Ameritas Advisory Services, LLC

Lincoln, NE · CIK 1901275 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 1998 · limited liability company

Assets managed$13.7bn
Staff797 · 366 in investment roles
Main clients (by assets)Individuals 65%, High net worth individuals 30%, Companies 3%
Websiteameritas.com
Form ADV · 2026-10-01SEC adviser record

Legal entityAMERITAS ADVISORY SERVICES, LLC (US)
Part of AMERITAS HOLDING COMPANY (US)

Other 13F filers in this group: AMERITAS LIFE INSURANCE CORP files a notice

Kindinstitutions, futures, wealth, bank or insurer
Others nearbyLincoln, NE, San Ramon, CA, San Francisco, CA, Folsom, CA, Cincinnati, OH, Birmingham, AL
FamilyAMERITAS HOLDING COMPANY · 3 related pages · largest: Ameritas Investment Partners, Inc.

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Lincoln, NE (main office)2 officesUnited States	United States	16
San Ramon, CAUnited States	United States	23
Folsom, CAUnited States	United States	22
San Francisco, CAUnited States	United States	22
Homewood, ALUnited States	United States	17
Presque Isle, MEUnited States	United States	16
Altamonte Spg, FLUnited States	United States	15
Exeter, CAUnited States	United States	15
Dallas, TXUnited States	United States	13
Perrysburg, OHUnited States	United States	13
Carmel, INUnited States	United States	12
Phoenixville, PAUnited States	United States	12

15 more cities

Toledo, OHUnited States	United States	12
Boca Raton, FLUnited States	United States	11
Centreville, VAUnited States	United States	11
Chesterfield, MOUnited States	United States	11
Cincinnati, OHUnited States	United States	10
Indiana, PAUnited States	United States	10
Melville, NYUnited States	United States	10
Omaha, NEUnited States	United States	10
Pittsburgh, PAUnited States	United States	10
Watertown, NYUnited States	United States	10
Flagstaff, AZUnited States	United States	9
Laplace, LAUnited States	United States	9
Memphis, TNUnited States	United States	9
W Des Moines, IAUnited States	United States	9
Worthington, OHUnited States	United States	9

US visa salary filings

Filings FY2024–202633
Median salary offered$114,000
Middle half$97,000 – $120,000
Job titles20

Job title	Filings	Median	Range
Lead ArchitectLincoln, NE	5	$114,000	$99,000 – $177,000
Lead Software DeveloperLincoln, NE	5	$113,000	$99,000 – $130,000
Actuarial AssociateLincoln, NE	4	$75,000	$70,000 – $90,000
Lead Data EngineerLincoln, NE	3	$125,000	$120,000 – $155,000
Director, Corporate ActuarialCupertino, CA	1	$165,000	$165,000 – $185,000
Data Science- Visualization ManagerDuluth, GA	1	$135,000	$135,000 – $155,000
Identity Access Mgmt ManagerFulshear, TX	1	$128,000	$128,000 – $148,000
Manager, ArchitectureLincoln, NE	1	$120,000	$120,000 – $145,000
Data & Analytics ManagerCincinnati, OH	1	$120,000	$120,000 – $140,000
Systems ManagerAlexandria, VA	1	$115,000	$115,000 – $130,000
Development And Integration ManagerLincoln, NE	1	$115,000	$115,000 – $155,000
Architect ManagerLincoln, NE	1	$115,000	$115,000 – $135,000

8 more job titles

Development & Integration ManagerMason, OH	1	$115,000	$115,000 – $135,000
Lead Data Scientist - VisualizerWestfield, IN	1	$103,000	$103,000 – $123,000
Lead Customer Experience AnalystLincoln, NE	1	$102,000	$102,000 – $122,000
Lead Software EngineerLincoln, NE	1	$97,000	$97,000 – $115,000
Senior Ai SpecialistLincoln, NE	1	$96,000	$96,000 – $124,062
Sr. Investment AnalystLincoln, NE	1	$90,000	$90,000 – $105,000
Sr. Data Governance AnalystMountain House, CA	1	$83,000	$83,000 – $95,000
Sr. Ux SpecialistCincinnati, OH	1	$75,000	$75,000 – $95,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Ameritas Life Insurance Corp..

