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 2251–2300 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMN | AMN HEALTHCARE SVCS INC | 12K | $242K | SH |
| CM | CANADIAN IMPERIAL BANK OF CO | 3K | $241K | SH |
| VIRT | VIRTU FINL INC | 7K | $241K | SH |
| CLDT | CHATHAM LODGING TR | 36K | $240K | SH |
| FOXF | FOX FACTORY HLDG CORP | 10K | $240K | SH |
| ABCL | ABCELLERA BIOLOGICS INC | 48K | $240K | SH |
| AMPX | AMPRIUS TECHNOLOGIES INC | 23K | $240K | SH |
| WU | WESTERN UN CO | 30K | $240K | SH |
| RDIV | INVESCO EXCH TRADED FD TR II | 5K | $239K | SH |
| TIGO | MILLICOM INTL CELLULAR S A | 5K | $239K | SH |
| RGCO | RGC RES INC | 11K | $238K | SH |
| EZPW | EZCORP INC | 12K | $237K | SH |
| YUMC | YUM CHINA HLDGS INC | 6K | $237K | SH |
| KR | KROGER CO | 4K | $237K | SH |
| BTO | HANCOCK JOHN FINL OPPTYS FD | 7K | $237K | SH |
| FQAL | FIDELITY COVINGTON TRUST | 3K | $235K | SH |
| MAYW | AIM ETF PRODUCTS TRUST | 7K | $235K | SH |
| IIIN | INSTEEL INDS INC | 6K | $235K | SH |
| WSFS | WSFS FINL CORP | 4K | $235K | SH |
| BKN | BLACKROCK INVT QUALITY MUN T | 21K | $235K | SH |
| ABUS | ARBUTUS BIOPHARMA CORP | 52K | $235K | SH |
| VRDN | VIRIDIAN THERAPEUTICS INC | 11K | $234K | SH |
| CVI | CVR ENERGY INC | 6K | $234K | SH |
| KRO | KRONOS WORLDWIDE INC | 41K | $234K | SH |
| DCO | DUCOMMUN INC DEL | 2K | $234K | SH |
| AGYS | AGILYSYS INC | 2K | $233K | SH |
| TRVI | TREVI THERAPEUTICS INC | 25K | $233K | SH |
| DIVB | ISHARES TR | 4K | $233K | SH |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | 16K | $233K | SH |
| ALEX | ALEXANDER & BALDWIN INC NEW | 13K | $232K | SH |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | 8K | $231K | SH |
| BBH | VANECK ETF TRUST | 1K | $231K | SH |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 25K | $230K | SH |
| VCV | INVESCO CALIF VALUE MUN INCO | 22K | $229K | SH |
| SYM | SYMBOTIC INC | 4K | $229K | SH |
| KTF | DWS MUN INCOME TR NEW | 25K | $228K | SH |
| JCI | JOHNSON CTLS INTL PLC | 2K | $228K | SH |
| IPI | INTREPID POTASH INC | 7K | $227K | SH |
| DTEC | ALPS ETF TR | 4K | $227K | SH |
| BKR | BAKER HUGHES COMPANY | 5K | $227K | SH |
| EFC | ELLINGTON FINANCIAL INC | 17K | $227K | SH |
| XSMO | INVESCO EXCHANGE TRADED FD T | 3K | $227K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 50K | $226K | SH |
| DG | DOLLAR GEN CORP NEW | 2K | $226K | SH |
| ULS | UL SOLUTIONS INC | 3K | $225K | SH |
| BN | BROOKFIELD CORP | 3K | $225K | SH |
| OVL | LISTED FDS TR | 4K | $225K | SH |
| EAT | BRINKER INTL INC | 2K | $225K | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 3K | $224K | SH |
| BWIN | THE BALDWIN INSURANCE GRP IN | 8K | $224K | SH |