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Compare Managers

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

Financial Engines Advisors L.L.C. ⇄ Mml Investors Services, Llc

60Shared positions
15.4%Name overlap (Jaccard)
15+Only Financial…
15+Only Mml Investors…

Shared holdings · Q2 2026

SecurityFinancial Engines… weightMml Investors… weight
SPYV State Street SPDR… 9.0% 0.2%
SPMB State Street SPDR… 7.8% 0.0%
SCHF Schwab International… 7.3% 0.2%
VUG Vanguard Morningstar… 5.9% 0.8%
IGIB iShares 5-10 Year… 6.5% 0.0%
SPDW State Street SPDR… 4.7% 0.3%
IVV iShares Core S&P 500 ETF 0.3% 4.3%
XT iShares Future… 4.3% 0.0%
VWO Vanguard FTSE Emerging… 3.7% 0.4%
SPYG State Street SPDR… 3.5% 0.3%
IWD iShares Russell 1000… 3.4% 0.2%
SCHM Schwab U.S. Mid-Cap ETF 3.4% 0.0%
SCHG Schwab U.S. Large-Cap… 2.4% 0.7%
SCHV Schwab U.S. Large-Cap… 2.9% 0.1%
SPTL State Street SPDR… 2.7% 0.0%
SCHK Schwab 1000 Index ETF 2.7% 0.0%
SCHH Schwab U.S. REIT ETF 2.5% 0.0%
LQD iShares iBoxx $… 2.2% 0.3%
SPTI State Street SPDR… 2.4% 0.0%
IJR iShares Core S&P… 1.9% 0.4%
SPSM State Street SPDR… 1.9% 0.0%
NVDA NVIDIA Corporation 0.1% 1.8%
AAPL Apple Inc. 0.1% 1.8%
IJH iShares Core S&P Mid-Cap… 1.1% 0.5%
IAGG iShares Core… 1.6% 0.0%
QQQ Invesco QQQ Trust, Series… 0.1% 1.4%
VEA Vanguard FTSE Developed… 0.0% 1.3%
SPYM State Street SPDR… 0.8% 0.6%
MSFT Microsoft Corporation 0.1% 1.2%
DYNF iShares U.S. Equity… 0.0% 1.3%
AMZN Amazon.com, Inc. 0.0% 1.2%
VOO Vanguard S&P 500 ETF 0.0% 1.2%
GOOGL Alphabet Inc. 0.1% 1.1%
IVW iShares S&P 500 Growth ETF 0.1% 1.1%
SPY State Street SPDR S&P 500… 0.1% 1.1%
IUSB iShares Core Universal… 0.0% 1.1%
IEMG iShares Core MSCI… 0.0% 1.0%
SCHE Schwab Emerging Markets… 1.0% 0.0%
IEFA iShares Core MSCI EAFE ETF 0.1% 0.9%
IEI iShares 3-7 Year Treasury… 0.9% 0.0%
IVE iShares S&P 500 Value ETF 0.1% 0.8%
VTV Vanguard Morningstar… 0.1% 0.6%
BAI iShares A.I. Innovation… 0.0% 0.7%
META Meta Platforms, Inc. 0.0% 0.6%
JPM JPMorgan Chase & Co. 0.0% 0.6%
MUB iShares National Muni… 0.1% 0.5%
AVGO Broadcom Inc. 0.0% 0.6%
BND Vanguard Total Bond… 0.1% 0.5%
VTI Vanguard Morningstar… 0.2% 0.4%
VNQ Vanguard Real Estate ETF 0.6% 0.0%
GOOG Alphabet Inc. 0.0% 0.6%
MTUM iShares MSCI USA Momentum… 0.0% 0.6%
NANR 0.6% 0.0%
DGRO iShares Core Dividend… 0.0% 0.5%
IWF iShares Russell 1000… 0.0% 0.5%
VCSH Vanguard Short-Term… 0.4% 0.1%
EFG iShares MSCI EAFE Growth… 0.0% 0.5%
SPEM State Street SPDR… 0.4% 0.1%
EFA iShares MSCI EAFE ETF 0.3% 0.2%
QUAL iShares MSCI USA Quality… 0.0% 0.4%

Distinctively Financial Engines…

KOMP State Street SPDR S&P… 3.6%
TECB 0.5%
CVMC 0.0%
VSAT Viasat, Inc. 0.0%
LEGR 0.0%
GRNB 0.0%
FDIG 0.0%
NBBK NB Bancorp, Inc.… 0.0%
BBSC JPMorgan BetaBuilders… 0.0%
MDU MDU Resources Group… 0.0%
IBLC 0.0%
YJUN 0.0%
CLPT 0.0%
NBTB NBT Bancorp Inc. 0.0%
VSDM 0.0%

Distinctively Mml Investors…

BDYN iShares Dynamic… 0.7%
FELG Fidelity Enhanced… 0.6%
CGDV Capital Group… 0.5%
CGGR Capital Group Growth… 0.4%
BDVL iShares Disciplined… 0.4%
JEPI JPMorgan Equity… 0.4%
BLCR iShares Large Cap… 0.4%
JIRE JPMorgan… 0.3%
CGUS Capital Group Core… 0.3%
THRO iShares U.S. Thematic… 0.3%
CGGO Capital Group Global… 0.3%
IDEF iShares Defense… 0.3%
CORO iShares International… 0.3%
BUFR FT Vest Laddered… 0.3%
RDVY First Trust Rising… 0.3%
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