MML INVESTORS SERVICES, LLC QLC — FLEXSHARES TR

Ownership history in MML INVESTORS SERVICES, LLC  ·  21 quarters on record

AI Ownership Summary

MML INVESTORS SERVICES, LLC reported FLEXSHARES TR (QLC) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows QLC at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MML INVESTORS SERVICES, LLC's position in FLEXSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QLC was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QLC stock page MML INVESTORS SERVICES, LLC fund profile MML INVESTORS SERVICES, LLC full holdings
How MML INVESTORS SERVICES, LLC held QLC — position size vs. price
% of Fund (quarterly)    QLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 349,405 +158,452 +83.0% 0.08% $27.3M 2026-05-04 $85.45
2025 Q4 ADDED — — — 190,953 +12,486 +7.0% 0.04% $15.5M 2026-02-13 $81.19
2025 Q3 ADDED — — — 178,467 +17,711 +11.0% 0.04% $13.9M 2025-11-14 $78.47
2025 Q2 REDUCED — — — 160,756 -4,765 -2.9% 0.03% $11.4M 2025-08-14 $73.93
2025 Q1 ADDED — — — 165,521 +12,957 +8.5% 0.04% $10.6M 2025-05-14 $66.58
2024 Q4 ADDED — — — 152,564 +20,172 +15.2% 0.03% $10.1M 2025-02-13 $68.54
2024 Q3 REDUCED 6.2% +2.9% ❌ 132,392 -8,785 -6.2% 0.03% $8.6M 2024-11-15 $65.46
2024 Q2 ADDED — — — 141,177 +15,246 +12.1% 0.04% $8.7M 2024-08-14 $60.63
2024 Q1 REDUCED — — — 125,931 -1,026 -0.8% 0.03% $7.4M 2024-05-14 $57.84
2023 Q4 ADDED — — — 126,957 +25,248 +24.8% 0.03% $6.7M 2024-02-14 $54.26
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding QLC

As of 2026 Q1 — sorted by position size

Fiduciary Planning LLC 3Y 2.48% Advantage Trust Co 1.33% Herold Advisors, Inc. 3Y 0.97% VestGen Investment Management 3Y 7Y 0.51% EJMK Ventures LLC 0.48% Stratos Investment Management, LLC 3Y 0.31% VICTORY FINANCIAL GROUP, LLC 0.12% Baer Investment Advisory LLC 0.12% Empirical Asset Management, LLC 3Y 0.12% UPTICK PARTNERS, LLC 0.12%

FAQ About MML INVESTORS SERVICES, LLC and QLC

These are the practical questions this page is built to answer before you even open the full history table.

How long has MML INVESTORS SERVICES, LLC reported owning QLC?

MML INVESTORS SERVICES, LLC reported QLC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported QLC position in MML INVESTORS SERVICES, LLC's portfolio?

The largest reported portfolio weight for QLC was 0.08% in 2026 Q1.

What is the latest reported QLC position on this page?

The most recent filing on this page is 2026 Q1, when MML INVESTORS SERVICES, LLC reported 349,405 shares, equal to 0.08% of portfolio, with an estimated market value of $27.3M.

What does the chart on this QLC ownership page compare?

The chart compares MML INVESTORS SERVICES, LLC's quarterly QLC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MML INVESTORS SERVICES, LLC time their QLC position?

Based on 13F filing dates vs. subsequent QLC price moves, MML INVESTORS SERVICES, LLC correctly timed 14 out of 20 reported position changes (70%). The annualised alpha on QLC relative to SPY over the holding period was +1.3%.

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