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$5.0bn reported value +92.2% vs Q1 2026

1,942positions

17.5%in top 10

1,097 new 634 added 190 reduced 230 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	430,305	$124.5m2.51%	2.51%	Added +126.9k	+126,894 41.8%
2	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	2,231,635	$112.7m2.27%	2.27%	Added +1.2m	+1,208,257 118.1%
3	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	765,951	$91.1m1.84%	1.84%	Added +337.6k	+337,624 78.8%
4	ISHARES TR CORE S&P500 ETF IVV	IVV	119,791	$89.7m1.81%	1.81%	Added +71.7k	+71,674 149.0%
5	ISHARES TR RUS 1000 GRW ETF IWF	IWF	708,413	$88.0m1.77%	1.77%	Added +332.7k	+332,677 88.5%
6	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	99,725	$74.5m1.50%	1.50%	Added +53.9k	+53,862 117.4%
7	WISDOMTREE TR ITL HDG QTLY DIV IHDG	IHDG	1,401,573	$73.4m1.48%	1.48%	Added +428.6k	+428,552 44.0%
8	COLUMBIA ETF TR I RESH ENHNC COR RECS	RECS	1,681,628	$72.8m1.47%	1.47%	Added +980.4k	+980,386 139.8%
9	FIDELITY COVINGTON TRUST DIVID ETF RISI FDRR	FDRR	1,092,623	$70.9m1.43%	1.43%	Added +375.2k	+375,226 52.3%
10	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	1,517,610	$69.0m1.39%	1.39%	Added +735.2k	+735,242 94.0%
11	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	96,131	$66.0m1.33%	1.33%	Added +24.8k	+24,836 34.8%
12	ISHARES TR MSCI USA MMENTM MTUM	MTUM	192,185	$65.9m1.33%	1.33%	Added +65.1k	+65,103 51.2%
13	NVIDIA CORPORATION COM NVDA	NVDA	313,129	$62.7m1.26%	1.26%	Added +121.7k	+121,664 63.5%
14	VANGUARD WORLD FD INF TECH ETF VGT	VGT	481,000	$57.5m1.16%	1.16%	Added +236.8k	+236,816 97.0%
15	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	1,092,250	$53.8m1.09%	1.09%	Added +701.5k	+701,514 179.5%
16	STARBOARD INVT TR ADAPTIVE ALPHA AGOX	AGOX	1,496,765	$51.9m1.05%	1.05%	Added +541.7k	+541,732 56.7%
17	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	716,491	$48.7m0.98%	0.98%	Added +492.4k	+492,422 219.8%
18	PGIM ETF TR AAA CLO ETF PAAA	PAAA	937,864	$48.1m0.97%	0.97%	Added +632.9k	+632,934 207.6%
19	VANGUARD INDEX FDS VALUE ETF VTV	VTV	219,229	$47.8m0.96%	0.96%	Added +139.9k	+139,932 176.5%
20	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	123,780	$45.8m0.92%	0.92%	Added +67.6k	+67,604 120.3%
21	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	1,262,852	$40.0m0.81%	0.81%	Added +656.9k	+656,892 108.4%
22	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	132,369	$39.6m0.80%	0.80%	Added +43.7k	+43,732 49.3%
23	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	77,063	$38.6m0.78%	0.78%	Added +36.4k	+36,360 89.3%
24	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	769,363	$38.1m0.77%	0.77%	Added +356.3k	+356,275 86.2%
25	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	103,898	$37.4m0.76%	0.76%	Added +30.5k	+30,472 41.5%
26	ISHARES TR CORE S&P MCP ETF IJH	IJH	484,229	$37.3m0.75%	0.75%	Added +201.1k	+201,118 71.0%
27	MICROSOFT CORP COM MSFT	MSFT	99,483	$37.1m0.75%	0.75%	Added +28.9k	+28,872 40.9%
