13F Insight
DOSSIER · 13F-HR · Q1 2026

MML INVESTORS SERVICES, LLC

$36.1B in tracked AUM across 2,995 positions as of Q1 2026.

MI
CIK 0000701059 · last filed Mar 31, 2026
Total AUM
$36.1B
as of Q1 2026
Holdings
2,995
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

MML Investors Services LLC, the Investment advisory platform behind the MML brokerage network, reports $36B in holdings predominantly in broad-market ETF and equity fund vehicles. Like most RIA platforms, its 13F primarily indexes the collective exposures embedded in client-managed accounts rather than the firm's own investment decisions. Expect heavy representation of SPY, QQQ, IVV, and affiliated multi-manager equity trust structures.

The ETF-Forward Structure

With $36B in holdings, a significant share sits in ETF wrappers rather than individual stocks. The most common ETF exposures in platform-driven 13Fs: SPY (S&P 500), QQQ (tech-heavy), IVV (S&P 500 low-cost), IUSB (U.S. aggregate bond), and SCHD or VYM (dividend equity).

What Makes This Filing Useful

  • Track changes in the ETF mix over time: rotation intoIVV from QQQ signals a shift from growth to core
  • Spot new entrants like QQQ additions in response to client flows
  • Watch for manager-of-managers product launches
Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$1.2B1.8M3.3%02
NVDA
NVIDIA CORPORATION
$677M3.9M1.9%03
AAPL
APPLE INC
$652M2.6M1.8%04
MSFT
MICROSOFT CORP
$499M1.3M1.4%05
VEA
VANGUARD TAX-MANAGED FDS
$487M7.6M1.4%06
AMZN
AMAZON COM INC
$443M2.1M1.2%07
QQQ
INVESCO QQQ TR
$437M757K1.2%08
IEMG
ISHARES INC
$434M6.2M1.2%09
DYNF
BLACKROCK ETF TRUST
$421M7.2M1.2%10
VOO
VANGUARD INDEX FDS
$406M679K1.1%

Filing history

2026Q1Mar 31
$36.1B▼ 12.2%
2,995 positionsView →2025Q4Dec 31
$41.0B▲ 9.6%
3,037 positionsView →2025Q3Sep 30
$37.5B▲ 8.1%
2,879 positionsView →2025Q2Jun 30
$34.6B▲ 15.4%
2,802 positionsLocked2025Q1Mar 31
$30.0B▲ 3.6%
2,683 positionsLocked2024Q4Dec 31
$29.0B▲ 5.6%
2,658 positionsLocked2024Q3Sep 30
$27.4B▲ 10.8%
2,567 positionsLocked2024Q2Jun 30
$24.8B▲ 2.1%
2,470 positionsLocked2024Q1Mar 31
$24.3B▲ 11.8%
2,465 positionsLocked2023Q4Dec 31
$21.7B▲ 20.0%
2,440 positionsLocked2023Q3Sep 30
$18.1B▼ 0.4%
2,295 positionsLocked2023Q2Jun 30
$18.1B▲ 28.3%
2,291 positionsLocked
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