AMERITAS INVESTMENT CORP

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Ameritas Investment Corp is based out of Lincoln. Ameritas Investment Corp is a large advisory firm with 8249 clients and discretionary assets under management (AUM) of $381,999,830 (Form ADV from 2019-01-31). Their last reported 13F filing for Q4 2018 included $463,478,000 in managed 13F securities and a top 10 holdings concentration of 27.14%. Ameritas Investment Corp's largest holding is Apple Inc with shares held of 176,486. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

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12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 0.95%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

AMERITAS INVESTMENT CORP
5900 "O" STREET
LINCOLN NE    68510
Country: United States

Business Phone: 800-335-9858
Fax: 402-467-7726
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NE
Number of employees: 675
Other Business Activities: broker-dealer,insurance broker or agent,registered municipal advisor
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Performance-based fees,SOLICITOR FEES
Amount of client funds and securities: 3,491,950,000
Total Number of Clients: 8249
Amount of client funds and securities by related persons: 3,487,950,000
Total Number of clients from related persons: 9728
Disclosures: 11.C (1),11.C (2),11.C (4),11.C (5),11.D (1),11.D (2),11.D (4),11.E (2),11.E (4),11.H (1).(a),11.H (1).(b)
Data above was derived from SEC filings.

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AMERITAS INVESTMENT CORP

ownership team - last updated 2018-12-19
Name Title Start Date Direct/Indirect % Ownership
LESTER, WILLIAM WALLACE CHAIRMAN 05/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUMMIT INVESTMENT ADVISORS, INC. DIRECTOR & CHAIRMAN direct 2006-12-01
SUMMIT INVESTMENT PARTNERS, INC. DIRECTOR, PRESIDENT AND CEO direct 2008-11-01
AMERITAS INVESTMENT CORP DIRECTOR direct 2015-05-01
CALVERT INVESTMENT MANAGEMENT, INC. DIRECTOR AND CHAIRMAN direct 2016-12-01
AMERITAS INVESTMENT CORP TREASURER direct 1999-05-01 2004-03-26
AMERITAS INVESTMENT ADVISORS INC PRESIDENT AND CEO, DIRECTOR direct 1999-05-01 2005-09-06
AMERITAS INVESTMENT ADVISORS INC DIRECTOR, PRESIDENT, CEO AND TREASURER direct 1999-05-01 2006-06-30
SUMMIT INVESTMENT PARTNERS, INC. DIRECTOR direct 2007-11-01 2008-03-27
AMERITAS INVESTMENT CORP DIRECTOR, TREASURER direct 2004-04-01 2009-11-04
AMERITAS INVESTMENT CORP DIRECTOR, CHAIRMAN/TREASURER direct 2004-04-01 2010-06-10
SUMMIT INVESTMENT ADVISORS, INC. DIRECTOR, CHAIRMAN, PRESIDENT, & CHIEF EXECUTIVE OFFICER direct 2006-12-01 2012-03-27
AMERITAS INVESTMENT CORP DIRECTOR, CHAIRMAN direct 2004-04-01 2015-04-27
SHERFFIUS, MARIA ELIZABETH VICE PRESIDENT - COMPLIANCE OFFICER 07/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP ASSISTANT VICE PRESIDENT/COMPLIANCE OFFICER AIC/AIA direct 2002-05-01
AMERITAS INVESTMENT CORP VICE PRESIDENT - CHIEF COMPLIANCE OFFICER direct 2003-09-01
