MML Investors Services’s BlackRock Total Return ETF BRTR Stock Holding History

MML Investors Services’s Portfolio BRTR Stock Details BRTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$245K	Sell	4,873 -37	-0.8%	-$1.88K	﹤0.01%	2694
2025 Q4	$249K	Sell	4,910 -1,612	-25%	-$82.3K	﹤0.01%	2749
2025 Q3	$333K	Buy	6,522 +782	+14%	+$39.5K	﹤0.01%	2446
2025 Q2	$290K	Buy	5,740 +1,252	+28%	+$62.2K	﹤0.01%	2457
2025 Q1	$226K	Sell	4,488 -57	-1%	-$2.84K	﹤0.01%	2472
2024 Q4	$224K	Buy	+4,545	New	+$230K	﹤0.01%	2446

Other funds holding BRTR

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

MML Investors Services's BRTR Position: Q1 2026 in Review

MML Investors Services reduced its BlackRock Total Return ETF (BRTR) stake by 0.75% in Q1 2026, selling an estimated $1.88K and leaving 4,873 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #2694.

MML Investors Services first reported a position in BRTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $333K in Q3 2025. 66 funds tracked by Wall St. Rank hold BRTR as of Q1 2026.

MML Investors Services held 4,873 shares of BlackRock Total Return ETF worth $245K as of Q1 2026.
MML Investors Services sold 37 BlackRock Total Return ETF shares in Q1 2026, an estimated $1.88K.
BlackRock Total Return ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2694 holding.
MML Investors Services first reported a position in BlackRock Total Return ETF in Q4 2024 and has held it in 6 quarters since.
MML Investors Services's BlackRock Total Return ETF position peaked at $333K in Q3 2025.
66 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.