AMERITAS INVESTMENT PARTNERS, INC.

Filed: 8/12/2025ACC: 0001055980-25-000004

📋 What this filing means

AMERITAS INVESTMENT PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 3215 equity positions with a total reported market value of $3.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

3215

Positions

$3.17B

Total AUM (reported)

72.17M

Total Shares

Allocation by class

COM$2.75B86.7%

ETF$388.48M12.3%

CONV$32.05M1.0%

CLOSED END FUND - ALTERNATIVE$550.6K0.0%

LP$513.0K0.0%

ALTERNATIVE$108.6K0.0%

ADR$40.1K0.0%

Portfolio Concentration

Top 3$319.99M10.1%

4–10$351.93M11.1%

11–25$325.85M10.3%

Rest$2.17B68.5%

Top 3 weight

10.1%

Top 10 weight

21.2%

Voting Authority Distribution

Total shares with voting rights: 72.17M

Sole

Full voting authority

34.17M

% of voting shares47.3%

Shared

Joint voting authority

7.48M

% of voting shares10.4%

None

No voting authority

30.53M

% of voting shares42.3%

Investment Discretion (by position count)

Sole383

Shared0

Other2832

Dominant voting typeSole · 47.3% of voting shares

Institutional Holdings3215

Rows:

NVIDIA CORPORATION

OTR

COM

Shares734.12K

TypeSH

Market value$115.97M

3.66%

Sole

99.60K

Shared

79.15K

None

555.38K

MICROSOFT CORP

OTR

COM

Shares224.47K

TypeSH

Market value$111.65M

3.52%

Sole

27.25K

Shared

28.02K

None

169.21K

APPLE INC

OTR

COM

Shares450.24K

TypeSH

Market value$92.37M

2.92%

Sole

49.27K

Shared

60.93K

None

340.04K

ISHARES TR

SOLE

ETF

Shares113.44K

TypeSH

Market value$70.43M

2.22%

Sole

8.26K

Shared

105.18K

None

0.00

AMAZON COM INC

OTR

COM

Shares314.98K

TypeSH

Market value$69.10M

2.18%

Sole

44.52K

Shared

39.79K

None

230.66K

BROADCOM INC

OTR

COM

Shares204.77K

TypeSH

Market value$56.45M

1.78%

Sole

27.56K

Shared

29.23K

None

147.98K

SPDR SERIES TRUST

SOLE

ETF

Shares323.48K

TypeSH

Market value$41.76M

1.32%

Sole

6.93K

Shared

316.55K

None

0.00

META PLATFORMS INC

OTR

COM

Shares53.69K

TypeSH

Market value$39.62M

1.25%

Sole

3.95K

Shared

310.00

None

49.43K

ALPHABET INC

OTR

COM

Shares213.84K

TypeSH

Market value$37.93M

1.20%

Sole

50.69K

Shared

46.10K

None

117.05K

VANGUARD INDEX FDS

OTR

COM

Shares64.50K

TypeSH

Market value$36.64M

1.16%

Sole

0.00

Shared

0.00

None

64.50K

NETFLIX INC

OTR

COM

Shares25.63K

TypeSH

Market value$34.32M

1.08%

Sole

3.88K

Shared

3.79K

None

17.96K

ISHARES TR

OTR

COM

Shares344.50K

TypeSH

Market value$34.17M

1.08%

Sole

0.00

Shared

0.00

None

344.50K

TESLA INC

OTR

COM

Shares79.42K

TypeSH

Market value$25.23M

0.80%

Sole

3.92K

Shared

570.00

None

74.93K

ALPHABET INC

OTR

COM

Shares137.34K

TypeSH

Market value$24.20M

0.76%

Sole

0.00

Shared

4.86K

None

132.47K

COSTCO WHSL CORP NEW

OTR

COM

Shares24.02K

TypeSH

Market value$23.77M

0.75%

Sole

2.29K

Shared

3.01K

None

18.72K

