AMERITAS INVESTMENT PARTNERS, INC.

Filed: 2/13/2025ACC: 0001055980-25-000002

📋 What this filing means

AMERITAS INVESTMENT PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 3153 equity positions with a total reported market value of $3.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

3153

Positions

$3.08B

Total AUM (reported)

64.72M

Total Shares

Allocation by class

COM$2.70B88.0%

ETF$345.40M11.2%

CONV$23.88M0.8%

LP$476.8K0.0%

CLOSED END FUND - ALTERNATIVE$456.0K0.0%

ALTERNATIVE$95.8K0.0%

ADR$44.1K0.0%

Portfolio Concentration

Top 3$307.95M10.0%

4–10$334.86M10.9%

11–25$324.84M10.6%

Rest$2.11B68.5%

Top 3 weight

10.0%

Top 10 weight

20.9%

Voting Authority Distribution

Total shares with voting rights: 64.72M

Sole

Full voting authority

26.64M

% of voting shares41.2%

Shared

Joint voting authority

6.86M

% of voting shares10.6%

None

No voting authority

31.22M

% of voting shares48.2%

Investment Discretion (by position count)

Sole346

Shared0

Other2807

Dominant voting typeNone · 48.2% of voting shares

Institutional Holdings3153

Rows:

APPLE INC

OTR

COM

Shares460.17K

TypeSH

Market value$115.24M

3.75%

Sole

49.19K

Shared

67.70K

None

343.28K

NVIDIA CORPORATION

OTR

COM

Shares737.75K

TypeSH

Market value$99.07M

3.22%

Sole

99.50K

Shared

81.73K

None

556.52K

MICROSOFT CORP

OTR

COM

Shares222.16K

TypeSH

Market value$93.64M

3.04%

Sole

25.25K

Shared

28.06K

None

168.84K

AMAZON COM INC

OTR

COM

Shares307.96K

TypeSH

Market value$67.56M

2.20%

Sole

42.22K

Shared

38.29K

None

227.45K

ISHARES TR

SOLE

ETF

Shares108.24K

TypeSH

Market value$63.72M

2.07%

Sole

7.14K

Shared

101.09K

None

0.00

BROADCOM INC

OTR

COM

Shares201.34K

TypeSH

Market value$46.68M

1.52%

Sole

27.54K

Shared

28.23K

None

145.57K

VANGUARD INDEX FDS

OTR

COM

Shares76K

TypeSH

Market value$40.95M

1.33%

Sole

0.00

Shared

0.00

None

76K

ALPHABET INC

OTR

COM

Shares210.58K

TypeSH

Market value$40.10M

1.30%

Sole

48.32K

Shared

44.20K

None

118.06K

SPDR SER TR

SOLE

ETF

Shares303.31K

TypeSH

Market value$38.06M

1.24%

Sole

5.66K

Shared

297.65K

None

0.00

ISHARES TR

OTR

COM

Shares390K

TypeSH

Market value$37.79M

1.23%

Sole

0.00

Shared

0.00

None

390K

TESLA INC

OTR

COM

Shares78.53K

TypeSH

Market value$31.71M

1.03%

Sole

3.92K

Shared

400.00

None

74.21K

META PLATFORMS INC

OTR

COM

Shares53.81K

TypeSH

Market value$31.50M

1.02%

Sole

3.95K

Shared

348.00

None

49.51K

ALPHABET INC

OTR

COM

Shares137.48K

TypeSH

Market value$26.02M

0.85%

Sole

0.00

Shared

4.78K

None

132.69K

ISHARES TR

OTR

COM

Shares246K

TypeSH

Market value$24.98M

0.81%

Sole

0.00

Shared

0.00

None

246K

VANGUARD TAX-MANAGED FDS

OTR

COM

Shares518K

TypeSH

Market value$24.77M

0.81%

Sole

0.00

Shared

0.00

None

518K

VANGUARD BD INDEX FDS

OTR

