Little Harbor Advisors, LLC - IDUB

Sector: Funds · Industry: Investment Company
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$73.02M
QoQ value delta ($000)
-$329.7M (-81.87%)
Implied price effect (QoQ)
+1.39%
Shares
Total shares
2,959,940
QoQ shares delta
-13,589,276 (-82.11%)
Total shares held by funds (by quarter)

Market chart (IDUB)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Park Place Capital Corp 27,004 1,094,649 5.41%
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%
SILVER OAK SECURITIES, INCORPORATED 6,549 265,477 0.48%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 3,098 125,607 1.31%
Cushing Capital Partners, LLC 2,756 111,715 2.12%
Lord & Richards Wealth Management, LLC 1,689 68,491 1.48%
RFG Advisory, LLC 1,176 47,681 0.02%
John W. Brooker & Co., CPAs 353 14,338 0.56%
XY Planning Network, Inc. 245 9,727 0.04%
Farther Finance Advisors, LLC 96 3,829 0.0%
MORRIS FINANCIAL CONCEPTS, INC. 34 1,380 0.01%
SIGNATUREFD, LLC 10 432 0.0%
CoreCap Advisors, LLC 2 102 0.0%