MML Investors Services, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), MML Investors Services, LLC reported 2,994 stock positions worth $36.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 3.3% of the portfolio, followed by Nvidia (NVDA, 1.9%) and Apple (AAPL, 1.8%). Compared with Q4 2025, it opened 190 new positions, sold out of 233, added to 776 and reduced 1,960. The biggest buy was iShares MSCI Eafe Growth ETF (EFG, shares +295%) and the biggest sale iShares S&P 100 ETF (OEF, shares −95%).

Most Recent 13F
Q2 2026
Location
SPRINGFIELD, MA
CIK
0000701059
Portfolio Value
$36.1B (Q1 2026)
SEC Filing
0000701059-26-000012 ↗ filed May 4, 2026

Holdings Value

0$10.0B$20.0B$30.0B$40.0B$50.0B Q1 2024: $24.3B Q1 2024 Q2 2024: $24.8B Q2 2024 Q3 2024: $27.4B Q3 2024 Q4 2024: $29.0B Q4 2024 Q1 2025: $30.0B Q1 2025 Q2 2025: $34.6B Q2 2025 Q3 2025: $37.5B Q3 2025 Q4 2025: $41.0B Q4 2025 Q1 2026: $36.1B $36.1B Q1 2026 Q2 2026: $49.0B Q2 2026

