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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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$60.37M
QoQ value delta ($000)
+$808K
(+1.36%)
Implied price effect (QoQ)
+0.02%
Shares
Total shares
2,390,942
QoQ shares delta
+31,585
(+1.34%)
Total shares held by funds (by quarter)
Market chart (LODI)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| SUN LIFE FINANCIAL INC | 50,500 | 2,000,000 | 2.65% |
| LPL Financial LLC | 7,505 | 297,253 | 0.0% |
| Grantvest Financial Group LLC | 1,030 | 40,825 | 0.66% |
| OSAIC HOLDINGS, INC. | 702 | 27,807 | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 510 | 20,218 | 0.0% |
| Kestra Advisory Services, LLC | 122 | 4,839 | 0.0% |