Lido Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1650150
Los Angeles, CA
Position in BR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$936,464
-$616,194 QoQ
Shares Held
6,838
-28.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#446
of 986 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Derivatives in BR
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$123,255
PutShares
900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Lido Advisors, LLC holds $55,492,518 across 16 Information Technology Services names. BR ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
128,125 | $36,030,029 | |
| 2 | IT |
Gartner Inc
|
51,767 | $6,710,038 | |
| 3 | ACN |
Accenture plc
|
45,652 | $5,680,933 | |
| 4 | SAIC |
Science Applications International Corp
|
12,485 | $1,378,468 | |
| 5 | PENG |
Penguin Solutions, Inc.
|
14,141 | $1,074,856 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
9,828 | $1,011,989 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
This page
|
6,838 | $936,464 | |
| 8 | INGM |
Ingram Micro Holding Corp
|
29,347 | $804,988 |
All Filings in BR
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,464 | 6,838 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $123,255 | 900 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $1,552,658 | 9,556 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $200,853 | 900 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $5,815,363 | 26,058 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $214,353 | 900 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $6,199,088 | 26,028 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $243,030 | 1,000 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $3,793,698 | 15,610 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,147,130 | 12,980 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,867,051 | 8,258 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $248,699 | 1,100 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $236,533 | 1,100 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $1,189,545 | 5,532 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,071,680 | 5,440 | Shares | Sole | 2024-08-15 | |
| 2024-06-30 | $216,700 | 1,100 | Put | Sole | 2024-08-15 | |
| 2024-03-31 | $1,176,306 | 5,742 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $225,346 | 1,100 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $1,160,224 | 5,639 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $226,325 | 1,100 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $1,036,878 | 5,791 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $469,560 | 2,835 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $372,140 | 2,539 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $255,517 | 1,905 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $293,979 | 2,037 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $278,685 | 1,955 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $309,551 | 1,988 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $428,164 | 2,342 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $332,780 | 1,997 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $319,990 | 1,981 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $269,609 | 1,761 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $207,126 | 1,352 | Shares | Sole | 2021-02-08 | |
| 2020-03-31 | $882,108 | 9,302 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||