MML Investors Services, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), MML Investors Services, LLC reported 2,802 stock positions worth $34.6 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 3.6% of the portfolio, followed by Microsoft (MSFT, 1.9%) and iShares MSCI USA Quality Fac (QUAL, 1.8%). Compared with Q1 2025, it opened 221 new positions, sold out of 103, added to 1,632 and reduced 936. The biggest buy was Nvidia (NVDA, shares +7%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, MA
- CIK
- 0000701059
- Portfolio Value
- $34.6B (Q2 2025)
- SEC Filing
- 0000701059-25-000016 ↗ filed Aug 14, 2025
Holdings Value
Holdings 2,802 stocks · $34.6B
| IVV iShares Core S&P 500 ETF | 3.55% | 1,982,044 | $1.2B | Reduce -14.8% |
| MSFT Microsoft Corp. | 1.86% | 1,294,469 | $643.9M | Add +4.0% |
| QUAL iShares MSCI USA Quality Fac | 1.82% | 3,454,291 | $631.5M | Add +1.3% |
| NVDA Nvidia Corp. | 1.66% | 3,630,811 | $573.6M | Add +7.1% |
| AAPL Apple Inc. | 1.52% | 2,562,075 | $525.7M | Add +6.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.50% | 943,903 | $520.7M | Add +3.0% |
| AMZN Amazon.com Inc. | 1.36% | 2,153,209 | $472.4M | Add +6.1% |
| VEA Vanguard Ftse Developed ETF | 1.26% | 7,627,543 | $434.8M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.23% | 689,431 | $426.0M | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 1.19% | 726,952 | $412.9M | Add +1.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.09% | 8,180,461 | $378.2M | Reduce -2.1% |
| IVW iShares S&P 500 Growth ETF | 1.06% | 3,333,902 | $367.1M | Add +0.4% |
| EFV iShares MSCI Eafe Value ETF | 1.04% | 5,691,240 | $361.3M | Add +68.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.04% | 6,604,596 | $359.7M | Add +9.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.99% | 785,410 | $344.3M | Add +7.7% |
| META Meta Platforms Inc. Class A | 0.93% | 434,236 | $320.5M | Add +4.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.89% | 3,676,492 | $306.9M | Add +12.2% |
| IEMG iShares Core MSCI Emerging | 0.86% | 4,964,754 | $298.0M | Add +56.0% |
| DGRO iShares Core Dividend Growth | 0.84% | 4,534,983 | $290.0M | Add +25.9% |
| IVE iShares S&P 500 Value ETF | 0.79% | 1,396,052 | $272.8M | Add +19.9% |
| JPM JPMorgan Chase & Co. | 0.77% | 921,730 | $267.2M | Add +2.8% |
| SCHG Schwab US Large-Cap Growth | 0.73% | 8,643,532 | $252.5M | Add +22.3% |
| GOOGL Alphabet Inc. Class A | 0.71% | 1,399,801 | $246.7M | Add +6.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.66% | 1,302,751 | $230.2M | Reduce -2.9% |
| FELG Fidelity Enh LRG Cap GWTH | 0.64% | 5,981,257 | $221.5M | Add +20.4% |
| IWF iShares Russell 1000 Growth | 0.61% | 499,599 | $212.1M | Reduce -9.5% |
| MUB iShares National Muni Bond E | 0.59% | 1,957,609 | $204.5M | Add +7.6% |
| IJH iShares Core S&P Midcap ETF | 0.58% | 3,233,431 | $200.5M | Reduce -0.4% |
| JEPI JPMorgan Equity Premium Inco | 0.55% | 3,357,833 | $190.9M | Add +5.0% |
| MBB iShares MBS ETF | 0.52% | 1,909,544 | $179.3M | Add +5.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.51% | 4,500,964 | $177.7M | Add +12.5% |
| AVGO Broadcom Inc. | 0.49% | 622,140 | $171.5M | Add +15.7% |
| XLF SS Financial Select Sector | 0.48% | 3,177,670 | $166.4M | Reduce -3.4% |
| V Visa Inc. Class A | 0.47% | 457,886 | $162.6M | Add +3.0% |
| SCHD Schwab US DVD Equity ETF | 0.46% | 6,058,642 | $160.6M | Add +3.2% |
| BND Vanguard Total Bond Market | 0.45% | 2,117,164 | $155.9M | Add +20.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.45% | 2,131,460 | $154.9M | Add +35.6% |
| IYW iShares Ustechnology ETF | 0.44% | 886,278 | $153.6M | Reduce -3.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.43% | 1,333,981 | $149.4M | Add +8.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 305,827 | $148.6M | Add +4.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 475,303 | $144.5M | Add +7.8% |