AMERITAS INVESTMENT CORP VICE PRESIDENT - COMPLIANCE OFFICER direct 2006-07-01
AMERITAS INVESTMENT ADVISORS INC ASSISTANT VICE PRESIDENT/COMPLIANCE OFFICER AIC/AIA direct 2002-05-01
AMERITAS INVESTMENT ADVISORS INC ASSISTANT VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2002-05-01
CADWELL, DEIDRE DAWN VICE PRESIDENT - OPERATIONS 09/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP SENIOR REGISTERED OPTIONS PRINCIPAL AND COMPLIANCE REGISTERED OPTIONS PRINCIPAL direct 2003-01-01
AMERITAS INVESTMENT CORP VICE PRESIDENT - OPERATIONS direct 2003-09-01
AMERITAS INVESTMENT CORP VICE PRESIDENT - OPERATIONS (SROP/CROP) direct 2003-09-01
GROSSER, CONNIE SUE VICE PRESIDENT - WEALTH MANAGEMENT & INVESTMENT SERVICES 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CARILLON INVESTMENTS, INC. VICE PRESIDENT, SROP, FINOP PRINCIPAL, MUNI PRINCIPAL, TREASURER direct 2000-02-01
AMERITAS INVESTMENT CORP VICE PRESIDENT - RISK & ANALYTICS direct 2006-07-01
AMERITAS INVESTMENT CORP VICE PRESIDENT - REPORTING AND CONTROL direct 2006-07-01 2010-06-10
AMERITAS INVESTMENT CORP VICE PRESIDENT - BEST PRACTICES direct 2006-07-01 2013-03-28
AMERITAS INVESTMENT CORP VICE PRESIDENT - RISK & ANALYTICS AND FINANCIAL OPERATIONS PRINCIPAL direct 2006-07-01 2016-11-11
AMERITAS LIFE INSURANCE CORP. BENEFICIAL OWNER 10/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE ADVISORS GROUP, INC. MAJORITY OWNER OF AMAL CORPORATION indirect 2002-05-01
AMERITAS INVESTMENT CORP BENEFICIAL OWNER direct 2006-10-01
SUMMIT INVESTMENT PARTNERS, INC. OWNER indirect 2009-04-01
CALVERT INVESTMENT MANAGEMENT, INC. SHAREHOLDER indirect 2010-06-01
AMERITAS INVESTMENT CORP BEN. OWNER indirect 1996-04-01 2006-07-10
AMERITAS INVESTMENT ADVISORS INC OWNER direct 1984-09-01 2007-03-29
CALVERT INVESTMENT MANAGEMENT, INC. SHAREHOLDER indirect 2010-06-01 2014-03-21
SANDS, ROBERT JOHN HAMILTON CORPORATE SECRETARY 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE ADVISORS GROUP, INC. DIRECTOR direct 1988-08-01
AMERITAS INVESTMENT CORP CORPORATE SECRETARY direct 2011-01-01
CALVERT ASSET MANAGEMENT CO INC DIRECTOR direct 1998-10-01 2015-03-31
FARMEN, SCOTT RAYMOND AML COMPLIANCE OFFICER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP AML COMPLIANCE OFFICER direct 2014-07-01
BEASLEY, RYAN CHARLES DIRECTOR 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP DIRECTOR direct 2017-01-01
HERBERT, GERALD QUINTIN VICE PRESIDENT PRINCIPAL FINANCIAL OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP VICE PRESIDENT CHIEF FINANCIAL OFFICER, FINANCIAL OPERATIONS PRINCIPAL direct 2017-01-01
SUMMIT INVESTMENT PARTNERS, INC. CONTROLLER direct 2005-11-01
SUMMIT INVESTMENT PARTNERS, INC. TREASURER (03/2006) direct 2005-11-01
SUMMIT INVESTMENT PARTNERS, INC. CONTROLLER AND TREASURER (03/2006) direct 2005-11-01
SUMMIT INVESTMENT ADVISORS, INC. TREASURER direct 2007-07-01
AMERITAS INVESTMENT PARTNERS, INC. VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER direct 2010-04-01
