MML INVESTORS SERVICES, LLC

SPRINGFIELD, MA · CIK 701059 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySpringfield, MA

$49.0bn reported value +35.9% vs Q1 2026

3,254positions

16.7%in top 10

380 new 2,388 added 445 reduced 121 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	2,831,023	$2.1bn4.33%	4.33%	Added +1.0m	+1,008,602 55.3%
2	NVIDIA CORPORATION COM NVDA	NVDA	4,528,103	$906.0m1.85%	1.85%	Added +646.5k	+646,454 16.6%
3	APPLE INC COM AAPL	AAPL	3,077,675	$890.6m1.82%	1.82%	Added +507.0k	+506,980 19.7%
4	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	906,548	$667.6m1.36%	1.36%	Added +149.6k	+149,622 19.8%
5	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	9,151,096	$652.0m1.33%	1.33%	Added +1.6m	+1,550,879 20.4%
6	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	9,131,187	$621.0m1.27%	1.27%	Added +1.9m	+1,894,081 26.2%
7	MICROSOFT CORP COM MSFT	MSFT	1,635,283	$610.0m1.24%	1.24%	Added +288.2k	+288,166 21.4%
8	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	853,265	$586.0m1.20%	1.20%	Added +173.9k	+173,884 25.6%
9	AMAZON COM INC COM AMZN	AMZN	2,420,738	$577.0m1.18%	1.18%	Added +295.5k	+295,492 13.9%
10	ISHARES TR S&P 500 GRWT ETF IVW	IVW	3,983,147	$547.8m1.12%	1.12%	Added +647.2k	+647,171 19.4%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,517,107	$542.2m1.11%	1.11%	Added +237.9k	+237,902 18.6%
12	ISHARES TR CORE TOTAL USD IUSB	IUSB	11,405,773	$526.4m1.07%	1.07%	Added +4.1m	+4,140,545 57.0%
13	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	689,893	$515.2m1.05%	1.05%	Added +76.7k	+76,665 12.5%
14	ISHARES INC CORE MSCI EMKT IEMG	IEMG	5,986,527	$495.9m1.01%	1.01%	Reduced -236.3k	-236,339 -3.8%
15	ISHARES TR CORE MSCI EAFE IEFA	IEFA	4,635,301	$447.7m0.91%	0.91%	Added +614.9k	+614,927 15.3%
16	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,642,430	$399.9m0.82%	0.82%	Added +664.3k	+664,340 16.7%
17	ISHARES TR S&P 500 VAL ETF IVE	IVE	1,695,146	$384.9m0.79%	0.79%	Reduced -25.9k	-25,933 -1.5%
18	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	10,841,383	$366.9m0.75%	0.75%	Added +1.8m	+1,772,244 19.5%
19	BLACKROCK ETF TRUST DYNAMIC EQTY ACT BDYN	BDYN	12,462,810	$345.7m0.71%	0.71%	Added +2.1m	+2,084,108 20.1%
20	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	6,160,767	$324.8m0.66%	0.66%	Added +928.2k	+928,195 17.7%
21	FIDELITY COVINGTON TRUST ENHANCED LARGE FELG	FELG	7,195,146	$314.8m0.64%	0.64%	Added +1.1m	+1,076,447 17.6%
22	META PLATFORMS INC CL A META	META	555,371	$312.8m0.64%	0.64%	Added +102.9k	+102,864 22.7%
23	JPMORGAN CHASE & CO COM JPM	JPM	950,862	$311.2m0.64%	0.64%	Added +155.6k	+155,601 19.6%
24	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,420,885	$309.7m0.63%	0.63%	Added +247.6k	+247,624 21.1%
25	BROADCOM INC COM AVGO	AVGO	816,618	$308.5m0.63%	0.63%	Added +156.7k	+156,683 23.7%
26	ISHARES TR MSCI USA MMENTM MTUM	MTUM	830,205	$284.6m0.58%	0.58%	Added +204.2k	+204,198 32.6%
27	ALPHABET INC CAP STK CL C GOOG	GOOG	765,884	$270.6m0.55%	0.55%	Added +126.9k	+126,866 19.9%
28	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	3,068,715	$269.7m0.55%	0.55%	Added +1.0m	+1,040,623 51.3%
29	ISHARES TR CORE S&P MCP ETF IJH	IJH	3,444,235	$265.6m0.54%	0.54%	Added +547.8k	+547,762 18.9%
30	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,391,883	$257.4m0.53%	0.53%	Added +444.2k	+444,190 22.8%
31	ISHARES TR CORE DIV GRWTH DGRO	DGRO	3,363,810	$254.9m0.52%	0.52%	Added +241.6k	+241,564 7.7%
32	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	5,078,583	$250.3m0.51%	0.51%	Added +806.8k	+806,792 18.9%
33	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	3,376,508	$247.9m0.51%	0.51%	Added +731.9k	+731,922 27.7%
34	ISHARES TR EAFE GRWTH ETF EFG	EFG	1,941,127	$241.5m0.49%	0.49%	Added +399.8k	+399,813 25.9%
35	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,934,415	$240.2m0.49%	0.49%	Added +96.2k	+96,151 5.2%
36	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	998,944	$219.2m0.45%	0.45%	Reduced -418.7k	-418,720 -29.5%
37	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	6,750,017	$214.0m0.44%	0.44%	Added +1.4m	+1,381,434 25.7%
38	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	447,169	$213.6m0.44%	0.44%	Added +70.9k	+70,948 18.9%
39	ELI LILLY & CO COM LLY	LLY	176,497	$211.7m0.43%	0.43%	Added +25.3k	+25,251 16.7%
40	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	2,182,737	$210.6m0.43%	0.43%	Added +349.2k	+349,243 19.1%
41	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	3,455,905	$206.3m0.42%	0.42%	Added +542.4k	+542,419 18.6%
42	ISHARES TR CORE S&P SCP ETF IJR	IJR	1,366,095	$202.6m0.41%	0.41%	Added +158.6k	+158,628 13.1%
43	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,056,875	$201.4m0.41%	0.41%	Reduced -86.1k	-86,139 -7.5%
44	ISHARES TR EAFE VALUE ETF EFV	EFV	2,615,105	$200.2m0.41%	0.41%	Reduced -1.3m	-1,322,045 -33.6%
45	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	658,384	$199.5m0.41%	0.41%	Added +267.5k	+267,547 68.5%
46	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	4,179,335	$197.3m0.40%	0.40%	Added +966.8k	+966,763 30.1%
47	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	529,078	$195.8m0.40%	0.40%	Added +73.2k	+73,205 16.1%
48	BLACKROCK ETF TRUST DISCIPLINED VOLA BDVL	BDVL	7,403,309	$192.3m0.39%	0.39%	Added +1.5m	+1,501,886 25.4%
49	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	3,320,265	$187.5m0.38%	0.38%	Added +578.6k	+578,613 21.1%
50	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	282,670	$185.4m0.38%	0.38%	Added +23.9k	+23,941 9.2%
51	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	3,453,181	$185.1m0.38%	0.38%	Added +180.9k	+180,896 5.5%
52	ISHARES TR US TREAS BD ETF GOVT	GOVT	7,996,194	$182.2m0.37%	0.37%	Added +1.8m	+1,777,465 28.6%
53	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	1,968,809	$177.4m0.36%	0.36%	Added +1.1m	+1,145,753 139.2%
54	TESLA INC COM TSLA	TSLA	417,053	$175.4m0.36%	0.36%	Added +63.2k	+63,168 17.9%
55	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	3,450,085	$173.8m0.35%	0.35%	Added +824.8k	+824,784 31.4%
