CIK 1540235
Creative Planning
Institutional 13F holdings & portfolio
Holdings
3,811
Portfolio Value
$64.84B
Latest Report
Sep 30, 2025
Report Periods
2
Holdings
13F filings as of Sep 30, 2025 · Showing 1401–1450 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBCP | INDEPENDENT BK CORP MICH | 28K | $870K | SH |
| ASH | ASHLAND INC | 18K | $869K | SH |
| REVG | REV GROUP INC | 15K | $869K | SH |
| TNL | TRAVEL PLUS LEISURE CO | 15K | $868K | SH |
| USLM | UNITED STS LIME & MINERALS I | 7K | $866K | SH |
| LC | LENDINGCLUB CORP | 57K | $865K | SH |
| PRCT | PROCEPT BIOROBOTICS CORP | 24K | $865K | SH |
| MFM | MFS MUN INCOME TR | 160K | $860K | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 14K | $860K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 124K | $859K | SH |
| SBH | SALLY BEAUTY HLDGS INC | 53K | $859K | SH |
| FTC | FIRST TR EXCHANGE-TRADED ALP | 5K | $857K | SH |
| KNTK | KINETIK HOLDINGS INC | 20K | $856K | SH |
| DJCO | DAILY JOURNAL CORP | 2K | $855K | SH |
| PRM | PERIMETER SOLUTIONS INC | 38K | $855K | SH |
| CCOI | COGENT COMMUNICATIONS HLDGS | 22K | $853K | SH |
| AMTM | AMENTUM HOLDINGS INC | 36K | $853K | SH |
| IBID | ISHARES TR | 32K | $852K | SH |
| CLDX | CELLDEX THERAPEUTICS INC NEW | 33K | $851K | SH |
| AMR | ALPHA METALLURGICAL RESOUR I | 5K | $851K | SH |
| TENB | TENABLE HLDGS INC | 29K | $850K | SH |
| ASIX | ADVANSIX INC | 44K | $848K | SH |
| PSTL | POSTAL REALTY TRUST INC | 54K | $847K | SH |
| SRRK | SCHOLAR ROCK HLDG CORP | 23K | $846K | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 74K | $846K | SH |
| CLB | CORE LABORATORIES INC | 68K | $842K | SH |
| FRSH | FRESHWORKS INC | 72K | $842K | SH |
| CPNG | COUPANG INC | 26K | $842K | SH |
| EPP | ISHARES INC | 16K | $834K | SH |
| CWEN | CLEARWAY ENERGY INC | 30K | $834K | SH |
| IJK | ISHARES TR | 9K | $834K | SH |
| PWB | INVESCO EXCHANGE TRADED FD T | 7K | $833K | SH |
| SMBK | SMARTFINANCIAL INC | 23K | $830K | SH |
| CJMB | CALLAN JMB INC | 170K | $830K | SH |
| TSBK | TIMBERLAND BANCORP INC | 25K | $826K | SH |
| BBIN | J P MORGAN EXCHANGE TRADED F | 12K | $824K | SH |
| CMF | ISHARES TR | 14K | $823K | SH |
| CFA | VICTORY PORTFOLIOS II | 9K | $820K | SH |
| NKE | NIKE INC | 12K | $819K | SH |
| TMP | TOMPKINS FINL CORP | 12K | $818K | SH |
| CRAI | CRA INTL INC | 4K | $816K | SH |
| FSBC | FIVE STAR BANCORP | 25K | $816K | SH |
| CELC | CELCUITY INC | 16K | $814K | SH |
| PBH | PRESTIGE CONSMR HEALTHCARE I | 13K | $813K | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 42K | $810K | SH |
| AQST | AQUESTIVE THERAPEUTICS INC | 145K | $809K | SH |
| PCTY | PAYLOCITY HLDG CORP | 5K | $808K | SH |
| NOW | SERVICENOW INC | 878 | $808K | SH |
| TFI | SPDR SERIES TRUST | 18K | $808K | SH |
| SPXL | DIREXION SHS ETF TR | 4K | $806K | SH |