Little Harbor Advisors, LLC - IDUB

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)
$588.2M
QoQ value delta ($000)
+$2.054M (+0.35%)
Implied price effect (QoQ)
-0.04%
Shares
Total shares
21,411,259
QoQ shares delta
+84,196 (+0.39%)
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: 18 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 208,871 7,599,472 1.43%
Integrated Wealth Concepts LLC 126,510 4,602,877 0.83%
ENVESTNET ASSET MANAGEMENT INC 48,509 1,764,960 0.01%
Second Line Capital, LLC 38,975 1,417,892 7.26%
Park Place Capital Corp 30,914 1,124,772 4.91%
Waterloo Capital, L.P. 26,166 952,040 1.47%
6th Street Advisors, LLC 15,516 567,531 8.97%
SWS Partners 14,729 535,902 3.18%
Signal Advisors Wealth, LLC 13,756 503,132 0.61%
MBE Wealth Management, LLC 8,865 322,545 3.12%
SILVER OAK SECURITIES, INCORPORATED 7,603 276,649 0.46%
Prime Capital Investment Advisors, LLC 6,275 229,540 0.06%
Renasant Bank 5,072 184,541 3.26%
Capital Investment Advisory Services, LLC 4,636 168,701 0.29%
Regal Investment Advisors LLC 3,554 129,318 0.18%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 3,311 121,122 1.39%
Cushing Capital Partners, LLC 3,228 118,098 1.98%
MARIPAU WEALTH MANAGEMENT LLC 2,787 101,148 0.99%
Independent Advisor Alliance 2,710 98,614 0.06%
Atria Investments, Inc 2,655 97,110 0.03%
Tailwinds Wealth, LLC 2,628 95,619 1.55%
Second Half Financial Partners, LLC 1,912 69,594 0.78%
Lord & Richards Wealth Management, LLC 1,639 59,975 1.25%
LPL Financial LLC 973 35,405 0.0%
Talon Private Wealth, LLC 826 30,075 0.1%