Filed: 11/14/2025ACC: 0000701059-25-000019
📋 What this filing means
MML INVESTORS SERVICES, LLC filed this quarterly 13F‑HR report disclosing 2879 equity positions with a total reported market value of $37.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2879
Positions
$37.47B
Total AUM (reported)
465.08M
Total Shares
Allocation by class
COM$9.56B25.5%
CORE S&P500 ETF$1.19B3.2%
CL A$795.29M2.1%
SHS CREATION UNI$593.79M1.6%
UNIT SER 1$535.72M1.4%
MSCI USA QLT FCT$485.20M1.3%
TR UNIT$468.59M1.3%
Portfolio Concentration
Top 3$2.56B6.8%
4–10$3.55B9.5%
11–25$4.90B13.1%
Rest$26.46B70.6%
Top 3 weight
6.8%
Top 10 weight
16.3%
Voting Authority Distribution
Total shares with voting rights: 465.08M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
465.08M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other2879
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings2879
Rows:
ISHARES TR
DFNDShares1.78M
TypeSH
Market value$1.19B
3.18%
Sole
0.00
Shared
1.78M
None
0.00
NVIDIA CORPORATION
DFNDShares3.68M
TypeSH
Market value$686.27M
1.83%
Sole
0.00
Shared
3.68M
None
0.00
MICROSOFT CORP
DFNDShares1.32M
TypeSH
Market value$681.86M
1.82%
Sole
0.00
Shared
1.32M
None
0.00
APPLE INC
DFNDShares2.62M
TypeSH
Market value$668.03M
1.78%
Sole
0.00
Shared
2.62M
None
0.00
INVESCO QQQ TR
DFNDShares892.31K
TypeSH
Market value$535.72M
1.43%
Sole
0.00
Shared
892.31K
None
0.00
ISHARES TR
DFNDShares2.49M
TypeSH
Market value$485.20M
1.29%
Sole
0.00
Shared
2.49M
None
0.00
AMAZON COM INC
DFNDShares2.19M
TypeSH
Market value$480.36M
1.28%
Sole
0.00
Shared
2.19M
None
0.00
SPDR S&P 500 ETF TR
DFNDShares703.36K
TypeSH
Market value$468.57M
1.25%
Sole
0.00
Shared
703.36K
None
0.00
VANGUARD INDEX FDS
DFNDShares756.84K
TypeSH
Market value$463.47M
1.24%
Sole
0.00
Shared
756.84K
None
0.00
BLACKROCK ETF TRUST
DFNDShares7.65M
TypeSH
Market value$452.74M
1.21%
Sole
0.00
Shared
7.65M
None
0.00
VANGUARD TAX-MANAGED FDS
DFNDShares7.51M
TypeSH
Market value$450.16M
1.20%
Sole
0.00
Shared
7.51M
None
0.00
ISHARES TR
DFNDShares3.29M
TypeSH
Market value$396.77M
1.06%
Sole
0.00
Shared
3.29M
None
0.00
ISHARES INC
DFNDShares5.66M
TypeSH
Market value$372.99M
1.00%
Sole
0.00
Shared
5.66M
None
0.00
ALPHABET INC
DFNDShares1.48M
TypeSH
Market value$360.82M
0.96%
Sole
0.00
Shared
1.48M
None
0.00
VANGUARD INDEX FDS
DFNDShares737.45K
TypeSH
Market value$353.69M
0.94%
Sole
0.00
Shared
737.45K
None
0.00
META PLATFORMS INC
DFNDShares450.32K
TypeSH
Market value$330.71M
0.88%
Sole
0.00
Shared
450.32K
None
0.00
ISHARES TR
DFNDShares6.97M
TypeSH
Market value$325.54M
0.87%
Sole
0.00
Shared
6.97M
None
0.00
SCHWAB STRATEGIC TR
DFNDShares10.17M
TypeSH
Market value$324.66M
0.87%
Sole
0.00
Shared
10.17M
None
0.00
ISHARES TR
DFNDShares3.54M
TypeSH
Market value$309.29M
0.83%
Sole
0.00
Shared
3.54M
None
0.00
ISHARES TR
DFNDShares4.46M
TypeSH
Market value$302.39M
0.81%
Sole
0.00
Shared
4.46M
None
0.00
ISHARES TR
DFNDShares1.41M
TypeSH
Market value$291.92M
0.78%
Sole
0.00
Shared
1.41M
None
0.00
JPMORGAN CHASE & CO.