28	VANGUARD INDEX FDS MID CAP ETF VO	VO	459,384	$37.0m0.75%	0.75%	Added +257.7k	+257,748 127.8%
29	VANGUARD WORLD FD ENERGY ETF VDE	VDE	229,440	$34.4m0.70%	0.70%	Added +69.5k	+69,496 43.5%
30	AMAZON COM INC COM AMZN	AMZN	144,432	$34.4m0.69%	0.69%	Added +63.3k	+63,284 78.0%
31	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	168,766	$33.0m0.67%	0.67%	Added +54.1k	+54,051 47.1%
32	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	342,483	$33.0m0.67%	0.67%	Added +108.6k	+108,632 46.5%
33	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	172,816	$32.9m0.66%	0.66%	Added +46.1k	+46,131 36.4%
34	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	141,961	$32.5m0.66%	0.66%	Added +42.0k	+41,961 42.0%
35	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	376,110	$32.4m0.65%	0.65%	Added +230.8k	+230,850 158.9%
36	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	140,086	$31.6m0.64%	0.64%	Added +46.3k	+46,307 49.4%
37	VANGUARD WORLD FD COMM SRVC ETF VOX	VOX	171,378	$31.5m0.64%	0.64%	Added +73.6k	+73,588 75.2%
38	PIMCO ETF TR 1-5 US TIP IDX STPZ	STPZ	562,327	$30.0m0.61%	0.61%	Added +197.2k	+197,247 54.0%
39	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	596,270	$28.1m0.57%	0.57%	Added +489.2k	+489,207 456.9%
40	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	70,445	$27.9m0.56%	0.56%	Added +22.0k	+22,027 45.5%
41	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	472,633	$27.8m0.56%	0.56%	Added +122.1k	+122,099 34.8%
42	CATERPILLAR INC COM CAT	CAT	25,083	$26.7m0.54%	0.54%	Added +12.1k	+12,085 93.0%
43	BROADCOM INC COM AVGO	AVGO	70,445	$26.6m0.54%	0.54%	Added +8.7k	+8,673 14.0%
44	TESLA INC COM TSLA	TSLA	62,866	$26.4m0.53%	0.53%	Added +24.5k	+24,510 63.9%
45	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	261,390	$26.3m0.53%	0.53%	Added +183.9k	+183,950 237.5%
46	VANGUARD INDEX FDS SMALL CP ETF VB	VB	86,317	$26.2m0.53%	0.53%	Added +34.2k	+34,166 65.5%
47	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	197,536	$26.0m0.52%	0.52%	Added +64.7k	+64,658 48.7%
48	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	150,022	$24.2m0.49%	0.49%	Added +135.4k	+135,432 928.2%
49	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	109,152	$24.0m0.48%	0.48%	Added +2.4k	+2,443 2.3%
50	ISHARES TR CORE S&P SCP ETF IJR	IJR	160,052	$23.7m0.48%	0.48%	Added +90.0k	+89,982 128.4%
51	ISHARES TR S&P 500 GRWT ETF IVW	IVW	170,648	$23.5m0.47%	0.47%	Added +93.7k	+93,710 121.8%
52	INTEL CORP COM INTC	INTC	167,544	$23.4m0.47%	0.47%	Added +138.6k	+138,619 479.2%
53	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	76,453	$23.2m0.47%	0.47%	Added +47.6k	+47,588 164.9%
54	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	97,877	$23.2m0.47%	0.47%	Added +46.5k	+46,529 90.6%
55	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	318,031	$23.0m0.46%	0.46%	Added +158.2k	+158,214 99.0%
56	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	246,825	$22.6m0.46%	0.46%	Added +94.1k	+94,054 61.6%
