Little Harbor Advisors, LLC - DSMC

Sector: Funds · Industry: Investment Company
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$77.38M
QoQ value delta ($000)
+$9.881M (+14.64%)
Implied price effect (QoQ)
-0.97%
Shares
Total shares
2,179,567
QoQ shares delta
+296,810 (+15.76%)
Total shares held by funds (by quarter)

Market chart (DSMC)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Kathmere Capital Management, LLC 19,748 556,779 1.33%
Resonant Capital Advisors, LLC 12,351 348,238 0.68%
Rothschild Wealth LLC 8,615 242,891 0.83%
Rockefeller Capital Management L.P. 7,520 212,011 0.01%
Indivisible Partners 6,721 189,497 0.73%
Aspect Partners, LLC 5,483 154,595 2.4%
Berkeley, Inc 5,228 147,416 1.66%
Madison Asset Management, LLC 2,145 60,500 0.02%
Accurate Wealth Management, LLC 1,848 49,722 0.23%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 1,522 42,937 0.7%
Oxbow Advisors, LLC 1,039 29,317 0.09%
Tidal Investments LLC 1,023 28,860 0.0%
LPL Financial LLC 743 20,974 0.0%
Crumly & Associates Inc. 576 16,260 0.12%
Global View Capital Management LLC 541 15,273 0.1%
GTS SECURITIES LLC 493 13,925 0.02%
CITADEL ADVISORS LLC 488 13,785 0.0%
Focus Partners Wealth 461 13,019 0.0%
Legacy Wealth Managment, LLC/ID 270 7,639 0.13%
WealthCare Investment Partners, LLC 209 5,856 0.06%
Kestra Advisory Services, LLC 145 4,104 0.0%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 67 1,903 0.0%
US BANCORP \DE\ 62 1,758 0.0%
FLAGSHIP HARBOR ADVISORS, LLC 42 1,202 0.0%
Orion Capital Management LLC 22 628 0.01%