Position in PDI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,407,331
-$135,794 QoQ
Shares Held
82,252
-5.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PDI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MML INVESTORS SERVICES, LLC holds $185,549,936 across 135 Asset Management names. PDI ranks #23 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
54,918 | $52,815,189 | |
| 2 | AMP |
Ameriprise Financial Inc
|
27,074 | $12,031,685 | |
| 3 | BX |
Blackstone Inc.
|
98,063 | $11,276,264 | |
| 4 | GOF |
Guggenheim Strategic Opportunities Fund
|
842,008 | $9,278,928 | |
| 5 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
959,669 | $8,176,379 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
399,182 | $5,456,817 | |
| 7 | KKR |
KKR & Co. Inc.
|
47,216 | $4,367,480 | |
| 8 | TROW |
Price T Rowe Group Inc
|
47,688 | $4,298,596 |
All Filings in PDI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,407,331 | 82,252 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,543,125 | 87,133 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,803,087 | 91,065 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,642,346 | 86,576 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,677,951 | 84,745 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,534,012 | 83,643 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,428,163 | 70,457 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $1,433,641 | 76,217 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,867,407 | 96,807 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,803,197 | 156,167 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,940,330 | 170,158 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,236,793 | 172,629 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,229,001 | 123,696 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,385,897 | 129,107 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,559,303 | 132,059 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,516,775 | 120,593 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,942,116 | 120,727 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,315,935 | 127,979 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,977,392 | 74,394 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,494,922 | 51,889 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $912,228 | 32,406 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $853,318 | 32,286 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $904,565 | 35,669 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,131,681 | 45,780 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $954,155 | 43,194 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||