Filed: 8/14/2025ACC: 0000701059-25-000016
📋 What this filing means
MML INVESTORS SERVICES, LLC filed this quarterly 13F‑HR report disclosing 2802 equity positions with a total reported market value of $34.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2802
Positions
$34.65M
Total AUM (reported)
434.78M
Total Shares
Allocation by class
COM$8.98M25.9%
CORE S&P500 ETF$1.23M3.6%
CL A$768.0K2.2%
MSCI USA QLT FCT$631.5K1.8%
SHS CREATION UNI$537.6K1.6%
UNIT SER 1$520.7K1.5%
VAN FTSE DEV MKT$434.8K1.3%
Portfolio Concentration
Top 3$2.51M7.2%
4–10$3.37M9.7%
11–25$4.52M13.0%
Rest$24.26M70.0%
Top 3 weight
7.2%
Top 10 weight
16.9%
Voting Authority Distribution
Total shares with voting rights: 434.78M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
434.78M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other2802
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings2802
Rows:
ISHARES TR
DFNDShares1.98M
TypeSH
Market value$1.23M
3.55%
Sole
0.00
Shared
1.98M
None
0.00
MICROSOFT CORP
DFNDShares1.29M
TypeSH
Market value$643.9K
1.86%
Sole
0.00
Shared
1.29M
None
0.00
ISHARES TR
DFNDShares3.45M
TypeSH
Market value$631.5K
1.82%
Sole
0.00
Shared
3.45M
None
0.00
NVIDIA CORPORATION
DFNDShares3.63M
TypeSH
Market value$573.6K
1.66%
Sole
0.00
Shared
3.63M
None
0.00
APPLE INC
DFNDShares2.56M
TypeSH
Market value$525.7K
1.52%
Sole
0.00
Shared
2.56M
None
0.00
INVESCO QQQ TR
DFNDShares943.90K
TypeSH
Market value$520.7K
1.50%
Sole
0.00
Shared
943.90K
None
0.00
AMAZON COM INC
DFNDShares2.15M
TypeSH
Market value$472.4K
1.36%
Sole
0.00
Shared
2.15M
None
0.00
VANGUARD TAX-MANAGED FDS
DFNDShares7.63M
TypeSH
Market value$434.8K
1.26%
Sole
0.00
Shared
7.63M
None
0.00
SPDR S&P 500 ETF TR
DFNDShares689.43K
TypeSH
Market value$426.0K
1.23%
Sole
0.00
Shared
689.43K
None
0.00
VANGUARD INDEX FDS
DFNDShares726.95K
TypeSH
Market value$412.9K
1.19%
Sole
0.00
Shared
726.95K
None
0.00
ISHARES TR
DFNDShares8.18M
TypeSH
Market value$378.2K
1.09%
Sole
0.00
Shared
8.18M
None
0.00
ISHARES TR
DFNDShares3.33M
TypeSH
Market value$367.1K
1.06%
Sole
0.00
Shared
3.33M
None
0.00
ISHARES TR
DFNDShares5.69M
TypeSH
Market value$361.3K
1.04%
Sole
0.00
Shared
5.69M
None
0.00
BLACKROCK ETF TRUST
DFNDShares6.60M
TypeSH
Market value$359.7K
1.04%
Sole
0.00
Shared
6.60M
None
0.00
VANGUARD INDEX FDS
DFNDShares785.41K
TypeSH
Market value$344.3K
0.99%
Sole
0.00
Shared
785.41K
None
0.00
META PLATFORMS INC
DFNDShares434.24K
TypeSH
Market value$320.5K
0.93%
Sole
0.00
Shared
434.24K
None
0.00
ISHARES TR
DFNDShares3.68M
TypeSH
Market value$306.9K
0.89%
Sole
0.00
Shared
3.68M
None
0.00
ISHARES INC
DFNDShares4.96M
TypeSH
Market value$298.0K
0.86%
Sole
0.00
Shared
4.96M
None
0.00
ISHARES TR
DFNDShares4.53M
TypeSH
Market value$290.0K
0.84%
Sole
0.00
Shared
4.53M
None
0.00
ISHARES TR
DFNDShares1.40M
TypeSH
Market value$272.8K
0.79%
Sole
0.00
Shared
1.40M
None
0.00
JPMORGAN CHASE & CO.
