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Ameritas Investment Partners, Inc. — 13F Holdings & Portfolio

CIK 1055980 · latest 13F-HR filed 2026-08-13

Backtest portfolio

Ameritas Investment Partners, Inc. manages $3.75B in 13F-reported U.S. long-equity assets across 3,748 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (2.80%), AAPL (2.46%), MSFT (1.60%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 264 new positions and exited 203; 1,936 existing positions rose in reported value and 490 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$3.75B

Long-equity book

Holdings
3,748

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+264 / −203 / ↑1936 / ↓490

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA3.6% · -2%AAPL3.2% · -0%MSFT2.1% · -1%AMZN1.9% · -1%GOOG1.8% · -1%MU1.8% · -0%AMD1.5% · -2%AVGO1.5% · -2%IVV1.3% · -10%GOOGL1.3% · -1%VEA1.2% · -3%TSLA1.1% · +0%VOO1.0% · -9%AGG0.9% · 0%ONEV0.9% · -32%META0.9% · -1%INTC0.8% · +0%QQQ0.8% · -15%CSCO0.7% · -6%WMT0.7% · +0%AMAT0.7% · -1%LRCX0.6% · -0%IVW0.6% · -18%COST0.6% · -0%BND0.6% · +2%VCIT0.6% · +2%XMMO0.5% · +430%LLY0.5% · -3%CGUS0.5% · +2%IVE0.5% · -7%NFLX0.5% · -1%YLD0.5% · +4%KLAC0.5% · +891%WTV0.5% · +5%VWO0.4% · -2%SNDK0.4% · +400%VNQ0.4% · +1%TXN0.4% · +3%HFXI0.4% · +2%FPE0.4% · +5%BRK.B0.4% · -4%QCOM0.4% · -2%SPY0.3% · +4%PANW0.3% · -0%JAAA0.3% · +6%ABBV0.3% · -2%BIV0.3% · +4%PEP0.3% · -3%PLTR0.3% · -0%LIN0.3% · -1%MRVL0.3% · +25%IJH0.3% · -18%STX0.3% · +18%ADI0.3% · -4%LMBS0.3% · +6%MDY0.3% · -28%V0.3% · -3%IWM0.3% · -24%WDC0.3% · +1%FTNT0.3% · -3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 19.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Oct 23, 2026.

