Little Harbor Advisors, LLC - DSTX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Crumly & Associates Inc. | History | Added to | 846,765 | 28,641 | 5.08% | 4.01% | 1 | +204,985 | 31.94% | Q3 2026 | Oct 07, 2026 |
| Empire Financial Management Company, LLC | History | No change | 134,489 | 4,391 | 1.74% | 1.74% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 64,470 | 2,105 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Indivisible Partners | History | New | 17,554 | 593 | 0.03% | — | 4 | +17,554 | New | Q3 2026 | Oct 26, 2026 |
| Focus Partners Wealth | History | No change | 14,450 | 471 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | New | 13,800 | 468 | 0.0% | — | 6 | +13,800 | New | Q3 2026 | Nov 10, 2026 |
| National Philanthropic Trust | History | No change | 11,000 | 359 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,206 | 333 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Reduced | 7,215 | 244 | 0.55% | 0.67% | 9 | -54 | -0.74% | Q3 2026 | Nov 04, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 6,745 | 228 | 0.05% | 0.05% | 10 | +29 | 0.43% | Q3 2026 | Nov 05, 2026 |
| AlphaCore Capital LLC | History | No change | 1,681 | 56 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,104 | 36 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 323 | 10 | 0.0% | 0.0% | 13 | +129 | 66.49% | Q3 2026 | Nov 10, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 10, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |