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 1951–2000 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ACWX | ISHARES TR | 6K | $374K | SH |
| EWI | ISHARES INC | 7K | $374K | SH |
| FLJP | FRANKLIN TEMPLETON ETF TR | 11K | $374K | SH |
| GROZ | ZACKS TRUST | 13K | $374K | SH |
| FINV | FINVOLUTION GROUP | 51K | $373K | SH |
| SNAP | SNAP INC | 48K | $372K | SH |
| MSTY | TIDAL TRUST II | 27K | $372K | SH |
| MTAL | MAC COPPER LIMITED | 30K | $371K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 41K | $371K | SH |
| IBMO | ISHARES TR | 14K | $369K | SH |
| INGR | INGREDION INC | 3K | $369K | SH |
| AMRC | AMERESCO INC | 11K | $369K | SH |
| INTR | INTER & CO INC | 40K | $368K | SH |
| OSK | OSHKOSH CORP | 3K | $367K | SH |
| IBIE | ISHARES TR | 14K | $367K | SH |
| CHT | CHUNGHWA TELECOM CO LTD | 8K | $364K | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 10K | $364K | SH |
| AOM | ISHARES TR | 8K | $364K | SH |
| DWX | SPDR INDEX SHS FDS | 9K | $363K | SH |
| RDY | DR REDDYS LABS LTD | 26K | $363K | SH |
| IYW | ISHARES TR | 2K | $361K | SH |
| DWAS | INVESCO EXCH TRADED FD TR II | 4K | $360K | SH |
| AUSF | GLOBAL X FDS | 8K | $360K | SH |
| IFGL | ISHARES TR | 16K | $360K | SH |
| ENVX | ENOVIX CORPORATION | 36K | $360K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $360K | SH |
| DERM | JOURNEY MED CORP | 51K | $360K | SH |
| ITIC | INVESTORS TITLE CO NC | 1K | $359K | SH |
| RMD | RESMED INC | 1K | $359K | SH |
| SPOK | SPOK HLDGS INC | 21K | $359K | SH |
| GUT | GABELLI UTIL TR | 59K | $358K | SH |
| HOUS | ANYWHERE REAL ESTATE INC | 34K | $356K | SH |
| SPHR | SPHERE ENTERTAINMENT CO | 6K | $355K | SH |
| AD | ARRAY DIGITAL INFRASTRUCTURE | 7K | $355K | SH |
| IBEX | IBEX LTD | 9K | $355K | SH |
| SBSI | SOUTHSIDE BANCSHARES INC | 13K | $355K | SH |
| LUNR | INTUITIVE MACHINES INC | 34K | $354K | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 17K | $354K | SH |
| INVX | INNOVEX INTERNATIONAL INC | 19K | $354K | SH |
| LRGE | LEGG MASON ETF INVT | 4K | $354K | SH |
| EMNT | PIMCO ETF TR | 4K | $353K | SH |
| FLOC | FLOWCO HLDGS INC | 24K | $351K | SH |
| BUYZ | FRANKLIN TEMPLETON ETF TR | 8K | $350K | SH |
| CSTL | CASTLE BIOSCIENCES INC | 15K | $350K | SH |
| IFRA | ISHARES TR | 7K | $349K | SH |
| EME | EMCOR GROUP INC | 538 | $349K | SH |
| ONC | BEONE MEDICINES LTD | 1K | $349K | SH |
| LEO | BNY MELLON STRATEGIC MUNS IN | 56K | $348K | SH |
| BKD | BROOKDALE SR LIVING INC | 41K | $347K | SH |
| WTTR | SELECT WATER SOLUTIONS INC | 32K | $347K | SH |