Little Harbor Advisors, LLC - UPSD
Sector:
Funds
· Industry:
Investment Company
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Company profile
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Quarter snapshot
Latest / Compare
Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$47.19M
QoQ value delta ($000)
-$74.28M
(-61.15%)
Implied price effect (QoQ)
-4.77%
Shares
Total shares
1,850,385
QoQ shares delta
-2,685,045
(-59.2%)
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 |
|---|---|---|---|
| Park Place Capital Corp | 14,635 | 573,958 | 2.93% |
| Signal Advisors Wealth, LLC | 11,324 | 444,089 | 0.78% |
| Uniting Wealth Partners, LLC | 6,776 | 265,111 | 1.44% |
| Financial Guidance Group, Inc. | 4,092 | 160,483 | 1.64% |
| Lord & Richards Wealth Management, LLC | 2,768 | 108,587 | 2.43% |
| MBE Wealth Management, LLC | 2,337 | 91,664 | 0.97% |
| SILVER OAK SECURITIES, INCORPORATED | 2,253 | 88,363 | 0.16% |
| Cushing Capital Partners, LLC | 1,969 | 77,251 | 1.51% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 740 | 29,036 | 0.31% |
| Strong Retirement Solutions LLC | 239 | 9,398 | 0.17% |
| Farther Finance Advisors, LLC | 33 | 1,315 | 0.0% |
| Princeton Global Asset Management LLC | 28 | 1,130 | 0.0% |