SUMMIT INVESTMENT ADVISORS, INC. VICE PRESIDENT & TREASURER direct 2010-04-01
KORTE, BRENT FRAZIER DIRECTOR 04/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP DIRECTOR direct 2017-04-01
HEILMAN, CHERYL LYNN PRESIDENT 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE ADVISORS GROUP, INC. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2002-03-01
IFG ADVISORY SERVICES INC CORPORATE SECRETARY direct 2000-01-01 2002-03-06
AMERITAS INVESTMENT CORP VICE PRESIDENT - CHIEF ADMINISTRATION OFFICER direct 2003-09-01 2007-01-18
AMERITAS INVESTMENT CORP VICE PRESIDENT - CHIEF OPERATIONS OFFICER direct 2006-07-01 2008-03-28
AMERITAS INVESTMENT CORP VICE PRESIDENT - CHIEF OPERATING OFFICER direct 2006-07-01 2010-04-23
AMERITAS INVESTMENT CORP VICE PRESIDENT - CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER direct 2006-07-01 2010-06-10
AMERITAS INVESTMENT CORP SENIOR VICE PRESIDENT - CHIEF COMPLIANCE OFFICER AND RISK MANAGEMENT direct 2011-03-01 2012-03-30
CLEMENTS, JAMES EDMOND VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & RISK MANAGEMENT 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PARK AVENUE SECURITIES LLC VICE PRESIDENT INVESTMENT ADVISORY SERVICES direct 2000-11-01 2004-01-27
PARK AVENUE SECURITIES LLC SENIOR VICE PRESIDENT INVESTMENT ADVISORY SERVICES direct 2004-03-01 2007-10-25
EQUITY SERVICES, INC. SR. VP, BUSINESS DEVELOPMENT direct 2009-06-01 2010-08-03
AMERITAS MUTUAL HOLDING COMPANY OWNER AMERITAS HOLDING COMPANY 01/01/1999 Indirect 75% or more
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP OWNER indirect 1999-01-01
AMERITAS INVESTMENT ADVISORS INC OWNER indirect 1999-01-01
THE ADVISORS GROUP, INC. OWNER OF AMERITAS HOLDING COMPANY indirect 1999-01-01
SUMMIT INVESTMENT PARTNERS, INC. OWNER indirect 2006-01-01
CALVERT INVESTMENT MANAGEMENT, INC. SHAREHOLDER indirect 2006-01-01
SUMMIT INVESTMENT PARTNERS LLC OWNER indirect 2006-01-01
CARILLON INVESTMENTS, INC. OWNER indirect 2006-01-01
THE ADVISORS GROUP, INC. SHAREHOLDER/ HOLDING COMPANY indirect 1999-01-01 2002-03-22
CALVERT ASSET MANAGEMENT COMPANY, INC. SHAREHOLDER indirect 2006-01-01 2011-05-10
CALVERT INVESTMENT MANAGEMENT, INC. SHAREHOLDER indirect 2006-01-01 2012-04-19
AMERITAS HOLDING COMPANY OWNER AMERITAS LIFE INSURANCE CORP. 01/01/1999 Indirect 75% or more
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP OWNER indirect 1999-01-01
THE ADVISORS GROUP, INC. OWNER OF AMERITAS LIFE INSURANCE CORP indirect 2002-05-01
SUMMIT INVESTMENT PARTNERS LLC OWNER indirect 2006-01-01
CARILLON INVESTMENTS, INC. OWNER indirect 2006-01-01
SUMMIT INVESTMENT PARTNERS, INC. OWNER indirect 2006-01-01
SUMMIT INVESTMENT ADVISORS, INC. OWNER direct 2007-07-01
CALVERT INVESTMENT MANAGEMENT, INC. SHAREHOLDER indirect 2010-06-01
THE ADVISORS GROUP, INC. SHAREHOLDER/ HOLDING COMPANY indirect 1999-01-01 2002-03-22
THE ADVISORS GROUP, INC. OWNER OF ACACIA LIFE INSURANCE COMPANY indirect 1999-01-01 2002-06-10
AMERITAS INVESTMENT ADVISORS INC OWNER indirect 1999-01-01 2007-03-29
