Little Harbor Advisors, LLC - DUBS

Sector: Funds · Industry: Investment Company

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Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$449.1M

QoQ value delta ($000)

+$85.37M (+23.47%)

Implied price effect (QoQ)

+14.86%

Total shares

10,785,102

QoQ shares delta

+752,498 (+7.5%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 42 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%
6th Street Advisors, LLC	12,955	311,082	7.44%
Waterloo Capital, L.P.	12,818	307,808	0.72%
Signal Advisors Wealth, LLC	11,679	280,461	0.59%
SILVER OAK SECURITIES, INCORPORATED	6,097	146,411	0.37%
MBE Wealth Management, LLC	5,952	142,922	2.09%
ONE PLUS ONE WEALTH MANAGEMENT, LLC	3,710	89,103	1.6%
Capital Investment Advisory Services, LLC	3,393	81,477	0.21%
Prime Capital Investment Advisors, LLC	3,379	81,143	0.03%
Renasant Bank	3,292	79,064	2.12%
Atria Investments, Inc	2,994	71,901	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%
Lord & Richards Wealth Management, LLC	1,956	46,969	1.53%
Cushing Capital Partners, LLC	1,831	43,978	1.26%
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%