Holdings 2,994 stocks · $36.1B

IVV iShares Core S&P 500 ETF 3.30% 1,822,421 $1.2B Reduce -1.4%
NVDA Nvidia Corp. 1.88% 3,881,649 $677.0M Add +1.7%
AAPL Apple Inc. 1.81% 2,570,695 $652.4M Reduce -7.5%
MSFT Microsoft Corp. 1.38% 1,347,117 $498.7M Reduce -6.2%
VEA Vanguard Ftse Developed ETF 1.35% 7,600,217 $487.0M Reduce -8.9%
AMZN Amazon.com Inc. 1.23% 2,125,246 $442.6M Reduce -7.9%
QQQ Invesco QQQ Trust Series 1 1.21% 756,926 $436.9M Reduce -16.4%
IEMG iShares Core MSCI Emerging 1.20% 6,222,866 $434.0M Reduce -14.7%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.17% 7,237,106 $421.1M Reduce -16.3%
VOO Vanguard S&P 500 ETF 1.13% 679,381 $406.0M Reduce -15.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.11% 613,228 $398.8M Reduce -16.1%
IVW iShares S&P 500 Growth ETF 1.05% 3,335,976 $377.3M Reduce -8.5%
GOOGL Alphabet Inc. Class A 1.02% 1,279,205 $367.8M Reduce -13.3%
IEFA iShares Core MSCI Eafe ETF 1.01% 4,020,374 $364.0M Reduce -2.1%
IVE iShares S&P 500 Value ETF 1.01% 1,721,079 $363.4M Reduce -18.2%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.93% 7,265,228 $335.6M Reduce -2.3%
EFV iShares MSCI Eafe Value ETF 0.81% 3,937,150 $292.7M Reduce -12.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.80% 663,015 $289.6M Reduce -14.3%
QUAL iShares MSCI USA Quality Fac 0.75% 1,417,664 $271.9M Reduce -23.4%
SCHG Schwab US Large-Cap Growth 0.73% 9,069,139 $264.2M Reduce -22.7%
META Meta Platforms Inc. Class A 0.72% 452,507 $258.9M Reduce -11.1%
BDYN iShares DYN Act ETF 0.70% 10,378,702 $252.3M Reduce -11.3%
JPM JPMorgan Chase & Co. 0.65% 795,261 $233.9M Reduce -15.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.64% 1,173,261 $230.2M Reduce -15.4%
FELG Fidelity Enh LRG Cap GWTH 0.64% 6,118,699 $229.4M Reduce -3.5%
DGRO iShares Core Dividend Growth 0.61% 3,122,246 $219.1M Reduce -12.6%
MUB iShares National Muni Bond E 0.57% 1,947,693 $206.7M Reduce -4.0%
AVGO Broadcom Inc. 0.57% 659,935 $204.3M Reduce -5.3%
IWF iShares Russell 1000 Growth 0.54% 459,566 $196.0M Reduce -12.8%
IJH iShares Core S&P Midcap ETF 0.54% 2,896,473 $195.6M Reduce -12.5%
BND Vanguard Total Bond Market 0.54% 2,644,586 $194.7M Reduce -5.0%
GOOG Alphabet Inc. Class C 0.51% 639,018 $183.3M Reduce -7.4%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.50% 4,271,791 $181.7M Reduce -13.2%
BAI Ishrs AI in and Tech Act ETF 0.48% 5,232,572 $172.4M Add +0.9%
EFG iShares MSCI Eafe Growth ETF 0.48% 1,541,314 $171.7M Add +294.8%
SCHD Schwab US DVD Equity ETF 0.46% 5,368,583 $164.7M Reduce -14.8%
XLF SS Financial Select Sector 0.45% 3,272,285 $161.6M Reduce -21.9%
THRO iShares U.S. Thematic Rotati 0.45% 4,457,803 $161.5M Reduce -3.1%
VWO Vanguard Ftse Emerging Marke 0.44% 2,913,486 $157.5M Reduce -5.3%
JEPI JPMorgan Equity Premium Inco 0.43% 2,741,652 $155.4M Reduce -10.5%
SPYM Ste STR SPDR PT S&P 500 ETF 0.43% 2,028,092 $155.2M Reduce -15.6%
XLK SS Technology Select Sector 0.42% 1,143,014 $151.9M Reduce -14.7%
BRK.B Berkshire Hathaway Inc. Class B 0.42% 314,685 $150.8M Add +2.9%
MTUM iShares MSCI USA Momentum Fa 0.42% 626,007 $150.2M Reduce -9.9%
IJR iShares Core S&P Small-Cap E 0.42% 1,207,467 $150.1M Reduce -10.8%
GLD SPDR Gold Shares 0.41% 344,770 $148.4M Reduce -17.9%
AVEM Avantis Emerging Markets Eq 0.41% 1,833,494 $147.7M Reduce -7.0%
VTI VG Morningstar TS MKT ETF-US 0.41% 455,873 $146.2M Reduce -5.0%
BDVL iShares DV Equity Active ETF 0.40% 5,901,423 $145.5M Reduce -18.9%
