Q2 2026 13F · SEC CIK 701059

Mml Investors Services, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $49.0B
Reported positions: 3,254
Top holdings a year, 3 yrs: +19.9%
Assets under management: $115.6B

Mml Investors Services, LLC is a wealth manager that reported 3,254 positions worth $49.0B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 4.3%), Nvidia Corporation Com (NVDA, 1.8%), Apple Inc (AAPL, 1.8%). A portfolio copying its top holdings returned 19.9% a year over the last 3 years, against 20.4% for the S&P 500.

Mml Investors Services, LLC holdings largest 50 of 3,254 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mml Investors Services, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	4.3%	3.3%	2,831,023	+55.3%	$2.1B
NVDANvidia Corporation Com	1.8%	1.9%	4,528,103	+16.7%	$906.0M
AAPLApple Inc	1.8%	1.8%	3,077,675	+19.7%	$890.6M
QQQInvesco Qqq Tr	1.4%	1.2%	906,548	+19.8%	$667.6M
VEAVanguard Tax-Managed Fds	1.3%	1.4%	9,151,096	+20.4%	$652.0M
DYNFIshares U.s. Equity Factor Rotation Acti	1.3%	1.2%	9,131,187	+26.2%	$621.0M
MSFTMicrosoft Corp	1.2%	1.4%	1,635,283	+21.4%	$610.0M
VOOVanguard S&p 500 ETF	1.2%	1.1%	853,265	+25.6%	$586.0M
AMZNAmazon Com Inc Com	1.2%	1.2%	2,420,738	+13.9%	$577.0M
IVWIshares	1.1%	1.0%	3,983,147	+19.4%	$547.8M
GOOGLAlphabet Inc	1.1%	1.0%	1,517,107	+18.6%	$542.2M
IUSBIshares Core Universal Usd Bond ETF	1.1%	0.9%	11,405,773	+57.0%	$526.4M
SPYSpdr S&p 500 ETF Tr	1.1%	1.1%	689,893	+12.5%	$515.2M
IEMGIshares	1.0%	1.2%	5,986,527	-3.8%	$495.9M
IEFAIshares Core Msci Eafe ETF	0.9%	1.0%	4,635,301	+15.3%	$447.7M
VUGVanguard Indx Fd	0.8%	0.8%	4,642,430	+600.2%	$399.9M
IVEIshares S&p 500 Value ETF	0.8%	1.0%	1,695,146	-1.5%	$384.9M
SCHGSchwab U.s. Large-Cap Growth ETF	0.7%	0.7%	10,841,383	+19.5%	$366.9M
BDYNBlackrock Ishares Dynamic Equity Active	0.7%	0.7%	12,462,810	+20.1%	$345.7M
BAIIshares A.i. Innovation and Tech Active	0.7%	0.5%	6,160,767	+17.7%	$324.8M
FELGFidelity Enhanced Large Cap Growth ETF T	0.6%	0.6%	7,195,146	+17.6%	$314.8M
METAMeta Platforms Inc Class A	0.6%	0.7%	555,371	+22.7%	$312.8M
JPMJpmorgan Chase & Co	0.6%	0.6%	950,862	+19.6%	$311.2M
VTVVanguard Value ETF	0.6%	0.6%	1,420,885	+21.1%	$309.7M
AVGOBroadcom Inc	0.6%	0.6%	816,618	+23.7%	$308.5M
MTUMIshares Msci USA Momentum Factor ETF	0.6%	0.4%	830,205	+32.6%	$284.6M
GOOGAlphabet Inc	0.6%	0.5%	765,884	+19.9%	$270.6M
SPLGSpdr Series Trust	0.6%	0.4%	3,068,715	+51.3%	$269.7M
IJHIshares Tr	0.5%	0.5%	3,444,235	+18.9%	$265.6M
MUBIshares National Muni Bond ETF	0.5%	0.6%	2,391,883	+22.8%	$257.4M
DGROIshares Core Dividend Growth ETF	0.5%	0.6%	3,363,810	+7.7%	$254.9M
CGDVCapital Group Dividend Value ETF	0.5%	0.5%	5,078,583	+18.9%	$250.3M
BNDVanguard Total Bond Market ETF	0.5%	0.5%	3,376,508	+27.7%	$247.9M
EFGIshares Tr	0.5%	0.5%	1,941,127	+25.9%	$241.5M
IWFIshares Russell 1000 Growth ETF	0.5%	0.5%	1,934,415	+320.9%	$240.2M
QUALIshares Msci USA Quality Factor ETF	0.4%	0.8%	998,944	-29.5%	$219.2M
SCHDSchwab Strategic Tr	0.4%	0.5%	6,750,017	+25.7%	$214.0M
TSMTaiwan Semiconductor Manufac	0.4%	—	447,169	—	$213.6M
LLYLilly Eli & Co	0.4%	—	176,497	—	$211.7M
AVEMAmerican Centy ETF Tr	0.4%	0.4%	2,182,737	+19.0%	$210.6M
VWOVanguard Intl Equity Index F	0.4%	0.4%	3,455,905	+18.6%	$206.3M
IJRIshares Core S&p Small Cap ETF	0.4%	0.4%	1,366,095	+13.1%	$202.6M
XLKState Street Technology Select Sector Sp	0.4%	0.4%	1,056,875	-7.5%	$201.4M
EFVIshares Tr	0.4%	0.8%	2,615,105	-33.6%	$200.2M
QQQMInvesco Nasdaq 100 ETF	0.4%	—	658,384	—	$199.5M
CGGRCapital Group Growth ETF	0.4%	—	4,179,335	—	$197.3M
VTIVanguard Index Fds	0.4%	0.4%	529,078	+16.1%	$195.8M
BDVLBlackrock ETF Trust	0.4%	0.4%	7,403,309	+25.4%	$192.3M
JEPIJpmorgan Equity Premium Income ETF	0.4%	0.4%	3,320,265	+21.1%	$187.5M
SMHVaneck Semiconductor ETF	0.4%	—	282,670	—	$185.4M

