Little Harbor Advisors, LLC - DSTX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 438,986 | 13,914 | 2.92% | 2.86% | 1 | +7,178 | 1.66% | Q4 2025 | Jan 14, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 132,309 | 4,193 | 0.91% | 0.94% | 2 | -3,603 | -2.65% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 71,557 | 2,268 | 0.0% | 0.0% | 3 | -5,565 | -7.22% | Q4 2025 | Mar 16, 2026 |
| Focus Partners Wealth | History | New | 14,249 | 451 | 0.0% | — | 4 | +14,249 | New | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,206 | 323 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 7,168 | 227 | 0.69% | — | 6 | +7,168 | New | Q4 2025 | Feb 06, 2026 |
| WealthCare Investment Partners, LLC | History | New | 6,623 | 211 | 0.06% | — | 7 | +6,623 | New | Q4 2025 | Jan 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,104 | 34 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | No change | 1,073 | 34 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,042 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,754 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,548 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -5,944 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |