MML Investors Services, LLC holds a diversified book of 2995 stocks worth $36.1B as of Q1 2026 (disclosed May 4, 2026, a ~45-day 13F lag). This quarter they opened Ishares LRG CP CR Act ETF-Ui and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 3% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/701059/holdings"
Use Arkolith to show MML INVESTORS SERVICES, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
34% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $1.2B | 1.82M | 3.3% | ▼−1.4% Reduced · −25K sh | |
| 2 | Nvidia Corporation COM | $677.0M | 3.88M | 1.9% | ▲+1.7% Added · +65K sh | |
| 3 | Apple Inc COM | $652.4M | 2.57M | 1.8% | ▼−7.5% Reduced · −207K sh | |
| 4 | Microsoft Corp COM | $498.7M | 1.35M | 1.4% | ▼−6.2% Reduced · −89K sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $487.0M | 7.60M | 1.4% | ▼−8.9% Reduced · −746K sh | |
| 6 | Amazon Com Inc COM | $442.6M | 2.13M | 1.2% | ▼−7.9% Reduced · −182K sh | |
| 7 | Invesco QQQ TR UNIT SER 1 | $436.9M | 756.9K | 1.2% | ▼−16% Reduced · −148K sh | |
| 8 | Ishares Inc CORE MSCI EMKT | $434.0M | 6.22M | 1.2% | ▼−15% Reduced · −1.1M sh | |
| 9 | BlackRock ETF Trust ISHARES US EQUIT | $421.1M | 7.24M | 1.2% | ▼−16% Reduced · −1.4M sh | |
| 10 | Vanguard Index FDS S&P 500 ETF SHS | $406.0M | 679.4K | 1.1% | ▼−15% Reduced · −122K sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $398.8M | 613.2K | 1.1% | ▼−16% Reduced · −117K sh | |
| 12 | Ishares TR S&P 500 GRWT ETF | $377.3M | 3.34M | 1.0% | ▼−8.5% Reduced · −309K sh | |
| 13 | Alphabet Inc CAP STK CL A | $367.8M | 1.28M | 1.0% | ▼−13% Reduced · −196K sh | |
| 14 | Ishares TR CORE MSCI EAFE | $364.0M | 4.02M | 1.0% | ▼−2.1% Reduced · −87K sh | |
| 15 | Ishares TR S&P 500 VAL ETF | $363.4M | 1.72M | 1.0% | ▼−18% Reduced · −382K sh | |
| 16 | Ishares TR CORE UNIVRSL USD | $335.6M | 7.27M | 0.9% | ▼−2.3% Reduced · −173K sh | |
| 17 | Ishares TR EAFE VALUE ETF | $292.7M | 3.94M | 0.8% | ▼−12% Reduced · −544K sh | |
| 18 | Vanguard Index FDS GROWTH ETF | $289.6M | 663.0K | 0.8% | ▼−14% Reduced · −111K sh | |
| 19 | Ishares TR MSCI USA QLT FCT | $271.9M | 1.42M | 0.8% | ▼−23% Reduced · −433K sh | |
| 20 | Schwab Strategic TR US LCAP GR ETF | $264.2M | 9.07M | 0.7% | ▼−23% Reduced · −2.7M sh | |
| 21 | Meta Platforms Inc CL A | $258.9M | 452.5K | 0.7% | ▼−11% Reduced · −57K sh | |
| 22 | BlackRock ETF Trust DYNAMIC EQTY ACT | $252.3M | 10.38M | 0.7% | ▼−11% Reduced · −1.3M sh | |
| 23 | JPMorgan Chase & Co COM | $233.9M | 795.3K | 0.6% | ▼−16% Reduced · −150K sh | |
| 24 | Vanguard Index FDS VALUE ETF | $230.2M | 1.17M | 0.6% | ▼−15% Reduced · −213K sh | |
| 25 | Fidelity Covington Trust ENHANCED LARGE | $229.4M | 6.12M | 0.6% | ▼−3.5% Reduced · −225K sh | |
| 26 | Ishares TR CORE DIV GRWTH | $219.1M | 3.12M | 0.6% | ▼−13% Reduced · −448K sh | |
| 27 | Ishares TR NATIONAL MUN ETF | $206.7M | 1.95M | 0.6% | ▼−4.0% Reduced · −81K sh | |
| 28 | Broadcom Inc COM | $204.3M | 659.9K | 0.6% | ▼−5.3% Reduced · −37K sh | |
| 29 | Ishares TR RUS 1000 GRW ETF | $196.0M | 459.6K | 0.5% | ▼−13% Reduced · −67K sh | |
| 30 | Ishares TR CORE S&P MCP ETF | $195.6M | 2.90M | 0.5% | ▼−12% Reduced · −413K sh | |
| 31 | Vanguard BD Index FDS TOTAL BND MRKT | $194.7M | 2.64M | 0.5% | ▼−5.0% Reduced · −140K sh | |
| 32 | Alphabet Inc CAP STK CL C | $183.3M | 639.0K | 0.5% | ▼−7.3% Reduced · −51K sh | |