| OEF iShares S&P 100 ETF | 0.41% | 462,730 | $140.8M | Add +52.7% |
| VWO Vanguard Ftse Emerging Marke | 0.40% | 2,788,923 | $137.9M | Add +6.5% |
| GLD SPDR Gold Shares | 0.39% | 448,753 | $136.8M | Add +4.5% |
| AGG iShares Core U.S. Aggregate | 0.39% | 1,371,172 | $136.0M | Reduce -11.3% |
| IJR iShares Core S&P Small-Cap E | 0.39% | 1,232,046 | $134.7M | Add +0.0% |
| THRO iShares U.S. Thematic Rotati | 0.39% | 3,780,884 | $134.5M | Add +831.9% |
| NFLX Netflix Inc. | 0.38% | 99,077 | $132.7M | Add +2.1% |
| CGGR Cap Group Growth Equity | 0.38% | 3,262,607 | $132.6M | Add +16.5% |
| TLH iShares 10-20 Year Treasury | 0.37% | 1,258,659 | $127.9M | Add +29.9% |
| IWY iShares Russell Top 200 Grow | 0.36% | 505,791 | $124.7M | Add +5.2% |
| VIG Vanguard Dividend Apprec ETF | 0.34% | 583,059 | $119.3M | Add +3.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.34% | 424,700 | $118.8M | Add +30.9% |
| AVEM Avantis Emerging Markets Eq | 0.34% | 1,732,017 | $118.7M | Add +34.2% |
| LLY Eli Lilly & Co. | 0.34% | 152,113 | $118.6M | Add +12.4% |
| ABBV Abbvie Inc. | 0.34% | 635,640 | $118.0M | Add +4.7% |
| GOOG Alphabet Inc. Class C | 0.34% | 664,764 | $117.9M | Add +1.3% |
| COST Costco Wholesale Corp. | 0.34% | 117,722 | $116.5M | Add +5.8% |
| PM Philip Morris International | 0.34% | 639,729 | $116.5M | Add +4.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.33% | 503,607 | $114.4M | Add +5.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.32% | 3,032,309 | $112.0M | Add +11.0% |
| HD Home Depot Inc. | 0.32% | 303,889 | $111.4M | Add +1.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.31% | 2,026,570 | $107.1M | Add +15.3% |
| WMT Walmart Inc. | 0.31% | 1,092,319 | $106.8M | Add +4.3% |
| TSLA Tesla Inc. | 0.31% | 336,046 | $106.7M | Reduce -0.9% |
| XLC SS Comm Select Sector SPDR | 0.30% | 970,754 | $105.4M | Add +50.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.30% | 3,284,070 | $104.4M | Add +11.6% |
| MTUM iShares MSCI USA Momentum Fa | 0.30% | 429,174 | $103.1M | Add +15.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.30% | 1,866,117 | $102.8M | Reduce -3.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 453,189 | $102.6M | Add +6.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.28% | 898,630 | $98.5M | Add +6.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.28% | 353,707 | $98.0M | Reduce -1.3% |
| IAU iShares Gold Trust | 0.28% | 1,553,050 | $96.8M | Add +0.6% |
| JIRE JPMorgan Int Res Enh Eqty | 0.28% | 1,358,561 | $96.1M | Add +887.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.28% | 1,000,339 | $95.4M | Add +20.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 396,389 | $93.9M | Add +3.7% |
| MA Mastercard Inc. Class A | 0.27% | 164,773 | $92.6M | Reduce -3.7% |
| XLK SS Technology Select Sector | 0.25% | 347,718 | $88.1M | Reduce -8.5% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.25% | 2,753,304 | $88.0M | Add +7.7% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 474,489 | $86.2M | Reduce -18.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 300,761 | $85.8M | Add +1.9% |
| RDVY First Trust Rising Dividend | 0.25% | 1,358,900 | $85.3M | Add +7.0% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 606,164 | $82.6M | Reduce -1.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.23% | 979,909 | $81.2M | Add +12.1% |
| FBND Fidelity Total Bond ETF | 0.23% | 1,739,930 | $79.6M | Add +48.3% |
| BLK BlackRock Inc. | 0.23% | 74,928 | $78.6M | Add +4.5% |
| SMH Vaneck Semiconductor ETF | 0.23% | 280,701 | $78.3M | Add +9.4% |
| IWD iShares Russell 1000 Value E | 0.22% | 398,755 | $77.5M | Reduce -0.1% |
| XLI SS Industrial Select Sector | 0.22% | 520,606 | $76.8M | Add +19.6% |
| VYM Vanguard High DVD Yield ETF | 0.22% | 576,010 | $76.8M | Add +6.6% |
| ABT Abbott Laboratories | 0.22% | 563,824 | $76.7M | Add +5.5% |
| CSCO Cisco Systems Inc. | 0.22% | 1,096,529 | $76.1M | Add +7.6% |
