

Market chart (DEFR)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 8 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Aptus Capital Advisors, LLC 45,481 1,702,804 0.33%
Park Place Capital Corp 6,551 245,294 1.36%
Waterloo Capital, L.P. 4,267 159,761 0.31%
SILVER OAK SECURITIES, INCORPORATED 3,419 127,546 0.23%
Integrated Wealth Concepts LLC 2,902 108,656 0.03%
Prime Capital Investment Advisors, LLC 2,478 92,799 0.03%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 2,198 82,310 1.01%
Regal Investment Advisors LLC 1,558 58,334 0.09%
Compass Ion Advisors, LLC 1,390 52,077 0.13%
Second Half Financial Partners, LLC 1,154 43,219 0.51%
Second Line Capital, LLC 1,061 39,726 0.22%
Atria Investments, Inc 1,043 39,051 0.01%
Renasant Bank 913 34,199 0.62%
MBE Wealth Management, LLC 890 33,332 0.37%
True Vision MN LLC 885 33,164 0.45%
Grant Street Asset Management, Inc. 594 22,261 0.12%
Meridian Wealth Management, LLC 581 21,758 0.02%
JANE STREET GROUP, LLC 468 17,523 0.0%
OSAIC HOLDINGS, INC. 457 17,126 0.0%
Cushing Capital Partners, LLC 316 11,860 0.23%
HARBOUR INVESTMENTS, INC. 17 655 0.0%
UBS Group AG 8 328 0.0%
Rockefeller Capital Management L.P. 4 163 0.0%