AMERITAS INVESTMENT PARTNERS, INC.

Filed: 5/12/2025ACC: 0001055980-25-000003

📋 What this filing means

AMERITAS INVESTMENT PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 3149 equity positions with a total reported market value of $2.91B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

3149

Positions

$2.91B

Total AUM (reported)

69.99M

Total Shares

Allocation by class

COM$2.52B86.8%

ETF$354.12M12.2%

CONV$29.71M1.0%

LP$529.6K0.0%

CLOSED END FUND - ALTERNATIVE$472.5K0.0%

ALTERNATIVE$122.4K0.0%

ADR$40.9K0.0%

Portfolio Concentration

Top 3$265.21M9.1%

4–10$301.89M10.4%

11–25$299.40M10.3%

Rest$2.04B70.2%

Top 3 weight

9.1%

Top 10 weight

19.5%

Voting Authority Distribution

Total shares with voting rights: 69.99M

Sole

Full voting authority

32.15M

% of voting shares45.9%

Shared

Joint voting authority

7.26M

% of voting shares10.4%

None

No voting authority

30.58M

% of voting shares43.7%

Investment Discretion (by position count)

Sole356

Shared0

Other2793

Dominant voting typeSole · 45.9% of voting shares

Institutional Holdings3149

Rows:

APPLE INC

OTR

COM

Shares453.53K

TypeSH

Market value$100.74M

3.47%

Sole

49.24K

Shared

60.41K

None

343.88K

MICROSOFT CORP

OTR

COM

Shares225.24K

TypeSH

Market value$84.55M

2.91%

Sole

27.24K

Shared

27.84K

None

170.16K

NVIDIA CORPORATION

OTR

COM

Shares737.38K

TypeSH

Market value$79.92M

2.75%

Sole

99.56K

Shared

78.46K

None

559.35K

ISHARES TR

SOLE

ETF

Shares110.10K

TypeSH

Market value$61.87M

2.13%

Sole

6.99K

Shared

103.11K

None

0.00

AMAZON COM INC

OTR

COM

Shares311.87K

TypeSH

Market value$59.34M

2.04%

Sole

41.38K

Shared

39.10K

None

231.39K

SPDR SER TR

SOLE

ETF

Shares311.94K

TypeSH

Market value$39.55M

1.36%

Sole

5.91K

Shared

306.03K

None

0.00

VANGUARD INDEX FDS

OTR

COM

Shares74K

TypeSH

Market value$38.03M

1.31%

Sole

0.00

Shared

0.00

None

74K

ISHARES TR

OTR

COM

Shares362K

TypeSH

Market value$35.81M

1.23%

Sole

0.00

Shared

0.00

None

362K

BROADCOM INC

OTR

COM

Shares204.32K

TypeSH

Market value$34.21M

1.18%

Sole

27.55K

Shared

28.73K

None

148.03K

ALPHABET INC

OTR

COM

Shares211.78K

TypeSH

Market value$33.09M

1.14%

Sole

48.38K

Shared

44.94K

None

118.46K

META PLATFORMS INC

OTR

COM

Shares54.43K

TypeSH

Market value$31.37M

1.08%

Sole

3.95K

Shared

345.00

None

50.14K

NETFLIX INC

OTR

COM

Shares26.05K

TypeSH

Market value$24.30M

0.84%

Sole

4.20K

Shared

3.76K

None

18.10K

VANGUARD BD INDEX FDS

OTR

COM

Shares315K

TypeSH

Market value$23.14M

0.80%

Sole

0.00

Shared

0.00

None

315K

VANGUARD TAX-MANAGED FDS

OTR

COM

Shares452K

TypeSH

Market value$22.98M

0.79%

Sole

0.00

Shared

0.00

None

452K

ISHARES TR

OTR

COM

Shares246K

TypeSH

Market value$22.84M

0.79%

Sole

0.00

Shared

0.00

None

246K

COSTCO WHSL CORP NEW

OTR

COM

Shares24.06K

TypeSH