SUMMIT INVESTMENT PARTNERS, INC. OWNER indirect 2006-01-01 2009-06-25

AMERITAS INVESTMENT CORP

ownership team - last updated 2017-12-06
Name Title Start Date Direct/Indirect % Ownership
LESTER, WILLIAM WALLACE DIRECTOR 05/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUMMIT INVESTMENT ADVISORS, INC. DIRECTOR & CHAIRMAN direct 2006-12-01
SUMMIT INVESTMENT PARTNERS, INC. DIRECTOR, PRESIDENT AND CEO direct 2008-11-01
AMERITAS INVESTMENT CORP DIRECTOR direct 2015-05-01
CALVERT INVESTMENT MANAGEMENT, INC. DIRECTOR AND CHAIRMAN direct 2016-12-01
AMERITAS INVESTMENT CORP TREASURER direct 1999-05-01 2004-03-26
AMERITAS INVESTMENT ADVISORS INC PRESIDENT AND CEO, DIRECTOR direct 1999-05-01 2005-09-06
AMERITAS INVESTMENT ADVISORS INC DIRECTOR, PRESIDENT, CEO AND TREASURER direct 1999-05-01 2006-06-30
SUMMIT INVESTMENT PARTNERS, INC. DIRECTOR direct 2007-11-01 2008-03-27
AMERITAS INVESTMENT CORP DIRECTOR, TREASURER direct 2004-04-01 2009-11-04
AMERITAS INVESTMENT CORP DIRECTOR, CHAIRMAN/TREASURER direct 2004-04-01 2010-06-10
SUMMIT INVESTMENT ADVISORS, INC. DIRECTOR, CHAIRMAN, PRESIDENT, & CHIEF EXECUTIVE OFFICER direct 2006-12-01 2012-03-27
AMERITAS INVESTMENT CORP DIRECTOR, CHAIRMAN direct 2004-04-01 2015-04-27
SHERFFIUS, MARIA ELIZABETH VICE PRESIDENT - COMPLIANCE OFFICER 07/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP ASSISTANT VICE PRESIDENT/COMPLIANCE OFFICER AIC/AIA direct 2002-05-01
AMERITAS INVESTMENT CORP VICE PRESIDENT - CHIEF COMPLIANCE OFFICER direct 2003-09-01
AMERITAS INVESTMENT CORP VICE PRESIDENT - COMPLIANCE OFFICER direct 2006-07-01
AMERITAS INVESTMENT ADVISORS INC ASSISTANT VICE PRESIDENT/COMPLIANCE OFFICER AIC/AIA direct 2002-05-01
AMERITAS INVESTMENT ADVISORS INC ASSISTANT VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2002-05-01
CADWELL, DEIDRE DAWN VICE PRESIDENT - OPERATIONS 09/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP SENIOR REGISTERED OPTIONS PRINCIPAL AND COMPLIANCE REGISTERED OPTIONS PRINCIPAL direct 2003-01-01
AMERITAS INVESTMENT CORP VICE PRESIDENT - OPERATIONS direct 2003-09-01
AMERITAS INVESTMENT CORP VICE PRESIDENT - OPERATIONS (SROP/CROP) direct 2003-09-01
GROSSER, CONNIE SUE VICE PRESIDENT - RISK & ANALYTICS 07/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
CARILLON INVESTMENTS, INC. VICE PRESIDENT, SROP, FINOP PRINCIPAL, MUNI PRINCIPAL, TREASURER direct 2000-02-01
AMERITAS INVESTMENT CORP VICE PRESIDENT - RISK & ANALYTICS direct 2006-07-01
AMERITAS INVESTMENT CORP VICE PRESIDENT - REPORTING AND CONTROL direct 2006-07-01 2010-06-10
AMERITAS INVESTMENT CORP VICE PRESIDENT - BEST PRACTICES direct 2006-07-01 2013-03-28
AMERITAS INVESTMENT CORP VICE PRESIDENT - RISK & ANALYTICS AND FINANCIAL OPERATIONS PRINCIPAL direct 2006-07-01 2016-11-11
AMERITAS LIFE INSURANCE CORP. BENEFICIAL OWNER 10/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE ADVISORS GROUP, INC. MAJORITY OWNER OF AMAL CORPORATION indirect 2002-05-01
AMERITAS INVESTMENT CORP BENEFICIAL OWNER direct 2006-10-01
