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Compare Managers

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

Mml Investors Services, Llc ⇄ LPL Financial LLC

60Shared positions
51.2%Name overlap (Jaccard)
15+Only Mml Investors…
15+Only LPL Financial…

Shared holdings · Q2 2026

SecurityMml Investors… weightLPL Financial LLC weight
IVV iShares Core S&P 500 ETF 4.3% 2.5%
AAPL Apple Inc. 1.8% 1.6%
NVDA NVIDIA Corporation 1.8% 1.5%
QQQ Invesco QQQ Trust, Series… 1.4% 1.8%
SPY State Street SPDR S&P 500… 1.1% 1.7%
VOO Vanguard S&P 500 ETF 1.2% 1.0%
MSFT Microsoft Corporation 1.2% 0.9%
AMZN Amazon.com, Inc. 1.2% 0.9%
DYNF iShares U.S. Equity… 1.3% 0.7%
IEFA iShares Core MSCI EAFE ETF 0.9% 1.0%
IEMG iShares Core MSCI… 1.0% 0.9%
GOOGL Alphabet Inc. 1.1% 0.7%
SPYM State Street SPDR… 0.6% 1.3%
VEA Vanguard FTSE Developed… 1.3% 0.5%
IVW iShares S&P 500 Growth ETF 1.1% 0.7%
IUSB iShares Core Universal… 1.1% 0.6%
VUG Vanguard Morningstar… 0.8% 0.6%
SPYG State Street SPDR… 0.3% 1.1%
CGDV Capital Group Dividend… 0.5% 0.9%
IVE iShares S&P 500 Value ETF 0.8% 0.5%
VTI Vanguard Morningstar… 0.4% 0.9%
AVGO Broadcom Inc. 0.6% 0.6%
QQQM Invesco NASDAQ 100 ETF 0.4% 0.8%
GOVT iShares U.S. Treasury… 0.4% 0.8%
VTV Vanguard Morningstar… 0.6% 0.6%
WT WisdomTree, Inc. 0.3% 0.9%
QUAL iShares MSCI USA Quality… 0.4% 0.7%
XLK State Street Technology… 0.4% 0.7%
GOOG Alphabet Inc. 0.6% 0.5%
META Meta Platforms, Inc. 0.6% 0.4%
SCHG Schwab U.S. Large-Cap… 0.7% 0.3%
CGGR Capital Group Growth ETF 0.4% 0.6%
JPM JPMorgan Chase & Co. 0.6% 0.4%
BAI iShares A.I. Innovation… 0.7% 0.3%
IJR iShares Core S&P… 0.4% 0.5%
IJH iShares Core S&P Mid-Cap… 0.5% 0.4%
IWF iShares Russell 1000… 0.5% 0.4%
MBB iShares MBS ETF 0.3% 0.6%
RDVY First Trust Rising… 0.3% 0.6%
SPYV State Street SPDR… 0.2% 0.7%
DGRO iShares Core Dividend… 0.5% 0.4%
MTUM iShares MSCI USA Momentum… 0.6% 0.3%
MUB iShares National Muni… 0.5% 0.3%
BDYN iShares Dynamic Equity… 0.7% 0.1%
BND Vanguard Total Bond… 0.5% 0.3%
SMH VanEck Semiconductor ETF 0.4% 0.4%
SPDW State Street SPDR… 0.3% 0.4%
LLY Eli Lilly and Company 0.4% 0.3%
BRK-B Berkshire Hathaway Inc. 0.4% 0.4%
EFG iShares MSCI EAFE Growth… 0.5% 0.2%
VONV Vanguard Russell 1000… 0.1% 0.6%
MU Micron Technology, Inc. 0.3% 0.4%
TSLA Tesla, Inc. 0.4% 0.3%
FELG Fidelity Enhanced Large… 0.6% 0.0%
IUSG iShares Core S&P U.S.… 0.1% 0.6%
SCHD Schwab U.S. Dividend… 0.4% 0.2%
TSM Taiwan Semiconductor… 0.4% 0.2%
BUFR FT Vest Laddered Buffer… 0.3% 0.4%
VIG Vanguard Dividend… 0.3% 0.4%
AGG iShares Core U.S.… 0.3% 0.3%

Distinctively Mml Investors…

MIG 0.0%
RSST 0.0%
DFTT 0.0%
BUXX 0.0%
CTAP 0.0%
DDFD 0.0%
YMAG 0.0%
QDTE 0.0%
HYBI 0.0%
BILT 0.0%
STCE 0.0%
DECU 0.0%
PAYR 0.0%
EETH 0.0%
IDYN 0.0%

Distinctively LPL Financial LLC

SECT Main Sector Rotation… 0.1%
BUYW 0.1%
TGRT 0.1%
HYTR 0.1%
SPGM 0.0%
TVAL 0.0%
INCM 0.0%
MFSV 0.0%
EMEQ 0.0%
LRGG 0.0%
WINN 0.0%
FRWD 0.0%
TAGG 0.0%
JSI 0.0%
ECON 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