DFNDShares921.73K
TypeSH
Market value$267.2K
0.77%
Sole
0.00
Shared
921.73K
None
0.00
SCHWAB STRATEGIC TR
DFNDShares8.64M
TypeSH
Market value$252.5K
0.73%
Sole
0.00
Shared
8.64M
None
0.00
ALPHABET INC
DFNDShares1.40M
TypeSH
Market value$246.7K
0.71%
Sole
0.00
Shared
1.40M
None
0.00
VANGUARD INDEX FDS
DFNDShares1.30M
TypeSH
Market value$230.2K
0.66%
Sole
0.00
Shared
1.30M
None
0.00
FIDELITY COVINGTON TRUST
DFNDShares5.98M
TypeSH
Market value$221.5K
0.64%
Sole
0.00
Shared
5.98M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | CORE S&P500 ETF | 1.98M | SH | $1.23M 3.55% | 0.00 | 1.98M | 0.00 |
MICROSOFT CORPDFND | COM | 1.29M | SH | $643.9K 1.86% | 0.00 | 1.29M | 0.00 |
ISHARES TRDFND | MSCI USA QLT FCT | 3.45M | SH | $631.5K 1.82% | 0.00 | 3.45M | 0.00 |
NVIDIA CORPORATIONDFND | COM | 3.63M | SH | $573.6K 1.66% | 0.00 | 3.63M | 0.00 |
APPLE INCDFND | COM | 2.56M | SH | $525.7K 1.52% | 0.00 | 2.56M | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 943.90K | SH | $520.7K 1.50% | 0.00 | 943.90K | 0.00 |
AMAZON COM INCDFND | COM | 2.15M | SH | $472.4K 1.36% | 0.00 | 2.15M | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 7.63M | SH | $434.8K 1.26% | 0.00 | 7.63M | 0.00 |
SPDR S&P 500 ETF TRDFND | TR UNIT | 689.43K | SH | $426.0K 1.23% | 0.00 | 689.43K | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 726.95K | SH | $412.9K 1.19% | 0.00 | 726.95K | 0.00 |
ISHARES TRDFND | CORE TOTAL USD | 8.18M | SH | $378.2K 1.09% | 0.00 | 8.18M | 0.00 |
ISHARES TRDFND | S&P 500 GRWT ETF | 3.33M | SH | $367.1K 1.06% | 0.00 | 3.33M | 0.00 |
ISHARES TRDFND | EAFE VALUE ETF | 5.69M | SH | $361.3K 1.04% | 0.00 | 5.69M | 0.00 |
BLACKROCK ETF TRUSTDFND | ISHARES US EQUIT | 6.60M | SH | $359.7K 1.04% | 0.00 | 6.60M | 0.00 |
VANGUARD INDEX FDSDFND | GROWTH ETF | 785.41K | SH | $344.3K 0.99% | 0.00 | 785.41K | 0.00 |
META PLATFORMS INCDFND | CL A | 434.24K | SH | $320.5K 0.93% | 0.00 | 434.24K | 0.00 |
ISHARES TRDFND | CORE MSCI EAFE | 3.68M | SH | $306.9K 0.89% | 0.00 | 3.68M | 0.00 |
ISHARES INCDFND | CORE MSCI EMKT | 4.96M | SH | $298.0K 0.86% | 0.00 | 4.96M | 0.00 |
ISHARES TRDFND | CORE DIV GRWTH | 4.53M | SH | $290.0K 0.84% | 0.00 | 4.53M | 0.00 |
ISHARES TRDFND | S&P 500 VAL ETF | 1.40M | SH | $272.8K 0.79% | 0.00 | 1.40M | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 921.73K | SH | $267.2K 0.77% | 0.00 | 921.73K | 0.00 |
SCHWAB STRATEGIC TRDFND | US LCAP GR ETF | 8.64M | SH | $252.5K 0.73% | 0.00 | 8.64M | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 1.40M | SH | $246.7K 0.71% | 0.00 | 1.40M | 0.00 |
VANGUARD INDEX FDSDFND | VALUE ETF | 1.30M | SH | $230.2K 0.66% | 0.00 | 1.30M | 0.00 |
FIDELITY COVINGTON TRUSTDFND | ENHANCED LARGE | 5.98M | SH | $221.5K 0.64% | 0.00 | 5.98M | 0.00 |
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