SWP β€” MANAGER DIRECTED PORTFOLIOS

Ownership history in MML INVESTORS SERVICES, LLC  Β·  1 quarter on record

AI Ownership Summary

MML INVESTORS SERVICES, LLC reported MANAGER DIRECTED PORTFOLIOS (SWP) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. The latest visible filing shows SWP at 0.00% 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.

What this SWP 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 MANAGER DIRECTED PORTFOLIOS, 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
2025 Q4

SWP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 Q4

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.

How MML INVESTORS SERVICES, LLC held SWP β€” position size vs. price
% of Fund (quarterly)    SWP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 22,906 β€” β€” 0.00% $636K 2026-02-14 (Est.) $28.24

🏒 Other funds also holding SWP

As of 2025 Q4 β€” sorted by position size

BRIAN LOW FINANCIAL GROUP, LLC 12.95% JANE STREET GROUP, LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About MML INVESTORS SERVICES, LLC and SWP

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 SWP?

MML INVESTORS SERVICES, LLC reported SWP across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

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

The largest reported portfolio weight for SWP was 0.00% in 2025 Q4.

What is the latest reported SWP position on this page?

The most recent filing on this page is 2025 Q4, when MML INVESTORS SERVICES, LLC reported 22,906 shares, equal to 0.00% of portfolio, with an estimated market value of $636K.

What does the chart on this SWP ownership page compare?

The chart compares MML INVESTORS SERVICES, LLC's quarterly SWP 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.

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