MML Investors Services, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), MML Investors Services, LLC reported 3,037 stock positions worth $41.0 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 3.1% of the portfolio, followed by Apple (AAPL, 1.8%) and Nvidia (NVDA, 1.7%). Compared with Q3 2025, it opened 287 new positions, sold out of 130, added to 1,982 and reduced 743. The biggest buy was iShares S&P 500 Value ETF (IVE, shares +49%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, MA
- CIK
- 0000701059
- Portfolio Value
- $41.0B (Q4 2025)
- SEC Filing
- 0000701059-26-000002 ↗ filed Feb 13, 2026
Holdings Value
Holdings 3,037 stocks · $41.0B
| IVV iShares Core S&P 500 ETF | 3.08% | 1,847,391 | $1.3B | Add +3.8% |
| AAPL Apple Inc. | 1.84% | 2,778,119 | $755.3M | Add +5.9% |
| NVDA Nvidia Corp. | 1.73% | 3,816,512 | $711.8M | Add +3.8% |
| MSFT Microsoft Corp. | 1.69% | 1,435,963 | $694.5M | Add +9.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.35% | 905,369 | $556.2M | Add +1.5% |
| AMZN Amazon.com Inc. | 1.30% | 2,307,156 | $532.5M | Add +5.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.28% | 8,643,757 | $525.6M | Add +13.0% |
| VEA Vanguard Ftse Developed ETF | 1.27% | 8,346,613 | $521.4M | Add +11.1% |
| VOO Vanguard S&P 500 ETF | 1.22% | 801,052 | $502.4M | Add +5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.21% | 730,587 | $498.2M | Add +3.9% |
| IEMG iShares Core MSCI Emerging | 1.19% | 7,290,946 | $490.1M | Add +28.9% |
| GOOGL Alphabet Inc. Class A | 1.12% | 1,475,095 | $461.7M | Reduce -0.6% |
| IVW iShares S&P 500 Growth ETF | 1.09% | 3,645,204 | $449.3M | Add +10.9% |
| IVE iShares S&P 500 Value ETF | 1.09% | 2,103,532 | $446.1M | Add +48.8% |
| SCHG Schwab US Large-Cap Growth | 0.93% | 11,726,425 | $382.5M | Add +15.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.92% | 773,761 | $377.5M | Add +4.9% |
| QUAL iShares MSCI USA Quality Fac | 0.90% | 1,850,669 | $367.6M | Reduce -25.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.90% | 4,107,872 | $367.5M | Add +16.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.84% | 7,437,955 | $346.2M | Add +6.7% |
| META Meta Platforms Inc. Class A | 0.82% | 509,244 | $336.1M | Add +13.1% |
| EFV iShares MSCI Eafe Value ETF | 0.78% | 4,480,940 | $320.0M | Add +0.5% |
| OEF iShares S&P 100 ETF | 0.75% | 900,318 | $308.8M | Add +11.4% |
| JPM JPMorgan Chase & Co. | 0.74% | 945,270 | $304.6M | Add +5.1% |
| BDYN iShares DYN Act ETF | 0.73% | 11,698,629 | $299.6M | Add +8.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.65% | 1,386,698 | $264.8M | Add +7.6% |
| FELG Fidelity Enh LRG Cap GWTH | 0.64% | 6,343,591 | $264.5M | Add +4.7% |
| IWF iShares Russell 1000 Growth | 0.61% | 526,778 | $249.3M | Add +2.9% |
| DGRO iShares Core Dividend Growth | 0.60% | 3,570,130 | $247.8M | Reduce -4.6% |
| AVGO Broadcom Inc. | 0.59% | 697,188 | $241.3M | Add +9.0% |
| XLF SS Financial Select Sector | 0.56% | 4,190,889 | $229.5M | Add +5.0% |
| IJH iShares Core S&P Midcap ETF | 0.53% | 3,309,147 | $218.4M | Add +9.0% |
| MUB iShares National Muni Bond E | 0.53% | 2,028,701 | $217.3M | Add +17.0% |
| GOOG Alphabet Inc. Class C | 0.53% | 689,757 | $216.4M | Reduce -0.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.52% | 4,921,276 | $214.8M | Add +9.7% |
| BND Vanguard Total Bond Market | 0.50% | 2,784,632 | $206.3M | Add +10.6% |
| XLK SS Technology Select Sector | 0.47% | 1,340,190 | $192.9M | Add +52.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.47% | 2,403,367 | $192.8M | Add +16.2% |
| TLH iShares 10-20 Year Treasury | 0.46% | 1,850,452 | $188.1M | Add +11.9% |
| BDVL iShares DV Equity Active ETF | 0.44% | 7,273,424 | $180.4M | Add +14.2% |
| THRO iShares U.S. Thematic Rotati | 0.43% | 4,602,075 | $177.5M | Add +19.9% |
| JEPI JPMorgan Equity Premium Inco | 0.43% | 3,063,422 | $175.4M | Add +8.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.42% | 694,449 | $173.8M | Add +10.1% |
| SCHD Schwab US DVD Equity ETF | 0.42% | 6,298,234 | $172.8M | Add +5.8% |
| BAI Ishrs AI in and Tech Act ETF | 0.42% | 5,187,871 | $172.8M | Add +19.6% |
| IAU iShares Gold Trust | 0.42% | 2,106,672 | $171.0M | Add +4.9% |
| GLD SPDR Gold Shares | 0.41% | 419,846 | $166.4M | Reduce -3.8% |
| MBB iShares MBS ETF | 0.41% | 1,746,573 | $166.3M | Reduce -6.0% |
| V Visa Inc. Class A | 0.40% | 472,741 | $165.8M | Add +3.1% |
| VWO Vanguard Ftse Emerging Marke | 0.40% | 3,077,051 | $165.4M | Add +9.7% |
| TSLA Tesla Inc. | 0.40% | 364,557 | $163.9M | Add +7.8% |
| LLY Eli Lilly & Co. | 0.40% | 152,051 | $163.4M | Add +5.6% |
| IJR iShares Core S&P Small-Cap E | 0.40% | 1,353,378 | $162.6M | Add +11.8% |
| CGGR Cap Group Growth Equity | 0.39% | 3,643,866 | $162.0M | Add +9.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 479,820 | $160.9M | Add +2.2% |
| AGG iShares Core U.S. Aggregate | 0.38% | 1,565,460 | $156.4M | Add +11.7% |
| ITA iShares U.S. Aerospace & Def | 0.38% | 725,035 | $155.7M | Add +11.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 305,913 | $153.8M | Add +1.2% |
| AVEM Avantis Emerging Markets Eq | 0.37% | 1,972,171 | $151.9M | Add +9.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.37% | 2,861,525 | $151.0M | Add +10.5% |
| ABBV Abbvie Inc. | 0.37% | 659,523 | $150.7M | Add +4.5% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.34% | 3,443,111 | $138.5M | Add +8.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.34% | 454,813 | $138.2M | Add +5.4% |
| JIRE JPMorgan Int Res Enh Eqty | 0.32% | 1,780,194 | $133.3M | Add +18.8% |
| WMT Walmart Inc. | 0.32% | 1,173,324 | $130.7M | Add +7.0% |
| VIG Vanguard Dividend Apprec ETF | 0.32% | 590,724 | $129.8M | Add +0.9% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.30% | 3,626,879 | $124.3M | Add +9.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.29% | 1,105,609 | $118.0M | Add +8.3% |
| XLI SS Industrial Select Sector | 0.28% | 752,427 | $116.7M | Add +13.1% |
| COST Costco Wholesale Corp. | 0.28% | 133,866 | $115.4M | Add +7.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 440,701 | $113.7M | Add +11.4% |
| FBND Fidelity Total Bond ETF | 0.28% | 2,467,073 | $113.6M | Add +25.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.28% | 1,025,482 | $113.0M | Reduce -2.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.27% | 371,897 | $112.4M | Add +4.3% |
| HD Home Depot Inc. | 0.27% | 324,305 | $111.6M | Add +5.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 384,043 | $111.5M | Add +7.8% |
| QQQM Invesco Nasdaq 100 ETF | 0.27% | 439,316 | $111.1M | Reduce -12.8% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.27% | 3,182,129 | $110.3M | Add +6.2% |
| PM Philip Morris International | 0.26% | 666,138 | $106.8M | Add +6.2% |
| IWY iShares Russell Top 200 Grow | 0.26% | 381,814 | $105.7M | Reduce -7.5% |
| IEUR iShares Core MSCI Europe ETF | 0.25% | 1,469,316 | $104.3M | Add +24.0% |
| RDVY First Trust Rising Dividend | 0.25% | 1,496,878 | $104.0M | Add +6.7% |
| NFLX Netflix Inc. | 0.25% | 1,100,928 | $103.2M | Add +8.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.25% | 1,697,873 | $102.2M | Reduce -1.6% |
| SMH Vaneck Semiconductor ETF | 0.25% | 280,608 | $101.1M | Add +3.0% |
| MA Mastercard Inc. Class A | 0.24% | 173,831 | $99.2M | Add +3.8% |
| XOM Exxon Mobil Corp. | 0.24% | 814,503 | $98.0M | Add +9.5% |
| IWD iShares Russell 1000 Value E | 0.23% | 455,284 | $95.8M | Add +11.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.23% | 298,560 | $94.0M | Reduce -0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 526,331 | $93.6M | Reduce -12.2% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 484,997 | $92.9M | Add +6.1% |
