Lido Advisors, LLC

Position in SEIC — Sei Investments Co

CIK 1650150 Los Angeles, CA

Position in SEIC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$876,660

-$99,192 QoQ

Shares Held

9,995

-19.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#255

of 569 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 29% Shared 0% None 71%

Financial Services · as of Jun 30, 2026

Lido Advisors, LLC holds $216,768,277 across 101 Asset Management names. SEIC ranks #52 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	38,764	$37,273,910
2	ARES	Ares Management Corp	135,505	$15,083,061
3	ARCC	Ares Capital Corp	776,654	$14,391,398
4	BX	Blackstone Inc.	84,136	$9,900,281
5	APO	Apollo Global Management, Inc.	81,294	$9,617,892
6	GBDC	GOLUB CAPITAL BDC, Inc.	498,198	$6,416,789
7	KKR	KKR & Co. Inc.	69,400	$6,369,530
8	BXSL	Blackstone Secured Lending Fund	251,447	$5,961,808

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$876,660	9,995	-19.6%	Shares	Defined	2026-08-07
2026-03-31	$975,852	12,436	-15.5%	Shares	Defined	2026-05-13
2025-12-31	$1,207,415	14,721	+0.8%	Shares	Defined	2026-02-10
2025-09-30	$1,239,658	14,610	+7.3%	Shares	Sole	2025-11-14
2025-06-30	$1,223,623	13,617	-11.5%	Shares	Defined	2025-08-13
2024-06-30	$995,578	15,390	-13.4%	Shares	Defined	2024-08-15
2023-12-31	$1,129,601	17,775	-50.1%	Shares	Sole	2024-02-14
2023-09-30	$2,145,452	35,621	+8.0%	Shares	Sole	2023-11-14
2023-06-30	$1,966,922	32,991	+34.7%	Shares	Sole	2023-08-09
2022-12-31	$1,428,291	24,499	+29.7%	Shares	Sole	2023-02-14
2022-09-30	$926,260	18,884	+283.7%	Shares	Sole	2022-11-14
2022-03-31	$296,293	4,921	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.