Ameritas Investment Partners, Inc.
- Regulatory AUM
- $29.0B
- Discretionary
- $24.8B
- Clients
- 2,513
- Avg AUM / client
- $11.5M
- Accounts
- 2,515
- Employees
- 51
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Asset allocation (SMA assets by investment type)
as of Mar 25, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Investments (13F portfolio — 3,113 positions, $3,253,830,355)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $119,634,006 | 685,975 | 3.68% | 0.41% |
| 2 | Apple Inc | COM | $106,502,608 | 419,649 | 3.27% | 0.37% |
| 3 | Microsoft Corp | COM | $78,639,300 | 212,441 | 2.42% | 0.27% |
| 4 | Amazon Com Inc | COM | $62,798,507 | 301,525 | 1.93% | 0.22% |
| 5 | Alphabet Inc | COM | $54,870,175 | 191,279 | 1.69% | 0.19% |
| 6 | Ishares Tr | ETF | $48,071,010 | 73,592 | 1.48% | 0.17% |
| 7 | Spdr Series Trust | ETF | $47,661,148 | 355,230 | 1.46% | 0.16% |
| 8 | Broadcom Inc | COM | $45,602,962 | 147,339 | 1.4% | 0.16% |
| 9 | Vanguard Tax Managed Fds | COM | $42,501,632 | 663,259 | 1.31% | 0.15% |
| 10 | Alphabet Inc | COM | $38,293,872 | 133,168 | 1.18% | 0.13% |
| 11 | Vanguard Index Fds | COM | $36,911,684 | 61,772 | 1.13% | 0.13% |
| 12 | Ishares Tr | COM | $35,419,250 | 356,797 | 1.09% | 0.12% |
| 13 | Meta Platforms Inc | COM | $35,243,209 | 61,600 | 1.08% | 0.12% |
| 14 | Tesla Inc | COM | $34,877,214 | 93,819 | 1.07% | 0.12% |
| 15 | Walmart Inc | COM | $28,399,787 | 228,515 | 0.87% | 0.1% |
| 16 | Invesco Qqq Tr | COM | $27,013,255 | 46,802 | 0.83% | 0.09% |
| 17 | Costco Wholesale Corporation | COM | $25,026,973 | 25,117 | 0.77% | 0.09% |
| 18 | Netflix Inc. | COM | $24,985,732 | 259,862 | 0.77% | 0.09% |
| 19 | Ishares Tr | COM | $23,609,693 | 208,732 | 0.73% | 0.08% |
| 20 | Vanguard Bd Index Fds | COM | $21,887,473 | 297,223 | 0.67% | 0.08% |
| 21 | Vanguard Scottsdale Fds | ETF | $20,237,490 | 244,562 | 0.62% | 0.07% |
| 22 | Advanced Micro Devices Inc | COM | $19,544,334 | 96,074 | 0.6% | 0.07% |
| 23 | Micron Technology Inc | COM | $19,498,099 | 57,714 | 0.6% | 0.07% |
| 24 | Ishares Tr | COM | $19,033,314 | 90,141 | 0.59% | 0.07% |
| 25 | Cisco Sys Inc | COM | $18,685,818 | 240,828 | 0.57% | 0.06% |
Top 25 of 3,113 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,979 | $328M | 1.13% |
| High net worth individuals | 493 | $501M | 1.73% |
| Investment companies | 8 | $2.4B | 8.24% |
| Pension and profit sharing plans | 10 | $298M | 1.03% |
| Charitable organizations | 13 | $49.3M | 0.17% |
| State or municipal government entities | Fewer than 5 clients | $0 | — |
| Insurance companies | Fewer than 5 clients | $25.0B | 86.2% |
| Corporations and other businesses | 10 | $435M | 1.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Savings Plan For Employees Of California Chamber Of Commerce California Chamber Of Commerce | 2024 | |
| Heritage Broadcasting Company Of Michigan 401(k) Profit Sharing Plan Heritage Broadcasting Company Of Michigan | 2024 | |
| Nickles Bakery Employees' 401 K Plan Alfred Nickles Bakery, Inc. | 2024 | |
| Nickles Bakery 401 K Plan For Bargaining Employees Alfred Nickles Bakery, Inc. | 2024 | |
| Tobii Dynavox Retirement Savings Plan Tobii Dynavox Llc | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tina Jean Udell | Director, Chair, President & Chief Executive Officer | Nov 1999 (27y) | Less than 5% | |
| Wilkinson, Susan, Kay | Director | Jan 2017 (10y) | Less than 5% | |
| Matthew John Kinsella | Vice President & Chief Compliance Officer | Mar 2021 (5y) | Less than 5% | |
| Christophersen, Steven, James | Secretary | Jan 2023 (4y) | Less than 5% | |
| Wu, Michele, Xiaoming | Director | Jan 2024 (3y) | Less than 5% | |
| John Neil Thompson | Registered representative | Feb 1996 (30y) | ||
| Catherine A Zehr | Registered representative | Jul 2001 (25y) | ||
| Joseph Martin Lionberger | Registered representative | Feb 2003 (23y) | ||
| Christa V Ballenger | Registered representative | Jan 2005 (22y) | ||
| Dustin David Otradovsky | Registered representative | Jun 2021 (5y) | ||
| Kevin Francisco Gomez | Registered representative | Feb 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ameritas Holding Company | Owner | Jul 2007 | A | 75% or more |
| Ameritas Mutual Holding Company | Owner | Jan 1999 | B | ≈ 56.25% – 100% via Ameritas Holding Company |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ameritas Mutual Holding Company: 75% – 100% of Ameritas Holding Company × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Savings Plan For Employees Of California Chamber Of Commerce | California Chamber Of Commerce | 93 | $35.6M | 01/01/2024 |
| Heritage Broadcasting Company Of Michigan 401(k) Profit Sharing Plan | Heritage Broadcasting Company Of Michigan | 90 | $7.1M | 01/01/2024 |
| Nickles Bakery Employees' 401 K Plan | Alfred Nickles Bakery, Inc. | 91 | $15.6M | 01/01/2024 |
| Nickles Bakery 401 K Plan For Bargaining Employees | Alfred Nickles Bakery, Inc. | 656 | $10.9M | 01/01/2024 |
| Tobii Dynavox Retirement Savings Plan | Tobii Dynavox Llc | 461 | $50.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • VARIOUS MORTGAGE LOAN, BRIDGE LOAN AND REAL ESTATE FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- J.P. Morgan $13.3B (46% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