MML INVESTORS SERVICES, LLC ICAP — SERIES PORTFOLIOS TR

Ownership history in MML INVESTORS SERVICES, LLC  ·  8 quarters on record

AI Ownership Summary

MML INVESTORS SERVICES, LLC reported SERIES PORTFOLIOS TR (ICAP) in 8 quarterly 13F filings from 2026 Q2 through 2026 Q2. The latest visible filing shows ICAP 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ICAP 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 SERIES PORTFOLIOS 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 ICAP — position size vs. price
% of Fund (quarterly)    ICAP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 71.1% -0.4% ✅ 22,341 -55,067 -71.1% 0.00% $627K 2026-08-07 $28.94
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MML INVESTORS SERVICES, LLC and ICAP

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 ICAP?

MML INVESTORS SERVICES, LLC reported ICAP across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

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

The largest reported portfolio weight for ICAP was 0.00% in 2026 Q2.

What is the latest reported ICAP position on this page?

The most recent filing on this page is 2026 Q2, when MML INVESTORS SERVICES, LLC reported 22,341 shares, equal to 0.00% of portfolio, with an estimated market value of $627K.

What does the chart on this ICAP ownership page compare?

The chart compares MML INVESTORS SERVICES, LLC's quarterly ICAP 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 ICAP position?

Based on 13F filing dates vs. subsequent ICAP price moves, MML INVESTORS SERVICES, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on ICAP relative to SPY over the holding period was -15.7%.

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