Lido Advisors, LLC

Position in BEN — Franklin Resources Inc

CIK 1650150 Los Angeles, CA

Position in BEN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,013,171

+$772,389 QoQ

Shares Held

30,453

+198.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#272

of 662 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Financial Services · as of Jun 30, 2026

Lido Advisors, LLC holds $216,768,277 across 101 Asset Management names. BEN ranks #46 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	38,764	$37,273,910
2	ARES	Ares Management Corp	135,505	$15,083,061
3	ARCC	Ares Capital Corp	776,654	$14,391,398
4	BX	Blackstone Inc.	84,136	$9,900,281
5	APO	Apollo Global Management, Inc.	81,294	$9,617,892
6	GBDC	GOLUB CAPITAL BDC, Inc.	498,198	$6,416,789
7	KKR	KKR & Co. Inc.	69,400	$6,369,530
8	BXSL	Blackstone Secured Lending Fund	251,447	$5,961,808

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,013,171	30,453	+198.7%	Shares	Sole	2026-08-07
2026-03-31	$240,782	10,194	+4.0%	Shares	Sole	2026-05-13
2025-12-31	$234,098	9,799	+0.2%	Shares	Sole	2026-02-10
2025-09-30	$226,211	9,780	-23.8%	Shares	Sole	2025-11-14
2025-06-30	$306,114	12,835	-59.6%	Shares	Sole	2025-08-13
2024-03-31	$892,632	31,755	-48.3%	Shares	Defined	2024-05-15
2023-06-30	$1,641,596	61,460	+43.5%	Shares	Sole	2023-08-09
2022-06-30	$998,040	42,816	-24.1%	Shares	Sole	2022-08-15
2022-03-31	$1,575,246	56,420	+27.0%	Shares	Sole	2022-05-17
2021-12-31	$1,487,491	44,416	-3.3%	Shares	Sole	2022-02-15
2021-09-30	$1,365,693	45,952	+7.6%	Shares	Sole	2022-02-15
2021-06-30	$1,365,781	42,694	-2.2%	Shares	Sole	2021-08-12
2021-03-31	$1,292,276	43,658	+7.8%	Shares	Sole	2021-05-13
2020-12-31	$1,012,020	40,497	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.