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Compare Managers

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

Northwestern Mutual Wealth Management Co ⇄ Mml Investors Services, Llc

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

Shared holdings · Q2 2026

SecurityNorthwestern Mutual… weightMml Investors… weight
IVV iShares Core S&P 500 ETF 14.0% 4.3%
BND Vanguard Total Bond… 5.5% 0.5%
IJH iShares Core S&P Mid-Cap… 5.5% 0.5%
SCHF Schwab International… 4.6% 0.2%
IJR iShares Core S&P… 3.5% 0.4%
VEA Vanguard FTSE Developed… 2.5% 1.3%
SPY State Street SPDR S&P 500… 2.5% 1.1%
RSP Invesco S&P 500 Equal… 3.2% 0.3%
VWO Vanguard FTSE Emerging… 2.5% 0.4%
IEFA iShares Core MSCI EAFE ETF 1.9% 0.9%
FBND Fidelity Total Bond ETF 2.5% 0.2%
QQQ Invesco QQQ Trust, Series… 1.2% 1.4%
NVDA NVIDIA Corporation 0.6% 1.8%
VOO Vanguard S&P 500 ETF 1.2% 1.2%
AAPL Apple Inc. 0.6% 1.8%
IEMG iShares Core MSCI… 0.9% 1.0%
IUSB iShares Core Universal… 0.8% 1.1%
TLT iShares 20+ Year Treasury… 1.8% 0.1%
DYNF iShares U.S. Equity… 0.6% 1.3%
MSFT Microsoft Corporation 0.5% 1.2%
IQLT iShares MSCI Intl Quality… 1.6% 0.1%
AMZN Amazon.com, Inc. 0.5% 1.2%
AVLV Avantis U.S. Large Cap… 1.6% 0.1%
GOOGL Alphabet Inc. 0.4% 1.1%
VUG Vanguard Morningstar… 0.5% 0.8%
VO Vanguard Morningstar… 1.0% 0.3%
IVW iShares S&P 500 Growth ETF 0.1% 1.1%
VTV Vanguard Morningstar… 0.6% 0.6%
VTEB Vanguard Tax-Exempt Bond… 1.0% 0.1%
CGDV Capital Group Dividend… 0.6% 0.5%
MUB iShares National Muni… 0.5% 0.5%
QQQM Invesco NASDAQ 100 ETF 0.6% 0.4%
DFIV Dimensional -… 1.0% 0.1%
AGG iShares Core U.S.… 0.7% 0.3%
SCHG Schwab U.S. Large-Cap… 0.2% 0.7%
VNQ Vanguard Real Estate ETF 0.9% 0.0%
AVGO Broadcom Inc. 0.2% 0.6%
META Meta Platforms, Inc. 0.2% 0.6%
JPM JPMorgan Chase & Co. 0.2% 0.6%
SPYM State Street SPDR… 0.3% 0.6%
IVE iShares S&P 500 Value ETF 0.0% 0.8%
BAI iShares A.I. Innovation… 0.1% 0.7%
GOOG Alphabet Inc. 0.2% 0.6%
BDYN iShares Dynamic Equity… 0.0% 0.7%
VB Vanguard Morningstar… 0.5% 0.3%
CGGR Capital Group Growth ETF 0.3% 0.4%
VV Vanguard Morningstar… 0.5% 0.2%
AVEM Avantis Emerging Markets… 0.3% 0.4%
IWF iShares Russell 1000… 0.2% 0.5%
SCHD Schwab U.S. Dividend… 0.2% 0.4%
FELG Fidelity Enhanced Large… 0.0% 0.6%
MTUM iShares MSCI USA Momentum… 0.1% 0.6%
BIV Vanguard… 0.5% 0.1%
QUAL iShares MSCI USA Quality… 0.2% 0.4%
SCHX Schwab U.S. Large-Cap ETF 0.6% 0.0%
SCHH Schwab U.S. REIT ETF 0.6% 0.0%
DGRO iShares Core Dividend… 0.1% 0.5%
LLY Eli Lilly and Company 0.2% 0.4%
TSM Taiwan Semiconductor… 0.1% 0.4%
SMH VanEck Semiconductor ETF 0.2% 0.4%

Distinctively Northwestern Mutual…

HTRB Hartford Total Return… 0.0%
BCTK 0.0%
UBND 0.0%
ILOW Alliance Bernstein -… 0.0%
NBCM 0.0%
IBHI 0.0%
IBHH 0.0%
GSEW 0.0%
CSRE 0.0%
PWRD TCW Transform Systems… 0.0%
FENY 0.0%
EUSA iShares MSCI USA… 0.0%
CDC 0.0%
CFA 0.0%
CDL 0.0%

Distinctively Mml Investors…

BFLX 0.2%
REVS 0.1%
IDGT 0.1%
APUE ActivePassive U.S.… 0.1%
BUFQ 0.1%
BKDV BNY Mellon Dynamic… 0.0%
APIE 0.0%
OBIL 0.0%
UDIV 0.0%
PFFA 0.0%
APCB 0.0%
FJUL 0.0%
FTRB 0.0%
SCHQ 0.0%
FJAN 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