Little Harbor Advisors, LLC - DSMC

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)
$78.8M
QoQ value delta ($000)
+$804K (+1.03%)
Implied price effect (QoQ)
+5.4%
Shares
Total shares
2,105,805
QoQ shares delta
-91,121 (-4.15%)
Total shares held by funds (by quarter)

Market chart (DSMC)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Kathmere Capital Management, LLC 21,604 577,309 1.33%
Resonant Capital Advisors, LLC 11,053 295,376 0.58%
Rothschild Wealth LLC 9,241 246,950 0.84%
Rockefeller Capital Management L.P. 7,932 211,962 0.01%
Indivisible Partners 7,474 199,723 0.66%
Aspect Partners, LLC 6,177 165,061 2.52%
Berkeley, Inc 5,470 146,193 1.84%
Madison Asset Management, LLC 2,322 62,066 0.03%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 1,661 44,397 0.7%
Accurate Wealth Management, LLC 974 25,911 0.12%
Tidal Investments LLC 934 24,959 0.0%
LPL Financial LLC 697 18,638 0.0%
National Philanthropic Trust 636 17,000 0.01%
Crumly & Associates Inc. 563 15,068 0.12%
Global View Capital Management LLC 516 13,808 0.14%
Focus Partners Wealth 439 11,746 0.0%
GTS SECURITIES LLC 389 10,413 0.01%
Legacy Wealth Managment, LLC/ID 277 7,404 0.14%
WealthCare Investment Partners, LLC 220 5,856 0.06%
Opal Wealth Advisors, LLC 62 1,680 0.01%
US BANCORP \DE\ 50 1,358 0.0%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 42 1,149 0.0%
Orion Capital Management LLC 23 628 0.01%
Essential Partners LLC 13 359 0.0%
HARBOUR INVESTMENTS, INC. 11 308 0.0%