MML Investors Services
EQTY icon

MML Investors Services’s Kovitz Core Equity ETF EQTY Stock Holding History

MML Investors Services’s Portfolio EQTY Stock Details EQTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.8M Sell
110,104
-753
-0.7% -$20.4K 0.01% 1129
2025
Q4 		$2.99M Buy
+110,857
New +$2.91M 0.01% 1161

Other funds holding EQTY

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

MML Investors Services reduced its Kovitz Core Equity ETF (EQTY) stake by 0.68% in Q1 2026, selling an estimated $20.4K and leaving 110,104 shares worth $2.8M. The position accounts for 0.01% of the portfolio, ranked #1129.

MML Investors Services first reported a position in EQTY in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.99M in Q4 2025. 19 funds tracked by Wall St. Rank hold EQTY as of Q1 2026.

  • MML Investors Services held 110,104 shares of Kovitz Core Equity ETF worth $2.8M as of Q1 2026.
  • MML Investors Services sold 753 Kovitz Core Equity ETF shares in Q1 2026, an estimated $20.4K.
  • Kovitz Core Equity ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1129 holding.
  • MML Investors Services first reported a position in Kovitz Core Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • MML Investors Services's Kovitz Core Equity ETF position peaked at $2.99M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q1 2026.

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