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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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$170.2M
QoQ value delta ($000)
+$4.966M (+3.01%)
Implied price effect (QoQ)
+1.53%
Shares
Total shares
5,944,316
QoQ shares delta
+85,371 (+1.46%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 11 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Aptus Capital Advisors, LLC 57,970 2,055,698 0.4%
Signal Advisors Wealth, LLC 21,880 732,758 0.96%
ENVESTNET ASSET MANAGEMENT INC 18,572 658,604 0.0%
Park Place Capital Corp 17,120 607,120 2.72%
Waterloo Capital, L.P. 11,899 421,963 0.67%
Financial Guidance Group, Inc. 5,666 189,752 2.03%
6th Street Advisors, LLC 5,635 188,731 3.26%
MARIPAU WEALTH MANAGEMENT LLC 4,248 150,341 1.51%
Tailwinds Wealth, LLC 4,183 148,361 2.47%
SILVER OAK SECURITIES, INCORPORATED 2,866 101,647 0.17%
Lord & Richards Wealth Management, LLC 2,844 95,243 2.17%
MBE Wealth Management, LLC 2,760 92,441 0.97%
Second Line Capital, LLC 2,618 92,867 0.49%
Cushing Capital Partners, LLC 2,401 80,434 1.47%
Capital Investment Advisory Services, LLC 2,347 78,243 0.15%
Renasant Bank 2,293 81,333 1.47%
Regal Investment Advisors LLC 1,429 50,690 0.07%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 905 30,311 0.38%
Atria Investments, Inc 864 28,943 0.01%
Strong Retirement Solutions LLC 455 15,239 0.26%
JANE STREET GROUP, LLC 429 15,246 0.0%
Advisory Services Network, LLC 280 9,952 0.0%
Independent Advisor Alliance 266 9,468 0.01%
Second Half Financial Partners, LLC 206 7,327 0.08%
HARBOUR INVESTMENTS, INC. 35 1,244 0.0%