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 2201–2250 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AIVI | WISDOMTREE TR | 5K | $259K | SH |
| ENOV | ENOVIS CORPORATION | 9K | $258K | SH |
| LE | LANDS END INC NEW | 18K | $258K | SH |
| FISV | FISERV INC | 2K | $258K | SH |
| PAYX | PAYCHEX INC | 2K | $257K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 13K | $257K | SH |
| FINX | GLOBAL X FDS | 8K | $257K | SH |
| BLE | BLACKROCK MUNI INCOME TR II | 25K | $256K | SH |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | 44K | $256K | SH |
| FLDR | FIDELITY MERRIMACK STR TR | 5K | $256K | SH |
| SHE | SPDR SERIES TRUST | 2K | $256K | SH |
| EWTX | EDGEWISE THERAPEUTICS INC | 16K | $255K | SH |
| ICOW | PACER FDS TR | 7K | $255K | SH |
| GDYN | GRID DYNAMICS HLDGS INC | 33K | $255K | SH |
| SFY | TIDAL TRUST I | 2K | $254K | SH |
| UTI | UNIVERSAL TECHNICAL INST INC | 8K | $254K | SH |
| FPXI | FIRST TR EXCHANGE TRADED FD | 4K | $254K | SH |
| BRKR | BRUKER CORP | 8K | $254K | SH |
| CMCL | CALEDONIA MNG CORP PLC | 7K | $254K | SH |
| QDIV | GLOBAL X FDS | 7K | $254K | SH |
| AVMU | AMERICAN CENTY ETF TR | 6K | $253K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 2K | $252K | SH |
| CNRG | SPDR SERIES TRUST | 3K | $251K | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 17K | $251K | SH |
| SARO | STANDARDAERO INC | 9K | $251K | SH |
| NET | CLOUDFLARE INC | 1K | $251K | SH |
| SLF | SUN LIFE FINANCIAL INC. | 4K | $250K | SH |
| NFRA | FLEXSHARES TR | 4K | $250K | SH |
| HTO | H2O AMERICA | 5K | $250K | SH |
| ECVT | ECOVYST INC | 29K | $250K | SH |
| NPK | NATIONAL PRESTO INDS INC | 2K | $249K | SH |
| URTH | ISHARES INC | 1K | $249K | SH |
| RGNX | REGENXBIO INC | 26K | $249K | SH |
| PSBD | PALMER SQUARE CAPITAL BDC IN | 20K | $249K | SH |
| ISCB | ISHARES TR | 4K | $249K | SH |
| AVEM | AMERICAN CENTY ETF TR | 3K | $249K | SH |
| TSPA | T ROWE PRICE ETF INC | 6K | $248K | SH |
| DEC | DIVERSIFIED ENERGY COMPANY P | 18K | $248K | SH |
| RACE | FERRARI N V | 511 | $248K | SH |
| GVI | ISHARES TR | 2K | $247K | SH |
| CYRX | CRYOPORT INC | 26K | $247K | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 5K | $246K | SH |
| IBHF | ISHARES TR | 11K | $246K | SH |
| BP | BP PLC | 7K | $245K | SH |
| PLPC | PREFORMED LINE PRODS CO | 1K | $245K | SH |
| DBA | INVESCO DB MULTI-SECTOR COMM | 9K | $244K | SH |
| REMX | VANECK ETF TRUST | 4K | $244K | SH |
| GRX | GABELLI HLTHCARE & WELLNESS | 27K | $243K | SH |
| CSV | CARRIAGE SVCS INC | 5K | $243K | SH |
| BITF | BITFARMS LTD | 86K | $242K | SH |