Filed: 8/7/2026ACC: 0001398344-26-013841
📋 What this filing means
MEEDER ADVISORY SERVICES, INC. filed this quarterly 13F‑HR report disclosing 742 equity positions with a total reported market value of $2.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
742
Positions
$2.73B
Total AUM (reported)
29.63M
Total Shares
Allocation by class
COM$1.32B48.4%
MUNICIPAL ETF$222.37M8.1%
CORE MSCI EAFE$160.37M5.9%
CORE MSCI EMKT$122.38M4.5%
CL A$82.22M3.0%
COM NEW$76.58M2.8%
MACKAY MUN INTER$74.27M2.7%
Portfolio Concentration
Top 3$509.07M18.6%
4–10$546.74M20.0%
11–25$484.84M17.7%
Rest$1.19B43.6%
Top 3 weight
18.6%
Top 10 weight
38.6%
Voting Authority Distribution
Total shares with voting rights: 29.63M
Sole
Full voting authority
29.63M
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)
Sole742
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings742
Rows:
J P MORGAN EXCHANGE TRADED F
SOLEShares4.39M
TypeSH
Market value$222.37M
8.14%
Sole
4.39M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.66M
TypeSH
Market value$160.37M
5.87%
Sole
1.66M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares631.38K
TypeSH
Market value$126.33M
4.62%
Sole
631.38K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares1.48M
TypeSH
Market value$122.38M
4.48%
Sole
1.48M
Shared
0.00
None
0.00
APPLE INC
SOLEShares387.38K
TypeSH
Market value$112.09M
4.10%
Sole
387.38K
Shared
0.00
None
0.00
NEW YORK LIFE INVTS ACTIVE E
SOLEShares3.05M
TypeSH
Market value$74.27M
2.72%
Sole
3.05M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares169.13K
TypeSH
Market value$63.09M
2.31%
Sole
169.13K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares844.32K
TypeSH
Market value$60.16M
2.20%
Sole
844.32K
Shared
0.00
None
0.00
FRANKLIN TEMPLETON ETF TR
SOLEShares2.37M
TypeSH
Market value$59.58M
2.18%
Sole
2.37M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares154.37K
TypeSH
Market value$55.17M
2.02%
Sole
154.37K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares227.78K
TypeSH
Market value$54.29M
1.99%
Sole
227.78K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares121.23K
TypeSH
Market value$45.80M
1.68%
Sole
121.23K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares111.89K
TypeSH
Market value$39.53M
1.45%
Sole
111.89K
Shared
0.00
None
0.00
VICTORY PORTFOLIOS II
SOLEShares792.98K
TypeSH
Market value$37.14M
1.36%
Sole
792.98K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares714.02K
TypeSH
Market value$35.98M
1.32%
Sole
714.02K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares842.49K
TypeSH
Market value$35.56M
1.30%
Sole
842.49K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares26.96K
TypeSH
Market value$31.12M
1.14%
Sole
26.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares287.24K
TypeSH
Market value$28.92M
1.06%
Sole
287.24K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares50.36K
TypeSH
Market value$28.36M
1.04%
Sole
50.36K
Shared
0.00
None
0.00
FIRST TR EXCH TRADED FD III
SOLEShares572.78K
TypeSH
Market value$27.77M
1.02%
Sole
572.78K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares82.38K
TypeSH
Market value$26.97M
0.99%
Sole
82.38K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares20.37K
TypeSH
Market value$24.43M
0.89%
Sole
20.37K
Shared
0.00
None
0.00
TESLA INC
SOLEShares57.51K
TypeSH
Market value$24.19M
0.89%
Sole
57.51K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares459.08K
TypeSH
Market value$23.77M
0.87%
Sole
459.08K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares36.16K
TypeSH
Market value$21.01M
0.77%
Sole
36.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 4.39M | SH | $222.37M 8.14% | 4.39M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 1.66M | SH | $160.37M 5.87% | 1.66M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 631.38K | SH | $126.33M 4.62% | 631.38K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 1.48M | SH | $122.38M 4.48% | 1.48M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 387.38K | SH | $112.09M 4.10% | 387.38K | 0.00 | 0.00 |
NEW YORK LIFE INVTS ACTIVE ESOLE | MACKAY MUN INTER | 3.05M | SH | $74.27M 2.72% | 3.05M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 169.13K | SH | $63.09M 2.31% | 169.13K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 844.32K | SH | $60.16M 2.20% | 844.32K | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | FRANKLIN DYN MUN | 2.37M | SH | $59.58M 2.18% | 2.37M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 154.37K | SH | $55.17M 2.02% | 154.37K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 227.78K | SH | $54.29M 1.99% | 227.78K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 121.23K | SH | $45.80M 1.68% | 121.23K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 111.89K | SH | $39.53M 1.45% | 111.89K | 0.00 | 0.00 |
VICTORY PORTFOLIOS IISOLE | CORE BD ETF | 792.98K | SH | $37.14M 1.36% | 792.98K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 714.02K | SH | $35.98M 1.32% | 714.02K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 842.49K | SH | $35.56M 1.30% | 842.49K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 26.96K | SH | $31.12M 1.14% | 26.96K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MTH TREASURY | 287.24K | SH | $28.92M 1.06% | 287.24K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 50.36K | SH | $28.36M 1.04% | 50.36K | 0.00 | 0.00 |
FIRST TR EXCH TRADED FD IIISOLE | MUNI HI INCM ETF | 572.78K | SH | $27.77M 1.02% | 572.78K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 82.38K | SH | $26.97M 0.99% | 82.38K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 20.37K | SH | $24.43M 0.89% | 20.37K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 57.51K | SH | $24.19M 0.89% | 57.51K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 459.08K | SH | $23.77M 0.87% | 459.08K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 36.16K | SH | $21.01M 0.77% | 36.16K | 0.00 | 0.00 |
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