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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 ⇄ Truist Financial Corp

60Shared positions
59.8%Name overlap (Jaccard)
15+Only Mml Investors…
15+Only Truist…

Shared holdings · Q2 2026

SecurityMml Investors… weightTruist Financial… weight
IVV iShares Core S&P 500 ETF 4.3% 6.4%
NVDA NVIDIA Corporation 1.8% 2.4%
AAPL Apple Inc. 1.8% 2.4%
SPY State Street SPDR S&P 500… 1.1% 2.7%
MSFT Microsoft Corporation 1.2% 1.9%
IEFA iShares Core MSCI EAFE ETF 0.9% 1.9%
VOO Vanguard S&P 500 ETF 1.2% 1.4%
IEMG iShares Core MSCI… 1.0% 1.5%
GOVT iShares U.S. Treasury… 0.4% 2.1%
AMZN Amazon.com, Inc. 1.2% 1.2%
QQQ Invesco QQQ Trust, Series… 1.4% 0.9%
GOOGL Alphabet Inc. 1.1% 1.1%
GOOG Alphabet Inc. 0.6% 1.6%
AVGO Broadcom Inc. 0.6% 1.3%
JPM JPMorgan Chase & Co. 0.6% 1.2%
IWF iShares Russell 1000… 0.5% 1.2%
VEA Vanguard FTSE Developed… 1.3% 0.4%
XLK State Street Technology… 0.4% 1.1%
IJH iShares Core S&P Mid-Cap… 0.5% 1.0%
KO The Coca-Cola Company 0.1% 1.4%
VUG Vanguard Morningstar… 0.8% 0.7%
IJR iShares Core S&P… 0.4% 1.0%
DYNF iShares U.S. Equity… 1.3% 0.1%
IVW iShares S&P 500 Growth ETF 1.1% 0.2%
META Meta Platforms, Inc. 0.6% 0.6%
VTV Vanguard Morningstar… 0.6% 0.6%
IUSB iShares Core Universal… 1.1% 0.1%
AGG iShares Core U.S.… 0.3% 0.9%
ABBV AbbVie Inc. 0.3% 0.8%
XLF State Street Financial… 0.4% 0.7%
LRCX Lam Research Corporation 0.1% 0.9%
LLY Eli Lilly and Company 0.4% 0.6%
V Visa Inc. 0.3% 0.6%
MBB iShares MBS ETF 0.3% 0.6%
RSP Invesco S&P 500 Equal… 0.3% 0.7%
CSCO Cisco Systems, Inc. 0.3% 0.7%
KLAC KLA Corporation 0.1% 0.8%
IVE iShares S&P 500 Value ETF 0.8% 0.1%
SCHG Schwab U.S. Large-Cap… 0.7% 0.1%
JNJ Johnson & Johnson 0.2% 0.7%
PM Philip Morris… 0.2% 0.6%
WMT Walmart Inc. 0.3% 0.5%
DGRO iShares Core Dividend… 0.5% 0.3%
TSM Taiwan Semiconductor… 0.4% 0.3%
IWD iShares Russell 1000… 0.2% 0.6%
TSLA Tesla, Inc. 0.4% 0.4%
BND Vanguard Total Bond… 0.5% 0.3%
VTI Vanguard Morningstar… 0.4% 0.4%
EFA iShares MSCI EAFE ETF 0.2% 0.6%
RTX RTX Corporation 0.2% 0.5%
ADI Analog Devices, Inc. 0.1% 0.6%
BAI iShares A.I. Innovation… 0.7% 0.0%
BRK-B Berkshire Hathaway Inc. 0.4% 0.4%
SPYG State Street SPDR… 0.3% 0.4%
FELG Fidelity Enhanced Large… 0.6% 0.0%
MUB iShares National Muni… 0.5% 0.1%
HD The Home Depot, Inc. 0.2% 0.4%
MTUM iShares MSCI USA Momentum… 0.6% 0.1%
USIG iShares Broad USD… 0.0% 0.6%
CGDV Capital Group Dividend… 0.5% 0.1%

Distinctively Mml Investors…

BDYN iShares Dynamic… 0.7%
BDVL iShares Disciplined… 0.4%
BFLX 0.2%
LMUB iShares Long-Term… 0.2%
JPEF 0.1%
REVS 0.1%
QLC FlexShares US Quality… 0.1%
SCHR Schwab… 0.1%
BBUS JPMorgan BetaBuilders… 0.1%
IGEB 0.1%
LVHI Franklin… 0.0%
IBTK 0.0%
GVAL 0.0%
EEMS 0.0%
APIE 0.0%

Distinctively Truist Financial Corp

LQDT Liquidity Services… 0.1%
COKE Coca-Cola… 0.1%
MODL 0.1%
UBND 0.0%
EMEQ 0.0%
MGOV 0.0%
VSDM 0.0%
UAMY United States… 0.0%
ONT Onterris, Inc. 0.0%
AVNM 0.0%
BINV 0.0%
RPV Invesco S&P 500 Pure… 0.0%
VGUS 0.0%
ERIE Erie Indemnity Company 0.0%
SEIM SEI QiM U.S. Large… 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