GOVT iShares US Treasury Bond ETF 0.40% 6,218,729 $142.5M Add +150.7%
LLY Eli Lilly & Co. 0.39% 151,246 $139.1M Reduce -0.5%
BINC iShares Flex I A ETF-Usd Inc. 0.38% 2,670,558 $138.7M Reduce -6.7%
RSP Invesco S&P 500 Equal Weight 0.38% 721,889 $138.5M Add +48.8%
TLH iShares 10-20 Year Treasury 0.38% 1,364,327 $137.4M Reduce -26.3%
AGG iShares Core U.S. Aggregate 0.37% 1,359,041 $134.9M Reduce -13.2%
MBB iShares MBS ETF 0.37% 1,412,423 $134.1M Reduce -19.1%
TSLA Tesla Inc. 0.36% 353,885 $131.6M Reduce -2.9%
JIRE JPMorgan Int Res Enh Eqty 0.36% 1,728,779 $130.9M Reduce -2.9%
CGGR Cap Group Growth Equity 0.36% 3,212,572 $129.1M Reduce -11.8%
TSM Taiwan Semiconductor-SP ADR 0.35% 376,221 $127.1M Reduce -17.3%
V Visa Inc. Class A 0.35% 419,490 $126.8M Reduce -11.3%
WMT Walmart Inc. 0.35% 1,009,285 $125.4M Reduce -14.0%
ABBV Abbvie Inc. 0.33% 551,567 $120.0M Reduce -16.4%
XOM Exxon Mobil Corp. 0.33% 695,664 $118.0M Reduce -14.6%
COST Costco Wholesale Corp. 0.32% 116,974 $116.6M Reduce -12.6%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 0.32% 2,960,209 $113.7M Reduce -14.0%
SPYG SS SPDR P S&P 500 Growth ETF 0.30% 1,120,507 $109.7M Add +1.4%
NFLX Netflix Inc. 0.30% 1,129,069 $108.6M Add +2.6%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.30% 995,764 $108.5M Reduce -2.9%
BLCR iShares LRG CP CR Act ETF-Ui 0.30% 2,625,301 $107.8M New
VIG Vanguard Dividend Apprec ETF 0.29% 493,250 $106.1M Reduce -16.5%
XLI SS Industrial Select Sector 0.29% 641,894 $103.8M Reduce -14.7%
CVX Chevron Corp. 0.28% 492,077 $101.8M Reduce -6.2%
BUFR FT Vest Lad Buffervetf-Usd I 0.28% 3,002,233 $101.4M Reduce -17.2%
IAU iShares Gold Trust 0.28% 1,131,583 $99.8M Reduce -46.3%
SMH Vaneck Semiconductor ETF 0.28% 258,729 $99.2M Reduce -7.8%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.27% 327,717 $99.1M Reduce -11.9%
FBND Fidelity Total Bond ETF 0.27% 2,159,388 $98.5M Reduce -12.5%
SPDW Ste STR SPDR PT DW Eu ETF 0.27% 2,154,387 $98.3M Add +19.3%
VB Vanguard Most SM-Cap ETF-Usd 0.27% 375,337 $98.3M Reduce -14.8%
IWY iShares Russell Top 200 Grow 0.27% 394,279 $98.1M Add +3.3%
IDEF Ishars Def Ind TC Ac ETF-Ui 0.27% 2,956,001 $96.7M New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.27% 335,502 $96.3M Reduce -12.6%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.26% 2,816,834 $94.0M Reduce -11.5%
QQQM Invesco Nasdaq 100 ETF 0.26% 390,837 $92.9M Reduce -11.0%
RDVY First Trust Rising Dividend 0.26% 1,357,751 $92.7M Reduce -9.3%
HD Home Depot Inc. 0.25% 270,080 $88.8M Reduce -16.7%
PM Philip Morris International 0.25% 534,689 $88.4M Reduce -19.7%
CAT Caterpillar Inc. 0.24% 123,525 $87.5M Reduce -17.1%
RTX RTX Corp. 0.24% 450,284 $86.9M Add +8.3%
COWZ Pacer US Cash Cows 100 ETF 0.24% 1,372,593 $85.9M Reduce -19.2%
IWD iShares Russell 1000 Value E 0.24% 401,072 $85.7M Reduce -11.9%
IGSB iShares 1-5Y Inv Grade Corp. 0.23% 1,596,473 $83.9M Reduce -1.9%
XLE SS Energy Select Sector 0.23% 1,349,399 $82.7M Add +9.1%
MTBA Simplify MBS ETF 0.22% 1,631,854 $80.7M Reduce -7.0%
BNDX Vanguard Total Intl Bond ETF 0.22% 1,671,795 $80.3M Reduce -6.3%
MA Mastercard Inc. Class A 0.21% 154,951 $77.4M Reduce -10.9%
VYM Vanguard High DVD Yield ETF 0.21% 522,526 $77.4M Reduce -16.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.21% 257,442 $76.9M Reduce -13.8%
IEUR iShares Core MSCI Europe ETF 0.21% 1,083,579 $76.1M Reduce -26.3%

