Meeder Advisory Services, Inc.

Q1 2026 13F-HR Holdings

Location
Dublin, OH
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
690
Total value ($000)
$2,390,351
Net value change ($000)
+60,959 (2.6%)
New positions
71
Sold out positions
43
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

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)
JMUB 50,593 31.1%
MMIT 15,978 29.0%
IEFA 13,969 10.7%
FLMI 11,575 24.6%
SGOV 11,528 45.0%
IEMG 10,564 11.4%
XOM 6,676 48.3%
JNJ 3,409 28.0%
CVX 2,684 48.9%
FMHI 2,369 10.1%
Top Reduces (Value $000, Stocks/ETFs)
IGSB -48,946 -97.1%
MSFT -24,596 -29.1%
NVDA -7,057 -6.3%
AAPL -5,326 -5.2%
TSLA -5,048 -19.4%
AVGO -3,987 -10.1%
AMZN -3,452 -7.3%
LLY -2,935 -14.1%
META -2,672 -8.4%
PLTR -2,490 -18.5%
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