Meeder Advisory Services, Inc.
Registered adviserFiling Date
Global Rank
#1,395
/ 8,811
▼ 55
Top Industry
Semiconductors
15.6%
Period ended 4 months ago
Filed Aug 7, 2026 · 2mo
15 quarters · since Dec 2022
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$2,862,783,759
Main clients
Individuals and high net worth
(95% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $2,862,783,759 | Individuals and high net worth (95%) |
| Apr 2025 to Mar 2026 | $2,088,369,039 | Individuals and high net worth (96%) |
| Apr 2024 to Mar 2025 | $1,442,357,951 | Individuals and high net worth (94%) |
| May 2023 to Mar 2024 | $1,150,940,052 | Individuals and high net worth (96%) |
| Apr 2023 | $1,150,940,052 | Individuals and high net worth (96%) |
| Apr 2022 to Mar 2023 | $1,161,295,923 | Individuals and high net worth (98%) |
3 earlier changes not shown.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 39.0%, 44.4 effective positions, active share 30.7% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
8.8% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 12.3 quarters (12+)
Closest benchmark: every 13F filer's combined book, active share 30.7%; sector active share 18.6% against the combined 13F book's sector weights.
Over time 15 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
741 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.4%
−1.0 pts
Top 5
26.5%
−0.8 pts
Top 10
39.0%
−1.8 pts
HHI
225
Diversified−22
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 28.0% | $666,466,305 |
| Technology | 27.8% | $662,284,795 |
| Financial Services | 8.7% | $207,892,984 |
| Industrials | 7.0% | $166,520,688 |
| Communication Services | 6.5% | $153,630,340 |
| Consumer Cyclical | 6.3% | $149,995,653 |
| Healthcare | 6.2% | $146,963,294 |
| Consumer Defensive | 3.2% | $76,151,794 |
| Energy | 2.3% | $54,797,915 |
| Utilities | 1.8% | $43,258,452 |
| Basic Materials | 1.2% | $28,831,370 |
| Real Estate | 0.9% | $22,308,240 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JMUB | JPMorgan Municipal ETF | +127,477 | 4,389,856 | $222,368,155 | |
| MMIT | NYLIM ETF Trust | +105,528 | 3,050,260 | $74,273,831 | |
| IEFA | iShares Core MSCI EAFE ETF | +70,206 | 1,660,460 | $0 | |
| KLAC | Kla Corp | +38,395 | 42,701 | $12,883,318 | |
| VUG | VANGUARD GROWTH INDEX FUND | +34,170 | 41,982 | $3,616,329 | |
| FMHI | First Trust Municipal High Income ETF | +30,546 | 572,777 | $27,773,956 | |
| NVDA | Nvidia Corp | +29,141 | 631,375 | $126,331,823 | |
| KVUE | Kenvue Inc. | +24,345 | 61,369 | $1,172,761 | |
| UITB | VictoryShares Core Intermediate Bond ETF | +21,648 | 792,976 | $37,141,409 | |
| ACHR | Archer Aviation Inc. | +21,635 | 36,790 | $174,016 | |
| BKNG | Booking Holdings Inc. | +21,053 | 21,789 | $3,883,671 | |
| GIS | General Mills Inc | +19,705 | 37,422 | $1,302,285 | |
| AMZN | Amazon Com Inc | +16,873 | 227,784 | $54,290,038 | |
| GOOGL | Alphabet Inc. | +15,888 | 154,373 | $55,168,279 | |
| COTY | Coty Inc. | +15,184 | 40,662 | $87,829 | |
| EFG | iShares MSCI EAFE Growth ETF | +12,673 | 106,726 | $0 | |
| INTC | Intel Corp | +10,822 | 69,878 | $9,757,065 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +10,106 | 71,246 | $5,888,481 | |
| ACI | Albertsons Companies, Inc. | +10,071 | 20,505 | $277,432 | |
| PAYX | Paychex Inc | +10,069 | 24,136 | $2,373,292 | |
| CVNA | Carvana Co. | +8,906 | 10,899 | $717,372 | |
| MARA | MARA Holdings, Inc. | +8,528 | 24,831 | $344,902 | |
| FITB | Fifth Third Bancorp | +7,916 | 43,975 | $2,478,870 | |
| IWF | iShares Russell 1000 Growth ETF | +7,554 | 9,703 | $0 | |
| MSFT | Microsoft Corp | +7,479 | 169,135 | $63,090,737 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VCRB | VANGUARD CORE BOND ETF | −435,888 | 17,195 | $1,328,021 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | −81,798 | 287,243 | $0 | |
| VEA | Vanguard FTSE Developed Markets ETF | −40,860 | 844,316 | $60,157,515 | |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | −36,285 | 714,021 | $35,979,518 | |
| WU | Western Union CO | −27,879 | 19,782 | $152,321 | |
| SPEM | State Street(R) SPDR(R) Portfolio Emerging Markets ETF | −27,640 | 459,082 | $23,771,265 | |
| SCHA | Schwab U.S. Small-Cap ETF | −25,216 | 231,509 | $8,364,420 | |
| IDV | iShares International Select Dividend ETF | −22,087 | 322,516 | $0 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −14,352 | 262,096 | $15,644,510 | |
