MERCER GLOBAL ADVISORS INC /ADV
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 853758
DENVER, CO
Position in NEA
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$995,387
+$26,407 QoQ
Shares Held
84,786
-1.7% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 296 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in NEA 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. NEA ranks #40 (0.3% of the industry book) .
| # | 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 NEA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $995,387 | 84,786 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $968,980 | 86,285 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $876,134 | 75,334 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $855,582 | 75,117 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $830,859 | 76,086 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $806,366 | 71,997 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $806,170 | 71,469 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $938,962 | 78,443 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $826,311 | 72,104 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $821,803 | 74,237 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $849,464 | 77,224 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $758,447 | 78,352 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $917,857 | 83,976 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,009,907 | 90,819 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,027,165 | 90,340 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,668,090 | 157,367 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,734,123 | 147,585 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,592,620 | 121,204 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,352,192 | 86,679 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $269,941 | 17,771 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $820,058 | 52,233 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $784,541 | 52,938 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $794,622 | 52,624 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $755,674 | 52,697 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $201,494 | 14,496 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $188,395 | 13,914 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||