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Ameritas Investment Partners, Inc.

SEC Form 13F institutional filer · CIK 0001055980

13F-HR · 519 reported holdings · 2026-03-31

SEC-registered institutional investment manager.

Reported long-US-equity value

$1.91B

Top-10 concentration

36.3%

Ameritas Investment Partners, Inc. — $1.91B AUM allocation strategy

Ameritas Investment Partners, Inc. files SEC Form 13F and reports $1.91B of long US equity value across 519 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 21.4%, followed by Communication Services 8.0% and Consumer Discretionary 5.1%.

The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Ameritas Investment Partners, Inc. — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$1.91B

total across 519 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

36% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$WMT$IVZ$QQQ

+$WMT +178K sh · +$22.8M+$IVZ +19.8K sh · +$3.04M+$QQQ +11K sh · +$5.04M

Biggest trims (shares)

$COHR$KVUE$CIEN

−$COHR −34.6K sh · −$6.12M−$KVUE −25K sh · −$432K−$CIEN −24.6K sh · −$5.56M

Added from nil (new positions)

$VRT

1 fresh holding — new conviction

Exited to nil (held last quarter, gone now)

$QQQM

$QQQM ($4.55K last qtr)

Sector allocation (share of reported value)

Information Technology 21%ETFs 9%Communication Services 8%Consumer Discretionary 5%Financials 4%Consumer Staples 3%Other holdings 50%SECTORS
  • $XLKInformation Technology21.4%
  • ETFs9.1%
  • $XLCCommunication Services8.0%
  • $XLYConsumer Discretionary5.1%
  • $XLFFinancials4.0%
  • $XLPConsumer Staples2.8%
  • Other holdings49.6%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Semiconductors 11%Interactive Media & Services 7%Technology Hardware, Storage & Peripherals 6%Systems Software 4%Broadline Retail 3%Consumer Staples Merchandise Retail 3%Financial Exchanges & Data 2%Asset Management & Custody Banks 2%Other holdings 63%INDUSTRIES
  • Semiconductors10.7%
  • Interactive Media & Services6.7%
  • Technology Hardware, Storage & Peripherals5.6%
  • Systems Software4.1%
  • Broadline Retail3.3%
  • Consumer Staples Merchandise Retail2.8%
  • Financial Exchanges & Data2.1%
  • Asset Management & Custody Banks1.9%
  • Other holdings62.8%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

8 of 8 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$NVDANVIDIA Corporation686K$120M-1.78K6.3%
$AAPLApple Inc420K$107M-2.61K5.6%
$MSFTMicrosoft Corporation212K$78.6M+3924.1%
$AMZNAmazon.com Inc302K$62.8M+2723.3%
$GOOGLAlphabet Inc191K$54.9M-1.52K2.9%
$AVGOBroadcom Inc147K$45.6M-1.12K2.4%
$SPGIS&P Global Inc152K$40.5M+2.01K2.1%
$GOOGAlphabet Inc. Class C Capital Stock133K$38.3M+1692.0%

…and 511 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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