MML INVESTORS SERVICES LLC
Q2 2026 Form 13-F
SPRINGFIELD, MASSACHUSETTS
CIK 0000701059
· CRD 10409
· SEC-registered investment adviser
$49.0B Reported Value Total
MML INVESTORS SERVICES, LLC reports 454,857 total accounts under management (AUM). There are 229,410 discretionary accounts valued at $70,673,328,452, and 225,447 non-discretionary accounts valued at $44,964,910,779.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-28
Reported value
$49.0B
Quarter over quarter
+11.9%
Holdings
3,254
Top-10 concentration
16.7%
Filing Structure
Reports holdings for
- MASSACHUSETTS MUTUAL LIFE INSURANCE CO · File #028-00548 · Q1 2024 – Q1 2026 · declared by one filing
Key People
Form ADV owners & control persons
Thomas K Bauer
CHIEF TECHNOLOGY OFFICER
Vaughn Charles Bowman
CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHAIRMAN OF THE BOARD
Edward Karl Duch III
CHIEF LEGAL OFFICER, SECRETARY AND VICE PRESIDENT
Filing Navigation
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 07, 2026 |
| Form | 13F-HR |
| Reported value | $49.0B |
| Positions | 3,254 |
| Change in reported value | +35.9% |
| New positions | 380 |
| Exited positions | 121 |
| Position turnover | 14.8% |
| Top-10 concentration | 16.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 7, 2026
|
3,254 | $49.0B |
|
Q1 2026 13F
Filed May 4, 2026
|
2,995 | $36.1B |
|
Q4 2025 13F
Filed Feb 13, 2026
|
3,037 | $41.0B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
2,879 | $37.5B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
2,802 | $34.6B |
|
Q1 2025 13F
Filed May 14, 2025
|
2,683 | $30.0B |
|
Q4 2024 13F
Filed Feb 13, 2025
|
2,658 | $29.0B |
|
Q3 2024 13F
Filed Nov 15, 2024
|
2,566 | $27.4B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
2,469 | $24.8B |
|
Q1 2024 13F
Filed May 14, 2024
|
2,464 | $24.3B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
2,438 | $21.7B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
2,295 | $18.1B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
2,290 | $18.1B |
|
Q1 2023 13F
Filed May 12, 2023
|
2,019 | $14.1B |
|
Q4 2022 13F
Filed Feb 13, 2023
|
2,148 | $15.2B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
2,069 | $13.2B |
|
Q2 2022 13F
Filed Aug 12, 2022
|
2,026 | $13.2B |
|
Q1 2022 13F
Filed May 13, 2022
|
2,054 | $14.2B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
2,012 | $13.9B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
1,945 | $12.6B |
25 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IVV ISHARES TR | $2.1B | 4.33% |
| 2 | NVDA NVIDIA CORPORATION | $906.0M | 1.85% |
| 3 | AAPL APPLE INC | $890.6M | 1.82% |
| 4 | QQQ INVESCO QQQ TR | $667.6M | 1.36% |
| 5 | VEA VANGUARD TAX-MANAGED FDS | $652.0M | 1.33% |
| 6 | DYNF BLACKROCK ETF TRUST | $621.0M | 1.27% |
| 7 | MSFT MICROSOFT CORP | $610.0M | 1.24% |
| 8 | VOO VANGUARD INDEX FDS | $586.0M | 1.2% |
| 9 | AMZN AMAZON COM INC | $577.0M | 1.18% |
| 10 | IVW ISHARES TR | $547.8M | 1.12% |
| 11 | GOOGL ALPHABET INC | $542.2M | 1.11% |
| 12 | IUSB ISHARES TR | $526.4M | 1.07% |
| 13 | SPY STATE STR SPDR S&P 500 ETF T | $515.2M | 1.05% |
| 14 | IEMG ISHARES INC | $495.9M | 1.01% |
| 15 | IEFA ISHARES TR | $447.7M | 0.91% |
| 16 | VUG VANGUARD INDEX FDS | $399.9M | 0.82% |
| 17 | IVE ISHARES TR | $384.9M | 0.79% |
| 18 | SCHG SCHWAB STRATEGIC TR | $366.9M | 0.75% |
| 19 | BDYN BLACKROCK ETF TRUST | $345.7M | 0.71% |
| 20 | BAI BLACKROCK ETF TRUST | $324.8M | 0.66% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.