Ameritas Investment Partners, Inc.

CIK 0001055980 · Q1 2026

13F Equity AUM

$3.3B

-0.9% QoQ

Positions

3,077

-21 QoQ

AUM Rank

#1,314

Top 11%

Skill Alpha (FF)

-0.2%/yr^ns

No Clear Edge

Rank #2,584 · Top 31%

vs S&P -3.4%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 13.0%Top 10: 19.8%Top 20: 28.8%

NVDA3.7%

AAPL3.3%

MSFT2.4%

AMZN1.9%

GOOG1.7%

IVV1.5%

ONEV1.5%

AVGO1.4%

VEA1.3%

GOOGL1.2%

Others (3067)80.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services28.8%

Technology23.0%

Industrials10.2%

Consumer Cyclical8.4%

Healthcare7.1%

Communication Services6.4%

Consumer Defensive4.2%

Energy3.3%

Other8.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 3077Median: 0.00%Avg: 0.03%

0–0.5%

3050(67.2%)

0.5–1%

13(8.7%)

1–3%

12(17.2%)

3–5%

2(7.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 3,023Unique: 54vs 20 funds

41.1%High

3,077

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

66.9%

MORGAN STANLEY

49.5%

GEODE CAPITAL MANAGEMENT, LLC

72.7%

STATE STREET CORP

70.9%

VANGUARD CAPITAL MANAGEMENT LLC

70.1%

BANK OF AMERICA CORP /DE/

48.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

74.9%

JPMORGAN CHASE & CO

41.8%

FMR LLC

48.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Holdings

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