Filed: 8/7/2026ACC: 0000701059-26-000016
📋 What this filing means
MML INVESTORS SERVICES, LLC filed this quarterly 13F‑HR report disclosing 3254 equity positions with a total reported market value of $49.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3254
Positions
$49.01B
Total AUM (reported)
608.79M
Total Shares
Allocation by class
COM$11.76B24.0%
CORE S&P500 ETF$2.12B4.3%
SHS CREAT UNIT$811.63M1.7%
CL A$760.23M1.6%
UNIT SER 1$667.58M1.4%
VAN FTSE DEV MKT$652.02M1.3%
ISHARES US EQUIT$621.01M1.3%
Portfolio Concentration
Top 3$3.92B8.0%
4–10$4.26B8.7%
11–25$5.91B12.1%
Rest$34.92B71.3%
Top 3 weight
8.0%
Top 10 weight
16.7%
Voting Authority Distribution
Total shares with voting rights: 608.79M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
608.79M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other3254
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings3254
Rows:
ISHARES TR
DFNDShares2.83M
TypeSH
Market value$2.12B
4.33%
Sole
0.00
Shared
2.83M
None
0.00
NVIDIA CORPORATION
DFNDShares4.53M
TypeSH
Market value$906.03M
1.85%
Sole
0.00
Shared
4.53M
None
0.00
APPLE INC
DFNDShares3.08M
TypeSH
Market value$890.56M
1.82%
Sole
0.00
Shared
3.08M
None
0.00
INVESCO QQQ TR
DFNDShares906.55K
TypeSH
Market value$667.58M
1.36%
Sole
0.00
Shared
906.55K
None
0.00
VANGUARD TAX-MANAGED FDS
DFNDShares9.15M
TypeSH
Market value$652.02M
1.33%
Sole
0.00
Shared
9.15M
None
0.00
BLACKROCK ETF TRUST
DFNDShares9.13M
TypeSH
Market value$621.01M
1.27%
Sole
0.00
Shared
9.13M
None
0.00
MICROSOFT CORP
DFNDShares1.64M
TypeSH
Market value$609.99M
1.24%
Sole
0.00
Shared
1.64M
None
0.00
VANGUARD INDEX FDS
DFNDShares853.26K
TypeSH
Market value$586.03M
1.20%
Sole
0.00
Shared
853.26K
None
0.00
AMAZON COM INC
DFNDShares2.42M
TypeSH
Market value$576.96M
1.18%
Sole
0.00
Shared
2.42M
None
0.00
ISHARES TR
DFNDShares3.98M
TypeSH
Market value$547.80M
1.12%
Sole
0.00
Shared
3.98M
None
0.00
ALPHABET INC
DFNDShares1.52M
TypeSH
Market value$542.17M
1.11%
Sole
0.00
Shared
1.52M
None
0.00
ISHARES TR
DFNDShares11.41M
TypeSH
Market value$526.38M
1.07%
Sole
0.00
Shared
11.41M
None
0.00
STATE STR SPDR S&P 500 ETF T
DFNDShares689.89K
TypeSH
Market value$515.19M
1.05%
Sole
0.00
Shared
689.89K
None
0.00
ISHARES INC
DFNDShares5.99M
TypeSH
Market value$495.92M
1.01%
Sole
0.00
Shared
5.99M
None
0.00
ISHARES TR
DFNDShares4.64M
TypeSH
Market value$447.68M
0.91%
Sole
0.00
Shared
4.64M
None
0.00
VANGUARD INDEX FDS
DFNDShares4.64M
TypeSH
Market value$399.90M
0.82%
Sole
0.00
Shared
4.64M
None
0.00
ISHARES TR
DFNDShares1.70M
TypeSH
Market value$384.90M
0.79%
Sole
0.00
Shared
1.70M
None
0.00
SCHWAB STRATEGIC TR
DFNDShares10.84M
TypeSH
Market value$366.87M
0.75%
Sole
0.00
Shared
10.84M
None
0.00
BLACKROCK ETF TRUST
DFNDShares12.46M
TypeSH
Market value$345.72M
0.71%
Sole
0.00
Shared
12.46M
None
0.00
BLACKROCK ETF TRUST
DFNDShares6.16M
TypeSH
Market value$324.80M
0.66%
Sole
0.00
Shared
