Filed: 5/4/2026ACC: 0000701059-26-000012
📋 What this filing means
MML INVESTORS SERVICES, LLC filed this quarterly 13F‑HR report disclosing 2995 equity positions with a total reported market value of $36.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2995
Positions
$36.06B
Total AUM (reported)
477.55M
Total Shares
Allocation by class
COM$8.81B24.4%
CORE S&P500 ETF$1.19B3.3%
STATE STREET SPD$962.87M2.7%
CL A$609.68M1.7%
SHS CREATION UNI$546.63M1.5%
VAN FTSE DEV MKT$487.02M1.4%
UNIT SER 1$436.88M1.2%
Portfolio Concentration
Top 3$2.52B7.0%
4–10$3.13B8.7%
11–25$4.53B12.6%
Rest$25.88B71.8%
Top 3 weight
7.0%
Top 10 weight
15.7%
Voting Authority Distribution
Total shares with voting rights: 477.55M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
477.55M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other2995
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings2995
Rows:
ISHARES TR
DFNDShares1.82M
TypeSH
Market value$1.19B
3.30%
Sole
0.00
Shared
1.82M
None
0.00
NVIDIA CORPORATION
DFNDShares3.88M
TypeSH
Market value$676.96M
1.88%
Sole
0.00
Shared
3.88M
None
0.00
APPLE INC
DFNDShares2.57M
TypeSH
Market value$652.42M
1.81%
Sole
0.00
Shared
2.57M
None
0.00
MICROSOFT CORP
DFNDShares1.35M
TypeSH
Market value$498.66M
1.38%
Sole
0.00
Shared
1.35M
None
0.00
VANGUARD TAX-MANAGED FDS
DFNDShares7.60M
TypeSH
Market value$487.02M
1.35%
Sole
0.00
Shared
7.60M
None
0.00
AMAZON COM INC
DFNDShares2.13M
TypeSH
Market value$442.62M
1.23%
Sole
0.00
Shared
2.13M
None
0.00
INVESCO QQQ TR
DFNDShares756.93K
TypeSH
Market value$436.88M
1.21%
Sole
0.00
Shared
756.93K
None
0.00
ISHARES INC
DFNDShares6.22M
TypeSH
Market value$434.04M
1.20%
Sole
0.00
Shared
6.22M
None
0.00
BLACKROCK ETF TRUST
DFNDShares7.24M
TypeSH
Market value$421.05M
1.17%
Sole
0.00
Shared
7.24M
None
0.00
VANGUARD INDEX FDS
DFNDShares679.38K
TypeSH
Market value$405.96M
1.13%
Sole
0.00
Shared
679.38K
None
0.00
STATE STR SPDR S&P 500 ETF T
DFNDShares613.23K
TypeSH
Market value$398.81M
1.11%
Sole
0.00
Shared
613.23K
None
0.00
ISHARES TR
DFNDShares3.34M
TypeSH
Market value$377.33M
1.05%
Sole
0.00
Shared
3.34M
None
0.00
ALPHABET INC
DFNDShares1.28M
TypeSH
Market value$367.85M
1.02%
Sole
0.00
Shared
1.28M
None
0.00
ISHARES TR
DFNDShares4.02M
TypeSH
Market value$363.96M
1.01%
Sole
0.00
Shared
4.02M
None
0.00
ISHARES TR
DFNDShares1.72M
TypeSH
Market value$363.41M
1.01%
Sole
0.00
Shared
1.72M
None
0.00
ISHARES TR
DFNDShares7.27M
TypeSH
Market value$335.58M
0.93%
Sole
0.00
Shared
7.27M
None
0.00
ISHARES TR
DFNDShares3.94M
TypeSH
Market value$292.73M
0.81%
Sole
0.00
Shared
3.94M
None
0.00
VANGUARD INDEX FDS
DFNDShares663.01K
TypeSH
Market value$289.60M
0.80%
Sole
0.00
Shared
663.01K
None
0.00
ISHARES TR
DFNDShares1.42M
TypeSH
Market value$271.92M
0.75%
Sole
0.00
Shared
1.42M
None
0.00
SCHWAB STRATEGIC TR
DFNDShares9.07M
TypeSH
Market value$264.18M
0.73%
Sole
0.00
Shared
9.07M
None
