Lido Advisors, LLC

Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund

CIK 1650150 Los Angeles, CA

Position in NEA

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,554,375

-$43,185 QoQ

Shares Held

227,460

+1.8% QoQ

Ownership

0.076%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 2.392948210674404.ToString("F0")% Shared 0.ToString("F0")% None 97.6070517893256.ToString("F0")%

Financial Services · as of Mar 31, 2026

Lido Advisors, LLC holds $182,835,867 across 112 Asset Management names. NEA ranks #18 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	35,996	$34,617,711
2	ARCC	Ares Capital Corp	632,530	$11,398,189
3	BX	Blackstone Inc.	82,522	$9,489,202
4	KKR	KKR & Co. Inc.	74,590	$6,899,573
5	FSK	FS KKR Capital Corp	626,540	$6,378,177
6	GBDC	GOLUB CAPITAL BDC, Inc.	491,880	$6,227,200
7	UTG	Reaves Utility Income Fund	150,589	$5,915,135
8	AMP	Ameriprise Financial Inc	12,250	$5,443,899

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,554,375	227,460	+1.8%	Shares	Sole	2026-05-13
2025-12-31	$2,597,560	223,350	0.0%	Shares	Sole	2026-02-10
2025-09-30	$2,543,956	223,350	+3.6%	Shares	Sole	2025-11-14
2025-06-30	$2,355,018	215,661	-1.1%	Shares	Sole	2025-08-13
2025-03-31	$2,441,756	218,014	+0.0%	Shares	Sole	2025-05-15
2024-12-31	$2,458,814	217,980	+0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,608,418	217,913	+0.0%	Shares	Sole	2024-11-14
2024-06-30	$2,496,709	217,863	-10.4%	Shares	Sole	2024-08-15
2024-03-31	$2,690,729	243,065	-3.6%	Shares	Sole	2024-05-15
2023-12-31	$2,773,485	252,135	+2003.2%	Shares	Sole	2024-02-14
2023-03-31	$133,306	11,988	-12.1%	Shares	Sole	2023-05-15
2022-03-31	$179,190	13,637	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.