CIK: 0001055980
Total reported value
$3.3B
Reporting period: 2026-03-31 · Number of holdings: 3722
Ameritas Investment Partners, Inc. disclosed 3722 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.3B and a quarterly turnover rate of 16.7%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "A"
Ameritas Investment Partners, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.007 — mathematically equivalent to about 152 equally-sized positions, well below its 3722 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.41), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
+0.2% -$23.9M
Add WMT
+351.5% $22.8M
Trim HEFA
-98.1% -$12.1M
Trim NVDA
-0.3% -$8.6M
Trim AAPL
-0.6% -$8.3M
Trim AMZN
+0.1% -$6.7M
Showing top 200 holdings (of 3722 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.68% | -0.22% | -0.26% | |
| 2 | AAPL | Apple INC | Stock-Tech | 3.27% | -0.22% | -0.62% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | -0.70% | +0.18% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.93% | -0.19% | +0.09% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.69% | -0.15% | -0.79% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | -0.12% | -4.06% | |
| 7 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-Other | 1.46% | — | -0.98% | |
| 8 | AVGO | Broadcom INC | Stock-Tech | 1.40% | -0.16% | -0.75% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.31% | +0.08% | +2.62% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | -0.09% | +0.13% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | -0.06% | -0.68% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.09% | — | +0.57% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.16% | -0.43% | |
| 14 | TSLA | Tesla INC | Stock-Consumer Disc | 1.07% | -0.12% | +8.33% | |
| 15 | WMT | Walmart INC | Stock-Consumer Staples | 0.87% | +0.70% | +351.51% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.16% | +30.82% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | +0.11% | +0.32% | |
| 18 | NFLX | Netflix INC | Stock-Comm Services | 0.77% | — | -0.02% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | — | +2.71% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.67% | — | -0.67% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.62% | — | -3.00% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.60% | — | -1.00% | |
| 23 | MU | Micron Technology INC | Stock-Tech | 0.60% | +0.16% | +13.77% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | — | -5.53% | |
| 25 | CSCO | Cisco Systems INC | Stock-Tech | 0.57% | — | -3.15% | |
| 26 | YLD | Principal Act Hi Yld ETF | ETF-Other | 0.53% | — | +3.35% | |
| 27 | CGUS | Cap Group Core Equity | ETF-Other | 0.50% | -0.06% | -7.52% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | -0.09% | -1.09% | |
| 29 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.48% | — | -1.68% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.47% | -0.09% | +0.20% | |
| 31 | PEP | Pepsico INC | Stock-Consumer Staples | 0.44% | — | +0.89% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.43% | — | +13.19% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.42% | — | +0.14% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | +0.08% | -11.73% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | — | -0.48% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.40% | — | +4.99% | |
| 37 | FPE | Ft-preferred Secur & INC ETF | ETF-Other | 0.39% | — | +7.52% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.38% | — | -4.89% | |
| 39 | AMAT | Applied Materials INC | Stock-Tech | 0.38% | +0.10% | -0.06% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.37% | +0.07% | -0.58% | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.36% | — | +5.38% | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.36% | — | +5.13% | |
| 43 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 0.36% | +0.36% | NEW | |