| SLV iShares Silver Trust | 0.22% | 1,402,204 | $90.3M | Add +34.8% |
| CSCO Cisco Systems Inc. | 0.22% | 1,172,005 | $90.3M | Add +7.3% |
| VYM Vanguard High DVD Yield ETF | 0.22% | 627,137 | $90.0M | Add +8.1% |
| MS Morgan Stanley | 0.22% | 503,125 | $89.3M | Add +5.0% |
| MTBA Simplify MBS ETF | 0.22% | 1,755,656 | $88.5M | Add +7.1% |
| GS Goldman Sachs Group Inc. | 0.21% | 98,479 | $86.6M | Add +7.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.21% | 1,784,550 | $86.2M | Add +11.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.21% | 1,627,245 | $86.0M | Add +11.7% |
| CAT Caterpillar Inc. | 0.21% | 148,909 | $85.3M | Reduce -2.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.20% | 1,805,415 | $80.2M | Add +7.2% |
Portfolio Sells Q3 2025 → Q4 2025
| QUAL iShares MSCI USA Quality Fac | Reduce -25.8% | 0.90% | −0.40 |
| IAK iShares U.S. Insurance ETF | Reduce -99.0% | 0.00% | −0.08 |
| DGRO iShares Core Dividend Growth | Reduce -4.6% | 0.60% | −0.08 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.07 |
| MBB iShares MBS ETF | Reduce -6.0% | 0.41% | −0.07 |
| PLTR Palantir Technologies Inc. Class A | Reduce -12.2% | 0.23% | −0.06 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -12.8% | 0.27% | −0.06 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -21.6% | 0.17% | −0.06 |
| XLC SS Comm Select Sector SPDR | Reduce -20.6% | 0.15% | −0.06 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -72.7% | 0.02% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -15.3% | 0.15% | −0.05 |
| IWY iShares Russell Top 200 Grow | Reduce -7.5% | 0.26% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -20.9% | 0.09% | −0.04 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -48.9% | 0.03% | −0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -2.5% | 0.28% | −0.04 |
| FHDG Ftequity Qrtrly DYN Buff ETF | Sold out | 0.00% | −0.04 |
| FTCS First Trust Capital Strength | Reduce -28.5% | 0.06% | −0.03 |
| ITW Illinois Tool Works | Reduce -73.1% | 0.01% | −0.03 |
| FISV Fiserv Inc. | Reduce -60.7% | 0.01% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -13.9% | 0.11% | −0.03 |
| XLY SS Consumer Disc Select Sect | Reduce -8.5% | 0.15% | −0.03 |
| PFE Pfizer Inc. | Reduce -15.7% | 0.08% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -7.2% | 0.15% | −0.03 |
| HON Honeywell International Inc. | Reduce -16.3% | 0.06% | −0.03 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -35.1% | 0.04% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Reduce -22.2% | 0.06% | −0.02 |
| ADBE Adobe Inc. | Reduce -12.7% | 0.09% | −0.02 |
| HESM Hess Midstream LP Class A | Reduce -96.5% | 0.00% | −0.02 |
| IMVP Invesco India Exchange-Trade | Reduce -93.6% | 0.00% | −0.02 |
| SBUX Starbucks Corp. | Reduce -8.2% | 0.11% | −0.02 |
| HOOD Robinhood Markets Inc. Class A | Reduce -4.8% | 0.05% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -12.7% | 0.07% | −0.02 |
| ICSH iShares Ultra Short Duration | Reduce -20.2% | 0.05% | −0.02 |
| DIS The Walt Disney Co. | Reduce -3.4% | 0.14% | −0.02 |
| JPEF JPMorgan Equity Focus ETF | Reduce -2.5% | 0.16% | −0.02 |
| BX Blackstone Inc. | Reduce -5.9% | 0.06% | −0.02 |
| SE Sea Ltd.-ADR | Reduce -1.9% | 0.03% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -2.1% | 0.16% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.1% | 0.23% | −0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -1.6% | 0.25% | −0.02 |
| VEEV Veeva Systems Inc. Class A | Reduce -1.9% | 0.03% | −0.02 |
| MFSI MFS Active International | Sold out | 0.00% | −0.02 |
| GRMN Garmin Ltd. | Reduce -56.7% | 0.01% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -0.9% | 0.13% | −0.02 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -26.8% | 0.03% | −0.01 |