| MTBA Simplify MBS ETF | 0.22% | 1,508,448 | $75.6M | Add +5.5% |
| JPEF JPMorgan Equity Focus ETF | 0.22% | 1,076,371 | $75.5M | Add +7.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.22% | 1,517,783 | $75.1M | Add +0.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.22% | 1,848,872 | $74.9M | Add +12.4% |
| CVX Chevron Corp. | 0.21% | 512,378 | $73.4M | Add +2.1% |
| PG The Procter & Gamble Co. | 0.21% | 459,760 | $73.2M | Add +3.3% |
| XOM Exxon Mobil Corp. | 0.21% | 677,534 | $73.0M | Add +6.2% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 514,838 | $69.5M | Add +3.5% |
Portfolio Sells Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Reduce -14.8% | 3.55% | −0.80 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -79.0% | 0.07% | −0.27 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -2.1% | 1.09% | −0.19 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -39.5% | 0.16% | −0.13 |
| TBLL Invesco Short Term Treasury | Reduce -80.8% | 0.02% | −0.12 |
| AGG iShares Core U.S. Aggregate | Reduce -11.3% | 0.39% | −0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.9% | 0.66% | −0.11 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -47.5% | 0.10% | −0.10 |
| XLV SS Health Care Select Sector | Reduce -28.4% | 0.12% | −0.09 |
| RSP Invesco S&P 500 Equal Weight | Reduce -18.6% | 0.25% | −0.09 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.09 |
| VTHR Vanguard Russell 3000 | Reduce -60.4% | 0.05% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -33.9% | 0.08% | −0.07 |
| XLF SS Financial Select Sector | Reduce -3.4% | 0.48% | −0.07 |
| XLY SS Consumer Disc Select Sect | Reduce -35.6% | 0.10% | −0.06 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -3.8% | 0.30% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.4% | 0.58% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -9.5% | 0.61% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -16.4% | 0.12% | −0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -29.5% | 0.07% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -3.7% | 0.27% | −0.04 |
| PTLC Pacer Trendpilot US Large Ca | Reduce -31.9% | 0.06% | −0.04 |
| EWJ iShares MSCI Japan ETF | Reduce -78.0% | 0.01% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -19.4% | 0.10% | −0.04 |
| SBUX Starbucks Corp. | Reduce -2.1% | 0.16% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -29.3% | 0.03% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -30.7% | 0.04% | −0.04 |
| FLOT iShares Floating Rate Bond E | Reduce -20.9% | 0.08% | −0.04 |
| CHKP Check Point Software Tech | Reduce -29.0% | 0.05% | −0.04 |
| FTCS First Trust Capital Strength | Reduce -14.5% | 0.10% | −0.03 |
| FISV Fiserv Inc. | Reduce -2.8% | 0.06% | −0.03 |
| BIV Vanguard Intermediate-Term B | Reduce -9.5% | 0.12% | −0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -20.9% | 0.14% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Reduce -6.5% | 0.11% | −0.03 |
| IAT iShares US Regional Banks Et | Sold out | 0.00% | −0.03 |
| ELV Elevance Health Inc. | Reduce -3.7% | 0.09% | −0.03 |
| SCHQ Schwab Long-Term US Treasury | Reduce -15.4% | 0.08% | −0.03 |
| COR Cencora Inc. | Reduce -30.5% | 0.06% | −0.03 |
| PSFF Pacer Swan Sos Fund of Funds | Reduce -36.5% | 0.04% | −0.03 |
| TMSL T.rowe PRC Small-Mid Cap ETF | Reduce -85.8% | 0.00% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -0.1% | 0.22% | −0.03 |
| IHDG Wisdomtree International Hed | Reduce -59.0% | 0.02% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.6% | 0.15% | −0.03 |
| PTF Invesco Dorsey Wright Tech | Reduce -77.4% | 0.01% | −0.03 |
| BIDD iShares International Divide | Reduce -26.1% | 0.05% | −0.02 |
| ICSH iShares Ultra Short Duration | Reduce -13.1% | 0.07% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -4.4% | 0.14% | −0.02 |
| FALN iShares Fallen Angels ETF | Reduce -31.2% | 0.04% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -4.6% | 0.12% | −0.02 |
