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Ameritas Advisory Services’s Hercules Capital HTGC Stock Holding History

Ameritas Advisory Services’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-100
Closed -$1.83K – 2479
2025
Q2 		$1.83K Buy
+100
New +$1.77K ﹤0.01% 2503
2023
Q2 		– Sell
-4,702
Closed -$61.1K – 1444
2023
Q1 		$61.1K Buy
+4,702
New +$65.7K ﹤0.01% 1192

Other funds holding HTGC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameritas Advisory Services's HTGC Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Hercules Capital (HTGC) in Q3 2025, closing a stake of 100 shares — an estimated $1.83K sold.

Ameritas Advisory Services first reported a position in HTGC in Q1 2023 and held it in 2 quarters. The position peaked at $61.1K in Q1 2023. 344 funds tracked by Wall St. Rank hold HTGC as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Hercules Capital position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 100 Hercules Capital shares in Q3 2025, an estimated $1.83K.
  • Ameritas Advisory Services first reported a position in Hercules Capital in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Hercules Capital position peaked at $61.1K in Q1 2023.
  • 344 funds tracked by Wall St. Rank held Hercules Capital as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.