| RF | Regions Financial Corp | −13,291 | 18,517 | $559,213 | |
| CAG | Conagra Brands Inc. | −12,064 | 53,714 | $722,990 | |
| CMCSA | Comcast Corp | −11,920 | 63,498 | $1,558,875 | |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | −11,691 | 167,842 | $16,482,084 | |
| CPNG | Coupang, Inc. | −8,486 | 15,476 | $268,818 | |
| KEY | Keycorp /New/ | −8,211 | 51,516 | $1,187,443 | |
| HON | Honeywell International Inc | −8,129 | 7,983 | $1,787,393 | |
| IEMG | iShares Trust | −8,010 | 1,477,273 | $0 | |
| SLB | Slb Limited/Nv | −7,356 | 38,202 | $1,776,010 | |
| SOFI | SoFi Technologies, Inc. | −6,556 | 26,367 | $472,760 | |
| PFE | Pfizer Inc | −6,361 | 110,339 | $2,656,963 | |
| FHN | First Horizon Corp | −5,551 | 9,431 | $241,810 | |
| PEG | Public Service Enterprise Group Inc | −5,383 | 19,640 | $1,593,982 | |
| DD | DuPont de Nemours, Inc. | −5,332 | 3,637 | $493,322 | |
| CTSH | Cognizant Technology Solutions Corp | −5,122 | 6,178 | $239,273 | |
| GOOG | Alphabet Inc. | −5,118 | 111,890 | $39,534,093 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DFCF | Dimensional Core Fixed Income ETF | 842,494 | $35,561,671 | |
| PXF | Invesco RAFI Developed Markets ex-U.S. ETF | 25,210 | $1,906,884 | |
| VEU | Vanguard International Equity Index Funds | 21,459 | $1,797,191 | |
| HONA | Honeywell Aerospace Inc. | 7,860 | $1,737,688 | |
| PAA | Plains All American Pipeline LP | 29,500 | $656,670 | |
| XYZ | Block, Inc. | 6,603 | $501,828 | |
| FDXF | FedEx Freight Holding Company, Inc. | 3,214 | $485,314 | |
| NDSN | Nordson Corp | 1,490 | $449,518 | |
| AVY | Avery Dennison Corp | 2,573 | $417,726 | |
| SPHQ | Invesco S&P 500 Quality ETF | 4,534 | $408,513 | |
| PR | Permian Resources Corp | 21,204 | $390,365 | |
| HEI-A | Heico Corp | 1,495 | $385,575 | |
| ZBH | Zimmer Biomet Holdings, Inc. | 4,277 | $368,206 | |
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND | 2,752 | $351,733 | |
| STRL | Sterling Infrastructure, Inc. | 397 | $333,225 | |
| LUV | Southwest Airlines Co | 6,355 | $326,774 | |
| CSGP | Costar Group, Inc. | 10,849 | $307,243 | |
| FNCL | Fidelity MSCI Financials Index ETF | 4,000 | $306,240 | |
| FFIV | F5, Inc. | 721 | $299,907 | |
| QQQM | Invesco Ltd. | 962 | $291,457 | |
| ALGM | Allegro Microsystems, Inc. | 4,159 | $289,549 | |
| APTV | Aptiv PLC | 4,692 | $287,994 | |
| PAYC | Paycom Software, Inc. | 2,249 | $282,654 | |
| RLI | Rli Corp | 4,684 | $276,683 | |
| TEAM | Atlassian Corp | 3,527 | $274,365 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BRK-A | Berkshire Hathaway Inc | 1 | $718,140 | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 17,047 | $662,446 | |
| SF | Stifel Financial Corp | 6,568 | $485,506 | |
| PNR | PENTAIR plc | 4,041 | $352,011 | |
| EFX | Equifax Inc | 1,914 | $344,653 | |
| RPM | Rpm International Inc/De/ | 3,451 | $343,029 | |
| HUBS | Hubspot Inc | 1,321 | $322,456 | |
| GPN | Global Payments Inc | 4,777 | $321,492 | |
| IEX | Idex Corp /De/ | 1,587 | $300,815 | |
| FMC | Fmc Corp | 15,229 | $262,243 | |
| RGLD | Royal Gold Inc | 1,003 | $255,253 | |
| LDOS | Leidos Holdings, Inc. | 1,630 | $253,497 | |
| HAS | Hasbro, Inc. | 2,513 | $235,216 | |
| BAH | Booz Allen Hamilton Holding Corp | 2,968 | $231,593 | |
| EMN | Eastman Chemical Co | 2,981 | $227,509 | |
| DCI | DONALDSON Co INC | 2,632 | $223,377 | |
| ENSG | Ensign Group, Inc | 1,096 | $220,844 | |
| CPT | Camden Property Trust | 2,243 | $219,051 | |
| FLO | Flowers Foods Inc | 26,846 | $218,794 | |
| WTW | Willis Towers Watson PLC | 741 | $215,408 | |
| LULU | lululemon athletica inc. | 1,405 | $215,105 | |
| PCOR | Procore Technologies, Inc. | 3,756 | $214,092 | |
| VAL | Valaris Ltd | 2,149 | $210,687 | |
| FOX | Fox Corp | 3,939 | $209,160 | |
| BWXT | BWX Technologies, Inc. | 1,019 | $208,375 | |
| No positions match the current search. | ||||
741 tracked positions ·
$2,379,101,830 total
· filing declares
742 positions · $2,732,630,289
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 741 positions by value
· page 1 of 15
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JMUB |
JPMorgan Municipal ETF
|
Added | 4,389,856 | $222,368,155 | 9.35% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 631,375 | $126,331,823 | 5.31% | |
| AAPL |
Apple Inc.
