SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Meeder Advisory Services, Inc.

CIK 0001792167 · 6125 MEMORIAL DRIVE, DUBLIN, OH, 43017 · 866-633-3371

Reported Value
$1.5B
Q3 2024
Positions
555
Filings on Record
14
2019–present window
Filed
Nov 7, 2024
original filing

Summary

Meeder Advisory Services, Inc. reported $1.5B in U.S.-listed holdings across 555 positions for Q3 2024.

Its largest position, MUB, represents 5.1% of the portfolio.

Compared with Q2 2024, the fund opened 62 new positions and exited 20.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $791.6BQ4 ’22Q1 ’23: $868MQ2 ’23: $929MQ2 ’23Q3 ’23: $795MQ4 ’23: $873MQ4 ’23Q1 ’24: $983MQ2 ’24: $1.4BQ2 ’24Q3 ’24: $1.5BQ4 ’24: $1.6BQ4 ’24Q1 ’25: $1.7BQ2 ’25: $1.9BQ2 ’25Q3 ’25: $2.2BQ4 ’25: $2.3BQ4 ’25Q1 ’26: $2.4Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 59.0%ETP: 37.9%Other: 1.9%REIT: 1.1%ADR: 0.1%Other: 0.0%
  • Common Stock · 59.0% · $911M
  • ETP · 37.9% · $586M
  • Other · 1.9% · $29M
  • REIT · 1.1% · $16M
  • ADR · 0.1% · $2M
  • Other · 0.0% · $328,760

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.4B690May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.3B662Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.2B624Oct 24, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.9B610Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.7B574May 7, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.6B557Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.5B555Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.4B513Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$983M448May 7, 202413F-HRchanges · EDGAR ↗
Q4 2023$873M422Jan 25, 202413F-HRchanges · EDGAR ↗
Q3 2023$795M403Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$929M435Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$868M427May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$791.6B399Feb 14, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.