MERCER GLOBAL ADVISORS INC /ADV
Position in LEO — Bny Mellon Strategic Municipals, Inc.
CIK 853758
DENVER, CO
Position in LEO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$63,843
-$4,961 QoQ
Shares Held
10,150
-4.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in LEO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $377,714,113 across 121 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
720,078 | $109,473,458 | |
| 2 | STT |
State Street Corp
|
244,864 | $41,528,934 | |
| 3 | BLK |
BlackRock, Inc.
|
28,708 | $27,604,464 | |
| 4 | AMP |
Ameriprise Financial Inc
|
34,541 | $15,846,029 | |
| 5 | BX |
Blackstone Inc.
|
124,804 | $14,685,686 | |
| 6 | FHI |
Federated Hermes, Inc.
|
250,866 | $13,852,820 | |
| 7 | NTRS |
Northern Trust Corp
|
72,801 | $12,655,725 | |
| 8 | 187,868 | $9,759,742 |
All Filings in LEO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,843 | 10,150 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $68,804 | 10,569 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $89,517 | 14,627 | Shares | Sole | 2024-08-12 | |
| 2023-09-30 | $59,131 | 11,094 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $81,444 | 13,094 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $69,226 | 11,094 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||