Little Harbor Advisors, LLC - DEFR

Sector: Funds · Industry: Investment Company
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$103M
QoQ value delta ($000)
+$24.09M (+30.54%)
Implied price effect (QoQ)
-0.43%
Shares
Total shares
3,872,026
QoQ shares delta
+918,552 (+31.1%)
Total shares held by funds (by quarter)

Market chart (DEFR)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Aptus Capital Advisors, LLC 48,341 1,817,445 0.38%
6th Street Advisors, LLC 8,436 317,186 5.31%
ENVESTNET ASSET MANAGEMENT INC 7,145 268,627 0.0%
Park Place Capital Corp 6,933 260,689 1.39%
Waterloo Capital, L.P. 4,293 161,399 0.3%
Compass Ion Advisors, LLC 3,951 148,550 0.38%
Integrated Wealth Concepts LLC 3,738 140,561 0.03%
SILVER OAK SECURITIES, INCORPORATED 3,584 134,766 0.26%
Prime Capital Investment Advisors, LLC 3,094 116,336 0.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 2,301 86,529 0.97%
Regal Investment Advisors LLC 1,589 59,745 0.09%
Second Line Capital, LLC 1,399 52,556 0.26%
Second Half Financial Partners, LLC 1,284 48,310 0.58%
MBE Wealth Management, LLC 1,271 47,803 0.53%
Atria Investments, Inc 1,045 39,294 0.01%
Renasant Bank 933 35,094 0.66%
JANE STREET GROUP, LLC 852 32,053 0.0%
Meridian Wealth Management, LLC 754 28,356 0.03%
Grant Street Asset Management, Inc. 612 23,019 0.12%
OSAIC HOLDINGS, INC. 393 14,813 0.0%
Cushing Capital Partners, LLC 322 12,127 0.25%
Independent Advisor Alliance 308 11,598 0.0%
United Advisor Group, LLC 254 9,580 0.03%
HARBOUR INVESTMENTS, INC. 60 2,263 0.0%
Advisory Services Network, LLC 58 2,217 0.0%