AMERITAS INVESTMENT PARTNERS, INC.

PrivateCIK: 1055980
Location

LINCOLN, NE

3130
Positions
$3.25B
Total AUM (reported)
41.60M
Total Shares

Allocation by class

TOTAL AUM$3.25B3130 positions
COM$2.80B86.0%
ETF$455.82M14.0%
LP$581.6K0.0%
CLOSED END FUND - ALTERNATIVE$351.9K0.0%
ALTERNATIVE$114.4K0.0%
CLOSED END FUND - FIXED INCOME$25.5K0.0%
UNIT INVESTMENT TRUST$16.8K0.0%

Portfolio Concentration

Top 39.4%4–1010.2%11–2511.2%Rest69.1%TOP 1019.6%0%100%
Top 3$304.78M9.4%
4–10$333.45M10.2%
11–25$365.72M11.2%
Rest$2.25B69.1%

Top 3 weight

9.4%

Top 10 weight

19.6%

Voting Authority Distribution

Total shares with voting rights: 41.60M

Sole

Full voting authority

3.56M

shares

% of voting shares8.6%
Shared

Joint voting authority

9.24M

shares

% of voting shares22.2%
None

No voting authority

28.80M

shares

% of voting shares69.2%

Investment Discretion (by position count)

Sole363
Shared0
Other2767
Dominant voting typeNone · 69.2% of voting shares
Institutional Holdings3130
Rows:

NVIDIA CORPORATION

OTR
COM
Shares685.98K
TypeSH
Market value$119.63M
3.68%
Sole
67.50K
Shared
82.32K
None
536.15K

APPLE INC

OTR
COM
Shares419.65K
TypeSH
Market value$106.50M
3.27%
Sole
34.04K
Shared
61.67K
None
323.94K

MICROSOFT CORP

OTR
COM
Shares212.44K
TypeSH
Market value$78.64M
2.42%
Sole
19.13K
Shared
29.48K
None
163.83K

AMAZON COM INC

OTR
COM
Shares301.52K
TypeSH
Market value$62.80M
1.93%
Sole
31.33K
Shared
42.01K
None
228.19K

ALPHABET INC

OTR
COM
Shares191.28K
TypeSH
Market value$54.87M
1.69%
Sole
32.82K
Shared
45.32K
None
113.14K

ISHARES TR

SOLE
ETF
Shares73.59K
TypeSH
Market value$48.07M
1.48%
Sole
8.26K
Shared
65.33K
None
0.00

SPDR SERIES TRUST

SOLE
ETF
Shares355.23K
TypeSH
Market value$47.66M
1.46%
Sole
9.62K
Shared
345.61K
None
0.00

BROADCOM INC

OTR
COM
Shares147.34K
TypeSH
Market value$45.60M
1.40%
Sole
15.52K
Shared
27.21K
None
104.61K

ALPHABET INC

OTR
COM
Shares133.17K
TypeSH
Market value$38.29M
1.18%
Sole
0.00
Shared
4.73K
None
128.44K

VANGUARD INDEX FDS

OTR
COM
Shares60.50K
TypeSH
Market value$36.15M
1.11%
Sole
0.00
Shared
0.00
None
60.50K

ISHARES TR

OTR
COM
Shares356K
TypeSH
Market value$35.34M
1.09%
Sole
0.00
Shared
0.00
None
356K

META PLATFORMS INC

OTR
COM
Shares61.60K
TypeSH
Market value$35.24M
1.08%
Sole
3.05K
Shared
320.00
None
58.23K

TESLA INC

OTR
COM
Shares93.82K
TypeSH
Market value$34.88M
1.07%
Sole
2.70K
Shared
550.00
None
90.57K

WALMART INC

OTR
COM
Shares228.51K
TypeSH
Market value$28.40M
0.87%
Sole
6.08K
Shared
6.54K
None
215.90K

COSTCO WHOLESALE CORPORATION

OTR
COM
Shares25.12K
TypeSH
Market value$25.03M
0.77%
Sole
1.88K
Shared
3.22K
None
20.02K

NETFLIX INC.

OTR
COM
Shares259.86K
TypeSH
Market value$24.99M
0.77%
Sole
25.73K
Shared
43.72K
None
190.42K

ISHARES TR

OTR
COM
Shares195K
TypeSH
Market value$22.06M
0.68%
Sole
0.00
Shared
0.00
None
195K

VANGUARD TAX-MANAGED FDS

OTR
COM
Shares344K
TypeSH
Market value$22.04M
0.68%
Sole
0.00
Shared
0.00
None
344K

VANGUARD BD INDEX FDS

OTR
COM
Shares296K
TypeSH
Market value$21.80M
0.67%
Sole
0.00
Shared
0.00
None
296K

VANGUARD TAX-MANAGED FDS

SOLE
ETF
Shares319.26K
TypeSH
Market value$20.46M
0.63%
Sole
14.33K
Shared
304.93K
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
ETF
Shares244.56K
TypeSH
Market value$20.24M
0.62%
Sole
16.53K
Shared
228.03K
None
0.00

ADVANCED MICRO DEVICES INC

OTR
COM
Shares96.07K
TypeSH
Market value$19.54M
0.60%
Sole
8.47K
Shared
14.07K
None
73.53K

MICRON TECHNOLOGY INC

OTR
COM
Shares57.71K
TypeSH
Market value$19.50M
0.60%
Sole
3.97K
Shared
2.98K
None
50.76K

CISCO SYS INC

OTR
COM
Shares240.83K
TypeSH
Market value$18.69M
0.57%
Sole
24.45K
Shared
38.27K
None
178.11K

ISHARES TR

OTR
COM
Shares83K
TypeSH
Market value$17.53M
0.54%
Sole
0.00
Shared
0.00
None
83K
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