56	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	344,101	$172.2m0.35%	0.35%	Added +29.4k	+29,416 9.3%
57	ISHARES TR MBS ETF MBB	MBB	1,769,513	$167.3m0.34%	0.34%	Added +357.1k	+357,090 25.3%
58	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	3,308,992	$166.7m0.34%	0.34%	Added +1.2m	+1,154,605 53.6%
59	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	2,000,314	$165.0m0.34%	0.34%	Added +271.5k	+271,535 15.7%
60	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	3,659,190	$162.8m0.33%	0.33%	Added +699.0k	+698,981 23.6%
61	VISA INC COM CL A V	V	474,388	$162.8m0.33%	0.33%	Added +54.9k	+54,898 13.1%
62	MICRON TECHNOLOGY INC COM MU	MU	138,520	$159.9m0.33%	0.33%	Added +22.1k	+22,066 18.9%
63	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	3,705,278	$159.7m0.33%	0.33%	Reduced -752.5k	-752,525 -16.9%
64	ABBVIE INC COM ABBV	ABBV	632,277	$159.1m0.32%	0.32%	Added +80.7k	+80,710 14.6%
65	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	1,334,292	$158.8m0.32%	0.32%	Added +213.8k	+213,785 19.1%
66	ISHARES TR CORE US AGGBD ET AGG	AGG	1,563,598	$154.8m0.32%	0.32%	Added +204.6k	+204,557 15.1%
67	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	3,510,585	$148.6m0.30%	0.30%	Added +693.8k	+693,751 24.6%
68	ADVANCED MICRO DEVICES INC COM AMD	AMD	246,426	$143.2m0.29%	0.29%	Added +13.5k	+13,526 5.8%
69	CATERPILLAR INC COM CAT	CAT	134,132	$142.8m0.29%	0.29%	Added +10.6k	+10,607 8.6%
70	WALMART INC COM WMT	WMT	1,251,283	$141.7m0.29%	0.29%	Added +242.0k	+241,998 24.0%
71	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	3,856,635	$141.2m0.29%	0.29%	Added +3.8m	+3,796,934 6359.9%
72	BLACKROCK ETF TRUST ISHARES DEFENSE IDEF	IDEF	4,437,994	$141.0m0.29%	0.29%	Added +1.5m	+1,481,993 50.1%
73	APPLIED MATLS INC COM AMAT	AMAT	194,573	$140.7m0.29%	0.29%	Added +6.3k	+6,271 3.3%
74	SPDR GOLD TR GOLD SHS GLD	GLD	377,545	$139.1m0.28%	0.28%	Added +32.8k	+32,775 9.5%
75	VANGUARD INDEX FDS SMALL CP ETF VB	VB	454,602	$137.8m0.28%	0.28%	Added +79.3k	+79,265 21.1%
76	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	581,667	$137.6m0.28%	0.28%	Added +88.4k	+88,417 17.9%
77	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	3,766,840	$137.6m0.28%	0.28%	Added +764.6k	+764,607 25.5%
78	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	373,109	$136.4m0.28%	0.28%	Added +45.4k	+45,392 13.8%
79	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	1,678,164	$136.0m0.28%	0.28%	Added +320.4k	+320,413 23.6%
80	COSTCO WHSL CORP NEW COM COST	COST	140,552	$131.5m0.27%	0.27%	Added +23.6k	+23,578 20.2%
81	ISHARES TR IBOXX INV CP ETF LQD	LQD	1,199,410	$130.8m0.27%	0.27%	Added +203.6k	+203,646 20.4%
82	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	613,962	$130.6m0.27%	0.27%	Reduced -107.9k	-107,927 -14.9%
83	SELECT SECTOR SPDR TR INDL XLI	XLI	689,782	$127.8m0.26%	0.26%	Added +47.9k	+47,888 7.5%
84	CISCO SYS INC COM CSCO	CSCO	1,078,724	$126.7m0.26%	0.26%	Added +122.4k	+122,414 12.8%
