Mml Investors Services, LLC
Annual return
—
SPY
—
Alpha
—
Invested
$36.1B
Holdings
2,994
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 1.78M shares)
3.3%
02
$NVDA
NVIDIA CORPORATION
Q3 2025: Exited (was 3.63M shares)
1.9%
03
$AAPL
APPLE INC
Q4 2025: Exited (was 2.62M shares)
1.8%
04
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 1.32M shares)
1.4%
05
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
1.4%
06
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 2.19M shares)
1.2%
07
$NDQ
INVESCO QQQ TR
Q4 2025: Exited (was 892.3k shares)
1.2%
08
$IEMG
ISHARES INC
Q4 2025: Exited (was 5.66M shares)
1.2%
09
$DYNF
BLACKROCK ETF TRUST
Q4 2025: Exited (was 7.65M shares)
1.2%
10
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
1.1%
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 · Last refreshed 09:28 UTC.