| 44 | LIN | Linde plc | Stock-Materials | 0.35% | — | -0.18% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.34% | -0.07% | -19.16% | |
| 46 | ABBV | Abbvie INC | Stock-Healthcare | 0.33% | — | +1.76% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | -0.07% | -12.94% | |
| 48 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.33% | -0.07% | +0.15% | |
| 49 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.31% | — | +2.97% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.31% | +0.08% | -3.51% |
Performance for Q3 2026
+3.9%
Performance Last 4 Quarters
+25.5%
Based on 75% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 3722 | $3.3B | 17 | |
| 2025-12-31 | 3698 | $3.3B | 13 | |
| 2025-09-30 | 3705 | $3.3B | 25 | |
| 2025-06-30 | 3763 | $3.2B | 0 | |
| 2025-03-31 | 3694 | $2.9B | 100 | |
| 2024-12-31 | 3690 | $3.1B | 0 | |
| 2024-09-30 | 3683 | $3.1B | 0 | |
| 2024-06-30 | 3672 | $2.9B | 0 | |
| 2024-03-31 | 3612 | $2.9B | 0 | |
| 2023-12-31 | 3647 | $2.7B | 0 | |
| 2023-09-30 | 3636 | $2.5B | 0 | |
| 2023-06-30 | 3636 | $2.7B | 0 | |
| 2023-03-31 | 3539 | $2.5B | 0 | |
| 2022-12-31 | 3583 | $2.5B | 0 | |
| 2022-09-30 | 3543 | $2.2B | 0 | |
| 2022-06-30 | 3568 | $2.3B | 0 | |
| 2022-03-31 | 3597 | $2.8B | 0 | |
| 2021-12-31 | 3728 | $3.0B | 0 | |
| 2021-09-30 | 3634 | $2.7B | 0 | |
| 2021-06-30 | 3602 | $2.8B | 100 | |
| 2021-03-31 | 3638 | $2.6B | 25 | |
| 2020-12-31 | 3575 | $2.2B | 32 | |
| 2020-09-30 | 3631 | $2.2B | 14 | |
| 2020-06-30 | 3594 | $2.1B | 24 | |
| 2020-03-31 | 3549 | $1.8B | 29 | |
| 2019-12-31 | 3516 | $2.3B | 14 | |
| 2019-09-30 | 3583 | $2.2B | 12 | |
| 2019-06-30 | 3577 | $2.2B | 11 | |
| 2019-03-31 | 3468 | $2.1B | 24 | |
| 2018-12-31 | 3493 | $1.8B | 24 | |
| 2018-09-30 | 3540 | $2.2B | 13 | |
| 2018-06-30 | 3511 | $2.1B | 16 | |
| 2018-03-31 | 3464 | $2.1B | 20 | |
| 2017-12-31 | 3483 | $2.2B | 19 | |
| 2017-09-30 | 3538 | $2.1B | 9 | |
| 2017-06-30 | 3532 | $2.1B | 12 | |
| 2017-03-31 | 3452 | $2.0B | 22 | |
| 2016-12-31 | 1729 | $2.0B | 15 | |
| 2016-09-30 | 1681 | $1.8B | 32 | |
| 2016-06-30 | 1556 | $1.5B | 16 | |
| 2016-03-31 | 1548 | $1.5B | 18 | |
| 2015-12-31 | 1530 | $1.5B | 24 | |
| 2015-09-30 | 1448 | $1.4B | 20 | |
| 2015-06-30 | 1509 | $1.5B | 16 | |
| 2015-03-31 | 1558 | $1.5B | 21 | |
| 2014-12-31 | 1525 | $1.5B | 36 | |
| 2014-09-30 | 1284 | $1.4B | 21 | |
| 2014-06-30 | 1315 | $1.4B | 23 | |
| 2014-03-31 | 1295 | $1.3B | 19 | |
| 2013-12-31 | 1296 | $1.3B | 27 | |
| 2013-09-30 | 1061 | $1.1B | 100 | |
| 2013-06-30 | 239 | $365.4M | — |
Ameritas Investment Partners, Inc.'s most significant position changes for 2026-03-31: New buy: Nyli Ftse Intl Eq Cur Ntrl (HFXI); Sold out: Comerica INC (CMA); New buy: Pinnacle Financial Partners (PNFP); Sold out: Cadence Bank (CADE); New buy: Cap Group Growth Equity (CGGR).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart INC | +0.7% | +351.51% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +30.82% | Add |
| 3 | MU | Micron Technology INC | +0.2% | +13.77% | Add |
| 4 | COST | Costco Wholesale CORP | +0.1% | +0.32% | Add |
| 5 | AMAT | Applied Materials INC | +0.1% | -0.06% | Trim |
| 6 | SITM | Sitime CORP | +0.1% | +461.69% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.1% | -11.73% | Trim |
| 8 | AEIS | Advanced Energy Industries | +0.1% | +222.41% | Add |
| 9 | CGDV | Cap Group Dividend Value | +0.1% | +83.92% | Add |
| 10 | CVX | Chevron CORP | +0.1% | -3.51% | Trim |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.62% | Add |
| 12 | LRCX | Lam Research CORP | +0.1% | -0.58% | Trim |
| 13 | SOLS | Solstice Adv Materials INC | +0.1% | +2924500.00% | Add |
| 14 | CASY | Casey's General Stores INC | +0.1% | +0.38% | Add |
| 15 | TTMI | Ttm Technologies | +0.1% | +226.16% | Add |
| 16 | INTC | Intel CORP | +0.1% | +4.62% | Add |
| 17 | IGE | Ishares North American Natur | +0.1% | -0.43% | Trim |
| 18 | CGUS | Cap Group Core Equity | -0.1% | -7.52% | Trim |