85	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,570,945	$126.6m0.26%	0.26%	Added +228.9k	+228,937 17.1%
86	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	62,901	$125.1m0.26%	0.26%	Added +20.1k	+20,119 47.0%
87	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	191,249	$122.5m0.25%	0.25%	Added +23.0k	+23,029 13.7%
88	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	2,336,978	$122.3m0.25%	0.25%	Reduced -333.6k	-333,580 -12.5%
89	PHILIP MORRIS INTL INC COM PM	PM	663,183	$120.0m0.24%	0.24%	Added +128.5k	+128,494 24.0%
90	ISHARES TR 10-20 YR TRS ETF TLH	TLH	1,192,620	$119.7m0.24%	0.24%	Reduced -171.7k	-171,707 -12.6%
91	ISHARES TR RUS TP200 GR ETF IWY	IWY	410,157	$119.2m0.24%	0.24%	Added +15.9k	+15,878 4.0%
92	VANGUARD WORLD FD INF TECH ETF VGT	VGT	957,077	$114.4m0.23%	0.23%	Added +313.9k	+313,877 48.8%
93	EXXON MOBIL CORP COM XOM	XOM	832,671	$113.8m0.23%	0.23%	Added +137.0k	+137,007 19.7%
94	HOME DEPOT INC COM HD	HD	319,726	$112.8m0.23%	0.23%	Added +49.6k	+49,646 18.4%
95	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	2,459,061	$111.9m0.23%	0.23%	Added +299.7k	+299,673 13.9%
96	MORGAN STANLEY COM NEW MS	MS	510,682	$106.8m0.22%	0.22%	Added +74.3k	+74,298 17.0%
97	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	659,465	$106.5m0.22%	0.22%	Added +176.6k	+176,642 36.6%
98	JOHNSON & JOHNSON COM JNJ	JNJ	408,511	$103.7m0.21%	0.21%	Added +126.8k	+126,845 45.0%
99	SELECT SECTOR SPDR TR ENERGY XLE	XLE	1,953,117	$103.7m0.21%	0.21%	Added +603.7k	+603,718 44.7%
100	NETFLIX INC COM NFLX	NFLX	1,451,319	$103.6m0.21%	0.21%	Added +322.2k	+322,250 28.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		35,544	$16.1m35.5k shares
ISHARES TR HYGW	HYGW	140,545	$4.1m140.5k shares
CARNIVAL CORP		143,510	$3.7m143.5k shares
COTERRA ENERGY INC CTRA	CTRA	97,300	$3.4m97.3k shares
THE ALGER ETF TRUST ALAI	ALAI	99,000	$3.3m99.0k shares
TWO RDS SHARED TR		321,759	$3.0m321.8k shares
GOLDEN ENTMT INC GDEN	GDEN	92,614	$2.5m92.6k shares
FIRST TR EXCHNG TRADED FD VI DLFE	DLFE	66,593	$2.0m66.6k shares
GODADDY INC GDDY	GDDY	22,642	$1.9m22.6k shares
DUPONT DE NEMOURS INC DWDP	DWDP	12,339	$1.7m12.3k shares
GITLAB INC GTLB	GTLB	51,288	$1.1m51.3k shares
SPINNAKER ETF SERIES LGHT	LGHT	123,331	$1.1m123.3k shares
ENERPAC TOOL GROUP CORP EPAC	EPAC	27,986	$1.0m28.0k shares
BLACKSKY TECHNOLOGY INC BKSY	BKSY	36,393	$915.6k36.4k shares
SIGNET JEWELERS LIMITED SIG	SIG	9,742	$824.6k9.7k shares
U S PHYSICAL THERAPY USPH	USPH	9,789	$733.7k9.8k shares
ABRDN PALLADIUM ETF TRUST PALL	PALL	26,735	$720.3k26.7k shares
WISDOMTREE TR QGRW	QGRW	12,226	$653.3k12.2k shares
MANAGER DIRECTED PORTFOLIOS SWP	SWP	23,457	$624.0k23.5k shares
VITAL FARMS INC VITL	VITL	42,076	$594.1k42.1k shares
HOLOGIC INC HOLX	HOLX	7,738	$584.9k7.7k shares
FIGURE TECHNOLOGY SOLUTIO FIGR	FIGR	16,254	$551.8k16.3k shares
CATALYST PHARMACEUTICALS INC CPRX	CPRX	21,495	$532.2k21.5k shares
WHIRLPOOL CORP WHR	WHR	9,609	$518.1k9.6k shares
PHOTRONICS INC PLAB	PLAB	12,173	$491.9k12.2k shares