Institutional Fund
Meeder Advisory Services, Inc.
Dublin, OHCIK 17921675 filings on record
Portfolio Value
$2.39B
Q1 2026
Holdings
690
Reported positions
New Buys
71
Opened this quarter
QoQ Change
+2.6%
from $2.33B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F8.9%
- Ishares Tr6.0%
- Nvidia Corporation4.4%
- Ishares Inc4.3%
- Apple Inc4.0%
- New York Life Invts Active E3.0%
- Other69.3%
Portfolio Holdings
690 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 4.26M | $213.08M | 8.9% | +1.04M | Added |
| 2 | Ishares Tr | 1.59M | $143.97M | 6.0% | +137.1K | Added |
| 3 | Nvidia Corporation | 602.2K | $105.03M | 4.4% | +1.2K | Added |
| 4 | Ishares Inc | 1.49M | $103.60M | 4.3% | +101.3K | Added |
| 5 | Apple Inc | 381.2K | $96.75M | 4.0% | +5.8K | Added |
| 6 | New York Life Invts Active E | 2.94M | $70.98M | 3.0% | +683.9K | Added |
| 7 | Microsoft Corp | 161.7K | $59.84M | 2.5% | −12.9K | Reduced |
| 8 | Franklin Templeton ETF Tr | 2.37M | $58.65M | 2.5% | +473.0K | Added |
| 9 | Vanguard Tax-Managed Fds | 885.2K | $56.72M | 2.4% | −47.8K | Reduced |
| 10 | Amazon Com Inc | 210.9K | $43.93M | 1.8% | +5.6K | Added |
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