Little Harbor Advisors, LLC - IDUB

Sector: Funds · Industry: Investment Company

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$512.6M

QoQ value delta ($000)

+$109.2M (+27.05%)

Implied price effect (QoQ)

+1.96%

Total shares

20,663,542

QoQ shares delta

+4,081,595 (+24.61%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 47 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	181,267	7,347,676	1.42%
Integrated Wealth Concepts LLC	111,543	4,521,406	0.89%
ENVESTNET ASSET MANAGEMENT INC	41,269	1,672,878	0.01%
Second Line Capital, LLC	37,155	1,389,518	7.04%
Park Place Capital Corp	27,004	1,094,649	5.41%
Waterloo Capital, L.P.	24,004	973,021	1.69%
6th Street Advisors, LLC	13,972	566,369	8.79%
SWS Partners	13,472	546,125	3.32%
Signal Advisors Wealth, LLC	8,581	347,866	0.59%
MBE Wealth Management, LLC	7,956	322,521	3.3%
Independent Advisor Alliance	7,265	294,489	0.08%
SILVER OAK SECURITIES, INCORPORATED	6,549	265,477	0.48%
Prime Capital Investment Advisors, LLC	4,561	184,920	0.05%
Renasant Bank	4,431	179,639	3.14%
Regal Investment Advisors LLC	3,181	128,969	0.18%
ONE PLUS ONE WEALTH MANAGEMENT, LLC	3,098	125,607	1.31%
Cushing Capital Partners, LLC	2,756	111,715	2.12%
MARIPAU WEALTH MANAGEMENT LLC	2,288	92,785	1.01%
Atria Investments, Inc	2,218	89,922	0.02%
Second Half Financial Partners, LLC	1,785	72,395	0.8%
Lord & Richards Wealth Management, LLC	1,689	68,491	1.48%
RFG Advisory, LLC	1,176	47,681	0.02%
LPL Financial LLC	824	33,436	0.0%
Talon Private Wealth, LLC	773	31,361	0.1%
OSAIC HOLDINGS, INC.	553	22,420	0.0%