MML INVESTORS SERVICES, LLC
Filing Date
Global Rank
#254
/ 8,232
▼ 3
Top Industry
Semiconductors
10.5%
3Y Alpha vs SPY
-2.6%
Period ended 3 months ago
Filed May 4, 2026 · 42d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.1%
SPY
+74.2%
Annualised alpha
-2.6%
Max drawdown
−18.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1,500 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.2%
+0.3 pts
Top 5
20.8%
−0.4 pts
Top 10
32.1%
−1.2 pts
HHI
141
Diversified−5
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.6% | $3,585,600,748 |
| Financial Services | 13.0% | $1,692,435,903 |
| Unclassified | 10.1% | $1,311,731,615 |
| Industrials | 8.9% | $1,158,354,579 |
| Consumer Cyclical | 8.9% | $1,158,330,543 |
| Healthcare | 8.6% | $1,113,042,158 |
| Communication Services | 7.8% | $1,017,554,291 |
| Consumer Defensive | 5.2% | $675,719,954 |
| Energy | 4.1% | $530,181,831 |
| Utilities | 2.6% | $344,077,289 |
| Basic Materials | 1.7% | $217,037,137 |
| Real Estate | 1.6% | $202,580,966 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOGO | Gogo Inc. | +239,181 | 259,815 | $1,044,456 | |
| CCC | CCC Intelligent Solutions Holdings Inc. | +173,464 | 373,252 | $2,239,512 | |
| ITUB | Itau Unibanco Holding S.A. | +118,424 | 170,817 | $1,431,446 | |
| BKR | Baker Hughes Co | +113,132 | 140,713 | $8,590,528 | |
| ONDS | Ondas Inc. | +100,442 | 110,959 | $1,003,069 | |
| KIM | Kimco Realty Corp | +94,325 | 117,448 | $2,639,056 | |
| DAL | Delta Air Lines, Inc. | +84,819 | 204,743 | $13,611,314 | |
| HAL | Halliburton Co | +82,463 | 116,954 | $4,560,036 | |
| NVDA | Nvidia Corp | +65,137 | 3,881,649 | $676,959,585 | |
| OKE | Oneok Inc /New/ | +56,743 | 127,576 | $11,531,594 | |
| BJ | BJ's Wholesale Club Holdings, Inc. | +56,585 | 70,275 | $6,916,465 | |
| BALL | BALL Corp | +53,156 | 57,809 | $3,417,089 | |
| PPG | Ppg Industries Inc | +48,809 | 52,691 | $5,631,614 | |
| GOF | Guggenheim Strategic Opportunities Fund | +46,787 | 842,008 | $9,278,928 | |
| RDDT | Reddit, Inc. | +46,670 | 69,737 | $9,390,087 | |
| IBIT | iShares Bitcoin Trust ETF | +45,771 | 630,889 | $24,238,755 | |
| ICE | Intercontinental Exchange, Inc. | +45,454 | 109,256 | $17,183,783 | |
| MDLZ | Mondelez International, Inc. | +45,308 | 121,419 | $6,998,591 | |
| IX | Orix Corp | +45,273 | 66,374 | $1,990,556 | |
| AGNC | AGNC Investment Corp. | +44,662 | 331,674 | $3,326,690 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | +42,885 | 227,896 | $6,834,601 | |
| HIMS | Hims & Hers Health, Inc. | +38,930 | 90,546 | $1,879,734 | |
| SOUN | Soundhound Ai, Inc. | +36,238 | 92,114 | $632,823 | |
| HYT | Blackrock Corporate High Yield Fund, Inc. | +36,232 | 959,669 | $8,176,379 | |
| AM | Antero Midstream Corp | +35,656 | 67,294 | $1,534,303 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −975,089 | 1,131,583 | $99,760,357 | |
| SLV | iShares Silver Trust | −606,891 | 795,313 | $54,192,627 | |
| KVUE | Kenvue Inc. | −522,485 | 73,660 | $1,269,898 | |
| PFE | Pfizer Inc | −278,633 | 1,102,413 | $30,955,757 | |
