Meeder Advisory Services, Inc.

CIK 0001792167 · Q1 2026

13F Equity AUM

$2.4B

+2.6% QoQ

Positions

690

+28 QoQ

AUM Rank

#1,616

Top 13%

Skill Alpha (FF)

-2.8%/yr^ns

No Clear Edge

Rank #6,148 · Top 75%

vs S&P -7.0%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 27.7%Top 10: 39.9%Top 20: 53.7%

JMUB8.9%

IEFA6.0%

NVDA4.4%

IEMG4.3%

AAPL4.0%

MMIT3.0%

MSFT2.5%

FLMI2.5%

VEA2.4%

AMZN1.8%

Others (680)60.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services47.6%

Technology19.8%

Communication Services5.7%

Healthcare5.6%

Industrials5.5%

Consumer Cyclical5.5%

Consumer Defensive2.9%

Energy2.5%

Other5.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 690Median: 0.03%Avg: 0.14%

0–0.5%

660(39.0%)

0.5–1%

11(8.4%)

1–3%

14(25.0%)

3–5%

3(12.8%)

5%+

2(14.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 689Unique: 1vs 20 funds

9.4%Low

690

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

14.6%

13.1%

14.1%

16.6%

22.6%

18.1%

VANGUARD CAPITAL MANAGEMENT LLC

17.9%

GEODE CAPITAL MANAGEMENT, LLC

17.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

21.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New71Increased394Decreased214Exited43

New Positions

DT0.0%

+11K

OVV0.0%

+7K

LYB0.0%

+5K

AL0.0%

+9K

TGB0.0%

+47K

AROC0.0%

+8K

POWL0.0%

+583

AR0.0%

+5K

MYN0.0%

+13K

IJH0.0%

+4K

Increased

JMUB8.9%

+1.0M(+32%)

MMIT3.0%

+684K(+30%)

FLMI2.5%

+473K(+25%)

IEFA6.0%

+137K(+9%)

SGOV1.6%

+114K(+45%)

IEMG4.3%

+101K(+7%)

FMHI1.1%

+54K(+11%)

UITB1.5%

+35K(+5%)

IDV*0.6%

+22K(+7%)

VCRB1.5%

+21K(+5%)

Decreased

IGSB0.1%

-925,432(-97%)

VEA2.4%

-47,781(-5%)

FLO0.0%

-47,385(-64%)

OGN0.0%

-30,410(-64%)

SPDW1.4%

-29,720(-4%)

F0.1%

-27,953(-20%)

SPEM1.0%

-20,168(-4%)

VWO0.6%

-14,755(-5%)

MSFT2.5%

-12,935(-7%)

JPIE0.0%

-8,988(-35%)

Exited

-38,643

-31,160

-4,051

-15,305

-3,750

-21,717

-2,160

-3,299

BXP

-3,111

EXPE

-826

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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