Meeder Advisory Services, Inc.

CIK 1792167 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $2.4B
every reported holding for this filer and quarter, including ones with no disclosed value: 690
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 71
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 43

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: MUNICIPAL ETF · position key `sid:sec:prov:88cde289eea317fd1ce748f7b69ce026` · issuer key `iss:2408`	ADD	+$50.6M	+1,044,894	$162M	$213M	3,217,485	4,262,379
—	share class as filed: CORE MSCI EAFE · position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F`	ADD	+$14.0M	+137,123	$130M	$144M	1,453,131	1,590,254
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	ADD	−$7.1M	+1,229	$112M	$105M	601,005	602,234
—	share class as filed: CORE MSCI EMKT · position key `pos:13905` · issuer key `iss:1016`	ADD	+$10.6M	+101,257	$93.0M	$104M	1,384,026	1,485,283
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	ADD	−$5.3M	+5,750	$102M	$96.7M	375,468	381,218
—	share class as filed: NYLI MACKAY MUN · position key `sid:sec:prov:042311a990478d818add7f68883b88aa` · issuer key `cusip6:45409F`	ADD	+$16.0M	+683,938	$55.0M	$71.0M	2,260,794	2,944,732
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	TRIM	−$24.6M	−12,935	$84.4M	$59.8M	174,591	161,656
—	share class as filed: FRANKLIN DYN MUN · position key `sid:sec:prov:c96e78968733e4090e2e3269c081f6f7` · issuer key `cusip6:35473P`	ADD	+$11.6M	+473,020	$47.1M	$58.7M	1,892,928	2,365,948
—	share class as filed: VAN FTSE DEV MKT · position key `pos:17409` · issuer key `iss:2478`	TRIM	−$1.6M	−47,781	$58.3M	$56.7M	932,957	885,176
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	ADD	−$3.5M	+5,648	$47.4M	$43.9M	205,263	210,911
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL A · position key `pos:15142` · issuer key `iss:89`	ADD	+$119K	+11,635	$39.7M	$39.8M	126,850	138,485
—	share class as filed: 0-3 MNTH TREASRY · position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `iss:2406`	ADD	+$11.5M	+113,809	$25.6M	$37.1M	255,232	369,041
—	share class as filed: CORE INTERMEDIAT · position key `sid:sec:prov:5c2c289784902facb54429218a885d8b` · issuer key `cusip6:92647N`	ADD	+$1.4M	+35,071	$34.9M	$36.3M	736,257	771,328
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12827` · issuer key `iss:323`	ADD	−$4.0M	+662	$39.7M	$35.7M	114,578	115,240
—	share class as filed: CORE BD ETF · position key `sid:sec:prov:cd00bbf7501bf664eae5ffb7d6564412` · issuer key `cusip6:922020`	ADD	+$1.4M	+21,012	$33.7M	$35.1M	432,071	453,083
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:8eb35ebc152e2250618fad852c7a297e` · issuer key `cusip6:78463X`	TRIM	−$389K	−29,720	$34.6M	$34.3M	780,026	750,306
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL C · position key `pos:17821` · issuer key `iss:89`	ADD	−$2.3M	+2,659	$35.9M	$33.6M	114,349	117,008
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11390` · issuer key `iss:720`	ADD	−$2.7M	+2,741	$31.8M	$29.1M	48,202	50,943
—	share class as filed: MUNI HI INCM ETF · position key `sid:sec:prov:9b30353380f403282b3a8576664d58d0` · issuer key `cusip6:33739P`	ADD	+$2.4M	+53,886	$23.4M	$25.8M	488,345	542,231
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18039` · issuer key `iss:1025`	TRIM	−$2.4M	−485	$26.1M	$23.7M	80,920	80,435