| KMX | Carmax Inc | −252,680 | 33,902 | $1,409,645 | |
| BBAI | BigBear.ai Holdings, Inc. | −240,942 | 77,927 | $274,303 | |
| LYG | Lloyds Banking Group plc | −239,626 | 1,010,755 | $5,084,097 | |
| BAC | Bank Of America Corp /De/ | −235,523 | 659,336 | $32,142,630 | |
| CSCO | Cisco Systems, Inc. | −215,695 | 956,310 | $74,200,092 | |
| AAPL | Apple Inc. | −207,424 | 2,570,695 | $652,416,684 | |
| VZ | Verizon Communications Inc | −196,046 | 1,412,971 | $70,931,144 | |
| GOOGL | Alphabet Inc. | −195,890 | 1,279,205 | $367,848,189 | |
| VALE | Vale S.A. | −187,354 | 73,085 | $1,162,782 | |
| AMZN | Amazon Com Inc | −181,910 | 2,125,246 | $442,624,984 | |
| KMI | Kinder Morgan, Inc. | −172,338 | 559,003 | $18,743,370 | |
| CMG | Chipotle Mexican Grill Inc | −165,288 | 205,163 | $6,567,267 | |
| WMT | Walmart Inc. | −164,039 | 1,009,285 | $125,433,939 | |
| WIT | Wipro Ltd | −163,612 | 25,268 | $53,568 | |
| CMCSA | Comcast Corp | −162,215 | 724,050 | $20,787,475 | |
| WBD | Warner Bros. Discovery, Inc. | −157,048 | 215,006 | $5,904,064 | |
| DEO | Diageo PLC | −150,594 | 30,570 | $2,275,936 | |
| JPM | Jpmorgan Chase & Co | −150,009 | 795,261 | $233,933,975 | |
| QQQ | Invesco Qqq Trust, Series 1 | −148,443 | 756,926 | $436,882,548 | |
| ABT | Abbott Laboratories | −136,447 | 437,353 | $44,903,032 | |
| GSK | GSK plc | −135,208 | 166,369 | $9,181,905 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 140,117 | $27,633,874 | |
| AMRZ | Amrize Ltd | 84,588 | $4,738,619 | |
| AMCR | Amcor plc | 89,726 | $3,566,608 | |
| GL | Globe Life Inc. | 23,675 | $3,294,849 | |
| NYT | New York Times Co | 29,963 | $2,508,801 | |
| PNFP | Pinnacle Financial Partners, Inc. | 24,798 | $2,136,099 | |
| ALHC | Alignment Healthcare, Inc. | 95,017 | $1,674,199 | |
| AAOI | Applied Optoelectronics, Inc. | 17,742 | $1,500,795 | |
| AXTI | Axt Inc | 25,858 | $1,473,388 | |
| QGEN | Qiagen N.V. | 35,547 | $1,423,301 | |
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | 85,582 | $1,375,302 | |
| ESLT | Elbit Systems Ltd | 1,584 | $1,344,958 | |
| BPRE | Bluerock Private Real Estate Fund | 76,289 | $1,267,160 | |
| DY | Dycom Industries Inc | 3,606 | $1,221,784 | |
| SEZL | Sezzle Inc. | 18,938 | $1,198,586 | |
| SATS | EchoStar CORP | 10,166 | $1,190,133 | |
| FHI | Federated Hermes, Inc. | 18,230 | $1,033,823 | |
| EPAC | Enerpac Tool Group Corp | 27,986 | $1,020,649 | |
| ALGN | Align Technology Inc | 5,612 | $962,065 | |
| VPG | Vishay Precision Group, Inc. | 21,559 | $936,091 | |
| BKSY | BlackSky Technology Inc. | 36,393 | $915,647 | |
| CSTM | Constellium SE | 32,890 | $808,436 | |
| WDS | Woodside Energy Group Ltd | 30,391 | $725,737 | |
| GHM | Graham Corp | 8,333 | $657,640 | |
| SNDA | Sonida Senior Living, Inc. | 19,523 | $629,616 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AXTA | Axalta Coating Systems Ltd. | 86,308 | $2,788,611 | |
| EXAS | EXACT SCIENCES CORP | 21,011 | $2,133,877 | |
| DIAX | Nuveen Dow 30sm Dynamic Overwrite Fund | 135,848 | $2,073,040 | |
