MML INVESTORS SERVICES, LLC
Filing Date
Global Rank
#359
/ 8,586
▼ 24
Top Industry
Semiconductors
10.5%
3Y Alpha vs SPY
-3.0%
Period ended 3 months ago
Filed May 4, 2026 · 44d
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
+65.2%
SPY
+78.1%
Annualised alpha
-3.0%
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
1,502 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% | $1,697,838,227 |
| Unclassified | 10.1% | $1,311,731,615 |
| Industrials | 8.9% | $1,159,476,268 |
| 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. | ||||
47 positions ·
$344,077,289 total
· Utilities 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
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 623,770 | $57,935,757 | 16.84% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 383,697 | $50,241,285 | 14.60% | |
| SO |
Southern Co
Utilities
|
Reduced | 351,226 | $33,900,333 | 9.85% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Added | 262,068 | $30,339,612 | 8.82% | |
| ETR |
Entergy Corp /De/
Utilities
|
Reduced | 178,192 | $20,021,653 | 5.82% | |
| ED |
Consolidated Edison Inc
Utilities
|
Reduced | 176,462 | $19,971,969 | 5.80% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Reduced | 143,021 | $18,747,192 | 5.45% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 43,512 | $12,150,726 | 3.53% | |
| VST |
Vistra Corp.
Utilities
|
Reduced | 68,839 | $10,348,566 | 3.01% | |
| NGG |
National Grid PLC
Utilities
|
Reduced | 100,890 | $8,535,294 | 2.48% | |
| ATO |
Atmos Energy Corp
Utilities
|
Added | 41,968 | $7,752,328 | 2.25% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Reduced | 80,528 | $6,518,741 | 1.89% | |
| FE |
Firstenergy Corp
Utilities
|
Added | 119,530 | $6,055,389 | 1.76% | |
| EXC |
Exelon Corp
Utilities
|
Reduced | 107,216 | $5,255,728 | 1.53% | |
| EIX |
Edison International
Utilities
|
Added | 69,831 | $5,110,232 | 1.49% | |
| XEL |
Xcel Energy Inc
Utilities
|
Reduced | 55,367 | $4,398,354 | 1.28% | |
| AEE |
Ameren Corp
Utilities
|
Added | 39,611 | $4,354,041 | 1.27% | |
| SRE |
Sempra
Utilities
|
Reduced | 41,370 | $4,019,922 | 1.17% | |
| PPL |
PPL Corp
Utilities
|
Reduced | 102,368 | $3,910,457 | 1.14% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Reduced | 25,515 | $3,728,762 | 1.08% | |
| D |
Dominion Energy, Inc
Utilities
|
Reduced | 53,534 | $3,309,471 | 0.96% | |
| DTE |
Dte Energy Co
Utilities
|
Reduced | 19,353 | $2,829,795 | 0.82% | |
| EVRG |
Evergy, Inc.
Utilities
|
Reduced | 33,796 | $2,768,568 | 0.80% | |
| ES |
Eversource Energy
Utilities
|
Reduced | 37,554 | $2,601,741 | 0.76% | |
| POR |
Portland General Electric Co /Or/
Utilities
|
Reduced | 43,241 | $2,281,827 | 0.66% | |
| OKLO |
Oklo Inc.
Utilities
|
Added | 45,190 | $2,240,972 | 0.65% | |
| AVA |
Avista Corp
Utilities
|
Reduced | 44,566 | $1,788,879 | 0.52% | |
| OGE |
Oge Energy Corp.
Utilities
|
Reduced | 32,768 | $1,571,553 | 0.46% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Reduced | 8,252 | $1,123,014 | 0.33% | |
| SWX |
Southwest Gas Holdings, Inc.
Utilities
|
Added | 11,316 | $983,360 | 0.29% | |
| NI |
Nisource Inc.
Utilities
|
Reduced | 19,454 | $907,723 | 0.26% | |
| CMS |
Cms Energy Corp
Utilities
|
Reduced | 11,097 | $860,905 | 0.25% | |
| PNW |
Pinnacle West Capital Corp
Utilities
|
Reduced | 8,231 | $829,273 | 0.24% | |
| TLN |
Talen Energy Corp
Utilities
|
Reduced | 2,568 | $819,782 | 0.24% | |
| UGI |
Ugi Corp /Pa/
Utilities
|
Reduced | 21,723 | $791,151 | 0.23% | |
| IDA |
Idacorp Inc
Utilities
|
Held | 5,520 | $789,194 | 0.23% | |
| PCG |
PG&E Corp
Utilities
|
Reduced | 43,217 | $759,322 | 0.22% | |
| LNT |
Alliant Energy Corp
Utilities
|
Reduced | 8,874 | $636,798 | 0.19% | |
| CNP |
Centerpoint Energy Inc
Utilities
|
Reduced | 13,682 | $590,515 | 0.17% | |
| FTS |
Fortis Inc.
Utilities
|
Reduced | 9,514 | $530,786 | 0.15% | |
| BKH |
Black Hills Corp /Sd/
Utilities
|
Reduced | 6,509 | $451,789 | 0.13% | |
| CPK |
Chesapeake Utilities Corp
Utilities
|
Reduced | 2,874 | $363,187 | 0.11% | |
| AES |
Aes Corp
Utilities
|
Reduced | 25,713 | $362,296 | 0.11% | |
| BIPH |
Brookfield Infrastructure Partners L.P.
Utilities
|
Added | 7,436 | $268,588 | 0.08% | |
| WTRG |
Essential Utilities, Inc.
Utilities
|
Reduced | 6,094 | $245,405 | 0.07% | |
| CIG |
Energy Co Of Minas Gerais
Utilities
|
Reduced | 27,889 | $66,654 | 0.02% | |
| NXXT |
Nextnrg, Inc.
Utilities
|
NEW | 21,000 | $8,400 | 0.00% |