Little Harbor Advisors, LLC - DUBS

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$452.2M
QoQ value delta ($000)
+$3.068M (+0.68%)
Implied price effect (QoQ)
+0.3%
Shares
Total shares
10,825,792
QoQ shares delta
+40,659 (+0.38%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 15 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Aptus Capital Advisors, LLC 172,647 4,145,689 1.18%
Integrated Wealth Concepts LLC 106,711 2,562,402 0.7%
ENVESTNET ASSET MANAGEMENT INC 22,903 549,958 0.01%
Second Line Capital, LLC 21,494 516,098 4.0%
GUARDIAN WEALTH ADVISORS, LLC / NC 20,323 488,028 1.14%
Park Place Capital Corp 19,923 478,400 3.17%
Signal Advisors Wealth, LLC 13,581 316,887 0.6%
6th Street Advisors, LLC 13,279 309,825 7.67%
Waterloo Capital, L.P. 12,818 307,808 0.72%
SILVER OAK SECURITIES, INCORPORATED 6,097 146,411 0.37%
MBE Wealth Management, LLC 5,923 138,201 2.09%
Prime Capital Investment Advisors, LLC 3,820 89,136 0.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 3,816 89,053 1.6%
Capital Investment Advisory Services, LLC 3,393 81,477 0.21%
Renasant Bank 3,292 79,064 2.12%
Atria Investments, Inc 3,223 75,213 0.03%
MARIPAU WEALTH MANAGEMENT LLC 2,789 66,814 0.99%
Tailwinds Wealth, LLC 2,661 63,907 1.57%
Regal Investment Advisors LLC 2,058 49,419 0.11%
Second Half Financial Partners, LLC 2,048 49,195 0.84%
Cushing Capital Partners, LLC 1,863 43,468 1.14%
Lord & Richards Wealth Management, LLC 1,676 39,113 1.28%
Independent Advisor Alliance 1,455 34,945 0.03%
LPL Financial LLC 944 22,688 0.0%
RFG Advisory, LLC 811 19,488 0.01%