57	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	427,701	$21.2m0.43%	0.43%	Added +289.6k	+289,608 209.7%
58	ISHARES TR MSCI KLD400 SOC DSI	DSI	146,299	$20.8m0.42%	0.42%	Added +50.7k	+50,666 53.0%
59	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	409,731	$20.7m0.42%	0.42%	Added +225.8k	+225,811 122.8%
60	ADVANCED MICRO DEVICES INC COM AMD	AMD	35,039	$20.4m0.41%	0.41%	Added +20.2k	+20,239 136.8%
61	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	548,284	$20.0m0.40%	0.40%	Added +430.9k	+430,896 367.1%
62	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	151,541	$18.9m0.38%	0.38%	Added +93.7k	+93,680 161.9%
63	BONDBLOXX ETF TRUST BLOOMBERG SIX MN XHLF	XHLF	375,690	$18.9m0.38%	0.38%	Added +244.3k	+244,346 186.0%
64	VANECK MERK GOLD ETF GOLD SHS OUNZ	OUNZ	486,660	$18.8m0.38%	0.38%	Added +235.7k	+235,673 93.9%
65	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	419,820	$18.5m0.37%	0.37%	Added +126.9k	+126,941 43.3%
66	ALPHABET INC CAP STK CL C GOOG	GOOG	51,179	$18.1m0.36%	0.36%	Added +29.8k	+29,772 139.1%
67	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	34,091	$17.8m0.36%	0.36%	Added +12.0k	+12,015 54.4%
68	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	342,320	$17.4m0.35%	0.35%	Added +292.4k	+292,413 585.9%
69	FIDELITY COVINGTON TRUST LOW VOLITY ETF FDLO	FDLO	254,114	$17.4m0.35%	0.35%	Added +147.5k	+147,473 138.3%
70	FIRST TR EXCHANGE-TRADED FD WTR ETF FIW	FIW	157,875	$17.3m0.35%	0.35%	Added +47.0k	+47,042 42.4%
71	ALPHABET INC CAP STK CL A GOOGL	GOOGL	46,969	$16.8m0.34%	0.34%	Reduced -19.1k	-19,108 -28.9%
72	ELI LILLY & CO COM LLY	LLY	13,778	$16.5m0.33%	0.33%	Added +7.2k	+7,231 110.5%
73	J P MORGAN EXCHANGE TRADED F GLOBAL SEL EQUIT JGLO	JGLO	232,001	$16.5m0.33%	0.33%	Added +166.6k	+166,591 254.7%
74	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	24,968	$16.4m0.33%	0.33%	Added +10.7k	+10,703 75.0%
75	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	103,604	$16.4m0.33%	0.33%	Added +41.0k	+41,009 65.5%
76	JPMORGAN CHASE & CO COM JPM	JPM	49,825	$16.3m0.33%	0.33%	Added +16.3k	+16,259 48.4%
77	WALMART INC COM WMT	WMT	140,738	$15.9m0.32%	0.32%	Added +61.7k	+61,651 78.0%
78	SPDR GOLD TR GOLD SHS GLD	GLD	42,170	$15.5m0.31%	0.31%	Added +18.4k	+18,374 77.2%
79	ISHARES TR CORE S&P US VLU IUSV	IUSV	140,385	$15.5m0.31%	0.31%	Added +82.6k	+82,623 143.0%
80	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	256,025	$15.3m0.31%	0.31%	Added +115.6k	+115,617 82.3%
81	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	151,361	$15.3m0.31%	0.31%	Added +53.7k	+53,679 55.0%
82	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	197,875	$15.2m0.31%	0.31%	Added +86.3k	+86,301 77.3%
83	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	296,803	$14.9m0.30%	0.30%	Added +261.9k	+261,883 750.0%
84	MICRON TECHNOLOGY INC COM MU	MU	12,480	$14.4m0.29%	0.29%	Added +8.6k	+8,571 219.3%
