MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings2,995 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 1.8M | $1.2B | 3.3% | $387.17 | +76.51% | 30 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 3.9M | $677M | 1.9% | $120.93 | +48.89% | 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 FTSE DEVELOPED ETF | 7.6M | $487M | 1.4% | $44.32 | +50.31% | 30 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 2.1M | $442.6M | 1.2% | $150.29 | +38.89% | 12 qtrssince 2023-Q2 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 756,926 | $436.9M | 1.2% | $377.06 | +59.54% | 12 qtrssince 2023-Q2 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 6.2M | $434M | 1.2% | $56.72 | +26.55% | 30 qtrssince 2018-Q4 | Decreased 0 |
BLACKROCK ETF TRUST | 7.2M | $421.1M | 1.2% | $49.14 | +23.22% | 25 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 679,381 | $406M | 1.1% | $389.01 | +60.85% | 30 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 613,228 | $398.8M | 1.1% | $364.99 | +86.40% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES S&P 500 GROWTH ETF | 3.3M | $377.3M | 1.0% | $85.77 | +38.36% | 30 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1.3M | $367.8M | 1.0% | $122.96 | +146.90% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 4M | $364M | 1.0% | $66.13 | +41.35% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES S&P 500/BARRA VALUE | 1.7M | $363.4M | 1.0% | $190.61 | +15.41% | 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 MSCI EAFE VALUE ETF | 3.9M | $292.7M | 0.8% | $54.26 | +39.56% | 30 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD GROWTH ETF | 663,015 | $289.6M | 0.8% | $37.32 | +94.87% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI USA QUALITY FAC | 1.4M | $271.9M | 0.8% | $139.24 | +45.29% | 30 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB US LARGE-CAP GROWTH | 9.1M | $264.2M | 0.7% | $27.86 | +9.97% | 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