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Ameritas Investment Partners, Inc.

Overview

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There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
iShares Core US Aggregate Bond ETF $55,140,000
Vanguard 500 Index Fund $49,495,000
Vanguard Tax-Managed International Fund $35,244,000
Vanguard Total Bond Market Index Fund $29,049,000
iShares S&P 500 Growth ETF $23,933,000
iShares S&P 500 Value ETF $23,924,000
iShares Core S&P Mid-Cap ETF $23,784,000
iShares Russell 2000 ETF $13,187,000
iShares North American Natural Resources ETF $12,907,000
Vanguard REIT Index Fund $9,947,000
iPath Exchange Traded Notes Bloomberg Commodity Index Total Return Medium-Term Notes Series A $9,176,000
SPDR S&P 500 ETF Trust $8,260,000
iShares Core S&P 500 ETF $6,820,000
Energy Select Sector SPDR Fund $6,139,000
Vanguard Energy Index Fund $6,115,000
iShares Intermediate Credit Bond ETF $4,514,000
Vanguard Emerging Markets Stock Index Fund $4,206,000
SPDR S&P MidCap 400 ETF $3,873,000
iShares S&P Mid-Cap 400 Growth ETF $3,627,000
iShares S&P Mid-Cap 400 Value ETF $3,426,000
SPDR Bloomberg Barclays High Yield Bond ETF $3,250,000
VanEck Vectors Oil Services ETF $3,035,000
iShares US Oil & Gas Exploration & Production ETF $2,968,000
ProShares UltraPro QQQ $2,192,000
iShares Core S&P Small-Cap ETF $1,947,000
iShares International Treasury Bond ETF $1,865,000
iShares MSCI EAFE ETF $1,650,000
Financial Select Sector SPDR Fund $1,494,000
Technology Select Sector SPDR Fund $1,400,000
Consumer Staples Select Sector SPDR Fund $1,285,000
iShares Russell 1000 Growth ETF $1,269,000
iShares National Muni Bond ETF $1,226,000
SPDR S&P Metals & Mining ETF $1,195,000
VanEck Vectors Gold Miners ETF $1,037,000
iShares Edge MSCI Min Vol EAFE ETF $1,011,000
PowerShares DB Base Metals Fund $958,000
iShares Edge MSCI Min Vol Emerging Markets ETF $953,000
SPDR S&P Dividend ETF $863,000
PowerShares Fundamental High Yield Corporate Bond Portfolio $822,000
iShares 1-3 Year Treasury Bond ETF $718,000
Vanguard Intermediate-Term Bond Index Fund $595,000
iShares US Energy ETF $574,000
iShares 3-7 Year Treasury Bond ETF $558,000
SPDR Bloomberg Barclays Short Term High Yield Bond ETF $543,000
Vanguard Intermediate-Term Corporate Bond Index Fund $472,000
iShares Russell 1000 ETF $444,000
iShares TIPS Bond ETF $418,000
iShares US Credit Bond ETF $294,000
iShares Floating Rate Bond ETF $289,000
iShares Russell Mid-Cap Growth ETF $287,000
iShares MSCI Emerging Markets ETF $282,000
iShares iBoxx $ High Yield Corporate Bond ETF $259,000
iShares Russell Mid-Cap ETF $254,000
iShares Short-Term National Muni Bond ETF $253,000
iShares Russell 1000 Value ETF $213,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $188,000
iShares MBS ETF $182,000
iShares US Preferred Stock ETF $177,000
iShares S&P Small-Cap 600 Growth ETF $133,000
Vanguard Small-Cap Index Fund $124,000
VanEck Vectors AMT-Free Intermediate Municipal Index ETF $112,000
iShares MSCI EAFE Small-Cap ETF $108,000
iShares Core High Dividend ETF $104,000
Vanguard High Dividend Yield Index Fund $100,000
Vanguard Total Stock Market Index Fund $97,000
iShares 1-3 Year Credit Bond ETF $90,000
iShares Micro-Cap ETF $88,000
Vanguard Short-Term Corporate Bond Index Fund $74,000
WisdomTree MidCap Dividend Fund $68,000
Health Care Select Sector SPDR Fund $61,000
iShares Nasdaq Biotechnology ETF $54,000
SPDR Gold Shares $46,000
Consumer Discretionary Select Sector SPDR Fund $45,000
iShares Core MSCI Emerging Markets ETF $44,000
SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF $43,000
Vanguard Utilities Index Fund $42,000