85	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	83,256	$14.2m0.29%	0.29%	Added +69.8k	+69,840 520.6%
86	META PLATFORMS INC CL A META	META	24,188	$13.6m0.27%	0.27%	Added +6.5k	+6,495 36.7%
87	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	194,588	$13.4m0.27%	0.27%	Added +84.2k	+84,174 76.2%
88	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	387,811	$13.1m0.26%	0.26%	Added +122.2k	+122,221 46.0%
89	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	256,344	$12.9m0.26%	0.26%	Reduced -2.1k	-2,065 -0.8%
90	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	135,250	$11.9m0.24%	0.24%	Reduced -130.8k	-130,820 -49.2%
91	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	282,644	$11.4m0.23%	0.23%	Reduced -57.3k	-57,324 -16.9%
92	SPDR SER TR BLOOMBERG 3-12 M BILS	BILS	113,920	$11.3m0.23%	0.23%	Added +32.8k	+32,815 40.5%
93	WESTERN DIGITAL CORP COM WDC	WDC	17,610	$11.2m0.23%	0.23%	Added +15.1k	+15,109 604.1%
94	FIRST TR EXCHANGE-TRADED FD VEST LADDERED ACYN	ACYN	533,848	$11.1m0.22%	0.22%	New
95	NUSHARES ETF TR NUVEEN ESG INTL NUDM	NUDM	274,056	$11.0m0.22%	0.22%	Added +110.2k	+110,238 67.3%
96	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	132,255	$10.3m0.21%	0.21%	Added +65.3k	+65,326 97.6%
97	ISHARES TR CORE DIV GRWTH DGRO	DGRO	135,126	$10.2m0.21%	0.21%	Added +114.0k	+113,961 538.4%
98	ISHARES TR RUS TP200 GR ETF IWY	IWY	35,016	$10.2m0.21%	0.21%	Added +31.2k	+31,229 824.6%
99	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	335,233	$10.1m0.20%	0.20%	Added +153.0k	+152,989 84.0%
100	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	13,228	$10.1m0.20%	0.20%	Added +11.7k	+11,692 761.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INVESCO QQQ TR QQQ	QQQ	74,676	$43.1m74.7k shares
INVESCO EXCH TRADED FD TR II IDMO	IDMO	285,535	$15.7m285.5k shares
WORLD GOLD TR GLDM	GLDM	71,086	$6.6m71.1k shares
ISHARES TR SHYG	SHYG	138,978	$5.9m139.0k shares
FIRST TR EXCHANGE-TRADED FD FBT	FBT	29,143	$5.9m29.1k shares
FOX CORP FOXA	FOXA	44,574	$2.6m44.6k shares
ISHARES INC EZU	EZU	39,647	$2.5m39.6k shares
INVESCO CURRENCYSHARES SWISS FXF	FXF	21,103	$2.3m21.1k shares
T-MOBILE US INC TMUS	TMUS	9,769	$2.1m9.8k shares
QUANTA SVCS INC PWR	PWR	3,203	$1.8m3.2k shares
CITIZENS FINL GROUP INC CFG	CFG	28,008	$1.7m28.0k shares
RTX CORPORATION RTX	RTX	8,663	$1.7m8.7k shares
FIRST TR EXCH TRADED FD III FPE	FPE	88,378	$1.6m88.4k shares
ENTERGY CORP NEW ETR	ETR	13,430	$1.5m13.4k shares
FIRST TR EXCHANGE-TRADED FD FDN	FDN	6,381	$1.5m6.4k shares
ISHARES INC EWC	EWC	26,656	$1.5m26.7k shares
CINCINNATI FINL CORP CINF	CINF	7,873	$1.2m7.9k shares
ISHARES TR EMB	EMB	12,847	$1.2m12.8k shares
ISHARES U S ETF TR COMT	COMT	35,328	$1.2m35.3k shares
ISHARES TR IPAC	IPAC	15,041	$1.2m15.0k shares
EXELIXIS INC EXEL	EXEL	25,301	$1.1m25.3k shares
FIRST TR EXCHANGE-TRADED FD FTCS	FTCS	11,280	$1.0m11.3k shares
INVESCO EXCHANGE TRADED FD T RPV	RPV	9,376	$1.0m9.4k shares
WILLIAMS SONOMA INC WSM	WSM	5,489	$1.0m5.5k shares
NEXTRACKER INC NXT	NXT	8,236	$992.9k8.2k shares