6.16M
None
0.00
FIDELITY COVINGTON TRUST
DFNDShares7.20M
TypeSH
Market value$314.79M
0.64%
Sole
0.00
Shared
7.20M
None
0.00
META PLATFORMS INC
DFNDShares555.37K
TypeSH
Market value$312.83M
0.64%
Sole
0.00
Shared
555.37K
None
0.00
JPMORGAN CHASE & CO
DFNDShares950.86K
TypeSH
Market value$311.25M
0.64%
Sole
0.00
Shared
950.86K
None
0.00
VANGUARD INDEX FDS
DFNDShares1.42M
TypeSH
Market value$309.65M
0.63%
Sole
0.00
Shared
1.42M
None
0.00
BROADCOM INC
DFNDShares816.62K
TypeSH
Market value$308.48M
0.63%
Sole
0.00
Shared
816.62K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | CORE S&P500 ETF | 2.83M | SH | $2.12B 4.33% | 0.00 | 2.83M | 0.00 |
NVIDIA CORPORATIONDFND | COM | 4.53M | SH | $906.03M 1.85% | 0.00 | 4.53M | 0.00 |
APPLE INCDFND | COM | 3.08M | SH | $890.56M 1.82% | 0.00 | 3.08M | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 906.55K | SH | $667.58M 1.36% | 0.00 | 906.55K | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 9.15M | SH | $652.02M 1.33% | 0.00 | 9.15M | 0.00 |
BLACKROCK ETF TRUSTDFND | ISHARES US EQUIT | 9.13M | SH | $621.01M 1.27% | 0.00 | 9.13M | 0.00 |
MICROSOFT CORPDFND | COM | 1.64M | SH | $609.99M 1.24% | 0.00 | 1.64M | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 853.26K | SH | $586.03M 1.20% | 0.00 | 853.26K | 0.00 |
AMAZON COM INCDFND | COM | 2.42M | SH | $576.96M 1.18% | 0.00 | 2.42M | 0.00 |
ISHARES TRDFND | S&P 500 GRWT ETF | 3.98M | SH | $547.80M 1.12% | 0.00 | 3.98M | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 1.52M | SH | $542.17M 1.11% | 0.00 | 1.52M | 0.00 |
ISHARES TRDFND | CORE UNIVRSL USD | 11.41M | SH | $526.38M 1.07% | 0.00 | 11.41M | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 689.89K | SH | $515.19M 1.05% | 0.00 | 689.89K | 0.00 |
ISHARES INCDFND | CORE MSCI EMKT | 5.99M | SH | $495.92M 1.01% | 0.00 | 5.99M | 0.00 |
ISHARES TRDFND | CORE MSCI EAFE | 4.64M | SH | $447.68M 0.91% | 0.00 | 4.64M | 0.00 |
VANGUARD INDEX FDSDFND | GROWTH ETF | 4.64M | SH | $399.90M 0.82% | 0.00 | 4.64M | 0.00 |
ISHARES TRDFND | S&P 500 VAL ETF | 1.70M | SH | $384.90M 0.79% | 0.00 | 1.70M | 0.00 |
SCHWAB STRATEGIC TRDFND | US LCAP GR ETF | 10.84M | SH | $366.87M 0.75% | 0.00 | 10.84M | 0.00 |
BLACKROCK ETF TRUSTDFND | DYNAMIC EQTY ACT | 12.46M | SH | $345.72M 0.71% | 0.00 | 12.46M | 0.00 |
BLACKROCK ETF TRUSTDFND | ISHA I IN TE ETF | 6.16M | SH | $324.80M 0.66% | 0.00 | 6.16M | 0.00 |
FIDELITY COVINGTON TRUSTDFND | ENHANCED LARGE | 7.20M | SH | $314.79M 0.64% | 0.00 | 7.20M | 0.00 |
META PLATFORMS INCDFND | CL A | 555.37K | SH | $312.83M 0.64% | 0.00 | 555.37K | 0.00 |
JPMORGAN CHASE & CODFND | COM | 950.86K | SH | $311.25M 0.64% | 0.00 | 950.86K | 0.00 |
VANGUARD INDEX FDSDFND | VALUE ETF | 1.42M | SH | $309.65M 0.63% | 0.00 | 1.42M | 0.00 |
BROADCOM INCDFND | COM | 816.62K | SH | $308.48M 0.63% | 0.00 | 816.62K | 0.00 |
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