Ameritas Advisory Services, LLC

Q4 2025 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
926
Total value ($000)
$2,680,009
Net value change ($000)
+1,151,467 (75.3%)
New positions
146
Sold out positions
1320
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IHDG 54,694 107243.1%
FDRR 45,231 74149.2%
SPYG 35,317 295.2%
QUAL 31,687 4109.9%
JAAA 30,201 152.1%
MTUM 28,863 627.3%
AAPL 28,277 51.4%
AGOX 26,386 2333.0%
VOX 24,537 6014.0%
VHT 24,280 936.4%
Top Reduces (Value $000, Stocks/ETFs)
IVV -20,503 -35.9%
JQUA -13,255 -52.5%
BIL -7,543 -44.9%
CGGR -7,429 -61.8%
IQLT -7,052 -52.0%
PLTR -6,538 -70.1%
QGRO -5,882 -69.6%
IUSV -5,872 -46.2%
VTV -5,645 -26.8%
IWD -5,079 -73.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type