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 1751–1800 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BR | BROADRIDGE FINL SOLUTIONS IN | 2K | $512K | SH |
| EMLC | VANECK ETF TRUST | 20K | $511K | SH |
| CNXC | CONCENTRIX CORP | 11K | $511K | SH |
| IBTI | ISHARES TR | 23K | $510K | SH |
| MYGN | MYRIAD GENETICS INC | 71K | $510K | SH |
| DNL | WISDOMTREE TR | 13K | $510K | SH |
| WNC | WABASH NATL CORP | 51K | $507K | SH |
| FDX | FEDEX CORP | 2K | $506K | SH |
| CDP | COPT DEFENSE PROPERTIES | 17K | $505K | SH |
| PENN | PENN ENTERTAINMENT INC | 26K | $505K | SH |
| DFNM | DIMENSIONAL ETF TRUST | 11K | $504K | SH |
| IBMR | ISHARES TR | 20K | $504K | SH |
| SPBO | SPDR SERIES TRUST | 17K | $502K | SH |
| NVST | ENVISTA HOLDINGS CORPORATION | 25K | $501K | SH |
| IBMP | ISHARES TR | 20K | $500K | SH |
| GTES | GATES INDL CORP PLC | 20K | $500K | SH |
| HAP | VANECK ETF TRUST | 9K | $499K | SH |
| NATL | NCR ATLEOS CORPORATION | 13K | $498K | SH |
| PFM | INVESCO EXCHANGE TRADED FD T | 10K | $498K | SH |
| NRDS | NERDWALLET INC | 46K | $498K | SH |
| BMBL | BUMBLE INC | 82K | $498K | SH |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 9K | $496K | SH |
| SRDX | SURMODICS INC | 17K | $495K | SH |
| DDM | PROSHARES TR | 5K | $495K | SH |
| YETI | YETI HLDGS INC | 15K | $495K | SH |
| OTTR | OTTER TAIL CORP | 6K | $493K | SH |
| FXH | FIRST TR EXCHANGE TRADED FD | 4K | $492K | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 10K | $491K | SH |
| QQQJ | INVESCO EXCH TRADED FD TR II | 14K | $491K | SH |
| FXY | INVESCO CURRENCYSHARES JAPAN | 8K | $490K | SH |
| VVV | VALVOLINE INC | 14K | $488K | SH |
| DOMO | DOMO INC | 31K | $487K | SH |
| ALRS | ALERUS FINL CORP | 22K | $486K | SH |
| NMAX | NEWSMAX INC | 39K | $485K | SH |
| SDG | ISHARES TR | 6K | $485K | SH |
| RFV | INVESCO EXCHANGE TRADED FD T | 4K | $485K | SH |
| CENT | CENTRAL GARDEN & PET CO | 15K | $482K | SH |
| HE | HAWAIIAN ELEC INDUSTRIES | 44K | $481K | SH |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 4K | $481K | SH |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 4K | $481K | SH |
| FSMD | FIDELITY COVINGTON TRUST | 11K | $481K | SH |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | 16K | $481K | SH |
| VRE | VERIS RESIDENTIAL INC | 31K | $478K | SH |
| PCAR | PACCAR INC | 5K | $478K | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 38K | $477K | SH |
| TLH | ISHARES TR | 5K | $477K | SH |
| TTI | TETRA TECHNOLOGIES INC DEL | 83K | $477K | SH |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | 11K | $477K | SH |
| DBMF | LITMAN GREGORY FDS TR | 17K | $476K | SH |
| DRIV | GLOBAL X FDS | 17K | $476K | SH |