Ameritas Investment Partners is based out of Lincoln. Ameritas Investment Partners is a large advisory firm with 2236 clients and discretionary assets under management (AUM) of $23,177,363,645 (Form ADV from 2025-03-24). Their last reported 13F filing for Q3 2025 included $3,269,416,250 in managed 13F securities
and a top 10 holdings concentration of 22.11%. Ameritas Investment Partners's largest holding is NVIDIA Corp with shares held of 718,693. Whalewisdom has at least 74 13F filings
Business Description
AIP's primary business is providing investment advisory services. They offer investment supervisory services and manage investment portfolios for affiliated and unaffiliated separate accounts, three wrap fee programs that AIP sponsors (including Gemini), an AAS-sponsored wrap fee program, and eight sub-advised CRM mutual funds. These services are tailored to meet client objectives and risk tolerances by managing various asset classes with in-house personnel.
AIP also provides investment advisory services to clients who invest in Wrap Fee Programs, sharing the fees with AAS and using AIC as the introducing broker-dealer. AAS has a conflict of interest in recommending AIP's programs due to the revenue AIC receives and the fees AAS receives. However, AAS does not require its IARs to utilize AIP's services and makes multiple advisory programs available.
Investment Strategy
AIP professional managers use a proprietary asset allocation process to align client needs, expectations, and constraints with investment market opportunities. This approach aims to deliver client-specific, custom-diversified investment portfolios. Recommendations are developed based on each client’s financial situation, considering factors like cash flow expectations, capacity for loss, income tax exposure, concentrated holdings, and complimentary investment exposure. Investments are selected for their attractive expected returns and complimentary characteristics within a diversified portfolio.
AIP utilizes its investment professionals to manage individual core common stocks and fixed income security positions. ETFs, mutual funds, and other pooled investments are used to allocate exposure to additional complimentary asset classes and for liquidity. For asset allocation and fund selection accounts, AIP employs a proprietary asset allocation process to deliver specific ETF and mutual fund selections. Asset allocation models are evaluated and updated periodically and when appropriate.
Owners
- AMERITAS HOLDING COMPANY - OWNER
- UDELL, TINA, JEAN - DIRECTOR, CHAIR, PRESIDENT & CHIEF EXECUTIVE OFFICER
- KINSELLA, MATTHEW, JOHN - VICE PRESIDENT & CHIEF COMPLIANCE OFFICER
- WILKINSON, SUSAN, KAY - DIRECTOR
- WU, MICHELE, XIAOMING - DIRECTOR
- CHRISTOPHERSEN, STEVEN, JAMES - SECRETARY Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| CGUS Capital Group Core E | 0.52% |
| APP Applovin Corp | 0.17% |
| QQQ Invesco QQQ Trust, S | 0.16% |
| PLTR Palantir Technologie | 0.13% |
| WTV WisdomTree U.S. Valu | 0.12% |
2025-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| IVV iShares Core S&P 500 | 0.63% |
| IWM iShares Russell 2000 | 0.17% |
| SPY SPDR S&P 500 ETF TRU | 0.16% |
| NFLX Netflix Inc | 0.16% |
| IBKR Interactive Brokers | 0.14% |
2025-09-30
13F Holdings Summary
| Name | % of Portfolio |
|---|---|
| NVDA NVIDIA Corp | 4.1% |
| MSFT Microsoft Corporatio | 3.5% |
| AAPL Apple Inc | 3.44% |
| AMZN Amazon.com Inc | 2.11% |
| AVGO Broadcom Inc | 2.02% |
2025-09-30
13F Activity
| Market Value | $3.27b, Prior: $3.17b |
| Inflows (Outflows) as % of Total MV | (-3.6398)% |
| New Purchases | 46 stocks |
| Added To | 295 stocks |
| Sold out of | 98 stocks |
| Reduced holdings in | 1816 stocks |
| Top 10 Holdings % | 22.11% |
| Turnover %[1] | 4.44% |
| Turnover Alt %[2] | 2.98% |
| Time Held Top 20 | 22.5 quarters |
| Time Held Top 10 | 19.8 quarters |
| Time Held All | 26.02 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-09-30
13F Sector Allocation Over Time
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2025-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-09-30