AMERITAS INVESTMENT PARTNERS, INC.

Filed: 11/10/2025ACC: 0001055980-25-000009

📋 What this filing means

AMERITAS INVESTMENT PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 3160 equity positions with a total reported market value of $3.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

3160

Positions

$3.27B

Total AUM (reported)

40.66M

Total Shares

Allocation by class

COM$2.85B87.2%

ETF$416.37M12.7%

CLOSED END FUND - ALTERNATIVE$562.2K0.0%

LP$502.2K0.0%

ALTERNATIVE$101.9K0.0%

ADR$35.6K0.0%

UNIT INVESTMENT TRUST$17.4K0.0%

Portfolio Concentration

Top 3$360.77M11.0%

4–10$360.48M11.0%

11–25$356.00M10.9%

Rest$2.19B67.1%

Top 3 weight

11.0%

Top 10 weight

22.1%

Voting Authority Distribution

Total shares with voting rights: 40.66M

Sole

Full voting authority

3.88M

% of voting shares9.6%

Shared

Joint voting authority

8.19M

% of voting shares20.2%

None

No voting authority

28.58M

% of voting shares70.3%

Investment Discretion (by position count)

Sole348

Shared0

Other2812

Dominant voting typeNone · 70.3% of voting shares

Institutional Holdings3160

Rows:

