How many stocks does MML INVESTORS SERVICES, LLC own?

As of Q3 2024, MML INVESTORS SERVICES, LLC holds 2,567 positions in their 13F portfolio.

What is MML INVESTORS SERVICES, LLC's largest holding?

IVV at 4.7% of portfolio, worth $1.3B.

What is MML INVESTORS SERVICES, LLC's total portfolio value?

$27.4B as of Q3 2024, tracked across 2,567 holdings.

Is MML INVESTORS SERVICES, LLC a hedge fund?

MML INVESTORS SERVICES, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does MML INVESTORS SERVICES, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has MML INVESTORS SERVICES, LLC's portfolio changed in Q3 2024?

View MML INVESTORS SERVICES, LLC's latest portfolio changes, new positions, and exits for Q3 2024 on HoldingsIntel.

What is MML INVESTORS SERVICES, LLC's investment strategy?

MML INVESTORS SERVICES, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

MML INVESTORS SERVICES, LLC

Institutional investor · Portfolio as of Q3 2024

SEC EDGAR SourceSEC Filings

$27.4B

AUM

2,567

Positions

Q3 2024

Filing

Rating · 4.5

Quarterly Portfolio Change

Activity profile

$ moved · Q3'24

New2%Increased78%Decreased18%Exited2%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.9 years

<1Q4%1-4Q9%1-2Y11%2Y+75%

Q3 2024 Summary

Active quarter - 191 new positions, 94 exits, 1498 increased. Top move: EFV (INCREASED, conviction 69). Portfolio: $27.4B across 2567 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV4.70%

AAPL1.92%

QUAL1.87%

MSFT1.75%

QQQ1.60%

IUSB1.45%

NVDA1.43%

VEA1.32%

AMZN1.29%

SPY1.29%

Other1.18%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown65.17%

Technology9.95%

Financial Services4.78%

Healthcare4.25%

Consumer Cyclical4.01%

Industrials3.10%

Communication Services2.95%

Consumer Defensive2.17%

Energy1.23%

Utilities0.91%

Other1.45%

Fund DNA

Behavioral investing profile

Balanced Allocator93%- primarily Unknown

Compare DNA across all funds

Fund Rating

7-dimension quality assessment

Elite(4.5 / 5.0)

Track Record64

Conviction39

Concentration0

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

NUSI12Q held

NEOS Nasdaq-100 Hedged Equity I

Avg $15.94 · $1.2M est. P&L

Est. P&L

+240.14%

FIX17Q held

COMFORT SYS USA INC

Avg $117.82 · $2.3M est. P&L

Est. P&L

+229.66%

SFM12Q held

SPROUTS FMRS MKT INC

Avg $34.31 · $314,791 est. P&L

Est. P&L

+214.49%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Holdings2,567 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF iShares Trust CORE S&P500 ETF	2.2M	$1.3B	4.7%	—	$368.48	+53.28%	24 qtrssince 2018-Q4	Decreased 0
AAPL APPLE INC	2.3M	$526M	1.9%	—	$188.34	+20.15%	6 qtrssince 2023-Q2	Increased 52
QUAL ETF ISHARES TR	2.9M	$512.7M	1.9%	—	$132.38	+33.24%	24 qtrssince 2018-Q4	Increased 53
MSFT MICROSOFT CORP	1.1M	$480.4M	1.8%	—	$212.58	+99.47%	24 qtrssince 2018-Q4	Increased 52
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	900,880	$439.7M	1.6%	—	$366.34	+31.98%	6 qtrssince 2023-Q2	Increased 49
IUSB ETF ISHARES TR	8.5M	$398.4M	1.5%	—	$42.93	+3.71%	23 qtrssince 2019-Q1	Increased 59
NVDA NVIDIA CORPORATION	3.2M	$392.2M	1.4%	—	$113.55	+6.88%	24 qtrssince 2018-Q4	Increased 51
VEA ETF VANGUARD TAX-MANAGED FDS	6.8M	$361.1M	1.3%	—	$41.58	+21.32%	24 qtrssince 2018-Q4	Increased 52
AMZN AMAZON COM INC	1.9M	$354.5M	1.3%	—	$135.61	+38.61%	6 qtrssince 2023-Q2	Increased 53
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	614,793	$352.7M	1.3%	—	$319.42	+76.24%	24 qtrssince 2018-Q4	Increased 52
VOO ETF VANGUARD INDEX FDS	614,446	$324.2M	1.2%	—	$335.89	+54.02%	24 qtrssince 2018-Q4	Increased 50
VUG ETF Vanguard Index Funds GROWTH ETF	767,338	$294.6M	1.1%	—	$193.46	+96.47%	24 qtrssince 2018-Q4	Increased 49
IVW ETF ISHARES TR	3M	$285.2M	1.0%	—	$80.04	+18.34%	24 qtrssince 2018-Q4	Decreased 0
DYNF ETF BLACKROCK ETF TRUST	5.2M	$255.8M	0.9%	—	$44.36	+9.54%	19 qtrssince 2020-Q1	Increased 49
VTV ETF VANGUARD INDEX FDS	1.5M	$254.7M	0.9%	—	$109.23	+54.95%	24 qtrssince 2018-Q4	Increased 45
IEFA ETF ISHARES TR	3.2M	$253.1M	0.9%	—	$59.19	+25.44%	24 qtrssince 2018-Q4	Increased 48
DGRO ETF ISHARES TR	3.8M	$238M	0.9%	—	$40.57	+49.57%	24 qtrssince 2018-Q4	Increased 52
META META PLATFORMS INC	370,171	$211.9M	0.8%	—	$260.22	+117.17%	24 qtrssince 2018-Q4	Increased 47
GOOGL ALPHABET INC	1.2M	$196M	0.7%	—	$104.97	+55.40%	24 qtrssince 2018-Q4	Increased 45
EFV ETF ISHARES TR	3.4M	$195.4M	0.7%	—	$48.59	+12.00%	24 qtrssince 2018-Q4	Increased 69
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