MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings3,037 positions
ISHARES TR | 1.8M | $1.3B | 3.1% | $383.45 | +77.16% | 29 qtrssince 2018-Q4 | Increased 61 |
APPLE INC | 2.8M | $755.3M | 1.8% | $200.60 | +35.16% | 11 qtrssince 2023-Q2 | Increased 53 |
NVIDIA CORPORATION | 3.8M | $711.8M | 1.7% | $41.28 | +350.77% | 29 qtrssince 2018-Q4 | Increased 52 |
MICROSOFT CORP | 1.4M | $694.5M | 1.7% | $264.27 | +81.85% | 29 qtrssince 2018-Q4 | Increased 54 |
INVESCO QQQ TR | 905,369 | $556.2M | 1.4% | $377.06 | +64.28% | 11 qtrssince 2023-Q2 | Increased 50 |
AMAZON COM INC | 2.3M | $532.5M | 1.3% | $151.34 | +52.52% | 11 qtrssince 2023-Q2 | Increased 52 |
BLACKROCK ETF TRUST | 8.6M | $525.6M | 1.3% | $48.83 | +23.71% | 24 qtrssince 2020-Q1 | Increased 56 |
VANGUARD TAX-MANAGED FDS | 8.3M | $521.4M | 1.3% | $43.80 | +41.30% | 29 qtrssince 2018-Q4 | Increased 55 |
VANGUARD INDEX FDS | 801,052 | $502.4M | 1.2% | $385.83 | +61.15% | 29 qtrssince 2018-Q4 | Increased 52 |
STATE STR SPDR S&P 500 ETF T | 730,587 | $498.2M | 1.2% | $362.75 | +86.53% | 29 qtrssince 2018-Q4 | Increased 51 |
ISHARES INC | 7.3M | $490.1M | 1.2% | $56.72 | +18.81% | 29 qtrssince 2018-Q4 | Increased 62 |
ALPHABET INC | 1.5M | $461.7M | 1.1% | $111.05 | +181.31% | 29 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 3.6M | $449.3M | 1.1% | $84.29 | +45.83% | 29 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 2.1M | $446.1M | 1.1% | $188.43 | +11.25% | 29 qtrssince 2018-Q4 | Increased 68 |
SCHWAB STRATEGIC TR | 11.7M | $382.5M | 0.9% | $24.09 | +35.12% | 29 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 773,761 | $377.5M | 0.9% | $37.28 | +117.41% | 29 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 1.9M | $367.6M | 0.9% | $139.34 | +41.68% | 29 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 4.1M | $367.5M | 0.9% | $66.13 | +35.89% | 29 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 7.4M | $346.2M | 0.8% | $42.33 | +7.27% | 28 qtrssince 2019-Q1 | Increased 47 |
META PLATFORMS INC | 509,244 | $336.1M | 0.8% | $366.45 | +79.67% | 29 qtrssince 2018-Q4 | Increased 49 |
MML INVESTORS SERVICES, LLC manages $41B across 3037 positions as of Q4 2025. Top holdings: IVV (3.1%), AAPL (1.8%), NVDA (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 293 new positions, 135 exits, 1982 increased. Top move: IVE (INCREASED, conviction 68). Portfolio: $41.0B across 3037 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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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