Show all 2,994 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $619 (not counted above)
SecurityClassShares / PrincipalValueChange
GABELLI EQUITY TRUST-RT RIGHT 04/14/2026 88,370$619Reduce -10.4%

Total filed on the 13F, all lines: $36.1B.

Portfolio Sells Q4 2025 → Q1 2026

OEF iShares S&P 100 ETF Reduce -94.8% 0.04% −0.71
MSFT Microsoft Corp. Reduce -6.2% 1.38% −0.31
SCHG Schwab US Large-Cap Growth Reduce -22.7% 0.73% −0.20
ITA iShares U.S. Aerospace & Def Reduce -53.9% 0.20% −0.18
QQQ Invesco QQQ Trust Series 1 Reduce -16.4% 1.21% −0.14
QUAL iShares MSCI USA Quality Fac Reduce -23.4% 0.75% −0.14
IAU iShares Gold Trust Reduce -46.3% 0.28% −0.14
VUG Vanguard Mrngstar GR ETF-Sui Reduce -14.3% 0.80% −0.12
DYNF Ishrs US E F R A ETF-Usd Inc. Reduce -16.3% 1.17% −0.11
XLF SS Financial Select Sector Reduce -21.9% 0.45% −0.11
SPY SS SPDR S&P 500 ETF Trust-US Reduce -16.1% 1.11% −0.11
GOOGL Alphabet Inc. Class A Reduce -13.3% 1.02% −0.10
META Meta Platforms Inc. Class A Reduce -11.1% 0.72% −0.10
EMB iShares JP Morgan Usd Emergi Reduce -90.8% 0.01% −0.10
VOO Vanguard S&P 500 ETF Reduce -15.2% 1.13% −0.10
JPM JPMorgan Chase & Co. Reduce -15.9% 0.65% −0.09
IYC iShares US Consumer Discreti Reduce -87.1% 0.01% −0.09
IVE iShares S&P 500 Value ETF Reduce -18.2% 1.01% −0.08
TLH iShares 10-20 Year Treasury Reduce -26.3% 0.38% −0.08
AMZN Amazon.com Inc. Reduce -7.9% 1.23% −0.07
SLV iShares Silver Trust Reduce -43.3% 0.15% −0.07
TBIL F/M US Treasury 3 Month Bill Reduce -50.6% 0.09% −0.07
IWF iShares Russell 1000 Growth Reduce -12.8% 0.54% −0.06
AJG Arthur J Gallagher & Co. Reduce -54.1% 0.05% −0.06
HIMU iShares High Yild Muni A ETF Reduce -74.5% 0.03% −0.06
AMP Ameriprise Financial Inc. Reduce -66.0% 0.03% −0.06
IYW iShares Ustechnology ETF Reduce -37.2% 0.11% −0.06
CRM Salesforce Inc. Reduce -16.1% 0.12% −0.06
V Visa Inc. Class A Reduce -11.3% 0.35% −0.05
ABT Abbott Laboratories Reduce -23.8% 0.12% −0.05
XLK SS Technology Select Sector Reduce -14.7% 0.42% −0.05
IVW iShares S&P 500 Growth ETF Reduce -8.5% 1.05% −0.05
APP AppLovin Corp. Class A Reduce -15.9% 0.06% −0.05
JQUA JPMorgan US Quality Factor Reduce -57.1% 0.04% −0.05
TFLO iShares Treasury Floating Ra Reduce -74.6% 0.02% −0.04
IEUR iShares Core MSCI Europe ETF Reduce -26.3% 0.21% −0.04
BLK BlackRock Inc. Reduce -24.2% 0.15% −0.04
SCHQ Schwab Long-Term US Treasury Reduce -40.7% 0.09% −0.04
ORCL Oracle Corp. Reduce -18.9% 0.09% −0.04
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -61.0% 0.03% −0.04
ADBE Adobe Inc. Reduce -30.0% 0.05% −0.04
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -15.6% 0.43% −0.04
QCOM Qualcomm Inc. Reduce -18.0% 0.09% −0.04
CGGR Cap Group Growth Equity Reduce -11.8% 0.36% −0.04
XLC SS Comm Select Sector SPDR Reduce -29.9% 0.11% −0.04
BDVL iShares DV Equity Active ETF Reduce -18.9% 0.40% −0.04
COF Capital One Financial Corp. Reduce -16.1% 0.09% −0.04
TSLA Tesla Inc. Reduce -2.9% 0.36% −0.03
ABBV Abbvie Inc. Reduce -16.4% 0.33% −0.03
IBM Intl Business Machines Corp. Reduce -15.2% 0.13% −0.03