| 19 | VOO | Vanguard S&p 500 ETF | -0.1% | -0.68% | Trim |
| 20 | IWM | Ishares Russell 2000 ETF | -0.1% | -19.16% | Trim |
| 21 | ISRG | Intuitive Surgical INC | -0.1% | +0.15% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -12.94% | Trim |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -99.21% | Trim |
| 24 | INTU | Intuit INC | -0.1% | -0.54% | Trim |
| 25 | ADBE | Adobe INC | -0.1% | -2.28% | Trim |
| 26 | ECHO | Echostar Corp-a | -0.1% | -58.90% | Trim |
| 27 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.13% | Add |
| 28 | PLTR | Palantir Technologies Inc-a | -0.1% | +0.20% | Add |
| 29 | LLY | Eli Lilly & Co | -0.1% | -1.09% | Trim |
| 30 | QCOM | Qualcomm INC | -0.1% | +1.95% | Add |
| 31 | APP | Applovin Corp-class A | -0.1% | -0.18% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.1% | -4.06% | Trim |
| 33 | TSLA | Tesla INC | -0.1% | +8.33% | Add |
| 34 | GOOG | Alphabet Inc-cl C | -0.2% | -0.79% | Trim |
| 35 | AVGO | Broadcom INC | -0.2% | -0.75% | Trim |
| 36 | META | Meta Platforms Inc-class A | -0.2% | -0.43% | Trim |
| 37 | CIEN | Ciena CORP | -0.2% | -95.13% | Trim |
| 38 | COHR | Coherent CORP | -0.2% | -87.71% | Trim |
| 39 | LITE | Lumentum Holdings INC | -0.2% | -90.87% | Trim |
| 40 | AMZN | Amazon.com INC | -0.2% | +0.09% | Add |
| 41 | NVDA | Nvidia CORP | -0.2% | -0.26% | Trim |
| 42 | AAPL | Apple INC | -0.2% | -0.62% | Trim |
| 43 | HEFA | Isha Curr Hedged Msci Eafe | -0.4% | -98.07% | Trim |
| 44 | MSFT | Microsoft CORP | -0.7% | +0.18% | Add |
| 45 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | — | NEW | New buy |
| 46 | CMA | Comerica INC | — | EXIT | Sold out |
| 47 | PNFP | Pinnacle Financial Partners | — | NEW | New buy |
| 48 | CADE | Cadence Bank | — | EXIT | Sold out |
| 49 | CGGR | Cap Group Growth Equity | — | NEW | New buy |
| 50 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-10 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-10 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-12 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-06 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-05 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-12 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-13 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-15 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-15 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-09 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-13 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-22 | Amendment | View on EDGAR |
| 2016-09-30 | 2016-11-15 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-10 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-12 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-09 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-07 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-14 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-11 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-13 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-13 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-13 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-15 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0000862469
Total reported value
$3.3B
908 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001356249
Total reported value
$3.3B
73 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001978879
Total reported value
$3.3B
2,197 stks
2026-03-31
AUM within 0.2% of this institution
Institutions with overlapping top holdings
CIK 0000003520
Total reported value
$22.8B
525 stks
2026-03-31
5 of the top 5 holdings overlap, including Nvidia CORP
CIK 0000019617
Total reported value
$1.6T
33,063 stks
2026-03-31
5 of the top 5 holdings overlap, including Nvidia CORP
CIK 0000314984
Total reported value
$52.5B
4,385 stks
2026-03-31
5 of the top 5 holdings overlap, including Nvidia CORP