MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings2,995 positions
ISHARES TR | 1.8M | $1.2B | 3.3% | $383.45 | +69.41% | 30 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 3.9M | $677M | 1.9% | $43.50 | +299.96% | 30 qtrssince 2018-Q4 | Increased 51 |
APPLE INC | 2.6M | $652.4M | 1.8% | $200.60 | +26.29% | 12 qtrssince 2023-Q2 | Decreased 0 |
MICROSOFT CORP | 1.3M | $498.7M | 1.4% | $264.27 | +39.51% | 30 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 7.6M | $487M | 1.4% | $43.80 | +45.19% | 30 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 2.1M | $442.6M | 1.2% | $151.34 | +37.62% | 12 qtrssince 2023-Q2 | Decreased 0 |
INVESCO QQQ TR | 756,926 | $436.9M | 1.2% | $377.06 | +59.54% | 12 qtrssince 2023-Q2 | Decreased 0 |
ISHARES INC | 6.2M | $434M | 1.2% | $56.72 | +26.55% | 30 qtrssince 2018-Q4 | Decreased 0 |
BLACKROCK ETF TRUST | 7.2M | $421.1M | 1.2% | $48.83 | +18.67% | 25 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 679,381 | $406M | 1.1% | $385.83 | +54.03% | 30 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 613,228 | $398.8M | 1.1% | $362.75 | +78.38% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 3.3M | $377.3M | 1.0% | $84.29 | +33.94% | 30 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 1.3M | $367.8M | 1.0% | $111.05 | +158.63% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 4M | $364M | 1.0% | $66.13 | +41.35% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.7M | $363.4M | 1.0% | $188.43 | +11.17% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 7.3M | $335.6M | 0.9% | $42.33 | +7.20% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.9M | $292.7M | 0.8% | $52.74 | +37.32% | 30 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 663,015 | $289.6M | 0.8% | $37.28 | +94.87% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.4M | $271.9M | 0.8% | $139.34 | +37.11% | 30 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 9.1M | $264.2M | 0.7% | $24.09 | +20.81% | 30 qtrssince 2018-Q4 | Decreased 0 |
MML INVESTORS SERVICES, LLC manages $36.1B across 2995 positions as of Q1 2026. Top holdings: IVV (3.3%), NVDA (1.9%), AAPL (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 197 new positions, 239 exits, 775 increased. Top move: NVDA (INCREASED, conviction 51). Portfolio: $36.1B across 2995 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR