Ameritas Advisory Services, LLC
Annual return '25
+21.5%
SPY '25
+17.7%
Alpha
+3.8ptsvs SPY
Invested
$2.6B
Holdings
1,074
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 65%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Increased +41.8% (216.0k → 306.3k shares)
3.0%
02
$JAAA
JANUS DETROIT STR TR
Q4 2025: Increased +153.1% (391.0k → 989.6k shares)
2.0%
03
$IHDG
WISDOMTREE TR
Q4 2025: New position (1.13M shares)
1.8%
04
$NDQ
INVESCO QQQ TR
Q4 2025: Sold 3.2% (102.0k → 98.6k shares)
1.7%
05
$VOO
VANGUARD INDEX FDS
Q4 2025: Increased +58.2% (44.6k → 70.6k shares)
1.7%
06
$FDRR
FIDELITY COVINGTON TRUST
Q4 2025: Increased +70725.6% (1.0k → 742.3k shares)
1.6%
07
$SPYG
SPDR SERIES TRUST
Q4 2025: Increased +287.1% (114.5k → 443.1k shares)
1.6%
08
$IWF
ISHARES TR
Q4 2025: Increased +57.3% (59.0k → 92.9k shares)
1.6%
09
$FBND
FIDELITY MERRIMACK STR TR
Q4 2025: Increased +136.2% (326.6k → 771.4k shares)
1.4%
10
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +52.3% (124.9k → 190.3k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:24 UTC.