MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings1,945 positions
ISHARES TR | 983,467 | $423.7M | 3.4% | $276.87 | +45.16% | 12 qtrssince 2018-Q4 | Increased 64 |
ISHARES TR | 2.8M | $278.2M | 2.2% | $69.39 | +33.10% | 12 qtrssince 2018-Q4 | Increased 62 |
INVESCO QQQ TR | 699,134 | $250.3M | 2.0% | $177.99 | +96.58% | 12 qtrssince 2018-Q4 | Increased 52 |
APPLE INC | 1.6M | $230.2M | 1.8% | $52.70 | +161.89% | 12 qtrssince 2018-Q4 | Increased 50 |
MICROSOFT CORP | 731,048 | $206.1M | 1.6% | $138.69 | +95.09% | 12 qtrssince 2018-Q4 | Increased 50 |
STATE STR SPDR S&P 500 ETF T | 430,006 | $184.5M | 1.5% | $230.60 | +74.06% | 12 qtrssince 2018-Q4 | Increased 48 |
AMAZON COM INC | 55,293 | $181.6M | 1.4% | $109.00 | +50.68% | 12 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 593,357 | $172.2M | 1.4% | $25.13 | +87.30% | 12 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 1.3M | $146.1M | 1.2% | $77.81 | +29.72% | 12 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 347,251 | $137M | 1.1% | $232.42 | +58.20% | 12 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 2.6M | $131.5M | 1.0% | $31.87 | +40.70% | 12 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 960,889 | $130.1M | 1.0% | $90.67 | +32.65% | 12 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 1.1M | $117.4M | 0.9% | $83.61 | +18.10% | 12 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 4.4M | $116.8M | 0.9% | $22.45 | +3.27% | 12 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.3M | $116.6M | 0.9% | $40.13 | +1.24% | 12 qtrssince 2018-Q4 | Increased 45 |
ALPHABET INC | 43,158 | $115.4M | 0.9% | $66.41 | +99.39% | 12 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 2.1M | $113.9M | 0.9% | $44.25 | +1.36% | 11 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 391,418 | $107.3M | 0.9% | $33.32 | +99.76% | 12 qtrssince 2018-Q4 | Increased 44 |
VANGUARD TAX-MANAGED FDS | 2.1M | $106.1M | 0.8% | $37.00 | +16.98% | 12 qtrssince 2018-Q4 | Increased 44 |
ISHARES TR | 385,420 | $101.4M | 0.8% | $34.53 | +41.88% | 12 qtrssince 2018-Q4 | Increased 45 |
MML INVESTORS SERVICES, LLC manages $12.6B across 1945 positions as of Q3 2021. Top holdings: IVV (3.4%), ESGU (2.2%), QQQ (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 132 new positions, 81 exits, 1330 increased. Top move: IVV (INCREASED, conviction 64). Portfolio: $12.6B across 1945 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
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