| FLR | Fluor Corp | 47,908 | $1,898,594 | |
| CPNG | Coupang, Inc. | 63,871 | $1,506,716 | |
| AI | C3.ai, Inc. | 108,509 | $1,462,701 | |
| CRMD | CorMedix Inc. | 120,264 | $1,398,670 | |
| PSN | Parsons Corp | 22,537 | $1,392,786 | |
| GLXY | Galaxy Digital Inc. | 55,586 | $1,242,902 | |
| RUN | Sunrun Inc. | 65,561 | $1,206,322 | |
| VAL | Valaris Ltd | 23,706 | $1,194,782 | |
| HUM | Humana Inc | 4,493 | $1,150,792 | |
| MP | MP Materials Corp. / DE | 22,594 | $1,141,448 | |
| GERN | Geron Corp | 834,115 | $1,101,031 | |
| VIPS | Vipshop Holdings Ltd | 57,859 | $1,023,525 | |
| FUBO | FuboTV Inc. | 32,096 | $970,583 | |
| WYNN | Wynn Resorts Ltd | 7,747 | $932,196 | |
| PIPR | Piper Sandler Companies | 9,474 | $804,603 | |
| ACM | Aecom | 8,355 | $796,482 | |
| NEXT | NextDecade Corp | 140,700 | $741,489 | |
| CNR | Core Natural Resources, Inc. | 8,163 | $722,507 | |
| CNXC | Concentrix Corp | 15,585 | $648,024 | |
| HRB | H&R Block Inc | 14,381 | $626,723 | |
| ZLAB | Zai Lab Ltd | 34,421 | $607,186 | |
| IAC | IAC Inc. | 15,476 | $605,111 | |
| No positions match the current search. | ||||
51 positions ·
$1,017,554,291 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 51 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,279,205 | $367,848,189 | 36.15% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 452,507 | $258,892,829 | 25.44% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 1,129,069 | $108,559,984 | 10.67% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 1,412,971 | $70,931,144 | 6.97% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 1,796,246 | $52,073,171 | 5.12% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 404,660 | $39,001,130 | 3.83% | |
| APP |
AppLovin Corp
Communication Services
|
Reduced | 54,129 | $21,543,342 | 2.12% | |
| CMCSA |
Comcast Corp
Communication Services
|
Reduced | 724,050 | $20,787,475 | 2.04% | |
| OMC |
Omnicom Group Inc.
Communication Services
|
Reduced | 139,486 | $10,504,690 | 1.03% | |
| RDDT |
Reddit, Inc.
Communication Services
|
Added | 69,737 | $9,390,087 | 0.92% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Reduced | 13,865 | $6,723,277 | 0.66% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
Reduced | 60,397 | $6,266,792 | 0.62% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Reduced | 28,317 | $5,947,419 | 0.58% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
Reduced | 215,006 | $5,904,064 | 0.58% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
Reduced | 17,851 | $3,525,572 | 0.35% | |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
Reduced | 12,704 | $2,561,761 | 0.25% | |
| NYT |
New York Times Co
Communication Services
|
NEW | 29,963 | $2,508,801 | 0.25% | |
| FOXA |
Fox Corp
Communication Services
|
Reduced | 31,686 | $1,850,462 | 0.18% | |
| TIGO |
Millicom International Cellular SA
Communication Services
|
Added | 21,698 | $1,626,048 | 0.16% | |
| RBLX |
Roblox Corp
Communication Services
|
Reduced | 26,921 | $1,522,651 | 0.15% | |
| WMG |
Warner Music Group Corp.
Communication Services
|
Reduced | 55,889 | $1,427,405 | 0.14% | |
| ROKU |
Roku, Inc
Communication Services
|
Reduced | 12,977 | $1,227,883 | 0.12% | |
| TTD |
Trade Desk, Inc.
Communication Services
|
Reduced | 53,284 | $1,209,013 | 0.12% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
Reduced | 7,904 | $1,205,439 | 0.12% | |
| SATS |
EchoStar CORP
Communication Services
|
NEW | 10,166 | $1,190,133 | 0.12% | |
| BIDU |
Baidu, Inc.
Communication Services
|
Added | 9,882 | $1,101,052 | 0.11% | |
| KT |
Kt Corp
Communication Services
|
Added | 49,952 | $1,071,470 | 0.11% | |
| VOD |
Vodafone Group Public Ltd Co
Communication Services
|
Reduced | 70,442 | $1,058,038 | 0.10% | |
| GOGO |
Gogo Inc.
Communication Services
|
Added | 259,815 | $1,044,456 | 0.10% | |
| AMX |
America Movil Sab De Cv/
Communication Services
|
Reduced | 38,411 | $978,712 | 0.10% | |
| IMAX |
Imax Corp
Communication Services
|
Added | 21,006 | $798,438 | 0.08% | |
| LUMN |
Lumen Technologies, Inc.
Communication Services
|
Reduced | 103,930 | $722,313 | 0.07% | |
| EVER |
EverQuote, Inc.
Communication Services
|
Added | 43,846 | $676,105 | 0.07% | |
| MSGS |
Madison Square Garden Sports Corp.
Communication Services
|
Reduced | 2,044 | $656,941 | 0.06% | |
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
Added | 2,318 | $500,409 | 0.05% | |
| EA |
Electronic Arts Inc.
Communication Services
|
Reduced | 2,449 | $499,277 | 0.05% | |
| PINS |
Pinterest, Inc.
Communication Services
|
Reduced | 24,152 | $442,947 | 0.04% | |
| SIRI |
Sirius Xm Holdings Inc.
Communication Services
|
Reduced | 17,658 | $407,546 | 0.04% | |
| NTES |
NetEase, Inc.
Communication Services
|
Reduced | 3,554 | $397,834 | 0.04% | |
| AMCX |
AMC Global Media Inc.
Communication Services
|
Added | 56,709 | $385,054 | 0.04% | |
| PSKY |
Paramount Skydance Corp
Communication Services
|
Added | 37,031 | $334,019 | 0.03% | |
| VEON |
VEON Ltd.
Communication Services
|
Reduced | 6,723 | $311,274 | 0.03% | |
| PSO |
Pearson PLC
Communication Services
|
Reduced | 23,348 | $306,559 | 0.03% | |
| CHT |
Chunghwa Telecom Co Ltd
Communication Services
|
Reduced | 7,197 | $304,001 | 0.03% | |
| MTCH |
Match Group, Inc.
Communication Services
|
Reduced | 9,259 | $284,343 | 0.03% | |
| NXST |
Nexstar Media Group, Inc.
Communication Services
|
Reduced | 1,360 | $245,928 | 0.02% | |
| RUM |
Rumble Inc.
Communication Services
|
Reduced | 47,280 | $241,128 | 0.02% | |
| CRTO |
Criteo S.A.
Communication Services
|
Reduced | 10,730 | $192,388 | 0.02% | |
| TME |
Tencent Music Entertainment Group
Communication Services
|
Reduced | 19,239 | $178,537 | 0.02% | |
| BMBL |
Bumble Inc.
Communication Services
|
Added | 43,156 | $140,688 | 0.01% |