COM

Shares340K

TypeSH

Market value$24.45M

0.80%

Sole

0.00

Shared

0.00

None

340K

NETFLIX INC

OTR

COM

Shares25.58K

TypeSH

Market value$22.80M

0.74%

Sole

4.20K

Shared

3.62K

None

17.77K

COSTCO WHSL CORP NEW

OTR

COM

Shares22.97K

TypeSH

Market value$21.05M

0.68%

Sole

1.67K

Shared

2.88K

None

18.43K

VANGUARD TAX-MANAGED FDS

SOLE

ETF

Shares426.10K

TypeSH

Market value$20.38M

0.66%

Sole

12.84K

Shared

413.26K

None

0.00

ISHARES TR

OTR

COM

Shares106K

TypeSH

Market value$20.23M

0.66%

Sole

0.00

Shared

0.00

None

106K

VANGUARD SCOTTSDALE FDS

SOLE

ETF

Shares198.94K

TypeSH

Market value$15.97M

0.52%

Sole

15K

Shared

183.94K

None

0.00

SPDR S&P 500 ETF TR

OTR

COM

Shares27K

TypeSH

Market value$15.82M

0.51%

Sole

0.00

Shared

0.00

None

27K

ELI LILLY & CO

OTR

COM

Shares20.38K

TypeSH

Market value$15.74M

0.51%

Sole

5.54K

Shared

7.14K

None

7.71K

ISHARES TR

OTR

COM

Shares69K

TypeSH

Market value$15.25M

0.50%

Sole

0.00

Shared

0.00

None

69K

CISCO SYS INC

OTR

COM

Shares239.18K

TypeSH

Market value$14.16M

0.46%

Sole

38.23K

Shared

35.40K

None

165.55K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
APPLE INCOTR	COM	460.17K	SH	$115.24M 3.75%	49.19K	67.70K	343.28K
NVIDIA CORPORATIONOTR	COM	737.75K	SH	$99.07M 3.22%	99.50K	81.73K	556.52K
MICROSOFT CORPOTR	COM	222.16K	SH	$93.64M 3.04%	25.25K	28.06K	168.84K
AMAZON COM INCOTR	COM	307.96K	SH	$67.56M 2.20%	42.22K	38.29K	227.45K
ISHARES TRSOLE	ETF	108.24K	SH	$63.72M 2.07%	7.14K	101.09K	0.00
BROADCOM INCOTR	COM	201.34K	SH	$46.68M 1.52%	27.54K	28.23K	145.57K
VANGUARD INDEX FDSOTR	COM	76K	SH	$40.95M 1.33%	0.00	0.00	76K
ALPHABET INCOTR	COM	210.58K	SH	$40.10M 1.30%	48.32K	44.20K	118.06K
SPDR SER TRSOLE	ETF	303.31K	SH	$38.06M 1.24%	5.66K	297.65K	0.00
ISHARES TROTR	COM	390K	SH	$37.79M 1.23%	0.00	0.00	390K
TESLA INCOTR	COM	78.53K	SH	$31.71M 1.03%	3.92K	400.00	74.21K
META PLATFORMS INCOTR	COM	53.81K	SH	$31.50M 1.02%	3.95K	348.00	49.51K
ALPHABET INCOTR	COM	137.48K	SH	$26.02M 0.85%	0.00	4.78K	132.69K
ISHARES TROTR	COM	246K	SH	$24.98M 0.81%	0.00	0.00	246K
VANGUARD TAX-MANAGED FDSOTR	COM	518K	SH	$24.77M 0.81%	0.00	0.00	518K
VANGUARD BD INDEX FDSOTR	COM	340K	SH	$24.45M 0.80%	0.00	0.00	340K
NETFLIX INCOTR	COM	25.58K	SH	$22.80M 0.74%	4.20K	3.62K	17.77K
COSTCO WHSL CORP NEWOTR	COM	22.97K	SH	$21.05M 0.68%	1.67K	2.88K	18.43K
VANGUARD TAX-MANAGED FDSSOLE	ETF	426.10K	SH	$20.38M 0.66%	12.84K	413.26K	0.00
ISHARES TROTR	COM	106K	SH	$20.23M 0.66%	0.00	0.00	106K
VANGUARD SCOTTSDALE FDSSOLE	ETF	198.94K	SH	$15.97M 0.52%	15K	183.94K	0.00
SPDR S&P 500 ETF TROTR	COM	27K	SH	$15.82M 0.51%	0.00	0.00	27K
ELI LILLY & COOTR	COM	20.38K	SH	$15.74M 0.51%	5.54K	7.14K	7.71K
ISHARES TROTR	COM	69K	SH	$15.25M 0.50%	0.00	0.00	69K
CISCO SYS INCOTR	COM	239.18K	SH	$14.16M 0.46%	38.23K	35.40K	165.55K

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