NVIDIA CORPORATION

OTR

COM

Shares718.69K

TypeSH

Market value$134.09M

4.10%

Sole

87.66K

Shared

78.93K

None

552.11K

MICROSOFT CORP

OTR

COM

Shares220.63K

TypeSH

Market value$114.27M

3.50%

Sole

23.90K

Shared

28.12K

None

168.61K

APPLE INC

OTR

COM

Shares441.42K

TypeSH

Market value$112.40M

3.44%

Sole

44.32K

Shared

60.50K

None

336.61K

AMAZON COM INC

OTR

COM

Shares313.78K

TypeSH

Market value$68.90M

2.11%

Sole

40.44K

Shared

40.18K

None

233.16K

BROADCOM INC

OTR

COM

Shares200.14K

TypeSH

Market value$66.03M

2.02%

Sole

23.04K

Shared

28.73K

None

148.37K

ISHARES TR

SOLE

ETF

Shares77.70K

TypeSH

Market value$52.00M

1.59%

Sole

7.88K

Shared

69.81K

None

0.00

ALPHABET INC

OTR

COM

Shares205.77K

TypeSH

Market value$50.11M

1.53%

Sole

43.98K

Shared

45.56K

None

116.22K

SPDR SERIES TRUST

SOLE

ETF

Shares345.09K

TypeSH

Market value$45.93M

1.40%

Sole

8.27K

Shared

336.82K

None

0.00

META PLATFORMS INC

OTR

COM

Shares53.83K

TypeSH

Market value$39.53M

1.21%

Sole

4.28K

Shared

360.00

None

49.19K

VANGUARD INDEX FDS

OTR

COM

Shares62K

TypeSH

Market value$37.97M

1.16%

Sole

0.00

Shared

0.00

None

62K

ISHARES TR

OTR

COM

Shares358K

TypeSH

Market value$35.89M

1.10%

Sole

0.00

Shared

0.00

None

358K

TESLA INC

OTR

COM

Shares79.13K

TypeSH

Market value$35.19M

1.08%

Sole

3.55K

Shared

570.00

None

75.01K

ALPHABET INC

OTR

COM

Shares136.75K

TypeSH

Market value$33.24M

1.02%

Sole

0.00

Shared

4.82K

None

131.93K

NETFLIX INC

OTR

COM

Shares25.22K

TypeSH

Market value$30.24M

0.92%

Sole

3.33K

Shared

3.84K

None

18.05K

ISHARES TR

OTR

COM

Shares199K

TypeSH

Market value$24.02M

0.73%

Sole

0.00

Shared

0.00

None

199K

VANGUARD TAX-MANAGED FDS

OTR

COM

Shares398K

TypeSH

Market value$23.85M

0.73%

Sole

0.00

Shared

0.00

None

398K

INVESCO QQQ TR

OTR

COM

Shares38K

TypeSH

Market value$22.81M

0.70%

Sole

0.00

Shared

0.00

None

38K

VANGUARD BD INDEX FDS

OTR

COM

Shares300K

TypeSH

Market value$22.31M

0.68%

Sole

0.00

Shared

0.00

None

300K

COSTCO WHSL CORP NEW

OTR

COM

Shares24.03K

TypeSH

Market value$22.25M

0.68%

Sole

2.13K

Shared

3.07K

None

18.83K

VANGUARD SCOTTSDALE FDS

SOLE

ETF

Shares234.80K

TypeSH

Market value$19.75M

0.60%

Sole

15.74K

Shared

219.06K

None

0.00

ISHARES TR

OTR

COM

Shares93K

TypeSH

Market value$19.21M

0.59%

Sole

0.00

Shared

0.00

None

93K

PALANTIR TECHNOLOGIES INC

OTR

COM

Shares96.88K

TypeSH

Market value$17.67M

0.54%

Sole

0.00

Shared

300.00

None

96.58K

CAPITAL GROUP CORE EQUITY ET

SOLE

ETF

Shares433.01K

TypeSH

Market value$17.12M

0.52%

Sole

10.71K

Shared

422.31K

None

0.00

CISCO SYS INC

OTR

COM

Shares239.43K

TypeSH

Market value$16.38M

0.50%

Sole

34.44K

Shared

36.82K

None

168.16K

PRINCIPAL EXCHANGE TRADED FD

SOLE

ETF

Shares826.10K

TypeSH

Market value$16.07M

0.49%

Sole

28.56K

Shared

797.54K

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
NVIDIA CORPORATIONOTR	COM	718.69K	SH	$134.09M 4.10%	87.66K	78.93K	552.11K
MICROSOFT CORPOTR	COM	220.63K	SH	$114.27M 3.50%	23.90K	28.12K	168.61K
APPLE INCOTR	COM	441.42K	SH	$112.40M 3.44%	44.32K	60.50K	336.61K
AMAZON COM INCOTR	COM	313.78K	SH	$68.90M 2.11%	40.44K	40.18K	233.16K
BROADCOM INCOTR	COM	200.14K	SH	$66.03M 2.02%	23.04K	28.73K	148.37K
ISHARES TRSOLE	ETF	77.70K	SH	$52.00M 1.59%	7.88K	69.81K	0.00
ALPHABET INCOTR	COM	205.77K	SH	$50.11M 1.53%	43.98K	45.56K	116.22K
SPDR SERIES TRUSTSOLE	ETF	345.09K	SH	$45.93M 1.40%	8.27K	336.82K	0.00
META PLATFORMS INCOTR	COM	53.83K	SH	$39.53M 1.21%	4.28K	360.00	49.19K
VANGUARD INDEX FDSOTR	COM	62K	SH	$37.97M 1.16%	0.00	0.00	62K
ISHARES TROTR	COM	358K	SH	$35.89M 1.10%	0.00	0.00	358K
TESLA INCOTR	COM	79.13K	SH	$35.19M 1.08%	3.55K	570.00	75.01K
ALPHABET INCOTR	COM	136.75K	SH	$33.24M 1.02%	0.00	4.82K	131.93K
NETFLIX INCOTR	COM	25.22K	SH	$30.24M 0.92%	3.33K	3.84K	18.05K
ISHARES TROTR	COM	199K	SH	$24.02M 0.73%	0.00	0.00	199K
VANGUARD TAX-MANAGED FDSOTR	COM	398K	SH	$23.85M 0.73%	0.00	0.00	398K
INVESCO QQQ TROTR	COM	38K	SH	$22.81M 0.70%	0.00	0.00	38K
VANGUARD BD INDEX FDSOTR	COM	300K	SH	$22.31M 0.68%	0.00	0.00	300K
COSTCO WHSL CORP NEWOTR	COM	24.03K	SH	$22.25M 0.68%	2.13K	3.07K	18.83K
VANGUARD SCOTTSDALE FDSSOLE	ETF	234.80K	SH	$19.75M 0.60%	15.74K	219.06K	0.00
ISHARES TROTR	COM	93K	SH	$19.21M 0.59%	0.00	0.00	93K
PALANTIR TECHNOLOGIES INCOTR	COM	96.88K	SH	$17.67M 0.54%	0.00	300.00	96.58K
CAPITAL GROUP CORE EQUITY ETSOLE	ETF	433.01K	SH	$17.12M 0.52%	10.71K	422.31K	0.00
CISCO SYS INCOTR	COM	239.43K	SH	$16.38M 0.50%	34.44K	36.82K	168.16K
PRINCIPAL EXCHANGE TRADED FDSOLE	ETF	826.10K	SH	$16.07M 0.49%	28.56K	797.54K	0.00

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