Technology
|
Added | 387,376 | $112,091,119 | 4.71% | |
| MMIT |
NYLIM ETF Trust
|
Added | 3,050,260 | $74,273,831 | 3.12% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 169,135 | $63,090,737 | 2.65% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 844,316 | $60,157,515 | 2.53% | |
| FLMI |
Franklin Dynamic Municipal Bond ETF
|
Added | 2,366,974 | $59,576,735 | 2.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 154,373 | $55,168,279 | 2.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 227,784 | $54,290,038 | 2.28% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 121,235 | $45,796,521 | 1.92% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 111,890 | $39,534,093 | 1.66% | |
| UITB |
VictoryShares Core Intermediate Bond ETF
|
Added | 792,976 | $37,141,409 | 1.56% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
Reduced | 714,021 | $35,979,518 | 1.51% | |
| DFCF |
Dimensional Core Fixed Income ETF
|
NEW | 842,494 | $35,561,671 | 1.49% | |
| MU |
Micron Technology Inc
Technology
|
Added | 26,963 | $31,123,121 | 1.31% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 50,356 | $28,365,031 | 1.19% | |
| FMHI |
First Trust Municipal High Income ETF
|
Added | 572,777 | $27,773,956 | 1.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 82,381 | $26,965,772 | 1.13% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 20,367 | $24,428,792 | 1.03% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 57,508 | $24,187,864 | 1.02% | |
| SPEM |
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
|
Reduced | 459,082 | $23,771,265 | 1.00% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 36,159 | $21,005,124 | 0.88% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 42,909 | $18,593,756 | 0.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 36,338 | $18,183,171 | 0.76% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 16,401 | $17,465,424 | 0.73% | |
| VYMI |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND
|
Reduced | 167,842 | $16,482,084 | 0.69% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 117,408 | $16,052,021 | 0.67% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 62,731 | $15,931,792 | 0.67% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 262,096 | $15,644,510 | 0.66% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 20,213 | $14,613,999 | 0.61% | |
| V |
Visa Inc.
Financial Services
|
Added | 40,855 | $14,016,941 | 0.59% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 39,506 | $13,931,395 | 0.59% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 121,037 | $13,708,650 | 0.58% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 51,588 | $12,981,604 | 0.55% | |
| KLAC |
Kla Corp
Technology
|
Added | 42,701 | $12,883,318 | 0.54% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 101,573 | $11,930,764 | 0.50% | |
| GE |
General Electric Co
Industrials
|
Added | 30,471 | $11,387,926 | 0.48% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 20,793 | $10,679,284 | 0.45% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 10,659 | $9,971,174 | 0.42% | |
| INTC |
Intel Corp
Technology
|
Added | 69,878 | $9,757,065 | 0.41% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 9,522 | $9,630,265 | 0.40% | |
| VB |
Vanguard Index Funds
|
Added | 31,348 | $9,502,205 | 0.40% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Added | 9,565 | $9,230,225 | 0.39% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 7,847 | $9,219,126 | 0.39% | |
| WDC |
Western Digital Corp
Technology
|
Added | 14,090 | $8,999,564 | 0.38% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 74,247 | $8,662,397 | 0.36% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 24,423 | $8,613,503 | 0.36% | |
| SCHA |
Schwab U.S. Small-Cap ETF
|
Reduced | 231,509 | $8,364,420 | 0.35% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 56,142 | $8,232,662 | 0.35% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 143,656 | $8,185,518 | 0.34% |
Showing the top 50 of 741 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.