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 11

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14171` · issuer key `iss:1813`	NO CHANGE	−$194K	$1.5M	$1.3M	1,144	1,144
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11020` · issuer key `iss:255`	NO CHANGE	−$36.7K	$755K	$718K	1	1
—	share class as filed: US LARGECAP DIVD · position key `pos:17905` · issuer key `iss:1981`	NO CHANGE	+$5.9K	$415K	$421K	4,710	4,710
—	share class as filed: XTRACK MSCI EAFE · position key `sid:sec:prov:1d6e641966ead8546e2027abeb23716c` · issuer key `cusip6:233051`	NO CHANGE	+$10.7K	$397K	$408K	8,262	8,262
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16386` · issuer key `iss:1178`	NO CHANGE	−$21.7K	$428K	$406K	11,794	11,794
—	share class as filed: COMM SRVC ETF · position key `sid:sec:prov:c8e45de6b263686115eaf9d9b99abe85` · issuer key `iss:2481`	NO CHANGE	−$26.7K	$375K	$348K	1,937	1,937
—	share class as filed: COM · position key `sid:sec:prov:488dfc3b9f2a70e097922ba25872b381` · issuer key `cusip6:58844R`	NO CHANGE	+$66.4K	$255K	$322K	7,500	7,500
—	share class as filed: FRANKLIN NEW JER · position key `sid:sec:prov:00a25f4a84847354c011dafcd8898293` · issuer key `cusip6:746729`	NO CHANGE	−$1.4K	$242K	$241K	27,655	27,655
—	share class as filed: COM · position key `sid:sec:prov:3e664a70f37f6f6ca2402e9fab2d5e40` · issuer key `cusip6:27828S`	NO CHANGE	−$29.7K	$230K	$200K	9,957	9,957
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM CL C · position key `pos:10723` · issuer key `iss:2163`	NO CHANGE	+$7.6K	$121K	$129K	10,994	10,994
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM NEW · position key `pos:12066` · issuer key `iss:1464`	NO CHANGE	+$3.6K	$24.5K	$28.1K	12,414	12,414

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

654 issuers · 690 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

J P MORGAN EXCHANGE TRADED F

2 positions · 2 reported rows

Rows Meeder Advisory Services, Inc. reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · MUNICIPAL ETF CUSIP 46641Q647 src ↗	$213M	4,262,379
J P MORGAN EXCHANGE TRADED F · INCOME ETF CUSIP 46641Q159 src ↗	$773K	16,775

ticker not yet mapped

$214M

4,279,154

8.9%

—

ISHARES TR

2 positions · 2 reported rows

Rows Meeder Advisory Services, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$144M	1,590,254
ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 src ↗	$241K	1,005

ticker not yet mapped

$144M

1,591,259

6.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$105M

602,234

4.4%

—

ISHARES INC · CORE MSCI EMKT CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$104M

1,485,283

4.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$96.7M

381,218

4.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Meeder Advisory Services, Inc. reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$39.8M	138,485
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$33.6M	117,008

$73.4M

255,493

3.1%

—

NEW YORK LIFE INVTS ACTIVE E · NYLI MACKAY MUN CUSIP 45409F827
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$71.0M

2,944,732

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$59.8M

161,656

2.5%

—

FRANKLIN TEMPLETON ETF TR · FRANKLIN DYN MUN CUSIP 35473P868
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$58.7M

2,365,948

2.5%

—

SPDR INDEX SHS FDS

2 positions · 2 reported rows

Rows Meeder Advisory Services, Inc. reported for SPDR INDEX SHS FDS, as it reported them
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X889 src ↗	$34.3M	750,306
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X509 src ↗	$22.8M	486,722

ticker not yet mapped

$57.1M

1,237,028

2.4%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$56.7M

885,176

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$43.9M

210,911

1.8%

—

ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$37.1M

369,041

1.6%

—

VICTORY PORTFOLIOS II · CORE INTERMEDIAT CUSIP 92647N527
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$36.3M

771,328

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$35.7M

115,240

1.5%

—

VANGUARD MALVERN FDS · CORE BD ETF CUSIP 922020748
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$35.1M

