Filed: 5/14/2025ACC: 0000701059-25-000010
📋 What this filing means
MML INVESTORS SERVICES, LLC filed this quarterly 13F‑HR report disclosing 2683 equity positions with a total reported market value of $30.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2683
Positions
$30.03M
Total AUM (reported)
396.73M
Total Shares
Allocation by class
COM$7.86M26.2%
CORE S&P500 ETF$1.31M4.4%
CL A$621.5K2.1%
MSCI USA QLT FCT$582.7K1.9%
UNIT SER 1$429.9K1.4%
SHS CREATION UNI$426.3K1.4%
TR UNIT$387.8K1.3%
Portfolio Concentration
Top 3$2.43M8.1%
4–10$2.81M9.3%
11–25$3.61M12.0%
Rest$21.19M70.6%
Top 3 weight
8.1%
Top 10 weight
17.4%
Voting Authority Distribution
Total shares with voting rights: 396.73M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
396.73M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other2683
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings2683
Rows:
ISHARES TR
DFNDShares2.33M
TypeSH
Market value$1.31M
4.35%
Sole
0.00
Shared
2.33M
None
0.00
ISHARES TR
DFNDShares3.41M
TypeSH
Market value$582.7K
1.94%
Sole
0.00
Shared
3.41M
None
0.00
APPLE INC
DFNDShares2.42M
TypeSH
Market value$536.5K
1.79%
Sole
0.00
Shared
2.42M
None
0.00
MICROSOFT CORP
DFNDShares1.25M
TypeSH
Market value$467.5K
1.56%
Sole
0.00
Shared
1.25M
None
0.00
INVESCO QQQ TR
DFNDShares916.71K
TypeSH
Market value$429.9K
1.43%
Sole
0.00
Shared
916.71K
None
0.00
VANGUARD TAX-MANAGED FDS
DFNDShares7.62M
TypeSH
Market value$387.4K
1.29%
Sole
0.00
Shared
7.62M
None
0.00
AMAZON COM INC
DFNDShares2.03M
TypeSH
Market value$386.1K
1.29%
Sole
0.00
Shared
2.03M
None
0.00
ISHARES TR
DFNDShares8.36M
TypeSH
Market value$385.0K
1.28%
Sole
0.00
Shared
8.36M
None
0.00
SPDR S&P 500 ETF TR
DFNDShares683.71K
TypeSH
Market value$382.5K
1.27%
Sole
0.00
Shared
683.71K
None
0.00
NVIDIA CORPORATION
DFNDShares3.39M
TypeSH
Market value$367.5K
1.22%
Sole
0.00
Shared
3.39M
None
0.00
VANGUARD INDEX FDS
DFNDShares714.23K
TypeSH
Market value$367.1K
1.22%
Sole
0.00
Shared
714.23K
None
0.00
ISHARES TR
DFNDShares3.32M
TypeSH
Market value$308.2K
1.03%
Sole
0.00
Shared
3.32M
None
0.00
BLACKROCK ETF TRUST
DFNDShares6.02M
TypeSH
Market value$293.5K
0.98%
Sole
0.00
Shared
6.02M
None
0.00
VANGUARD INDEX FDS
DFNDShares729.11K
TypeSH
Market value$270.4K
0.90%
Sole
0.00
Shared
729.11K
None
0.00
ISHARES TR
DFNDShares3.28M
TypeSH
Market value$248.0K
0.83%
Sole
0.00
Shared
3.28M
None
0.00
META PLATFORMS INC
DFNDShares415.40K
TypeSH
Market value$239.4K
0.80%
Sole
0.00
Shared
415.40K
None
0.00
VANGUARD INDEX FDS
DFNDShares1.34M
TypeSH
Market value$231.7K
0.77%
Sole
0.00
Shared
1.34M
None
0.00
ISHARES TR
DFNDShares3.60M
TypeSH
Market value$222.5K
0.74%
Sole
0.00
Shared
3.60M
None
0.00
ISHARES TR
DFNDShares1.16M
TypeSH
Market value$221.9K
0.74%
Sole
0.00
Shared
1.16M
None
0.00
JPMORGAN CHASE & CO.
