How many stocks does MML INVESTORS SERVICES, LLC own?

As of Q1 2023, MML INVESTORS SERVICES, LLC holds 2,020 positions in their 13F portfolio.

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

IVV at 5.0% of portfolio, worth $701,644.

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

$14.1M as of Q1 2023, tracked across 2,020 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 Q1 2023?

View MML INVESTORS SERVICES, LLC's latest portfolio changes, new positions, and exits for Q1 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 Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

MML INVESTORS SERVICES, LLC

Institutional investor · Portfolio as of Q1 2023

Strong(4.0 / 5.0)

$14.1M

AUM

2,020

Positions

128

New

Q1 2023

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

MML INVESTORS SERVICES, LLC manages $14.1M across 2020 positions as of Q1 2023. Top holdings: IVV (5.0%), MSFT (1.8%), IUSB (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Q1 2023 Summary

Active quarter - 128 new positions, 257 exits, 640 increased. Top move: QUAL (INCREASED, conviction 58). Portfolio: $14M across 2020 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV4.96%

MSFT1.84%

IUSB1.81%

SPY1.39%

QUAL1.27%

VTV1.26%

VEA1.12%

VUG1.11%

DGRO1.10%

EFG1.08%

Other1.06%

Similar Funds

Funds with similar investing DNA

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

FSLR18Q held

FIRST SOLAR INC

Avg $77.44 · $1.3M est. P&L

Est. P&L

+175.45%

FIX11Q held

COMFORT SYS USA INC

Avg $58.97 · $699,388 est. P&L

Est. P&L

+139.10%

TAL7Q held

TAL EDUCATION GROUP

Avg $4.49 · $92,342 est. P&L

Est. P&L

+135.21%

Top Losers

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View plans

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

Top Holdings10 of 2020

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVVETF ISHARES TR	1.7M	$701,644	5.0%	—	$333.39	+17.06%	18 qtrssince 2018-Q4	Decreased 0
MSFT MICROSOFT CORP	902,521	$260,197	1.8%	—	$168.43	+65.12%	18 qtrssince 2018-Q4	Decreased 0
IUSBETF ISHARES TR	5.5M	$255,366	1.8%	—	$42.90	-4.65%	17 qtrssince 2019-Q1	Increased 41
SPYUnit SPDR S&P 500 ETF TR	481,622	$197,171	1.4%	—	$272.04	+43.19%	18 qtrssince 2018-Q4	Decreased 0
QUALETF ISHARES TR	1.4M	$179,179	1.3%	—	$114.59	+3.45%	18 qtrssince 2018-Q4	Increased 58
VTVETF VANGUARD INDEX FDS	1.3M	$178,390	1.3%	—	$102.91	+24.40%	18 qtrssince 2018-Q4	Decreased 0
VEAETF VANGUARD TAX MANAGED INTL FD	3.5M	$158,468	1.1%	—	$37.92	+7.72%	18 qtrssince 2018-Q4	Increased 36
VUGETF VANGUARD INDEX FDS	632,116	$157,675	1.1%	—	$166.15	+45.37%	18 qtrssince 2018-Q4	Decreased 0
DGROETF ISHARES TR	3.1M	$155,545	1.1%	—	$34.69	+33.51%	18 qtrssince 2018-Q4	Increased 35
EFGETF ISHARES TR	1.6M	$152,142	1.1%	—	$81.14	+8.25%	18 qtrssince 2018-Q4	Increased 45
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