What Mml Investors Services, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.0% /yr; S&P 500 +20.1%
3 years: +19.9% /yr; S&P 500 +20.4%
5 years: +10.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$49.0B	3,254
Q1 2026	$36.1B	2,995
Q4 2025	$41.0B	3,037
Q3 2025	$37.5B	2,879
Q2 2025	$34.6B	2,802
Q1 2025	$30.0B	2,683
Q4 2024	$29.0B	2,658
Q3 2024	$27.4B	2,567
Q2 2024	$24.8B	2,469
Q1 2024	$24.3B	2,464
Q4 2023	$21.7B	2,439
Q3 2023	$18.1B	2,295

Questions about Mml Investors Services, LLC's portfolio

What stocks does Mml Investors Services, LLC own?

Mml Investors Services, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 3,254 positions worth $49.0B. The largest are Ishares Core S&p 500 ETF (IVV) at 4.3%, Nvidia Corporation Com (NVDA) at 1.8%, Apple Inc (AAPL) at 1.8%, Invesco Qqq Tr (QQQ) at 1.4% and Vanguard Tax-Managed Fds (VEA) at 1.3%.

What did Mml Investors Services, LLC buy last quarter?

In Q2 2026, Mml Investors Services, LLC added Vanguard Indx Fd (VUG) (+600.2% shares), Ishares Russell 1000 Growth ETF (IWF) (+320.9% shares) and Ishares Core Universal Usd Bond ETF (IUSB) (+57.0% shares), compared with its Q1 2026 filing.

What did Mml Investors Services, LLC sell last quarter?

In Q2 2026, Mml Investors Services, LLC cut from its top 50 Select Sector Spdr Tr (XLF), cut from its top 50 Blackrock ETF Trust (BTHM), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Spdr Gold Shares (GLD), cut from its top 50 Ishares Tr (GOVT), Ishares Tr (EFV) (-33.6% shares), Ishares Msci USA Quality Factor ETF (QUAL) (-29.5% shares) and State Street Technology Select Sector Sp (XLK) (-7.5% shares), compared with its Q1 2026 filing.

How has Mml Investors Services, LLC's portfolio performed?

A portfolio copying Mml Investors Services, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.0% against +20.1%. Over 5 years: +10.3% a year against +11.6%.

When is Mml Investors Services, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Mml Investors Services, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Mml Investors Services, LLC manage?

Mml Investors Services, LLC reported $115.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $49.0B.