13FBOX
Ameritas Advisory Services, LLC · 13F Holdings
Options Calculator Rankings

Ameritas Advisory Services, LLC

No.969 Data as of 2026Q2
Latest AUM (Q2 2026)
$4.96B
QoQ Change Q1 2026
+$2.38B+92.2%
Holdings
1940
New Buys
1091
Adds
638
Reduces
192
Exits
226
Unchanged
19
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
2.51%2.99%$124.5M430,305$77.0M303,411+126,894+41.82%Add
JJANUS HENDERSONJAAA
2.27%2%$112.7M2.2M$51.5M1.0M+1.2M+118.07%Add
SSPDR SERIES TRUSTSPYG
1.84%1.63%$91.1M765,951$41.9M428,327+337,624+78.82%Add
IISHARES TRIVV
1.81%1.22%$89.7M119,791$31.4M48,117+71,674+148.96%Add
IISHARES RUSSELLIWF
1.77%1.55%$88.0M708,413$40.1M93,934+614,479+654.16%Add
SSTATE STR SPDR S&P 500 ETF TSPY
1.5%1.16%$74.5M99,725$29.8M45,863+53,862+117.44%Add
WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG
1.48%1.82%$73.4M1.4M$46.9M973,021+428,552+44.04%Add
CCOLUMBIA ETF TR IRECS
1.47%1.06%$72.8M1.7M$27.3M701,242+980,386+139.81%Add
FFIDELITY DIVIDEND ETF FOR RISING RATESFDRR
1.43%1.64%$70.9M1.1M$42.2M717,397+375,226+52.30%Add
FFIDELITY MERRIMACK STR TRFBND
1.39%1.38%$69.0M1.5M$35.7M782,368+735,242+93.98%Add
VVANGUARD INDEX FDSVOO
1.33%1.65%$66.0M96,131$42.6M71,295+24,836+34.84%Add
IISHARES TRMTUM
1.33%1.18%$65.9M192,185$30.5M127,082+65,103+51.23%Add
NVIDIA CORPORATIONNVDA
1.26%1.29%$62.7M313,129$33.4M191,465+121,664+63.54%Add
VVANGUARD WORLD FDVGT
1.16%0.83%$57.5M481,000$21.3M30,523+450,477+1,475.86%Add
CCAPITAL GROUP DIVIDEND VALUECCBG
1.09%0.64%$53.8M1.1M$16.6M390,736+701,514+179.54%Add
SSTARBOARD INVT TRAGOX
1.05%0.99%$51.9M1.5M$25.4M955,033+541,732+56.72%Add
BBLACKROCK ETF TRUSTDYNF
0.98%0.51%$48.7M716,491$13.0M224,069+492,422+219.76%Add
PPGIM AAAPAAA
0.97%0.61%$48.1M937,864$15.6M304,930+632,934+207.57%Add
VVANGUARD INDEX FDSVTV
0.96%0.6%$47.8M219,229$15.6M79,297+139,932+176.47%Add
GGENERAL DYNAMICS CORPVTI
0.92%0.7%$45.8M123,780$18.0M56,176+67,604+120.34%Add
SSCHWAB STRATEGIC TRSCHD
0.81%0.72%$40.0M1.3M$18.6M605,960+656,892+108.41%Add
VVANGUARD HEALTHVHT
0.8%0.94%$39.6M132,369$24.1M88,637+43,732+49.34%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.78%0.76%$38.6M77,063$19.5M40,703+36,360+89.33%Add
PPGIM ULTRAPULS
0.77%0.79%$38.1M769,363$20.4M413,088+356,275+86.25%Add
VVANGUARD WORLD FDVIS
0.76%0.89%$37.4M103,898$22.9M73,426+30,472+41.50%Add
IISHARES COREIJH
0.75%0.74%$37.3M484,229$19.1M283,111+201,118+71.04%Add
MICROSOFT CORPMSFT
0.75%1.01%$37.1M99,483$26.1M70,611+28,872+40.89%Add
VVANGUARD MIDVO
0.75%0.56%$37.0M459,384$14.5M50,409+408,975+811.31%Add
VVANGUARD WORLD FDVDE
0.7%1.07%$34.4M229,440$27.7M159,944+69,496+43.45%Add
AMAZON COM INCAMZN
0.69%0.66%$34.4M144,432$16.9M81,148+63,284+77.99%Add
VVANGUARD WORLD FDVPU
0.67%0.88%$33.0M168,766$22.7M114,715+54,051+47.12%Add
VVANGUARD INDEX FDSVNQ
0.67%0.8%$33.0M342,483$20.7M233,851+108,632+46.45%Add
SSELECT SECTOR SPDR TRXLK
0.66%0.65%$32.9M172,816$16.8M126,685+46,131+36.41%Add
VVANGUARD WORLD FDVAW
0.66%0.87%$32.5M141,961$22.5M100,000+41,961+41.96%Add
VVANGUARD INDEX FDSVUG
0.65%0.41%$32.4M376,110$10.6M24,210+351,900+1,453.53%Add
VVANGUARD WORLD FDVDC
0.64%0.82%$31.6M140,086$21.1M93,779+46,307+49.38%Add
VVANGUARD WORLD FDVOX
0.64%0.68%$31.5M171,378$17.6M97,790+73,588+75.25%Add
PPIMCO ETF TRTIPZ
0.61%0.77%$30.0M562,327$19.8M365,080+197,247+54.03%Add
CCAPITAL GROUP GROWTH ETFCGGR
0.57%0.17%$28.1M596,270$4.3M107,063+489,207+456.93%Add
VVANGUARD WORLD FDVCR
0.56%0.67%$27.9M70,445$17.4M48,418+22,027+45.49%Add
GGLOBAL X FDSPAVE
0.56%0.69%$27.8M472,633$17.8M350,534+122,099+34.83%Add
CATERPILLAR INCCAT
0.54%0.36%$26.7M25,083$9.2M12,998+12,085+92.98%Add
BROADCOM INCAVGO
0.54%0.74%$26.6M70,445$19.1M61,772+8,673+14.04%Add
TESLA INCTSLA
0.53%0.55%$26.4M62,866$14.3M38,356+24,510+63.90%Add
IISHARES TRSGOV
0.53%0.3%$26.3M261,390$7.8M77,440+183,950+237.54%Add
VVANGUARD INDEX FDSVB
0.53%0.53%$26.2M86,317$13.7M52,151+34,166+65.51%Add
VVANGUARD WORLD FDVFH
0.52%0.62%$26.0M197,536$16.1M132,878+64,658+48.66%Add
IINVESCO EXCH TRADED FD TR IISPMO
0.49%0.06%$24.2M150,022$1.6M14,590+135,432+928.25%Add
IISHARES MSCIQUAL
0.48%0.79%$24.0M109,152$20.5M106,709+2,443+2.29%Add
IISHARES COREIJR
0.48%0.34%$23.7M160,052$8.7M70,070+89,982+128.42%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow