Ameritas Investment Partners, Inc.
Position in PWP — Perella Weinberg Partners
CIK 1055980
LINCOLN, NE
Position in PWP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$101,760
+$7,419 QoQ
Shares Held
6,376
+22.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#130
of 163 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $30,011,888 across 27 Capital Markets names. PWP ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
41,522 | $8,679,758 | |
| 2 | SF |
Stifel Financial Corp
|
49,854 | $3,478,312 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,530 | $2,558,766 | |
| 4 | EVR |
Evercore Inc.
|
7,125 | $2,432,760 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
17,161 | $2,301,804 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
40,629 | $2,030,637 | |
| 7 | SCHW |
Schwab Charles Corp
|
14,022 | $1,293,809 | |
| 8 | HUT |
Hut 8 Corp.
|
9,380 | $1,082,874 |
All Filings in PWP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,760 | 6,376 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $94,341 | 5,195 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $89,873 | 5,195 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $110,757 | 5,195 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $120,889 | 6,225 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $94,760 | 5,150 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $122,776 | 5,150 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $99,446 | 5,150 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $83,687 | 5,150 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $61,536 | 4,355 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $53,261 | 4,355 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $35,568 | 3,494 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $29,105 | 3,494 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $31,795 | 3,494 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $34,241 | 3,494 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $22,117 | 3,494 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $20,370 | 3,494 | Shares | Other | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||