MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,802 positions
ISHARES CORE S&P 500 ETF | 2M | $1.2B | 3.6% | $372.16 | +64.39% | 27 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 1.3M | $643.9M | 1.9% | $240.06 | +105.17% | 27 qtrssince 2018-Q4 | Increased 52 |
ISHARES MSCI USA QUALITY FAC | 3.5M | $631.5M | 1.8% | $139.34 | +29.69% | 27 qtrssince 2018-Q4 | Increased 50 |
NVIDIA CORPORATION | 3.6M | $573.6M | 1.7% | $33.87 | +365.30% | 27 qtrssince 2018-Q4 | Increased 53 |
APPLE INC | 2.6M | $525.7M | 1.5% | $195.07 | +4.67% | 9 qtrssince 2023-Q2 | Increased 53 |
INVESCO QQQ TR | 943,903 | $520.7M | 1.5% | $373.52 | +46.38% | 9 qtrssince 2023-Q2 | Increased 51 |
AMAZON COM INC | 2.2M | $472.4M | 1.4% | $145.84 | +50.43% | 9 qtrssince 2023-Q2 | Increased 52 |
VANGUARD FTSE DEVELOPED ETF | 7.6M | $434.8M | 1.3% | $41.79 | +32.26% | 27 qtrssince 2018-Q4 | Increased 49 |
SPDR S&P 500 ETF TRUST | 689,431 | $426M | 1.2% | $344.37 | +77.01% | 27 qtrssince 2018-Q4 | Increased 49 |
VANGUARD S&P 500 ETF | 726,952 | $412.9M | 1.2% | $362.45 | +54.49% | 27 qtrssince 2018-Q4 | Increased 50 |
ISHARES CORE TOTAL BOND ETF | 8.2M | $378.2M | 1.1% | $42.13 | +4.48% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES S&P 500 GROWTH ETF | 3.3M | $367.1M | 1.1% | $80.08 | +36.81% | 27 qtrssince 2018-Q4 | Increased 49 |
ISHARES MSCI EAFE VALUE ETF | 5.7M | $361.3M | 1.0% | $52.65 | +14.83% | 27 qtrssince 2018-Q4 | Increased 72 |
BLACKROCK ETF TRUST | 6.6M | $359.7M | 1.0% | $45.53 | +18.31% | 22 qtrssince 2020-Q1 | Increased 54 |
VANGUARD GROWTH ETF | 785,410 | $344.3M | 1.0% | $35.12 | +106.93% | 27 qtrssince 2018-Q4 | Increased 47 |
META PLATFORMS INC | 434,236 | $320.5M | 0.9% | $313.29 | +134.63% | 27 qtrssince 2018-Q4 | Increased 46 |
ISHARES CORE MSCI EAFE ETF | 3.7M | $306.9M | 0.9% | $62.34 | +31.10% | 27 qtrssince 2018-Q4 | Increased 49 |
ISHARES CORE MSCI EMERGING | 5M | $298M | 0.9% | $52.11 | +12.70% | 27 qtrssince 2018-Q4 | Increased 62 |
ISHARES CORE DIVIDEND GROWTH | 4.5M | $290M | 0.8% | $44.78 | +39.15% | 27 qtrssince 2018-Q4 | Increased 54 |
ISHARES S&P 500 VALUE ETF | 1.4M | $272.8M | 0.8% | $177.78 | +7.69% | 27 qtrssince 2018-Q4 | Increased 52 |
MML INVESTORS SERVICES, LLC manages $34.6B across 2802 positions as of Q2 2025. Top holdings: IVV (3.6%), MSFT (1.9%), QUAL (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 223 new positions, 104 exits, 1631 increased. Top move: EFV (INCREASED, conviction 72). Portfolio: $34.6B across 2802 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