453,083

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$29.1M

50,943

1.2%

—

ISHARES TR

5 positions · 5 reported rows

Rows Meeder Advisory Services, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · INTL SEL DIV ETF CUSIP — src ↗	$14.7M	344,603
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$10.5M	94,053
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$1.4M	27,571
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$278K	3,733
ISHARES TR · MRGSTR MD CP GRW CUSIP — src ↗	$275K	3,487

ticker not yet mapped

$27.1M

473,447

1.1%

—

FIRST TR EXCH TRADED FD III · MUNI HI INCM ETF CUSIP 33739P301
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$25.8M

542,231

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$23.7M

80,435

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$20.9M

56,250

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$20.5M

120,858

0.9%

—

VANGUARD INDEX FDS

8 positions · 8 reported rows

Rows Meeder Advisory Services, Inc. reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$7.1M	27,161
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$5.9M	9,832
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$3.4M	7,812
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$2.6M	13,309
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$529K	2,054
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$398K	1,242
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$234K	1,078
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$217K	719

ticker not yet mapped

$20.4M

63,207

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$17.9M

19,473

0.7%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows Meeder Advisory Services, Inc. reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$17.2M	35,827
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$718K	1

$17.9M

35,828

0.7%

—

VANGUARD WHITEHALL FDS · INTL HIGH ETF CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$16.9M

179,533

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$15.6M

63,813

0.7%

—

VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$14.9M

276,448

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$14.9M

119,912

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$11.4M

37,742

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$11.3M

51,790

0.5%

—

ISHARES TR

11 positions · 11 reported rows

Rows Meeder Advisory Services, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$4.6M	37,393
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$1.4M	2,079
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$1.3M	13,414
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$916K	2,149
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$637K	3,016
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$575K	5,080
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$411K	1,923
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$409K	1,148
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$289K	1,864
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$239K	3,544
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$216K	2,219

ticker not yet mapped

$11.0M

73,829

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.9M

74,830

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.6M

10,630

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.5M

14,849

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.3M

107,068

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.2M

20,461

0.4%

—

SCHWAB STRATEGIC TR

5 positions · 5 reported rows

Rows Meeder Advisory Services, Inc. reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$7.5M	256,725
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$1.0M	42,292
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$643K	22,088
SCHWAB STRATEGIC TR · EMRG MKTEQ ETF CUSIP — src ↗	$521K	15,810
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$295K	10,577

ticker not yet mapped

$10.0M

347,492

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.9M

27,153

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.8M

41,126

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.5M

25,188

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.5M

29,906

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.2M

56,758

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.2M

39,512

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.0M

9,514

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.5M

62,281

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.4M

96,007

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.4M

23,744

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.2M

94,640

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.8M

7,842

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.8M

19,884

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.8M

33,184

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.7M

137,891

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.5M

44,372

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.5M

33,787

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.3M

4,306

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.1M

38,341

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.1M

36,653

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.0M

12,150

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.9M

73,728

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.7M

23,574

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.6M

15,762

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.5M

15,718

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.4M

6,017

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.2M

17,340

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.1M

45,210

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.1M

31,032

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.1M

32,869

0.2%

—

VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$5.1M

61,140

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.0M

35,812

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.9M

39,161

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.9M

15,388

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.7M

163,787

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.4M

16,113

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.3M

18,351

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.3M

46,199

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.2M

31,742

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAPITAL ONE FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.2M

22,798

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.1M

6,706

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.9M

8,014

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANE TECHNOLOGIES PLC · SHS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.9M

9,391

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.9M

4,054

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.8M

76,421

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.8M

31,078

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.8M

11,649

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.8M

8,214

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.7M

4,330

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.6M

16,112

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.6M

14,973

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.6M

10,957

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLTOWER INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.6M

18,170

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROWDSTRIKE HLDGS INC · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.5M

9,091

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.5M

34,361

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALTRIA GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.4M

51,241

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.4M

8,563

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.3M

5,889

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.3M

116,700

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.2M

44,742

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CINTAS CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.2M

18,964

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.2M

34,035

0.1%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 57.8%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 231 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 690 / 690median book 97.5 positions

733 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Meeder Advisory Services, Inc.'s 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.