Mml Investors Services, LLC Reduced Holdings in Q3 2025

Mml Investors Services, LLC

  • $34.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-960K
- 27.78%
$182.33 - $194.5 $175M - $187M
2.49M $485M
EFG
Msci Eafe Growth ETF

ETFs
-881K
- 66.01%
$106.99 - $114.46 $94.2M - $101M
453K $51.6M
IYW
Ishares Dj Us Tech ETF

ETFs
-537K
- 60.58%
$171.38 - $197.01 $92M - $106M
349K $68.4M
Blackrock Inc
-5.71K
- 7.62%
N/A
69.2K $0
J P Morgan Exchange Traded F
-181K
- 16.78%
N/A
896K $0
EFV
Msci Eafe Value ETF

ETFs
-1.23M
- 21.67%
$62.79 - $68.42 $77.4M - $84.4M
4.46M $302M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.21M
- 14.8%
$45.6 - $46.92 $55.2M - $56.8M
6.97M $326M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-241K
- 24.03%
N/A
763K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-203K
- 10.22%
$620.67 - $670.08 $126M - $136M
1.78M $1.19B
MGV
Vanguard Mega Cap Value

ETFs
-289K
- 62.95%
$129.46 - $137.85 $37.4M - $39.9M
170K $23.4M
XLC
Select Sector Spdr Tr Communic

ETFs
-333K
- 34.27%
$105.99 - $119.41 $35.3M - $39.7M
638K $75.5M
Arista Networks Inc
-24.9K
- 8.58%
N/A
265K $0
ACN
Accenture PLC

Technology
-85.9K
- 56.32%
$232.56 - $304.78 $20M - $26.2M
66.6K $16.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-525K
- 15.63%
$55.61 - $57.37 $29.2M - $30.1M
2.83M $162M
VONV
Vanguard Russell 1000 Value Et

ETFs
-352K
- 47.67%
$84.55 - $89.54 $29.8M - $31.5M
387K $34.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
-291K
- 47.74%
$108.08 - $121.73 $31.5M - $35.5M
319K $38.4M
ILCG
Ishares Morningstar Growth ETF
-2.94K
- 1.05%
N/A
276K $0
Kenvue Inc
-492K
- 40.81%
N/A
713K $0
Ge Vernova Inc
-5.93K
- 13.74%
N/A
37.3K $0
Linde PLC
-65
- 0.14%
N/A
45.5K $0
PJAN
Innovator U.S. Equity Power Bu

ETFs
-474K
- 55.49%
$43.95 - $45.8 $20.8M - $21.7M
380K $17.4M
MUB
Ishares National Muni Bond ETF

ETFs
-223K
- 11.41%
$103.24 - $106.68 $23.1M - $23.8M
1.73M $185M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-289K
- 80.45%
$57.15 - $62.12 $16.5M - $17.9M
70.2K $4.36M
DFAT
Dimensional ETF Tr U S Target

ETFs
-297K
- 64.04%
$53.36 - $59.69 $15.9M - $17.8M
167K $9.72M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-165K
- 47.49%
$98.53 - $107.1 $16.3M - $17.7M
183K $19.2M
PM
Philip Morris International Inc.

Consumer Defensive
-12.3K
- 1.92%
$157.77 - $183.27 $1.94M - $2.25M
627K $102M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-478K
- 33.31%
$36.04 - $38.78 $17.2M - $18.5M
957K $36.9M
MISL
First Tr Exchange Traded Fd In
-5.15K
- 1.34%
N/A
379K $0
VO
Vanguard Mid Cap ETF

ETFs
-68.6K
- 16.15%
$279.83 - $293.74 $19.2M - $20.2M
356K $105M
Global X Fds
-20K
- 8.97%
N/A
203K $0
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-384K
- 40.35%
$39.37 - $44.24 $15.1M - $17M
567K $24.8M
Aim ETF Products Trust
-318K
- 80.86%
N/A
75.3K $0
VCIT
Vanguard Intermediate Term Cor

ETFs
-155K
- 45.06%
$81.75 - $84.54 $12.7M - $13.1M
189K $15.9M
Gsk PLC
-22.2K
- 6.75%
N/A
307K $0
ISRG
Intuitive Surgical Inc

Healthcare
-15.4K
- 25.82%
$433.66 - $544.47 $6.67M - $8.37M
44.2K $19.8M
Federated Hermes ETF Trust
-2.26K
- 0.46%
N/A
492K $0
Trust For Professional Manag
-9.56K
- 2.64%
N/A
353K $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-70.7K
- 13.41%
$38.58 - $58.24 $2.73M - $4.12M
457K $17.9M
IWY
Ishares Tr Russell 200 Growth

ETFs
-92.8K
- 18.35%
$243.93 - $275.62 $22.6M - $25.6M
413K $113M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-193K
- 50.08%
$62.54 - $68.42 $12.1M - $13.2M
193K $13M
AMP
Ameriprise Financial Inc

Financial Services
-14.4K
- 15.52%
$486.13 - $544.55 $7M - $7.84M
78.3K $38.5M
ADBE
Adobe Inc.

Technology
-17.9K
- 13.17%
$333.65 - $392.1 $5.98M - $7.02M
118K $41.7M
Tidal Trust Ii
-55.8K
- 12.65%
N/A
385K $0
HEFA
Ishares Currency Hedged Msci E

ETFs
-318K
- 21.55%
$37.2 - $39.61 $11.8M - $12.6M
1.16M $45.9M
Federated Hermes ETF Trust
-23.3K
- 7.5%
N/A
287K $0
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-337K
- 75.39%
$26.88 - $27.78 $9.07M - $9.37M
110K $3.06M
FISV
Fiserv Inc

Technology
-21.3K
- 16.42%
N/A
109K $13.6M
LLY
Eli Lilly & CO

Healthcare
-8.09K
- 5.32%
$625.65 - $812.69 $5.06M - $6.57M
144K $110M
UNH
Unitedhealth Group Inc

Healthcare
-43.2K
- 22.92%
$237.77 - $353.61 $10.3M - $15.3M
145K $50.2M
Activity Summary
Buys All Purchases 1616 New Holdings 209 Increased Positions 1407 Sells All Sells 1244 Reductions 1244 Sold out 0 Options Calls 0 Puts 0
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