Little Harbor Advisors, LLC - UPSD

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)
$136.7M
QoQ value delta ($000)
+$15.25M (+12.55%)
Implied price effect (QoQ)
-4.69%
Shares
Total shares
5,355,640
QoQ shares delta
+820,210 (+18.08%)
Total shares held by funds (by quarter)

Market chart (UPSD)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Aptus Capital Advisors, LLC 48,831 1,914,945 0.38%
ENVESTNET ASSET MANAGEMENT INC 15,058 590,532 0.0%
Park Place Capital Corp 14,635 573,958 2.93%
Signal Advisors Wealth, LLC 11,324 444,089 0.78%
Waterloo Capital, L.P. 10,327 405,018 0.73%
Uniting Wealth Partners, LLC 6,776 265,111 1.44%
6th Street Advisors, LLC 4,585 179,843 2.88%
Financial Guidance Group, Inc. 4,092 160,483 1.64%
MARIPAU WEALTH MANAGEMENT LLC 3,305 129,631 1.45%
Lord & Richards Wealth Management, LLC 2,768 108,587 2.43%
Second Line Capital, LLC 2,534 93,551 0.48%
MBE Wealth Management, LLC 2,337 91,664 0.97%
SILVER OAK SECURITIES, INCORPORATED 2,253 88,363 0.16%
Renasant Bank 1,978 77,581 1.4%
Cushing Capital Partners, LLC 1,969 77,251 1.51%
Regal Investment Advisors LLC 1,274 49,992 0.07%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 740 29,036 0.31%
Atria Investments, Inc 661 25,929 0.01%
JANE STREET GROUP, LLC 383 15,057 0.0%
Strong Retirement Solutions LLC 239 9,398 0.17%
Advisory Services Network, LLC 227 8,911 0.0%
Independent Advisor Alliance 209 8,202 0.0%
Capital Investment Advisory Services, LLC 122 4,812 0.01%
Farther Finance Advisors, LLC 33 1,315 0.0%
HARBOUR INVESTMENTS, INC. 31 1,244 0.0%