Industrial Select Sector SPDR Fund $41,000
SPDR Wells Fargo Preferred Stock ETF $36,000
iShares 10+ Year Credit Bond ETF $32,000
Alerian MLP ETF $32,000
Vanguard Large-Cap Index Fund $32,000
Vanguard Consumer Discretionary Index Fund $31,000
PowerShares Senior Loan Portfolio $31,000
iShares Russell 3000 ETF $30,000
Deutsche X-trackers Harvest CSI 300 China A-Shares ETF $28,000
iShares Agency Bond ETF $27,000
First Trust Dow Jones Global Select Dividend Index Fund $27,000
Vanguard Growth Index Fund $25,000
First Trust Equity Opportunities ETF $25,000
VanEck Vectors International High Yield Bond ETF $23,000
WisdomTree Emerging Markets High Dividend Fund $21,000
iShares S&P Small-Cap 600 Value ETF $21,000
iShares MSCI Hong Kong ETF $18,000
PowerShares Build America Bond Portfolio $17,000
SPDR S&P Biotech ETF $17,000
iShares Intermediate Government/Credit Bond ETF $17,000
iShares MSCI ACWI ex US ETF $16,000
VanEck Vectors Biotech ETF $16,000
iShares Core Aggressive Allocation ETF $16,000
PowerShares S&P 500 BuyWrite Portfolio $16,000
PowerShares Dynamic Biotechnology & Genome Portfolio $15,000
iShares Core Conservative Allocation ETF $14,000
Materials Select Sector SPDR Fund $13,000
iShares MSCI Australia ETF $12,000
PowerShares National AMT-Free Municipal Bond Portfolio $11,000
Vanguard Health Care Index Fund $11,000
iShares Edge MSCI Min Vol USA ETF $11,000
iShares Core Growth Allocation ETF $11,000
PowerShares DB Commodity Index Tracking Fund $11,000
iShares MSCI Malaysia ETF $10,000
VanEck Vectors High-Yield Municipal Index ETF $10,000
iShares Core Moderate Allocation ETF $10,000
SPDR S&P International Dividend ETF $9,000
WisdomTree Japan SmallCap Dividend Fund $8,000
Vanguard Extended Market Index Fund $8,000
Vanguard FTSE All-World ex US Index Fund $7,000
Vanguard Dividend Appreciation Index Fund $6,000
AdvisorShares Peritus High Yield ETF $6,000
First Trust Global Wind Energy ETF $5,000
iShares Short Treasury Bond ETF $5,000
iShares US Basic Materials ETF $5,000
VanEck Vectors Global Alternative Energy ETF $5,000
PowerShares WilderHill Clean Energy Portfolio $5,000
iShares MSCI South Korea Capped ETF $5,000
Vanguard Short-Term Bond Index Fund $5,000
Utilities Select Sector SPDR Fund $4,000
Guggenheim Multi-Asset Income ETF $4,000
iShares MSCI ACWI ETF $2,000

    Assets

    Assets

    Last updated on Oct. 5, 2017
      • $16.8B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 900
        Accounts
      • $18.6M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    9

    name start date
    John Neil Thompson
    February 1996
    Christa V Ballenger
    January 2005
    Tina Jean Udell
    November 1999
    James Mikus
    December 1993
    Joseph Martin Lionberger
    February 2003

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Ameritas Investment Corp Dual Registrant $5,215,354,962
      Ameritas Life Insurance Corp. -- --
      Ameritas Life Insurance Corp. of New York -- --
      Calvert Investment Distributors, Inc. Broker-Dealer --
      Calvert Investment Management, Inc. IAR $0

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Karen Anne Dike Secretary April, 2010 less than 5%
        William Wallace Lester Director & Chairman December, 2006 less than 5%
        Thomas Gerard Knipper Vice President & Chief Compliance Officer April, 2010 less than 5%
        Gerald Quintin Herbert Vice President, Chief Financial Officer & Treasurer April, 2010 less than 5%
        James Mikus Director, President & Chief Executive Officer March, 2012 less than 5%
        Susan Kay Wilkinson Director January, 2017 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees
          • Other