| VONV Vanguard Russell 1000 Value | Reduce -0.0% | 0.18% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +7.1% | 1.66% | +0.43 |
| EFV iShares MSCI Eafe Value ETF | Add +68.6% | 1.04% | +0.38 |
| THRO iShares U.S. Thematic Rotati | Add +831.9% | 0.39% | +0.35 |
| MSFT Microsoft Corp. | Add +4.0% | 1.86% | +0.30 |
| IEMG iShares Core MSCI Emerging | Add +56.0% | 0.86% | +0.29 |
| JIRE JPMorgan Int Res Enh Eqty | Add +887.6% | 0.28% | +0.25 |
| AVGO Broadcom Inc. | Add +15.7% | 0.49% | +0.20 |
| IAGG iShares Intl Aggregate Bond | Add +10879.9% | 0.19% | +0.19 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.15% | +0.15 |
| SCHG Schwab US Large-Cap Growth | Add +22.3% | 0.73% | +0.14 |
| OEF iShares S&P 100 ETF | Add +52.7% | 0.41% | +0.13 |
| META Meta Platforms Inc. Class A | Add +4.5% | 0.93% | +0.13 |
| FELG Fidelity Enh LRG Cap GWTH | Add +20.4% | 0.64% | +0.12 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +35.6% | 0.45% | +0.10 |
| COF Capital One Financial Corp. | Add +456.3% | 0.12% | +0.10 |
| XLC SS Comm Select Sector SPDR | Add +50.1% | 0.30% | +0.10 |
| DGRO iShares Core Dividend Growth | Add +25.9% | 0.84% | +0.10 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +7.7% | 0.99% | +0.09 |
| AVEM Avantis Emerging Markets Eq | Add +34.2% | 0.34% | +0.08 |
| NFLX Netflix Inc. | Add +2.1% | 0.38% | +0.08 |
| AMZN Amazon.com Inc. | Add +6.1% | 1.36% | +0.08 |
| SPMO Invesco S&P 500 Momentum ETF | Add +79.1% | 0.17% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.0% | 1.50% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +30.9% | 0.34% | +0.06 |
| CGGR Cap Group Growth Equity | Add +16.5% | 0.38% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.9% | 0.30% | +0.06 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +9.7% | 1.04% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | Add +12.2% | 0.89% | +0.06 |
| COWG Pacer US LRG Cap Cows GR LD | Add +205.3% | 0.09% | +0.06 |
| IEF iShares 7-10 Year Treasury B | Add +89.1% | 0.14% | +0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +20.6% | 0.28% | +0.05 |
| FBND Fidelity Total Bond ETF | Add +48.3% | 0.23% | +0.05 |
| FEZ State Street SPDR Euro Stoxx | Add +517.3% | 0.06% | +0.05 |
| IVE iShares S&P 500 Value ETF | Add +19.9% | 0.79% | +0.05 |
| MTUM iShares MSCI USA Momentum Fa | Add +15.5% | 0.30% | +0.05 |
| SPHY SS SPDR P High Yield ETF | Add +55.5% | 0.18% | +0.05 |
| HOOD Robinhood Markets Inc. Class A | Add +135.8% | 0.06% | +0.05 |
| SMH Vaneck Semiconductor ETF | Add +9.4% | 0.23% | +0.05 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +56.8% | 0.13% | +0.04 |
| VUSB Vanguard Ultra Short Bond Et | Add +298.5% | 0.06% | +0.04 |
| STIP iShares 0-5 Year Tips Bond E | Add +131.3% | 0.08% | +0.04 |
| ITA iShares U.S. Aerospace & Def | Add +27.1% | 0.15% | +0.04 |
| GRNY Fundstr Gran SH US LRG Cap | New | 0.04% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +2.8% | 0.77% | +0.04 |
| ABNB Airbnb Inc. Class A | Add +140.3% | 0.07% | +0.04 |
| CGDV Cap Group Dividend Value | Add +12.5% | 0.51% | +0.04 |
| SLV iShares Silver Trust | Add +95.0% | 0.08% | +0.04 |
| AMAT Applied Materials Inc. | Add +22.7% | 0.14% | +0.04 |
| TLH iShares 10-20 Year Treasury | Add +29.9% | 0.37% | +0.03 |
| PVAL Putnam Focused LRG Cap Value | Add +1525.4% | 0.04% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3,252 | $49.0B | IVV, NVDA, AAPL, QQQ, VEA |
| Q1 2026 | 2,994 | $36.1B | IVV, NVDA, AAPL, MSFT, VEA |
| Q4 2025 | 3,037 | $41.0B | IVV, AAPL, NVDA, MSFT, QQQ |
| Q3 2025 | 2,877 | $37.5B | IVV, NVDA, MSFT, AAPL, QQQ |
| Q2 2025 | 2,802 | $34.6B | IVV, MSFT, QUAL, NVDA, AAPL |
| Q1 2025 | 2,683 | $30.0B | IVV, QUAL, AAPL, MSFT, QQQ |
| Q4 2024 | 2,658 | $29.0B | IVV, AAPL, QUAL, MSFT, QQQ |
| Q3 2024 | 2,566 | $27.4B | IVV, AAPL, QUAL, MSFT, QQQ |
| Q2 2024 | 2,470 | $24.8B | IVV, MSFT, QUAL, AAPL, QQQ |
| Q1 2024 | 2,465 | $24.3B | IVV, MSFT, QUAL, QQQ, AAPL |