MERCER GLOBAL ADVISORS INC /ADV
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 853758
DENVER, CO
Position in NEA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$968,980
+$92,846 QoQ
Shares Held
86,285
+14.5% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 14.395317842035116.ToString("F0")%
Shared 0.ToString("F0")%
None 85.60468215796489.ToString("F0")%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $329,646,154 across 120 Asset Management names. NEA ranks #35 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
731,819 | $105,960,073 | |
| 2 | STT |
State Street Corp
|
227,105 | $28,742,408 | |
| 3 | BLK |
BlackRock, Inc.
|
27,144 | $26,104,656 | |
| 4 | AMP |
Ameriprise Financial Inc
|
37,529 | $16,677,887 | |
| 5 | BX |
Blackstone Inc.
|
136,046 | $15,643,929 | |
| 6 | NTRS |
Northern Trust Corp
|
70,736 | $9,872,623 | |
| 7 | FHI |
Federated Hermes, Inc.
|
168,944 | $9,580,814 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
256,480 | $9,089,651 |
All Filings in NEA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||