Assets Under Management
$29.01B
Discretionary
$24.76B
Employees
51
Accounts
2,515
Address
5945 R STREET
LINCOLN, NE 68505-3402
Phone
(402) 467-6980
Website
Name Title / Status Ownership Type
AMERITAS HOLDING COMPANY ControlOWNER
since Jul 2007
75% or moreDomestic Entity
CHRISTOPHERSEN, STEVEN, JAMES ControlSECRETARY
since Jan 2023
Less than 5%Individual
KINSELLA, MATTHEW, JOHN ControlVICE PRESIDENT & CHIEF COMPLIANCE OFFICER
since Mar 2021
Less than 5%Individual
UDELL, TINA, JEAN ControlDIRECTOR, CHAIR, PRESIDENT & CHIEF EXECUTIVE OFFICER
since Jan 2023
Less than 5%Individual
WILKINSON, SUSAN, KAY ControlDIRECTOR
since Jan 2017
Less than 5%Individual
WU, MICHELE, XIAOMING ControlDIRECTOR
since Jan 2024
Less than 5%Individual
AMERITAS MUTUAL HOLDING COMPANY Control
Indirect owner via AMERITAS HOLDING COMPANY
OWNER
since Jan 1999
75% or moreDomestic Entity
Ownership & leadership changes · 8 filings with changes since Mar 27, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 30, 2024 filing
  • No longer listedJURGENSMEIER, ROBERT, MICHAEL · DIRECTOR · Less than 5% · control person · listed since Feb 2021
  • AddedWU, MICHELE, XIAOMING · DIRECTOR · Less than 5% · control person
Jan 26, 2023 filing
  • No longer listedDIKE, KAREN, ANNE · SECRETARY · Less than 5% · control person · listed since Apr 2010
  • No longer listedMIKUS, JAMES · DIRECTOR, CHAIRMAN, PRESIDENT & CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since May 2017
  • AddedCHRISTOPHERSEN, STEVEN, JAMES · SECRETARY · Less than 5% · control person
  • AddedUDELL, TINA, JEAN · DIRECTOR, CHAIR, PRESIDENT & CHIEF EXECUTIVE OFFICER · Less than 5% · control person
Mar 11, 2022 filing
  • No longer listedLESTER, WILLIAM, WALLACE · DIRECTOR · Less than 5% · control person · listed since May 2017
Mar 26, 2021 filing
  • No longer listedHERBERT, GERALD, QUINTIN · VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER · Less than 5% · control person · listed since Apr 2010
  • No longer listedKNIPPER, THOMAS, GERARD · VICE PRESIDENT & CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Apr 2010
  • AddedJURGENSMEIER, ROBERT, MICHAEL · DIRECTOR · Less than 5% · control person
  • AddedKINSELLA, MATTHEW, JOHN · VICE PRESIDENT & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 26, 2020 filing
  • ChangedLESTER, WILLIAM, WALLACE · title DIRECTOR & CHAIRMAN → DIRECTOR
  • ChangedMIKUS, JAMES · title DIRECTOR, PRESIDENT & CHIEF EXECUTIVE OFFICER → DIRECTOR, CHAIRMAN, PRESIDENT & CHIEF EXECUTIVE OFFICER
Mar 31, 2017 filing
  • No longer listedBARTH, ROBERT, CARL · DIRECTOR · Less than 5% · control person · listed since Jul 2007
  • AddedWILKINSON, SUSAN, KAY · DIRECTOR · Less than 5% · control person
Mar 27, 2015 filing
  • No longer listedRODMAKER, GARY, RUSSELL · VICE PRESIDENT & MANAGING DIRECTOR · Less than 5% · control person · listed since Apr 2010
Mar 27, 2013 filing
  • No longer listedUNIFI MUTUAL HOLDING COMPANY · OWNER · 75% or more · indirect via AMERITAS HOLDING COMPANY · control person · listed since Jan 1999
  • AddedAMERITAS MUTUAL HOLDING COMPANY · OWNER · 75% or more · indirect via AMERITAS HOLDING COMPANY · control person
  • ChangedLESTER, WILLIAM, WALLACE · title DIRECTOR, CHAIRMAN, PRESIDENT, & CHIEF EXECUTIVE OFFICER → DIRECTOR & CHAIRMAN
  • ChangedMIKUS, JAMES · title DIRECTOR, SENIOR VICE PRESIDENT & SENIOR MANAGING DIRECTOR → DIRECTOR, PRESIDENT & CHIEF EXECUTIVE OFFICER
Mar 27, 2012 filing (earliest on record)
  • ListedAMERITAS HOLDING COMPANY · OWNER · 75% or more · control person
  • ListedBARTH, ROBERT, CARL · DIRECTOR · Less than 5% · control person
  • ListedDIKE, KAREN, ANNE · SECRETARY · Less than 5% · control person
  • ListedHERBERT, GERALD, QUINTIN · VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER · Less than 5% · control person
  • ListedKNIPPER, THOMAS, GERARD · VICE PRESIDENT & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedLESTER, WILLIAM, WALLACE · DIRECTOR, CHAIRMAN, PRESIDENT, & CHIEF EXECUTIVE OFFICER · Less than 5% · control person
  • ListedMIKUS, JAMES · DIRECTOR, SENIOR VICE PRESIDENT & SENIOR MANAGING DIRECTOR · Less than 5% · control person
  • ListedRODMAKER, GARY, RUSSELL · VICE PRESIDENT & MANAGING DIRECTOR · Less than 5% · control person
  • ListedUNIFI MUTUAL HOLDING COMPANY · OWNER · 75% or more · indirect via AMERITAS HOLDING COMPANY · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 1936 →