0.00
META PLATFORMS INC
DFNDShares452.51K
TypeSH
Market value$258.89M
0.72%
Sole
0.00
Shared
452.51K
None
0.00
BLACKROCK ETF TRUST
DFNDShares10.38M
TypeSH
Market value$252.31M
0.70%
Sole
0.00
Shared
10.38M
None
0.00
JPMORGAN CHASE & CO
DFNDShares795.26K
TypeSH
Market value$233.93M
0.65%
Sole
0.00
Shared
795.26K
None
0.00
VANGUARD INDEX FDS
DFNDShares1.17M
TypeSH
Market value$230.19M
0.64%
Sole
0.00
Shared
1.17M
None
0.00
FIDELITY COVINGTON TRUST
DFNDShares6.12M
TypeSH
Market value$229.39M
0.64%
Sole
0.00
Shared
6.12M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | CORE S&P500 ETF | 1.82M | SH | $1.19B 3.30% | 0.00 | 1.82M | 0.00 |
NVIDIA CORPORATIONDFND | COM | 3.88M | SH | $676.96M 1.88% | 0.00 | 3.88M | 0.00 |
APPLE INCDFND | COM | 2.57M | SH | $652.42M 1.81% | 0.00 | 2.57M | 0.00 |
MICROSOFT CORPDFND | COM | 1.35M | SH | $498.66M 1.38% | 0.00 | 1.35M | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 7.60M | SH | $487.02M 1.35% | 0.00 | 7.60M | 0.00 |
AMAZON COM INCDFND | COM | 2.13M | SH | $442.62M 1.23% | 0.00 | 2.13M | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 756.93K | SH | $436.88M 1.21% | 0.00 | 756.93K | 0.00 |
ISHARES INCDFND | CORE MSCI EMKT | 6.22M | SH | $434.04M 1.20% | 0.00 | 6.22M | 0.00 |
BLACKROCK ETF TRUSTDFND | ISHARES US EQUIT | 7.24M | SH | $421.05M 1.17% | 0.00 | 7.24M | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 679.38K | SH | $405.96M 1.13% | 0.00 | 679.38K | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 613.23K | SH | $398.81M 1.11% | 0.00 | 613.23K | 0.00 |
ISHARES TRDFND | S&P 500 GRWT ETF | 3.34M | SH | $377.33M 1.05% | 0.00 | 3.34M | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 1.28M | SH | $367.85M 1.02% | 0.00 | 1.28M | 0.00 |
ISHARES TRDFND | CORE MSCI EAFE | 4.02M | SH | $363.96M 1.01% | 0.00 | 4.02M | 0.00 |
ISHARES TRDFND | S&P 500 VAL ETF | 1.72M | SH | $363.41M 1.01% | 0.00 | 1.72M | 0.00 |
ISHARES TRDFND | CORE UNIVRSL USD | 7.27M | SH | $335.58M 0.93% | 0.00 | 7.27M | 0.00 |
ISHARES TRDFND | EAFE VALUE ETF | 3.94M | SH | $292.73M 0.81% | 0.00 | 3.94M | 0.00 |
VANGUARD INDEX FDSDFND | GROWTH ETF | 663.01K | SH | $289.60M 0.80% | 0.00 | 663.01K | 0.00 |
ISHARES TRDFND | MSCI USA QLT FCT | 1.42M | SH | $271.92M 0.75% | 0.00 | 1.42M | 0.00 |
SCHWAB STRATEGIC TRDFND | US LCAP GR ETF | 9.07M | SH | $264.18M 0.73% | 0.00 | 9.07M | 0.00 |
META PLATFORMS INCDFND | CL A | 452.51K | SH | $258.89M 0.72% | 0.00 | 452.51K | 0.00 |
BLACKROCK ETF TRUSTDFND | DYNAMIC EQTY ACT | 10.38M | SH | $252.31M 0.70% | 0.00 | 10.38M | 0.00 |
JPMORGAN CHASE & CODFND | COM | 795.26K | SH | $233.93M 0.65% | 0.00 | 795.26K | 0.00 |
VANGUARD INDEX FDSDFND | VALUE ETF | 1.17M | SH | $230.19M 0.64% | 0.00 | 1.17M | 0.00 |
FIDELITY COVINGTON TRUSTDFND | ENHANCED LARGE | 6.12M | SH | $229.39M 0.64% | 0.00 | 6.12M | 0.00 |
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