ISHARES TR

OTR

COM

Shares209K

TypeSH

Market value$23.01M

0.73%

Sole

0.00

Shared

0.00

None

209K

VANGUARD TAX-MANAGED FDS

OTR

COM

Shares393.79K

TypeSH

Market value$22.45M

0.71%

Sole

0.00

Shared

0.00

None

393.79K

VANGUARD BD INDEX FDS

OTR

COM

Shares296K

TypeSH

Market value$21.79M

0.69%

Sole

0.00

Shared

0.00

None

296K

ISHARES TR

OTR

COM

Shares93K

TypeSH

Market value$18.17M

0.57%

Sole

0.00

Shared

0.00

None

93K

VANGUARD SCOTTSDALE FDS

SOLE

ETF

Shares217.58K

TypeSH

Market value$18.04M

0.57%

Sole

13.49K

Shared

204.09K

None

0.00

ISHARES TR

OTR

COM

Shares80K

TypeSH

Market value$17.26M

0.54%

Sole

0.00

Shared

0.00

None

80K

CISCO SYS INC

OTR

COM

Shares241.79K

TypeSH

Market value$16.77M

0.53%

Sole

38.26K

Shared

36.25K

None

167.28K

INVESCO QQQ TR

OTR

COM

Shares29.50K

TypeSH

Market value$16.27M

0.51%

Sole

0.00

Shared

0.00

None

29.50K

ELI LILLY & CO

OTR

COM

Shares19.72K

TypeSH

Market value$15.37M

0.49%

Sole

5.15K

Shared

7.14K

None

7.43K

PRINCIPAL EXCHANGE TRADED FD

SOLE

ETF

Shares774.22K

TypeSH

Market value$15.00M

0.47%

Sole

25.25K

Shared

748.98K

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
NVIDIA CORPORATIONOTR	COM	734.12K	SH	$115.97M 3.66%	99.60K	79.15K	555.38K
MICROSOFT CORPOTR	COM	224.47K	SH	$111.65M 3.52%	27.25K	28.02K	169.21K
APPLE INCOTR	COM	450.24K	SH	$92.37M 2.92%	49.27K	60.93K	340.04K
ISHARES TRSOLE	ETF	113.44K	SH	$70.43M 2.22%	8.26K	105.18K	0.00
AMAZON COM INCOTR	COM	314.98K	SH	$69.10M 2.18%	44.52K	39.79K	230.66K
BROADCOM INCOTR	COM	204.77K	SH	$56.45M 1.78%	27.56K	29.23K	147.98K
SPDR SERIES TRUSTSOLE	ETF	323.48K	SH	$41.76M 1.32%	6.93K	316.55K	0.00
META PLATFORMS INCOTR	COM	53.69K	SH	$39.62M 1.25%	3.95K	310.00	49.43K
ALPHABET INCOTR	COM	213.84K	SH	$37.93M 1.20%	50.69K	46.10K	117.05K
VANGUARD INDEX FDSOTR	COM	64.50K	SH	$36.64M 1.16%	0.00	0.00	64.50K
NETFLIX INCOTR	COM	25.63K	SH	$34.32M 1.08%	3.88K	3.79K	17.96K
ISHARES TROTR	COM	344.50K	SH	$34.17M 1.08%	0.00	0.00	344.50K
TESLA INCOTR	COM	79.42K	SH	$25.23M 0.80%	3.92K	570.00	74.93K
ALPHABET INCOTR	COM	137.34K	SH	$24.20M 0.76%	0.00	4.86K	132.47K
COSTCO WHSL CORP NEWOTR	COM	24.02K	SH	$23.77M 0.75%	2.29K	3.01K	18.72K
ISHARES TROTR	COM	209K	SH	$23.01M 0.73%	0.00	0.00	209K
VANGUARD TAX-MANAGED FDSOTR	COM	393.79K	SH	$22.45M 0.71%	0.00	0.00	393.79K
VANGUARD BD INDEX FDSOTR	COM	296K	SH	$21.79M 0.69%	0.00	0.00	296K
ISHARES TROTR	COM	93K	SH	$18.17M 0.57%	0.00	0.00	93K
VANGUARD SCOTTSDALE FDSSOLE	ETF	217.58K	SH	$18.04M 0.57%	13.49K	204.09K	0.00
ISHARES TROTR	COM	80K	SH	$17.26M 0.54%	0.00	0.00	80K
CISCO SYS INCOTR	COM	241.79K	SH	$16.77M 0.53%	38.26K	36.25K	167.28K
INVESCO QQQ TROTR	COM	29.50K	SH	$16.27M 0.51%	0.00	0.00	29.50K
ELI LILLY & COOTR	COM	19.72K	SH	$15.37M 0.49%	5.15K	7.14K	7.43K
PRINCIPAL EXCHANGE TRADED FDSOLE	ETF	774.22K	SH	$15.00M 0.47%	25.25K	748.98K	0.00

Page 1 of 129

…