SUMMIT INVESTMENT PARTNERS, INC. OWNER indirect 2009-04-01
CALVERT INVESTMENT MANAGEMENT, INC. SHAREHOLDER indirect 2010-06-01
AMERITAS INVESTMENT CORP BEN. OWNER indirect 1996-04-01 2006-07-10
AMERITAS INVESTMENT ADVISORS INC OWNER direct 1984-09-01 2007-03-29
CALVERT INVESTMENT MANAGEMENT, INC. SHAREHOLDER indirect 2010-06-01 2014-03-21
WILLIAMS, DAVID MICHAEL VICE PRESIDENT - ASSOCIATE GENERAL COUNSEL, ASSISTANT SECRETARY 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP VICE PRESIDENT, ASSOICATE GENERAL COUNCIL direct 2009-03-01
AMERITAS INVESTMENT CORP VICE PRESIDENT - ASSOCIATE GENERAL COUNSEL, ASSISTANT SECRETARY direct 2009-03-01
AMERITAS INVESTMENT CORP VICE PRESIDENT - ASSOCIATE GENERAL COUNCEL, ASSISTANT SECRETARY direct 2009-03-01
AMERITAS INVESTMENT CORP VICE PRESIDENT - ASSOCIATE GENERAL COUNCIL, ASSISTANT SECRETARY direct 2009-03-01
SANDS, ROBERT JOHN HAMILTON CORPORATE SECRETARY 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE ADVISORS GROUP, INC. DIRECTOR direct 1988-08-01
AMERITAS INVESTMENT CORP CORPORATE SECRETARY direct 2011-01-01
CALVERT ASSET MANAGEMENT CO INC DIRECTOR direct 1998-10-01 2015-03-31
BEASLEY, RYAN CHARLES DIRECTOR 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP DIRECTOR direct 2017-01-01
WILTON, DARLA GAREE VICE PRESIDENT CHIEF ADMINISTRATION OFFICER 06/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP VICE PRESIDENT CHIEF ADMINISTRATION OFFICER direct 2013-06-01
VALIC FINANCIAL ADVISORS, INC. VP-OPERATIONS direct 2004-05-01
AIG RETIREMENT ADVISORS, INC. VP - FIELD DEVELOPMENT direct 2005-02-01
WFG ADVISORS, LP DIRECTOR/MANAGER OF ADVISOR SERVICES direct 2008-09-01
WFG ADVISORS, LP DIRECTOR OF ADVISOR SERVICES direct 2008-09-01
BURNS, MICHAEL DENNIS SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND RISK MANAGEMENT OFFICER 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND RISK MANAGEMENT OFFICER direct 2014-06-01
PRIMEVEST FINANCIAL SERVICES, INC. VICE PRESIDENT , CHIEF COMPLIANCE OFFICER AND SECRETARY direct 2008-05-01
PRIMEVEST FINANCIAL SERVICES, INC. CHIEF COMPLIANCE OFFICER direct 2008-05-01
PRIMEVEST FINANCIAL SERVICES, INC. VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2008-05-01
BANCNORTH INVESTMENT GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2008-05-01
BANCNORTH INVESTMENT GROUP, INC. CHIEF COMPLIANCE OFFICER AND DIRECTOR direct 2008-05-01
USALLIANZ SECURITIES, INC. CHIEF COMPLIANCE OFFICER direct 2002-09-01
FARMEN, SCOTT RAYMOND AML COMPLIANCE OFFICER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP AML COMPLIANCE OFFICER direct 2014-07-01
HERBERT, GERALD QUINTIN VICE PRESIDENT CHIEF FINANCIAL OFFICER, FINANCIAL OPERATIONS PRINCIPAL 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP VICE PRESIDENT CHIEF FINANCIAL OFFICER, FINANCIAL OPERATIONS PRINCIPAL direct 2017-01-01
SUMMIT INVESTMENT PARTNERS, INC. CONTROLLER direct 2005-11-01
SUMMIT INVESTMENT PARTNERS, INC. TREASURER (03/2006) direct 2005-11-01
