MML Investors Services’s iShares Bitcoin Trust IBIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.6M	Buy	798,095 +167,206	+27%	+$6.8M	0.05%	327
2026 Q1	$24.2M	Buy	630,889 +45,771	+8%	+$1.98M	0.07%	285
2025 Q4	$29.1M	Buy	585,118 +126,717	+28%	+$7.2M	0.07%	267
2025 Q3	$29.8M	Buy	458,401 +127,223	+38%	+$8.28M	0.08%	238
2025 Q2	$20.3M	Buy	331,178 +103,676	+46%	+$5.81M	0.06%	320
2025 Q1	$10.6M	Buy	227,502 +144,035	+173%	+$7.63M	0.04%	446
2024 Q4	$4.43M	Buy	+83,467	New	+$3.94M	0.02%	762

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

PAMS

Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

MML Investors Services increased its iShares Bitcoin Trust (IBIT) stake by 27% in Q2 2026, buying an estimated $6.8M and bringing the position to 798,095 shares worth $26.6M. The position accounts for 0.05% of the portfolio, ranked #327.

MML Investors Services first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.8M in Q3 2025. 933 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

MML Investors Services held 798,095 shares of iShares Bitcoin Trust worth $26.6M as of Q2 2026.
MML Investors Services bought 167,206 iShares Bitcoin Trust shares in Q2 2026, an estimated $6.8M.
iShares Bitcoin Trust made up 0.05% of MML Investors Services's portfolio in Q2 2026, its #327 holding.
MML Investors Services first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
MML Investors Services's iShares Bitcoin Trust position peaked at $29.8M in Q3 2025.
933 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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