StockDriftsStockDriftsTop 50 Mml Investors Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.33% | 2.83M | $2.12B | +55.34%(+1.01M) | $485.44(+60.46%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.85% | 4.53M | $906.0M | +16.65%(+646.45K) | $62.66(+260.78%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.82% | 3.08M | $890.6M | +19.72%(+506.98K) | $140.36(+117.58%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.36% | 906.5K | $667.6M | +19.77%(+149.62K) | $271.95(+169.36%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.33% | 9.15M | $652.0M | +20.41%(+1.55M) | $51.19(+44.58%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 1.27% | 9.13M | $621.0M | +26.17%(+1.89M) | $50.87(+37.94%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.24% | 1.64M | $610.0M | +21.39%(+288.17K) | $282.00(+72.37%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.2% | 853.3K | $586.0M | +25.59%(+173.88K) | $449.54(+58.53%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.18% | 2.42M | $577.0M | +13.90%(+295.49K) | $145.21(+80.79%) | 2026-06-30 | |
| IVW | ISHARES TR | 1.12% | 3.98M | $547.8M | +19.40%(+647.17K) | $89.64(+58.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.89% | +68.06% | +10.50% | +64.75% |
| Top 20 Holdings Unweighted | +19.51% | +70.70% | +10.55% | +65.12% |
Mml Investors Services LLC reports $49.01B in US-listed equity holdings across 3,254 positions in its most recent 13F filing. Its largest disclosed positions are IVV (4.3%), NVDA (1.9%) and AAPL (1.8%). The top 20 holdings account for 25.58% of reported assets. Its disclosed equity book has returned +68.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mml Investors Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 701059). View Mml Investors Services LLC’s 13F filings on SEC