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 Q2	$3.08M	Hold	110,104	–	–	0.01%	1268
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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

MML Investors Services's EQTY Position: Q2 2026 in Review

MML Investors Services held its Kovitz Core Equity ETF (EQTY) position steady in Q2 2026 at 110,104 shares worth $3.08M. The position accounts for 0.01% of the portfolio, ranked #1268.

MML Investors Services first reported a position in EQTY in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold EQTY as of Q2 2026.

MML Investors Services held 110,104 shares of Kovitz Core Equity ETF worth $3.08M as of Q2 2026.
MML Investors Services left its Kovitz Core Equity ETF share count unchanged in Q2 2026.
Kovitz Core Equity ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1268 holding.
MML Investors Services first reported a position in Kovitz Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
23 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.