Top Trims

Show all 490 →

New Positions

Show all 264 →

Exited Positions

Show all 203 →

Ameritas Investment Partners, Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $105.2M 2.80% 525,943 SH
2 APPLE INC AAPL 037833100 $92.3M 2.46% 319,115 SH
3 MICROSOFT CORP MSFT 594918104 $60.2M 1.60% 161,386 SH
4 MICRON TECHNOLOGY INC MU 595112103 $58.4M 1.56% 50,585 SH
5 AMAZON COM INC AMZN 023135106 $53.7M 1.43% 225,405 SH
6 ISHARES TR IVV 464287200 $49.5M 1.32% 66,099 SH
7 ALPHABET INC GOOGL 02079K305 $45.3M 1.21% 126,871 SH
8 ADVANCED MICRO DEVICES INC AMD 007903107 $42.5M 1.13% 73,140 SH
9 ALPHABET INC GOOG 02079K107 $39.7M 1.06% 112,273 SH
10 BROADCOM INC AVGO 11135F101 $38.9M 1.04% 102,952 SH
11 VANGUARD INDEX FDS VOO 922908363 $37.8M 1.01% 55,000 SH
12 TESLA INC TSLA 88160R101 $37.8M 1.01% 89,798 SH
13 ISHARES TR AGG 464287226 $35.2M 0.94% 356,000 SH
14 SPDR SERIES TRUST ONEV 78468R754 $34.8M 0.93% 243,256 SH
15 META PLATFORMS INC META 30303M102 $32.5M 0.87% 57,759 SH
16 INTEL CORP INTC 458140100 $31.1M 0.83% 222,853 SH
17 APPLIED MATLS INC AMAT 038222105 $25.7M 0.69% 35,601 SH
18 LAM RESEARCH CORP LRCX 512807306 $24.3M 0.65% 56,086 SH
19 WALMART INC WMT 931142103 $24.3M 0.65% 214,572 SH
20 VANGUARD TAX-MANAGED FDS VEA 921943858 $23.6M 0.63% 331,478 SH
21 VANGUARD BD INDEX FDS BND 921937835 $22.2M 0.59% 303,000 SH
22 VANGUARD TAX-MANAGED FDS VEA 921943858 $22.0M 0.59% 309,000 SH
23 ISHARES TR IVW 464287309 $21.9M 0.58% 159,000 SH
24 CISCO SYS INC CSCO 17275R102 $20.8M 0.55% 176,870 SH
25 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $20.7M 0.55% 250,212 SH
26 INVESCO EXCHANGE TRADED FD T XMMO 46137V464 $20.6M 0.55% 120,954 SH
27 CAPITAL GROUP CORE EQUITY ET CGUS 14020V108 $19.3M 0.51% 434,166 SH
28 APPLE INC AAPL 037833100 $19.0M 0.51% 65,817 SH
29 COSTCO WHOLESALE CORPORATION COST 22160K105 $18.6M 0.50% 19,895 SH
30 PRINCIPAL EXCHANGE TRADED FD YLD 74255Y102 $18.1M 0.48% 950,578 SH
31 KLA CORP KLAC 482480100 $17.7M 0.47% 58,579 SH
32 WISDOMTREE TR WTV 97717W547 $17.7M 0.47% 173,587 SH
33 ISHARES TR IVE 464287408 $17.5M 0.47% 77,000 SH
34 NVIDIA CORPORATION NVDA 67066G104 $16.2M 0.43% 80,980 SH
35 ALPHABET INC GOOG 02079K107 $16.0M 0.43% 45,206 SH
36 SANDISK CORP SNDK 80004C200 $15.1M 0.40% 6,643 SH
37 INVESCO QQQ TR QQQ 46090E103 $14.7M 0.39% 20,000 SH
38 INVESCO QQQ TR QQQ 46090E103 $14.7M 0.39% 19,965 SH
39 NEW YORK LIFE INVESTMENTS ET HFXI 45409B560 $13.6M 0.36% 356,633 SH
40 FIRST TR EXCH TRADED FD III FPE 33739E108 $13.5M 0.36% 754,936 SH
41 NETFLIX INC. NFLX 64110L106 $13.5M 0.36% 188,829 SH
42 NVIDIA CORPORATION NVDA 67066G104 $13.3M 0.35% 66,410 SH
43 JANUS DETROIT STR TR JAAA 47103U845 $12.5M 0.33% 248,172 SH
44 PALO ALTO NETWORKS INC PANW 697435105 $12.5M 0.33% 36,560 SH
45 VANGUARD BD INDEX FDS BIV 921937819 $12.3M 0.33% 160,321 SH
46 TEXAS INSTRS INC TXN 882508104 $12.2M 0.32% 40,805 SH
47 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $12.0M 0.32% 102,965 SH
48 MARVELL TECHNOLOGY INC MRVL 573874104 $11.7M 0.31% 39,236 SH
49 ALPHABET INC GOOG 02079K107 $11.4M 0.30% 32,230 SH
50 VANGUARD INTL EQUITY INDEX F VWO 922042858 $11.3M 0.30% 190,059 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $3.75B 3,748 0001055980-26-000004
2026-03-31 2026-05-13 $3.25B 3,722 0001055980-26-000003
2025-12-31 2026-02-11 $3.28B 3,698 0001055980-26-000002
2025-09-30 2025-11-10 $3.27B 3,705 0001055980-25-000009
Filer Information
Address
5945 R STREET
LINCOLN, NE 68505
Phone
(402) 467-6980
Filing Manager
Ameritas Investment Partners, Inc.
LINCOLN, NE
Signatory
Matthew J Kinsella
Chief Compliance Officer