| 33 | Capital Group Dividend Value SHS CREATION UNI | $181.7M | 4.27M | 0.5% | ▼−13% Reduced · −649K sh | |
| 34 | BlackRock ETF Trust ISHARES A I INNO | $172.4M | 5.23M | 0.5% | ▲+0.9% Added · +45K sh | |
| 35 | Ishares TR EAFE GRWTH ETF | $171.7M | 1.54M | 0.5% | ▲+295% Added · +1.2M sh | |
| 36 | Schwab Strategic TR US DIVIDEND EQ | $164.7M | 5.37M | 0.5% | ▼−15% Reduced · −930K sh | |
| 37 | Select Sector SPDR TR STATE STREET FIN | $161.6M | 3.27M | 0.4% | ▼−22% Reduced · −919K sh | |
| 38 | BlackRock ETF Trust ISHARES US THEMA | $161.5M | 4.46M | 0.4% | ▼−3.1% Reduced · −144K sh | |
| 39 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $157.5M | 2.91M | 0.4% | ▼−5.3% Reduced · −164K sh | |
| 40 | J P Morgan Exchange Traded F EQUITY PREMIUM | $155.4M | 2.74M | 0.4% | ▼−11% Reduced · −322K sh | |
| 41 | SPDR Series Trust STATE STREET SPD | $155.2M | 2.03M | 0.4% | ▼−16% Reduced · −375K sh | |
| 42 | Select Sector SPDR TR STATE STREET TEC | $151.9M | 1.14M | 0.4% | ▼−15% Reduced · −197K sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $150.8M | 314.7K | 0.4% | ▲+2.9% Added · +9K sh | |
| 44 | Ishares TR MSCI USA MMENTM | $150.2M | 626.0K | 0.4% | ▼−9.8% Reduced · −68K sh | |
| 45 | Ishares TR CORE S&P SCP ETF | $150.1M | 1.21M | 0.4% | ▼−11% Reduced · −146K sh | |
| 46 | SPDR Gold TR GOLD SHS | $148.4M | 344.8K | 0.4% | ▼−18% Reduced · −75K sh | |
| 47 | American Centy ETF TR AVANTIS EMGMKT | $147.7M | 1.83M | 0.4% | ▼−7.0% Reduced · −139K sh | |
| 48 | Vanguard Index FDS TOTAL STK MKT | $146.2M | 455.9K | 0.4% | ▼−5.0% Reduced · −24K sh | |
| 49 | BlackRock ETF Trust DISCIPLINED VOLA | $145.5M | 5.90M | 0.4% | ▼−19% Reduced · −1.4M sh | |
| 50 | Ishares TR US TREAS BD ETF | $142.5M | 6.22M | 0.4% | ▲+151% Added · +3.7M sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 2,995 | $36.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 3,037 | $41.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 2,879 | $37.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 2,802 | $34.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 2,683 | $30.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 2,658 | $29.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 2,567 | $27.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 2,470 | $24.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 2,465 | $24.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 2,440 | $21.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 2,295 | $18.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 2,291 | $18.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 2,020 | $14.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 2,149 | $15.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 2,070 | $13.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 2,027 | $13.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 2,054 | $14.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 2,012 | $13.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 1,945 | $12.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 1,894 | $11.9B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 1,796 | $10.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 1,659 | $9.4B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 1,570 | $8.0B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 1,508 | $7.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.