Position in VALU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,211
-$286 QoQ
Shares Held
91
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VALU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Ameritas Investment Partners, Inc. holds $16,919,960 across 13 Financial Data & Stock Exchanges names. VALU ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
12,663 | $5,386,079 | |
| 2 | TRU |
TransUnion
|
35,444 | $2,452,370 | |
| 3 | FDS |
Factset Research Systems Inc
|
9,827 | $2,132,359 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
23,889 | $2,027,935 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
10,665 | $1,677,390 | |
| 6 | CME |
Cme Group Inc.
|
3,227 | $953,094 | |
| 7 | MORN |
Morningstar, Inc.
|
4,229 | $714,912 | |
| 8 | MCO |
Moodys Corp /De/
|
1,373 | $598,971 |
All Filings in VALU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,211 | 91 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,497 | 91 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,556 | 91 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,562 | 91 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,518 | 91 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $4,804 | 91 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,231 | 91 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $3,919 | 91 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $3,685 | 91 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $4,436 | 91 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,978 | 91 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $4,176 | 91 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $4,398 | 91 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $4,630 | 91 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $3,994 | 91 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $6,010 | 91 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $6,097 | 91 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $4,260 | 91 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $3,117 | 91 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $2,821 | 91 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $2,565 | 91 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $3,000 | 91 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $2,247 | 91 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,456 | 91 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $2,943 | 91 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||