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 1451–1500 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PCEF | INVESCO EXCH TRADED FD TR II | 40K | $806K | SH |
| TOTL | SSGA ACTIVE ETF TR | 20K | $806K | SH |
| BFIN | BANKFINANCIAL CORP | 67K | $802K | SH |
| REGL | PROSHARES TR | 9K | $801K | SH |
| GRNY | TIDAL TRUST I | 32K | $801K | SH |
| AZN | ASTRAZENECA PLC | 10K | $801K | SH |
| ASR | GRUPO AEROPORTUARIO DEL SURE | 2K | $800K | SH |
| COLL | COLLEGIUM PHARMACEUTICAL INC | 23K | $798K | SH |
| IMOS | CHIPMOS TECHNOLOGIES INC | 42K | $798K | SH |
| FLYW | FLYWIRE CORPORATION | 59K | $796K | SH |
| CWT | CALIFORNIA WTR SVC GROUP | 17K | $796K | SH |
| CB | CHUBB LIMITED | 3K | $795K | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 4K | $795K | SH |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | 8K | $795K | SH |
| DNLI | DENALI THERAPEUTICS INC | 55K | $794K | SH |
| MRGR | PROSHARES TR | 18K | $791K | SH |
| ATEC | ALPHATEC HLDGS INC | 54K | $790K | SH |
| NVRI | ENVIRI CORP | 62K | $788K | SH |
| LNC | LINCOLN NATL CORP IND | 19K | $785K | SH |
| LBRDK | LIBERTY BROADBAND CORP | 12K | $785K | SH |
| CLMT | CALUMET INC | 43K | $784K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 2K | $779K | SH |
| VEL | VELOCITY FINL INC | 43K | $778K | SH |
| APLS | APELLIS PHARMACEUTICALS INC | 34K | $777K | SH |
| MU | MICRON TECHNOLOGY INC | 5K | $777K | SH |
| ACLX | ARCELLX INC | 9K | $776K | SH |
| ACAD | ACADIA PHARMACEUTICALS INC | 36K | $776K | SH |
| BLOK | AMPLIFY ETF TR | 12K | $773K | SH |
| RBCAA | REPUBLIC BANCORP INC KY | 11K | $771K | SH |
| DLX | DELUXE CORP | 40K | $771K | SH |
| LAD | LITHIA MTRS INC | 2K | $770K | SH |
| GLP | GLOBAL PARTNERS LP | 16K | $770K | SH |
| AVGE | AMERICAN CENTY ETF TR | 9K | $770K | SH |
| CHAT | TIDAL TRUST II | 12K | $763K | SH |
| EQH | EQUITABLE HLDGS INC | 15K | $760K | SH |
| TDS | TELEPHONE & DATA SYS INC | 19K | $759K | SH |
| ONON | ON HLDG AG | 18K | $758K | SH |
| NTGR | NETGEAR INC | 23K | $758K | SH |
| NULG | NUSHARES ETF TR | 8K | $757K | SH |
| DVAX | DYNAVAX TECHNOLOGIES CORP | 76K | $756K | SH |
| EUAD | SPINNAKER ETF SERIES | 16K | $755K | SH |
| ERAS | ERASCA INC | 346K | $755K | SH |
| UCTT | ULTRA CLEAN HLDGS INC | 28K | $753K | SH |
| CAVA | CAVA GROUP INC | 12K | $753K | SH |
| RKT | ROCKET COS INC | 39K | $753K | SH |
| AGGY | WISDOMTREE TR | 17K | $752K | SH |
| ADMA | ADMA BIOLOGICS INC | 51K | $751K | SH |
| RSPF | INVESCO EXCHANGE TRADED FD T | 10K | $749K | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 13K | $747K | SH |
| AKBA | AKEBIA THERAPEUTICS INC | 273K | $745K | SH |