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MML INVESTORS SERVICES, LLC — 13F Holdings & Portfolio

CIK 701059 · latest 13F-HR filed 2026-08-07

Backtest portfolio

MML INVESTORS SERVICES, LLC manages $49.01B in 13F-reported U.S. long-equity assets across 3,254 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (4.33%), NVDA (1.85%), AAPL (1.82%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 380 new positions, exited 121, added to 2,340, and trimmed 332.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1295 STATE STREET
SPRINGFIELD, MA 01111-0001
Phone
(413) 744-4528
Filing Manager
MML INVESTORS SERVICES, LLC
SPRINGFIELD, MA
Signatory
Frank Rispoli
CFO
Loading holdings…
AUM

$49.01B

Long-equity book

Holdings

3,254

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+380 / −121 / ↑2340 / ↓332

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$929.7M +78.1%
  • APPLE INC$238.1M +36.5%
  • INVESCO QQQ TR$230.7M +52.8%
  • NVIDIA CORPORATION$229.1M +33.8%
  • BLACKROCK ETF TRUST$200.0M +47.5%
Show all 2340 →

Top Trims

  • ISHARES TR-$92.5M -31.6%
  • ISHARES TR-$66.9M -90.1%
  • ISHARES TR-$52.7M -19.4%
  • ISHARES TR-$33.1M -48.5%
  • ISHARES TR-$30.2M -97.4%
Show all 332 →

New Positions

  • BLACKROCK ETF TRUST$100.5M
  • BLACKROCK ETF TRUST$92.9M
  • BLACKROCK ETF TRUST II$74.4M
  • FRANKLIN TEMPLETON ETF TR$17.2M
  • MAREX GROUP PLC$16.0M
Show all 380 →

Exited Positions

  • HONEYWELL INTL INC$16.1M
  • ISHARES TR$4.1M
  • CARNIVAL CORP$3.7M
  • COTERRA ENERGY INC$3.4M
  • THE ALGER ETF TRUST$3.3M
Show all 121 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $2.12B 4.33% 2,831,023 SH
2 NVIDIA CORPORATION NVDA 67066G104 $906.0M 1.85% 4,528,103 SH
3 APPLE INC AAPL 037833100 $890.6M 1.82% 3,077,675 SH
4 INVESCO QQQ TR QQQ 46090E103 $667.6M 1.36% 906,548 SH
5 VANGUARD TAX-MANAGED FDS VEA 921943858 $652.0M 1.33% 9,151,096 SH
6 BLACKROCK ETF TRUST DYNF 09290C103 $621.0M 1.27% 9,131,187 SH
7 MICROSOFT CORP MSFT 594918104 $610.0M 1.24% 1,635,283 SH
8 VANGUARD INDEX FDS VOO 922908363 $586.0M 1.20% 853,265 SH
9 AMAZON COM INC AMZN 023135106 $577.0M 1.18% 2,420,738 SH
10 ISHARES TR IVW 464287309 $547.8M 1.12% 3,983,147 SH
11 ALPHABET INC GOOGL 02079K305 $542.2M 1.11% 1,517,107 SH
12 ISHARES TR IUSB 46434V613 $526.4M 1.07% 11,405,773 SH
13 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $515.2M 1.05% 689,893 SH
14 ISHARES INC IEMG 46434G103 $495.9M 1.01% 5,986,527 SH
15 ISHARES TR IEFA 46432F842 $447.7M 0.91% 4,635,301 SH
16 VANGUARD INDEX FDS VUG 922908736 $399.9M 0.82% 4,642,430 SH
17 ISHARES TR IVE 464287408 $384.9M 0.79% 1,695,146 SH
18 SCHWAB STRATEGIC TR SCHG 808524300 $366.9M 0.75% 10,841,383 SH
19 BLACKROCK ETF TRUST BDYN 09290C723 $345.7M 0.71% 12,462,810 SH
20 BLACKROCK ETF TRUST BAI 09290C780 $324.8M 0.66% 6,160,767 SH
21 FIDELITY COVINGTON TRUST FELG 31609A305 $314.8M 0.64% 7,195,146 SH
22 META PLATFORMS INC META 30303M102 $312.8M 0.64% 555,371 SH
23 JPMORGAN CHASE & CO JPM 46625H100 $311.2M 0.64% 950,862 SH
24 VANGUARD INDEX FDS VTV 922908744 $309.7M 0.63% 1,420,885 SH
25 BROADCOM INC AVGO 11135F101 $308.5M 0.63% 816,618 SH
26 ISHARES TR MTUM 46432F396 $284.6M 0.58% 830,205 SH
27 ALPHABET INC GOOG 02079K107 $270.6M 0.55% 765,884 SH
28 SPDR SERIES TRUST SPYM 78464A854 $269.7M 0.55% 3,068,715 SH
29 ISHARES TR IJH 464287507 $265.6M 0.54% 3,444,235 SH
30 ISHARES TR MUB 464288414 $257.4M 0.53% 2,391,883 SH
31 ISHARES TR DGRO 46434V621 $254.9M 0.52% 3,363,810 SH
32 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $250.3M 0.51% 5,078,583 SH
33 VANGUARD BD INDEX FDS BND 921937835 $247.9M 0.51% 3,376,508 SH
34 ISHARES TR EFG 464288885 $241.5M 0.49% 1,941,127 SH
35 ISHARES TR IWF 464287614 $240.2M 0.49% 1,934,415 SH
36 ISHARES TR QUAL 46432F339 $219.2M 0.45% 998,944 SH
37 SCHWAB STRATEGIC TR SCHD 808524797 $214.0M 0.44% 6,750,017 SH
38 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $213.6M 0.44% 447,169 SH
39 ELI LILLY & CO LLY 532457108 $211.7M 0.43% 176,497 SH
40 AMERICAN CENTY ETF TR AVEM 025072604 $210.6M 0.43% 2,182,737 SH
41 VANGUARD INTL EQUITY INDEX F VWO 922042858 $206.3M 0.42% 3,455,905 SH
42 ISHARES TR IJR 464287804 $202.6M 0.41% 1,366,095 SH
43 SELECT SECTOR SPDR TR XLK 81369Y803 $201.4M 0.41% 1,056,875 SH
44 ISHARES TR EFV 464288877 $200.2M 0.41% 2,615,105 SH
45 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $199.5M 0.41% 658,384 SH
46 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $197.3M 0.40% 4,179,335 SH
47 VANGUARD INDEX FDS VTI 922908769 $195.8M 0.40% 529,078 SH
48 BLACKROCK ETF TRUST BDVL 09290C715 $192.3M 0.39% 7,403,309 SH
49 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $187.5M 0.38% 3,320,265 SH
50 VANECK ETF TRUST SMH 92189F676 $185.4M 0.38% 282,670 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $49.01B 3,254 0000701059-26-000016
2026-03-31 2026-05-04 $36.06B 2,995 0000701059-26-000012
2025-12-31 2026-02-13 $41.05B 3,037 0000701059-26-000002