DFNDShares899.31K
TypeSH
Market value$283.67M
0.76%
Sole
0.00
Shared
899.31K
None
0.00
BLACKROCK ETF TRUST
DFNDShares10.77M
TypeSH
Market value$272.59M
0.73%
Sole
0.00
Shared
10.77M
None
0.00
ISHARES TR
DFNDShares808.21K
TypeSH
Market value$269.01M
0.72%
Sole
0.00
Shared
808.21K
None
0.00
ISHARES TR
DFNDShares3.74M
TypeSH
Market value$254.88M
0.68%
Sole
0.00
Shared
3.74M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | CORE S&P500 ETF | 1.78M | SH | $1.19B 3.18% | 0.00 | 1.78M | 0.00 |
NVIDIA CORPORATIONDFND | COM | 3.68M | SH | $686.27M 1.83% | 0.00 | 3.68M | 0.00 |
MICROSOFT CORPDFND | COM | 1.32M | SH | $681.86M 1.82% | 0.00 | 1.32M | 0.00 |
APPLE INCDFND | COM | 2.62M | SH | $668.03M 1.78% | 0.00 | 2.62M | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 892.31K | SH | $535.72M 1.43% | 0.00 | 892.31K | 0.00 |
ISHARES TRDFND | MSCI USA QLT FCT | 2.49M | SH | $485.20M 1.29% | 0.00 | 2.49M | 0.00 |
AMAZON COM INCDFND | COM | 2.19M | SH | $480.36M 1.28% | 0.00 | 2.19M | 0.00 |
SPDR S&P 500 ETF TRDFND | TR UNIT | 703.36K | SH | $468.57M 1.25% | 0.00 | 703.36K | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 756.84K | SH | $463.47M 1.24% | 0.00 | 756.84K | 0.00 |
BLACKROCK ETF TRUSTDFND | ISHARES US EQUIT | 7.65M | SH | $452.74M 1.21% | 0.00 | 7.65M | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 7.51M | SH | $450.16M 1.20% | 0.00 | 7.51M | 0.00 |
ISHARES TRDFND | S&P 500 GRWT ETF | 3.29M | SH | $396.77M 1.06% | 0.00 | 3.29M | 0.00 |
ISHARES INCDFND | CORE MSCI EMKT | 5.66M | SH | $372.99M 1.00% | 0.00 | 5.66M | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 1.48M | SH | $360.82M 0.96% | 0.00 | 1.48M | 0.00 |
VANGUARD INDEX FDSDFND | GROWTH ETF | 737.45K | SH | $353.69M 0.94% | 0.00 | 737.45K | 0.00 |
META PLATFORMS INCDFND | CL A | 450.32K | SH | $330.71M 0.88% | 0.00 | 450.32K | 0.00 |
ISHARES TRDFND | CORE TOTAL USD | 6.97M | SH | $325.54M 0.87% | 0.00 | 6.97M | 0.00 |
SCHWAB STRATEGIC TRDFND | US LCAP GR ETF | 10.17M | SH | $324.66M 0.87% | 0.00 | 10.17M | 0.00 |
ISHARES TRDFND | CORE MSCI EAFE | 3.54M | SH | $309.29M 0.83% | 0.00 | 3.54M | 0.00 |
ISHARES TRDFND | EAFE VALUE ETF | 4.46M | SH | $302.39M 0.81% | 0.00 | 4.46M | 0.00 |
ISHARES TRDFND | S&P 500 VAL ETF | 1.41M | SH | $291.92M 0.78% | 0.00 | 1.41M | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 899.31K | SH | $283.67M 0.76% | 0.00 | 899.31K | 0.00 |
BLACKROCK ETF TRUSTDFND | DYNAMIC EQTY ACT | 10.77M | SH | $272.59M 0.73% | 0.00 | 10.77M | 0.00 |
ISHARES TRDFND | S&P 100 ETF | 808.21K | SH | $269.01M 0.72% | 0.00 | 808.21K | 0.00 |
ISHARES TRDFND | CORE DIV GRWTH | 3.74M | SH | $254.88M 0.68% | 0.00 | 3.74M | 0.00 |
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