Portfolio Buys Q4 2025 → Q1 2026

EFG iShares MSCI Eafe Growth ETF Add +294.8% 0.48% +0.37
BLCR iShares LRG CP CR Act ETF-Ui New 0.30% +0.30
IDEF Ishars Def Ind TC Ac ETF-Ui New 0.27% +0.27
GOVT iShares US Treasury Bond ETF Add +150.7% 0.40% +0.26
LMUB iShares LT National Muni BD New 0.16% +0.16
RSP Invesco S&P 500 Equal Weight Add +48.8% 0.38% +0.16
NVDA Nvidia Corp. Add +1.7% 1.88% +0.14
VLUE iShares MSCI USA Value Facto Add +430.7% 0.12% +0.10
XLE SS Energy Select Sector Add +9.1% 0.23% +0.09
IEZ iShares U.S. Oil Equipment & Add +4776.9% 0.09% +0.09
SPDW Ste STR SPDR PT DW Eu ETF Add +19.3% 0.27% +0.08
JIVE JPM Interntl Value ETF Add +364.5% 0.07% +0.06
BAI Ishrs AI in and Tech Act ETF Add +0.9% 0.48% +0.06
RTX RTX Corp. Add +8.3% 0.24% +0.06
NFLX Netflix Inc. Add +2.6% 0.30% +0.05
SPYV SS SPDR P S&P 500 Value ETF Add +16.1% 0.19% +0.05
JCPB JPMorgan Core Plus Bond ETF Add +53.1% 0.10% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +2.9% 0.42% +0.04
IEF iShares 7-10 Year Treasury B Add +18.2% 0.17% +0.04
SOXX iShares Semiconductor ETF Add +11.4% 0.15% +0.04
GRID First TRST Nasd Class Edg Sgiif Add +53.6% 0.09% +0.04
QLC NT US Qual LC ETF Add +83.0% 0.08% +0.04
SGOV iShares 0-3 Month Treasury B Add +11.3% 0.17% +0.04
ETN Eaton Corp. PLC Add +3.5% 0.15% +0.04
WDC Western Digital Corp. Add +9.0% 0.06% +0.03
PJAN Innovator U.S. Equity Power Add +48.1% 0.07% +0.03
CTA Simplify Managed Futures St Add +273.8% 0.04% +0.03
PG The Procter & Gamble Co. Add +2.6% 0.19% +0.03
CGCB Cap Group Core Bond Add +18.1% 0.11% +0.03
FENI Fidelity Enhanced Intl ETF Add +49.8% 0.07% +0.03
CLOA iShares Aaa Clo Act ETF-Usdi Add +53.0% 0.06% +0.03
QLTA iShares Aaa - A Rated Corpor Add +59.9% 0.06% +0.03
SHLD Global X Defense Tech ETF Add +38.7% 0.06% +0.03
IAGG iShares Intl Aggregate Bond Add +0.3% 0.21% +0.03
AIRR First Trust Rba American Ind Add +10.3% 0.09% +0.03
NLR Vaneck Urani & Nuclr ETF-Usd Add +18.1% 0.08% +0.03
FICO Fair Isaac Corp. Add +165.1% 0.05% +0.03
LNG Cheniere Energy Inc. Add +12.8% 0.05% +0.02
XLU St Sr Utl SL SE SPDR ETF-Usd Add +10.3% 0.09% +0.02
CGNG Cap Group New Geography Eq Add +60.5% 0.05% +0.02
EEM iShares MSCI Emerging Market Add +23.4% 0.07% +0.02
ICE Intercontinental Exchange Inc. Add +71.2% 0.05% +0.02
BKGI BNY Mellon GLBL Infra Inc. New 0.02% +0.02
CGDG Cap Group Dividend Growers Add +1.9% 0.15% +0.02
BKR Baker Hughes Co. Add +410.2% 0.02% +0.02
BOXX Alpha Architect 1-3 MNTH Box Add +31.9% 0.06% +0.02
GARP iShares MSCI USA Quality Gar Add +37.6% 0.06% +0.02
OKE Oneok Inc. Add +80.1% 0.03% +0.02
EUHY iShares Euro High Yield Corp. New 0.02% +0.02
FRDM Freedom 100 Emeging MRKT ETF Add +170.0% 0.03% +0.02

Notes & Other Activity Q4 2025 → Q1 2026

GABELLI EQUITY TRUST-RT RIGHT 04/14/2026 Reduce -10.4% 88,370 $619

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3,252$49.0BIVV, NVDA, AAPL, QQQ, VEA
Q1 2026 2,994$36.1BIVV, NVDA, AAPL, MSFT, VEA
Q4 2025 3,037$41.0BIVV, AAPL, NVDA, MSFT, QQQ
Q3 2025 2,877$37.5BIVV, NVDA, MSFT, AAPL, QQQ
Q2 2025 2,802$34.6BIVV, MSFT, QUAL, NVDA, AAPL
Q1 2025 2,683$30.0BIVV, QUAL, AAPL, MSFT, QQQ
Q4 2024 2,658$29.0BIVV, AAPL, QUAL, MSFT, QQQ
Q3 2024 2,566$27.4BIVV, AAPL, QUAL, MSFT, QQQ
Q2 2024 2,470$24.8BIVV, MSFT, QUAL, AAPL, QQQ
Q1 2024 2,465$24.3BIVV, MSFT, QUAL, QQQ, AAPL