DFNDShares896.98K
TypeSH
Market value$220.0K
0.73%
Sole
0.00
Shared
896.98K
None
0.00
ALPHABET INC
DFNDShares1.32M
TypeSH
Market value$203.9K
0.68%
Sole
0.00
Shared
1.32M
None
0.00
ISHARES TR
DFNDShares551.97K
TypeSH
Market value$199.3K
0.66%
Sole
0.00
Shared
551.97K
None
0.00
ISHARES TR
DFNDShares3.38M
TypeSH
Market value$198.9K
0.66%
Sole
0.00
Shared
3.38M
None
0.00
ISHARES TR
DFNDShares1.82M
TypeSH
Market value$191.9K
0.64%
Sole
0.00
Shared
1.82M
None
0.00
ISHARES TR
DFNDShares3.25M
TypeSH
Market value$189.4K
0.63%
Sole
0.00
Shared
3.25M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | CORE S&P500 ETF | 2.33M | SH | $1.31M 4.35% | 0.00 | 2.33M | 0.00 |
ISHARES TRDFND | MSCI USA QLT FCT | 3.41M | SH | $582.7K 1.94% | 0.00 | 3.41M | 0.00 |
APPLE INCDFND | COM | 2.42M | SH | $536.5K 1.79% | 0.00 | 2.42M | 0.00 |
MICROSOFT CORPDFND | COM | 1.25M | SH | $467.5K 1.56% | 0.00 | 1.25M | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 916.71K | SH | $429.9K 1.43% | 0.00 | 916.71K | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 7.62M | SH | $387.4K 1.29% | 0.00 | 7.62M | 0.00 |
AMAZON COM INCDFND | COM | 2.03M | SH | $386.1K 1.29% | 0.00 | 2.03M | 0.00 |
ISHARES TRDFND | CORE TOTAL USD | 8.36M | SH | $385.0K 1.28% | 0.00 | 8.36M | 0.00 |
SPDR S&P 500 ETF TRDFND | TR UNIT | 683.71K | SH | $382.5K 1.27% | 0.00 | 683.71K | 0.00 |
NVIDIA CORPORATIONDFND | COM | 3.39M | SH | $367.5K 1.22% | 0.00 | 3.39M | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 714.23K | SH | $367.1K 1.22% | 0.00 | 714.23K | 0.00 |
ISHARES TRDFND | S&P 500 GRWT ETF | 3.32M | SH | $308.2K 1.03% | 0.00 | 3.32M | 0.00 |
BLACKROCK ETF TRUSTDFND | ISHARES US EQUIT | 6.02M | SH | $293.5K 0.98% | 0.00 | 6.02M | 0.00 |
VANGUARD INDEX FDSDFND | GROWTH ETF | 729.11K | SH | $270.4K 0.90% | 0.00 | 729.11K | 0.00 |
ISHARES TRDFND | CORE MSCI EAFE | 3.28M | SH | $248.0K 0.83% | 0.00 | 3.28M | 0.00 |
META PLATFORMS INCDFND | CL A | 415.40K | SH | $239.4K 0.80% | 0.00 | 415.40K | 0.00 |
VANGUARD INDEX FDSDFND | VALUE ETF | 1.34M | SH | $231.7K 0.77% | 0.00 | 1.34M | 0.00 |
ISHARES TRDFND | CORE DIV GRWTH | 3.60M | SH | $222.5K 0.74% | 0.00 | 3.60M | 0.00 |
ISHARES TRDFND | S&P 500 VAL ETF | 1.16M | SH | $221.9K 0.74% | 0.00 | 1.16M | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 896.98K | SH | $220.0K 0.73% | 0.00 | 896.98K | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 1.32M | SH | $203.9K 0.68% | 0.00 | 1.32M | 0.00 |
ISHARES TRDFND | RUS 1000 GRW ETF | 551.97K | SH | $199.3K 0.66% | 0.00 | 551.97K | 0.00 |
ISHARES TRDFND | EAFE VALUE ETF | 3.38M | SH | $198.9K 0.66% | 0.00 | 3.38M | 0.00 |
ISHARES TRDFND | NATIONAL MUN ETF | 1.82M | SH | $191.9K 0.64% | 0.00 | 1.82M | 0.00 |
ISHARES TRDFND | CORE S&P MCP ETF | 3.25M | SH | $189.4K 0.63% | 0.00 | 3.25M | 0.00 |
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