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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Cetera Investment Advisers ⇄ Mml Investors Services, Llc

60Shared positions
58.3%Name overlap (Jaccard)
15+Only Cetera…
15+Only Mml Investors…

Shared holdings · Q2 2026

SecurityCetera Investment… weightMml Investors… weight
IVV iShares Core S&P 500 ETF 3.2% 4.3%
AAPL Apple Inc. 1.9% 1.8%
NVDA NVIDIA Corporation 1.8% 1.8%
QQQ Invesco QQQ Trust, Series… 1.5% 1.4%
VOO Vanguard S&P 500 ETF 1.4% 1.2%
SPY State Street SPDR S&P 500… 1.3% 1.1%
MSFT Microsoft Corporation 1.0% 1.2%
VTV Vanguard Morningstar… 1.6% 0.6%
AMZN Amazon.com, Inc. 1.0% 1.2%
VUG Vanguard Morningstar… 1.1% 0.8%
IEFA iShares Core MSCI EAFE ETF 1.0% 0.9%
VEA Vanguard FTSE Developed… 0.5% 1.3%
GOOGL Alphabet Inc. 0.7% 1.1%
DYNF iShares U.S. Equity… 0.5% 1.3%
IVW iShares S&P 500 Growth ETF 0.6% 1.1%
AGG iShares Core U.S.… 1.4% 0.3%
IUSB iShares Core Universal… 0.6% 1.1%
IEMG iShares Core MSCI… 0.6% 1.0%
VTI Vanguard Morningstar… 1.2% 0.4%
IVE iShares S&P 500 Value ETF 0.6% 0.8%
SCHG Schwab U.S. Large-Cap… 0.6% 0.7%
CGDV Capital Group Dividend… 0.8% 0.5%
AVGO Broadcom Inc. 0.6% 0.6%
IWF iShares Russell 1000… 0.7% 0.5%
VONG Vanguard Russell 1000… 1.1% 0.1%
SCHD Schwab U.S. Dividend… 0.7% 0.4%
GOOG Alphabet Inc. 0.5% 0.6%
WT WisdomTree, Inc. 0.8% 0.3%
JPM JPMorgan Chase & Co. 0.4% 0.6%
QQQM Invesco NASDAQ 100 ETF 0.7% 0.4%
META Meta Platforms, Inc. 0.4% 0.6%
BND Vanguard Total Bond… 0.5% 0.5%
SPYM State Street SPDR… 0.4% 0.6%
BAI iShares A.I. Innovation… 0.2% 0.7%
MUB iShares National Muni… 0.4% 0.5%
CGGR Capital Group Growth ETF 0.5% 0.4%
LLY Eli Lilly and Company 0.4% 0.4%
BRK-B Berkshire Hathaway Inc. 0.5% 0.4%
BDYN iShares Dynamic Equity… 0.1% 0.7%
MU Micron Technology, Inc. 0.5% 0.3%
IJH iShares Core S&P Mid-Cap… 0.3% 0.5%
IJR iShares Core S&P… 0.4% 0.4%
MTUM iShares MSCI USA Momentum… 0.2% 0.6%
TSM Taiwan Semiconductor… 0.3% 0.4%
DGRO iShares Core Dividend… 0.2% 0.5%
EFG iShares MSCI EAFE Growth… 0.3% 0.5%
AMD Advanced Micro Devices… 0.5% 0.3%
BUFR FT Vest Laddered Buffer… 0.5% 0.3%
TSLA Tesla, Inc. 0.4% 0.4%
JEPI JPMorgan Equity Premium… 0.4% 0.4%
XLK State Street Technology… 0.3% 0.4%
VXUS Vanguard Total… 0.5% 0.2%
VWO Vanguard FTSE Emerging… 0.3% 0.4%
FELG Fidelity Enhanced Large… 0.1% 0.6%
SMH VanEck Semiconductor ETF 0.3% 0.4%
SPYG State Street SPDR… 0.4% 0.3%
VO Vanguard Morningstar… 0.4% 0.3%
CGGO Capital Group Global… 0.3% 0.3%
QUAL iShares MSCI USA Quality… 0.2% 0.4%
VB Vanguard Morningstar… 0.3% 0.3%

Distinctively Cetera Investment…

BRIE 0.1%
KYN 0.0%
BENJ 0.0%
DWLD 0.0%
QQH 0.0%
CFO 0.0%
XIJN 0.0%
LGH 0.0%
JHCB 0.0%
TOUS 0.0%
FRMI Fermi Inc. Common… 0.0%
SECT Main Sector Rotation… 0.0%
ACYN 0.0%
JMHI 0.0%
JHML 0.0%

Distinctively Mml Investors…

MTBA 0.2%
QLTY 0.1%
BKDV BNY Mellon Dynamic… 0.0%
GVAL 0.0%
MRX Marex Group Limited 0.0%
GXPC 0.0%
CLOI 0.0%
FTRB 0.0%
MIG 0.0%
RUNN 0.0%
TDI 0.0%
RSST 0.0%
FSCC 0.0%
DBND 0.0%
DFTT 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology