Little Harbor Advisors, LLC - LODI
Sector:
Funds
· Industry:
Investment Company
Website:
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· Social:
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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)
$81.21M
QoQ value delta ($000)
+$847K
(+1.05%)
Implied price effect (QoQ)
-0.05%
Shares
Total shares
3,226,201
QoQ shares delta
+35,298
(+1.11%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (LODI)
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Top holders (Q3 2026)
Top 25 only
Full list
Partial Q3 2026 data: 2 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| SUN LIFE FINANCIAL INC | 50,370 | 2,000,000 | 2.58% |
| LPL Financial LLC | 14,620 | 580,532 | 0.0% |
| Spartan Wealth Advisory Services LLC | 6,581 | 261,316 | 0.54% |
| INDEPENDENT FINANCIAL GROUP, LLC | 2,190 | 88,027 | 0.04% |
| Sanctuary Advisors, LLC | 1,876 | 74,508 | 0.01% |
| Grantvest Financial Group LLC | 1,191 | 47,905 | 0.69% |
| Waverly Advisors, LLC | 1,030 | 40,900 | 0.01% |
| Kestra Advisory Services, LLC | 548 | 21,764 | 0.0% |
| Private Advisor Group, LLC | 481 | 19,133 | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 435 | 17,307 | 0.0% |
| GUIDANCE CAPITAL, INC | 396 | 15,713 | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 277 | 11,000 | 0.0% |
| World Investment Advisors | 265 | 10,492 | 0.0% |
| OSAIC HOLDINGS, INC. | 239 | 9,506 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 230 | 9,149 | 0.0% |
| Stirlingshire Investments, Inc. | 230 | 9,132 | 0.17% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 219 | 8,696 | 0.0% |
| Advisors Asset Management, Inc. | 28 | 1,121 | 0.0% |