Filed: 5/7/2026ACC: 0001398344-26-008708
📋 What this filing means
MEEDER ADVISORY SERVICES, INC. filed this quarterly 13F‑HR report disclosing 690 equity positions with a total reported market value of $2.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
690
Positions
$2.39B
Total AUM (reported)
28.55M
Total Shares
Allocation by class
COM$1.12B47.0%
MUNICIPAL ETF$213.08M8.9%
CORE MSCI EAFE$143.97M6.0%
CORE MSCI EMKT$103.60M4.3%
CL A$78.99M3.3%
NYLI MACKAY MUN$70.98M3.0%
FRANKLIN DYN MUN$58.65M2.5%
Portfolio Concentration
Top 3$462.07M19.3%
4–10$490.47M20.5%
11–25$429.69M18.0%
Rest$1.01B42.2%
Top 3 weight
19.3%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 28.55M
Sole
Full voting authority
28.55M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole690
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings690
Rows:
J P MORGAN EXCHANGE TRADED F
SOLEShares4.26M
TypeSH
Market value$213.08M
8.91%
Sole
4.26M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.59M
TypeSH
Market value$143.97M
6.02%
Sole
1.59M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares602.23K
TypeSH
Market value$105.03M
4.39%
Sole
602.23K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares1.49M
TypeSH
Market value$103.60M
4.33%
Sole
1.49M
Shared
0.00
None
0.00
APPLE INC
SOLEShares381.22K
TypeSH
Market value$96.75M
4.05%
Sole
381.22K
Shared
0.00
None
0.00
NEW YORK LIFE INVTS ACTIVE E
SOLEShares2.94M
TypeSH
Market value$70.98M
2.97%
Sole
2.94M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares161.66K
TypeSH
Market value$59.84M
2.50%
Sole
161.66K
Shared
0.00
None
0.00
FRANKLIN TEMPLETON ETF TR
SOLEShares2.37M
TypeSH
Market value$58.65M
2.45%
Sole
2.37M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares885.18K
TypeSH
Market value$56.72M
2.37%
Sole
885.18K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares210.91K
TypeSH
Market value$43.93M
1.84%
Sole
210.91K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares138.49K
TypeSH
Market value$39.82M
1.67%
Sole
138.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares369.04K
TypeSH
Market value$37.15M
1.55%
Sole
369.04K
Shared
0.00
None
0.00
VICTORY PORTFOLIOS II
SOLEShares771.33K
TypeSH
Market value$36.27M
1.52%
Sole
771.33K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares115.24K
TypeSH
Market value$35.67M
1.49%
Sole
115.24K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares453.08K
TypeSH
Market value$35.06M
1.47%
Sole
453.08K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares750.31K
TypeSH
Market value$34.25M
1.43%
Sole
750.31K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares117.01K
TypeSH
Market value$33.57M
1.40%
Sole
117.01K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares50.94K
TypeSH
Market value$29.15M
1.22%
Sole
50.94K
Shared
0.00
None
0.00
FIRST TR EXCH TRADED FD III
SOLEShares542.23K
TypeSH
Market value$25.78M
1.08%
Sole
542.23K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares80.44K
TypeSH
Market value$23.66M
0.99%
Sole
80.44K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares486.72K
TypeSH
Market value$22.83M
0.96%
Sole
486.72K
Shared
0.00
None
0.00
TESLA INC
SOLEShares56.25K
TypeSH
Market value$20.91M
0.87%
Sole
56.25K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares120.86K
TypeSH
Market value$20.50M
0.86%
Sole
120.86K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares19.47K
TypeSH
Market value$17.91M
0.75%
Sole
19.47K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares35.83K
TypeSH
Market value$17.17M
0.72%
Sole
35.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 4.26M | SH | $213.08M 8.91% | 4.26M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 1.59M | SH | $143.97M 6.02% | 1.59M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 602.23K | SH | $105.03M 4.39% | 602.23K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 1.49M | SH | $103.60M 4.33% | 1.49M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 381.22K | SH | $96.75M 4.05% | 381.22K | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY MUN | 2.94M | SH | $70.98M 2.97% | 2.94M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 161.66K | SH | $59.84M 2.50% | 161.66K | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | FRANKLIN DYN MUN | 2.37M | SH | $58.65M 2.45% | 2.37M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 885.18K | SH | $56.72M 2.37% | 885.18K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 210.91K | SH | $43.93M 1.84% | 210.91K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 138.49K | SH | $39.82M 1.67% | 138.49K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 369.04K | SH | $37.15M 1.55% | 369.04K | 0.00 | 0.00 |
VICTORY PORTFOLIOS IISOLE | CORE INTERMEDIAT | 771.33K | SH | $36.27M 1.52% | 771.33K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 115.24K | SH | $35.67M 1.49% | 115.24K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 453.08K | SH | $35.06M 1.47% | 453.08K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 750.31K | SH | $34.25M 1.43% | 750.31K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 117.01K | SH | $33.57M 1.40% | 117.01K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 50.94K | SH | $29.15M 1.22% | 50.94K | 0.00 | 0.00 |
FIRST TR EXCH TRADED FD IIISOLE | MUNI HI INCM ETF | 542.23K | SH | $25.78M 1.08% | 542.23K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 80.44K | SH | $23.66M 0.99% | 80.44K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 486.72K | SH | $22.83M 0.96% | 486.72K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 56.25K | SH | $20.91M 0.87% | 56.25K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 120.86K | SH | $20.50M 0.86% | 120.86K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 19.47K | SH | $17.91M 0.75% | 19.47K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 35.83K | SH | $17.17M 0.72% | 35.83K | 0.00 | 0.00 |
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