SUMMIT INVESTMENT PARTNERS, INC. CONTROLLER AND TREASURER (03/2006) direct 2005-11-01
SUMMIT INVESTMENT ADVISORS, INC. TREASURER direct 2007-07-01
AMERITAS INVESTMENT PARTNERS, INC. VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER direct 2010-04-01
SUMMIT INVESTMENT ADVISORS, INC. VICE PRESIDENT & TREASURER direct 2010-04-01
KORTE, BRENT FRAZIER DIRECTOR 04/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP DIRECTOR direct 2017-04-01
HEILMAN, CHERYL LYNN PRESIDENT 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE ADVISORS GROUP, INC. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2002-03-01
IFG ADVISORY SERVICES INC CORPORATE SECRETARY direct 2000-01-01 2002-03-06
AMERITAS INVESTMENT CORP VICE PRESIDENT - CHIEF ADMINISTRATION OFFICER direct 2003-09-01 2007-01-18
AMERITAS INVESTMENT CORP VICE PRESIDENT - CHIEF OPERATIONS OFFICER direct 2006-07-01 2008-03-28
AMERITAS INVESTMENT CORP VICE PRESIDENT - CHIEF OPERATING OFFICER direct 2006-07-01 2010-04-23
AMERITAS INVESTMENT CORP VICE PRESIDENT - CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER direct 2006-07-01 2010-06-10
AMERITAS INVESTMENT CORP SENIOR VICE PRESIDENT - CHIEF COMPLIANCE OFFICER AND RISK MANAGEMENT direct 2011-03-01 2012-03-30
AMERITAS MUTUAL HOLDING COMPANY OWNER AMERITAS HOLDING COMPANY 01/01/1999 Indirect 75% or more
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP OWNER indirect 1999-01-01
AMERITAS INVESTMENT ADVISORS INC OWNER indirect 1999-01-01
THE ADVISORS GROUP, INC. OWNER OF AMERITAS HOLDING COMPANY indirect 1999-01-01
SUMMIT INVESTMENT PARTNERS, INC. OWNER indirect 2006-01-01
CALVERT INVESTMENT MANAGEMENT, INC. SHAREHOLDER indirect 2006-01-01
SUMMIT INVESTMENT PARTNERS LLC OWNER indirect 2006-01-01
CARILLON INVESTMENTS, INC. OWNER indirect 2006-01-01
THE ADVISORS GROUP, INC. SHAREHOLDER/ HOLDING COMPANY indirect 1999-01-01 2002-03-22
CALVERT ASSET MANAGEMENT COMPANY, INC. SHAREHOLDER indirect 2006-01-01 2011-05-10
CALVERT INVESTMENT MANAGEMENT, INC. SHAREHOLDER indirect 2006-01-01 2012-04-19
AMERITAS HOLDING COMPANY OWNER AMERITAS LIFE INSURANCE CORP. 01/01/1999 Indirect 75% or more
Fund Name Position direct/indirect start date end date
AMERITAS INVESTMENT CORP OWNER indirect 1999-01-01
THE ADVISORS GROUP, INC. OWNER OF AMERITAS LIFE INSURANCE CORP indirect 2002-05-01
SUMMIT INVESTMENT PARTNERS LLC OWNER indirect 2006-01-01
CARILLON INVESTMENTS, INC. OWNER indirect 2006-01-01
SUMMIT INVESTMENT PARTNERS, INC. OWNER indirect 2006-01-01
SUMMIT INVESTMENT ADVISORS, INC. OWNER direct 2007-07-01
CALVERT INVESTMENT MANAGEMENT, INC. SHAREHOLDER indirect 2010-06-01
THE ADVISORS GROUP, INC. SHAREHOLDER/ HOLDING COMPANY indirect 1999-01-01 2002-03-22
THE ADVISORS GROUP, INC. OWNER OF ACACIA LIFE INSURANCE COMPANY indirect 1999-01-01 2002-06-10
AMERITAS INVESTMENT ADVISORS INC OWNER indirect 1999-01-01 2007-03-29
SUMMIT INVESTMENT PARTNERS, INC. OWNER indirect 2006-01-01 2009-06-25

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