Market value$22.75M

0.78%

Sole

2.29K

Shared

3.01K

None

18.76K

ALPHABET INC

OTR

COM

Shares138.41K

TypeSH

Market value$21.40M

0.74%

Sole

0.00

Shared

4.92K

None

133.50K

TESLA INC

OTR

COM

Shares79.67K

TypeSH

Market value$20.65M

0.71%

Sole

3.92K

Shared

575.00

None

75.17K

ISHARES TR

OTR

COM

Shares99K

TypeSH

Market value$18.87M

0.65%

Sole

0.00

Shared

0.00

None

99K

VANGUARD SCOTTSDALE FDS

SOLE

ETF

Shares208.97K

TypeSH

Market value$17.08M

0.59%

Sole

13.59K

Shared

195.38K

None

0.00

ELI LILLY & CO

OTR

COM

Shares20.20K

TypeSH

Market value$16.68M

0.57%

Sole

5.54K

Shared

7.11K

None

7.55K

BERKSHIRE HATHAWAY INC DEL

OTR

COM

Shares28.59K

TypeSH

Market value$15.22M

0.52%

Sole

Shared

9.02K

None

17.57K

CISCO SYS INC

OTR

COM

Shares241.95K

TypeSH

Market value$14.93M

0.51%

Sole

38.26K

Shared

35.30K

None

168.40K

PRINCIPAL EXCHANGE TRADED FD

SOLE

ETF

Shares737.48K

TypeSH

Market value$14.05M

0.48%

Sole

21.05K

Shared

716.43K

None

0.00

SPDR S&P 500 ETF TR

OTR

COM

Shares23.50K

TypeSH

Market value$13.15M

0.45%

Sole

0.00

Shared

0.00

None

23.50K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
APPLE INCOTR	COM	453.53K	SH	$100.74M 3.47%	49.24K	60.41K	343.88K
MICROSOFT CORPOTR	COM	225.24K	SH	$84.55M 2.91%	27.24K	27.84K	170.16K
NVIDIA CORPORATIONOTR	COM	737.38K	SH	$79.92M 2.75%	99.56K	78.46K	559.35K
ISHARES TRSOLE	ETF	110.10K	SH	$61.87M 2.13%	6.99K	103.11K	0.00
AMAZON COM INCOTR	COM	311.87K	SH	$59.34M 2.04%	41.38K	39.10K	231.39K
SPDR SER TRSOLE	ETF	311.94K	SH	$39.55M 1.36%	5.91K	306.03K	0.00
VANGUARD INDEX FDSOTR	COM	74K	SH	$38.03M 1.31%	0.00	0.00	74K
ISHARES TROTR	COM	362K	SH	$35.81M 1.23%	0.00	0.00	362K
BROADCOM INCOTR	COM	204.32K	SH	$34.21M 1.18%	27.55K	28.73K	148.03K
ALPHABET INCOTR	COM	211.78K	SH	$33.09M 1.14%	48.38K	44.94K	118.46K
META PLATFORMS INCOTR	COM	54.43K	SH	$31.37M 1.08%	3.95K	345.00	50.14K
NETFLIX INCOTR	COM	26.05K	SH	$24.30M 0.84%	4.20K	3.76K	18.10K
VANGUARD BD INDEX FDSOTR	COM	315K	SH	$23.14M 0.80%	0.00	0.00	315K
VANGUARD TAX-MANAGED FDSOTR	COM	452K	SH	$22.98M 0.79%	0.00	0.00	452K
ISHARES TROTR	COM	246K	SH	$22.84M 0.79%	0.00	0.00	246K
COSTCO WHSL CORP NEWOTR	COM	24.06K	SH	$22.75M 0.78%	2.29K	3.01K	18.76K
ALPHABET INCOTR	COM	138.41K	SH	$21.40M 0.74%	0.00	4.92K	133.50K
TESLA INCOTR	COM	79.67K	SH	$20.65M 0.71%	3.92K	575.00	75.17K
ISHARES TROTR	COM	99K	SH	$18.87M 0.65%	0.00	0.00	99K
VANGUARD SCOTTSDALE FDSSOLE	ETF	208.97K	SH	$17.08M 0.59%	13.59K	195.38K	0.00
ELI LILLY & COOTR	COM	20.20K	SH	$16.68M 0.57%	5.54K	7.11K	7.55K
BERKSHIRE HATHAWAY INC DELOTR	COM	28.59K	SH	$15.22M 0.52%	2K	9.02K	17.57K
CISCO SYS INCOTR	COM	241.95K	SH	$14.93M 0.51%	38.26K	35.30K	168.40K
PRINCIPAL EXCHANGE TRADED FDSOLE	ETF	737.48K	SH	$14.05M 0.48%	21.05K	716.43K	0.00
SPDR S&P 500 ETF TROTR	COM	23.50K	SH	$13.15M 0.45%	0.00	0.00	23.50K

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