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 2151–2200 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SH | PROSHARES TR | 7K | $277K | SH |
| SNDX | SYNDAX PHARMACEUTICALS INC | 18K | $276K | SH |
| QURE | UNIQURE NV | 5K | $276K | SH |
| CIM | CHIMERA INVT CORP | 21K | $276K | SH |
| EMO | CLEARBRIDGE ENERGY MIDSTRM O | 6K | $275K | SH |
| SPGM | SPDR INDEX SHS FDS | 4K | $275K | SH |
| OR | OR ROYALTIES INC. | 7K | $274K | SH |
| MOO | VANECK ETF TRUST | 4K | $273K | SH |
| IBDV | ISHARES TR | 12K | $273K | SH |
| MLKN | MILLERKNOLL INC | 15K | $272K | SH |
| PFLD | ETF SER SOLUTIONS | 14K | $272K | SH |
| VICR | VICOR CORP | 5K | $272K | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 8K | $272K | SH |
| KODK | EASTMAN KODAK CO | 42K | $271K | SH |
| CECO | CECO ENVIRONMENTAL CORP | 5K | $270K | SH |
| FUTY | FIDELITY COVINGTON TRUST | 5K | $270K | SH |
| TMCI | TREACE MED CONCEPTS INC | 40K | $270K | SH |
| FDRR | FIDELITY COVINGTON TRUST | 5K | $269K | SH |
| AG | FIRST MAJESTIC SILVER CORP | 22K | $269K | SH |
| ULTY | TIDAL TRUST II | 49K | $269K | SH |
| GRNT | GRANITE RIDGE RESOURCES INC | 50K | $268K | SH |
| OBE | OBSIDIAN ENERGY LTD | 41K | $268K | SH |
| WSC | WILLSCOT HLDGS CORP | 13K | $268K | SH |
| LOCO | EL POLLO LOCO HLDGS INC | 28K | $268K | SH |
| ETB | EATON VANCE TAX MNGED BUY WR | 18K | $268K | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 4K | $268K | SH |
| DRH | DIAMONDROCK HOSPITALITY CO | 34K | $268K | SH |
| DX | DYNEX CAP INC | 22K | $267K | SH |
| UPS | UNITED PARCEL SERVICE INC | 3K | $267K | SH |
| CACC | CREDIT ACCEP CORP MICH | 572 | $267K | SH |
| DECU | AIM ETF PRODUCTS TRUST | 10K | $266K | SH |
| ETHO | AMPLIFY ETF TR | 4K | $266K | SH |
| RMR | RMR GROUP INC | 17K | $266K | SH |
| TBIL | RBB FD INC | 5K | $265K | SH |
| JXI | ISHARES TR | 3K | $265K | SH |
| EUSA | ISHARES INC | 3K | $265K | SH |
| EWH | ISHARES INC | 12K | $265K | SH |
| VSCO | VICTORIAS SECRET AND CO | 10K | $264K | SH |
| IXP | ISHARES TR | 2K | $264K | SH |
| ANGL | VANECK ETF TRUST | 9K | $264K | SH |
| DMLP | DORCHESTER MINERALS LP | 10K | $263K | SH |
| NRIM | NORTHRIM BANCORP INC | 12K | $263K | SH |
| ALKT | ALKAMI TECHNOLOGY INC | 11K | $262K | SH |
| HIMU | BLACKROCK ETF TRUST II | 5K | $262K | SH |
| LDP | COHEN & STEERS LTD DURATION | 12K | $262K | SH |
| PJP | INVESCO EXCHANGE TRADED FD T | 3K | $261K | SH |
| NORW | GLOBAL X FDS | 9K | $261K | SH |
| HAE | HAEMONETICS CORP MASS | 5K | $261K | SH |
| SFM | SPROUTS FMRS MKT INC | 2K | $260K | SH |
| NVO | NOVO-NORDISK A S | 5K | $260K | SH |