Meeder Advisory Services, Inc.

Q3 2026 13F-HR Holdings

Location
Dublin, OH
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
718
Total value ($000)
$2,963,586
Net value change ($000)
+230,956 (8.5%)
New positions
57
Sold out positions
81
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
CGMU 87,709 NEW
IGSB 54,911 3697.7%
AAPL 51,330 45.8%
MSFT 35,614 56.4%
NVDA 31,022 24.6%
IJR 27,167 502.3%
IEFA 20,518 12.8%
XOM 19,770 NEW
MMIT 14,350 19.3%
META 10,966 38.7%
Top Reduces (Value $000, Stocks/ETFs)
JMUB -138,747 -62.4%
XOM -16,052 -100.0%
LRCX -4,930 -26.5%
KLAC -4,594 -35.7%
TSLA -3,739 -15.5%
CAT -3,495 -20.0%
AMAT -3,411 -23.3%
GOOGL -2,956 -5.4%
WDC -2,733 -30.4%
VEA -2,607 -4.3%
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