How many stocks does MML INVESTORS SERVICES, LLC own?

As of Q4 2023, MML INVESTORS SERVICES, LLC holds 2,440 positions in their 13F portfolio.

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

IVV at 5.8% of portfolio, worth $1.3B.

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

$21.7B as of Q4 2023, tracked across 2,440 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 Q4 2023?

View MML INVESTORS SERVICES, LLC's latest portfolio changes, new positions, and exits for Q4 2023 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 Q4 2023

SEC EDGAR SourceSEC Filings

$21.7B

AUM

2,440

Positions

Q4 2023

Filing

Rating · 4.5

Quarterly Portfolio Change

Activity profile

$ moved · Q4'23

New5%Increased79%Decreased15%Exited1%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.4 years

<1Q5%1-4Q9%1-2Y10%2Y+75%

Q4 2023 Summary

Active quarter - 245 new positions, 100 exits, 1436 increased. Top move: IVV (INCREASED, conviction 69). Portfolio: $21.7B across 2440 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV5.78%

MSFT1.93%

AAPL1.81%

QQQ1.66%

QUAL1.54%

SPY1.31%

AMZN1.21%

VEA1.13%

IUSB1.09%

VOO1.08%

Other1.05%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown63.89%

Technology9.59%

Financial Services5.10%

Healthcare4.86%

Consumer Cyclical4.15%

Industrials3.31%

Communication Services2.86%

Consumer Defensive2.21%

Energy1.54%

Real Estate0.84%

Other1.64%

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

Upgrade to see all dimensions

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

ARES17Q held

ARES MANAGEMENT CORPORATION

Avg $38.13 · $3.5M est. P&L

Est. P&L

+195.87%

YLCO6Q held

Global X YieldCo & Renewable En

Avg $11.43 · $316,873 est. P&L

Est. P&L

+191.90%

DFH4Q held

DREAM FINDERS HOMES INC

Avg $13.16 · $156,590 est. P&L

Est. P&L

+169.98%

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.

Holdings2,440 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	2.6M	$1.3B	5.8%	—	$368.48	+26.25%	21 qtrssince 2018-Q4	Increased 69
MSFT MICROSOFT CORP	1.1M	$417.9M	1.9%	—	$202.16	+83.28%	21 qtrssince 2018-Q4	Increased 55
AAPL APPLE INC	2M	$391.5M	1.8%	—	$186.58	+2.13%	3 qtrssince 2023-Q2	Increased 52
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	877,856	$359.5M	1.7%	—	$361.81	+11.95%	3 qtrssince 2023-Q2	Increased 53
QUAL ETF ISHARES TR	2.3M	$333.8M	1.5%	—	$122.97	+17.25%	21 qtrssince 2018-Q4	Increased 56
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	597,070	$283.8M	1.3%	—	$304.30	+52.43%	21 qtrssince 2018-Q4	Increased 53
AMZN AMAZON COM INC	1.7M	$261.9M	1.2%	—	$129.82	+17.04%	3 qtrssince 2023-Q2	Increased 53
VEA ETF VANGUARD TAX-MANAGED FDS	5.1M	$244.7M	1.1%	—	$39.44	+13.62%	21 qtrssince 2018-Q4	Increased 56
IUSB ETF ISHARES TR	5.1M	$236.7M	1.1%	—	$42.74	-1.03%	20 qtrssince 2019-Q1	Decreased 0
VOO ETF VANGUARD INDEX FDS	536,287	$234.3M	1.1%	—	$314.20	+35.55%	21 qtrssince 2018-Q4	Increased 55
VUG ETF Vanguard Index Funds GROWTH ETF	733,213	$227.9M	1.1%	—	$185.61	+65.89%	21 qtrssince 2018-Q4	Increased 52
VTV ETF VANGUARD INDEX FDS	1.4M	$204.2M	0.9%	—	$105.00	+36.09%	21 qtrssince 2018-Q4	Decreased 0
IEFA ETF ISHARES TR	2.5M	$172.7M	0.8%	—	$55.42	+18.34%	21 qtrssince 2018-Q4	Increased 46
EFV ETF ISHARES TR	3.3M	$172.1M	0.8%	—	$41.88	+13.79%	21 qtrssince 2018-Q4	Decreased 0
DGRO ETF ISHARES TR	3.2M	$170.3M	0.8%	—	$35.85	+43.51%	21 qtrssince 2018-Q4	Decreased 0
GOOGL ALPHABET INC	1.2M	$168.4M	0.8%	—	$102.07	+35.83%	21 qtrssince 2018-Q4	Increased 49
MUB ETF ISHARES TR	1.5M	$162.6M	0.7%	—	$99.52	+2.15%	21 qtrssince 2018-Q4	Decreased 0
NVDA NVIDIA CORPORATION	321,031	$159M	0.7%	—	$22.18	+123.13%	21 qtrssince 2018-Q4	Increased 47
IJH ETF ISHARES TR	562,112	$155.8M	0.7%	—	$41.15	+31.05%	21 qtrssince 2018-Q4	Decreased 0
IWF ETF iShares Trust RUS 1000 GRW ETF	513,379	$155.6M	0.7%	—	$172.88	+73.80%	21 qtrssince 2018-Q4	Increased 43
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