MML INVESTORS SERVICES, LLC

Q1 2026 13F-HR Holdings

Location
Springfield, MA
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
2,995
Total value ($000)
$36,058,229
Net value change ($000)
-4,990,374 (-12.2%)
New positions
193
Sold out positions
231
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EFG 127,184 286.0%
BLCR 107,795 NEW
IDEF 96,720 NEW
GOVT 85,355 149.4%
LMUB 59,287 NEW
RSP 45,639 49.1%
VLUE 35,979 451.9%
IEZ 30,577 6661.7%
AZN 27,634 NEW
XLE 27,379 49.5%
Top Reduces (Value $000, Stocks/ETFs)
OEF -293,789 -95.1%
MSFT -195,799 -28.2%
QQQ -119,294 -21.4%
SCHG -118,332 -30.9%
DYNF -104,572 -19.9%
AAPL -102,843 -13.6%
SPY -99,395 -20.0%
VOO -96,400 -19.2%
QUAL -95,658 -26.0%
GOOGL -93,857 -20.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type