Little Harbor Advisors, LLC - TRFM

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$105.3M
QoQ value delta ($000)
+$17.05M (+19.32%)
Implied price effect (QoQ)
-2.65%
Shares
Total shares
2,267,645
QoQ shares delta
+417,465 (+22.56%)
Total shares held by funds (by quarter)

Market chart (TRFM)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
LPL Financial LLC 72,648 1,563,891 0.02%
OSAIC HOLDINGS, INC. 7,561 162,792 0.01%
RAYMOND JAMES FINANCIAL INC 3,890 83,743 0.0%
Cetera Investment Advisers 3,597 77,443 0.0%
SeaCrest Wealth Management, LLC 2,969 63,925 0.32%
STIFEL FINANCIAL CORP 2,364 50,897 0.0%
Key Client Fiduciary Advisors, LLC 2,171 46,736 0.74%
KESTRA PRIVATE WEALTH SERVICES, LLC 1,345 28,965 0.02%
Ausdal Financial Partners, Inc. 1,283 27,630 0.06%
COMMONWEALTH EQUITY SERVICES, LLC 1,259 27,106 0.0%
Farmers & Merchants Trust Co of Long Beach 990 21,322 0.23%
ENVESTNET ASSET MANAGEMENT INC 817 17,590 0.0%
TRUIST FINANCIAL CORP 806 17,357 0.0%
INDEPENDENT FINANCIAL GROUP, LLC 539 11,616 0.01%
PRINCIPAL SECURITIES, INC. 392 8,447 0.01%
OPPENHEIMER & CO INC 385 8,300 0.0%
Equitable Holdings, Inc. 364 7,840 0.0%
CHILTON INVESTMENT CO INC. 348 7,512 0.01%
Prospera Financial Services Inc 329 7,097 0.01%
Independent Advisor Alliance 293 6,308 0.0%
Balboa Wealth Partners 250 5,393 0.04%
Steward Partners Investment Advisory, LLC 224 4,825 0.0%
WELLS FARGO & COMPANY/MN 220 4,738 0.0%
PRIVATE TRUST CO NA 148 3,199 0.01%
ROYAL BANK OF CANADA 82 1,762 0.0%