| HDV iShares Core High Dividend E | Reduce -5.3% | 0.09% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -18.9% | 0.03% | −0.01 |
| LYV Live Nation Entertainment Inc. | Reduce -79.0% | 0.00% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.8% | 0.07% | −0.01 |
| TTD Trade Desk Inc./the Class A | Reduce -41.8% | 0.01% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| IVE iShares S&P 500 Value ETF | Add +48.8% | 1.09% | +0.31 |
| IEMG iShares Core MSCI Emerging | Add +28.9% | 1.19% | +0.20 |
| XLK SS Technology Select Sector | Add +52.5% | 0.47% | +0.14 |
| LLY Eli Lilly & Co. | Add +5.6% | 0.40% | +0.10 |
| SLV iShares Silver Trust | Add +34.8% | 0.22% | +0.10 |
| REVS Columbia Resear Enh Val ETF | New | 0.08% | +0.08 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +13.0% | 1.28% | +0.07 |
| FESM Fidelity Enhanced Small Cap | Add +965.3% | 0.08% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +16.0% | 0.90% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +11.1% | 1.27% | +0.07 |
| SCHG Schwab US Large-Cap Growth | Add +15.3% | 0.93% | +0.07 |
| XLV SS Health Care Select Sector | Add +49.9% | 0.17% | +0.06 |
| AAPL Apple Inc. | Add +5.9% | 1.84% | +0.06 |
| SCHQ Schwab Long-Term US Treasury | Add +98.4% | 0.13% | +0.06 |
| SOXX iShares Semiconductor ETF | Add +82.0% | 0.11% | +0.05 |
| TBIL F/M US Treasury 3 Month Bill | Add +64.4% | 0.15% | +0.05 |
| EWJ iShares MSCI Japan ETF | Add +472.1% | 0.06% | +0.05 |
| THRO iShares U.S. Thematic Rotati | Add +19.9% | 0.43% | +0.04 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +40.4% | 0.17% | +0.04 |
| MU Micron Technology Inc. | Add +17.4% | 0.09% | +0.04 |
| CRM Salesforce Inc. | Add +26.2% | 0.18% | +0.04 |
| IEUR iShares Core MSCI Europe ETF | Add +24.0% | 0.25% | +0.04 |
| EMB iShares JP Morgan Usd Emergi | Add +65.8% | 0.11% | +0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +16.2% | 0.47% | +0.04 |
| MUB iShares National Muni Bond E | Add +17.0% | 0.53% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +10.9% | 1.09% | +0.04 |
| FBND Fidelity Total Bond ETF | Add +25.8% | 0.28% | +0.03 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +2077.9% | 0.04% | +0.03 |
| OEF iShares S&P 100 ETF | Add +11.4% | 0.75% | +0.03 |
| ETN Eaton Corp. PLC | Add +84.5% | 0.11% | +0.03 |
| GARP iShares MSCI USA Quality Gar | Add +345.9% | 0.04% | +0.03 |
| JBND JPMorgan Active Bond ETF | Add +31.6% | 0.18% | +0.03 |
| JIRE JPMorgan Int Res Enh Eqty | Add +18.8% | 0.32% | +0.03 |
| SYSB iShares Systematic Bond ETF | New | 0.03% | +0.03 |
| JCPB JPMorgan Core Plus Bond ETF | Add +119.0% | 0.06% | +0.03 |
| CME Cme Group Inc. | Add +48.7% | 0.11% | +0.03 |
| FHEQ Fidelity Hedged Equity ETF | Add +4466.5% | 0.03% | +0.03 |
| MRK Merck & Co. Inc. | Add +19.3% | 0.11% | +0.03 |
| IAU iShares Gold Trust | Add +4.9% | 0.42% | +0.03 |
| BAI Ishrs AI in and Tech Act ETF | Add +19.6% | 0.42% | +0.03 |
| AVGO Broadcom Inc. | Add +9.0% | 0.59% | +0.02 |
| GVAL Cambria Global Value ETF | Add +2450.1% | 0.03% | +0.02 |
| UCON First Trust Smith Unconstrai | Add +100.8% | 0.05% | +0.02 |
| FICO Fair Isaac Corp. | Add +495.9% | 0.03% | +0.02 |
| PH Parker Hannifin Corp. | Add +13.8% | 0.13% | +0.02 |
| FENI Fidelity Enhanced Intl ETF | Add +151.2% | 0.04% | +0.02 |
| QMNV FT NDQ100 Mod Buff ETF - Nov | Add +2830.9% | 0.02% | +0.02 |
| IBB iShares Biotechnology ETF | Add +72.7% | 0.05% | +0.02 |
| TJX TJX Companies Inc. | Add +33.9% | 0.09% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +119.2% | 0.04% | +0.02 |
Notes & Other Activity Q3 2025 → Q4 2025
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Sold out | 17,422 | $1Kbefore exit |
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | Sold out | 13,278 | $252before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |