Meeder Advisory Services, Inc.
Annual return '25
+17.3%
SPY '25
+17.7%
Alpha
-0.5ptsvs SPY
Invested
$2.4B
Holdings
689
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JMUB
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 2.94M shares)
8.9%
02
$IEFA
ISHARES TR
Q4 2025: Exited (was 1.33M shares)
6.0%
03
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 567.4k shares)
4.4%
04
$IEMG
ISHARES INC
Q4 2025: Exited (was 1.27M shares)
4.3%
05
$AAPL
APPLE INC
Q1 2026: New position (1.8k shares)
4.0%
06
$MMIT
NEW YORK LIFE INVTS ACTIVE E
Q4 2025: Exited (was 2.06M shares)
3.0%
07
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 166.0k shares)
2.5%
08
$FLMI
FRANKLIN TEMPLETON ETF TR
Q4 2025: Exited (was 1.74M shares)
2.5%
09
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 961.0k shares)
2.4%
10
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 192.5k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:44 UTC.