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 2301–2350 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FRHC | FREEDOM HLDG CORP NEV | 1K | $223K | SH |
| DBD | DIEBOLD NIXDORF INC | 4K | $223K | SH |
| APO | APOLLO GLOBAL MGMT INC | 2K | $223K | SH |
| PCH | POTLATCHDELTIC CORPORATION | 5K | $223K | SH |
| VIOG | VANGUARD ADMIRAL FDS INC | 2K | $223K | SH |
| NBHC | NATIONAL BK HLDGS CORP | 6K | $222K | SH |
| TRGP | TARGA RES CORP | 1K | $222K | SH |
| JANU | AIM ETF PRODUCTS TRUST | 8K | $222K | SH |
| PEO | ADAM NAT RES FD INC | 10K | $222K | SH |
| DBEU | DBX ETF TR | 5K | $222K | SH |
| BMVP | INVESCO EXCHANGE TRADED FD T | 5K | $222K | SH |
| SAH | SONIC AUTOMOTIVE INC | 3K | $221K | SH |
| PBE | INVESCO EXCHANGE TRADED FD T | 3K | $221K | SH |
| BEN | FRANKLIN RESOURCES INC | 10K | $220K | SH |
| GPRE | GREEN PLAINS INC | 25K | $220K | SH |
| CIG | CIA ENERGETICA DE MINAS GERA | 104K | $220K | SH |
| CHGX1 | EA SERIES TRUST | 8K | $220K | SH |
| MITK | MITEK SYS INC | 22K | $219K | SH |
| MLPB | UBS AG LONDON BRANCH | 9K | $219K | SH |
| PRDO | PERDOCEO ED CORP | 6K | $218K | SH |
| OPRA | OPERA LTD | 11K | $218K | SH |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | 6K | $218K | SH |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 4K | $218K | SH |
| CQP | CHENIERE ENERGY PARTNERS LP | 4K | $218K | SH |
| CPNS | CALAMOS ETF TR | 8K | $218K | SH |
| IWX | ISHARES TR | 2K | $218K | SH |
| DIV | GLOBAL X FDS | 12K | $217K | SH |
| NUBD | NUSHARES ETF TR | 10K | $217K | SH |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | 15K | $217K | SH |
| GH | GUARDANT HEALTH INC | 3K | $217K | SH |
| GFLW | VICTORY PORTFOLIOS II | 8K | $217K | SH |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | 14K | $217K | SH |
| EYLD | CAMBRIA ETF TR | 6K | $217K | SH |
| BST | BLACKROCK SCIENCE & TECHNOLO | 5K | $217K | SH |
| PAAA | PGIM ETF TR | 4K | $216K | SH |
| PAHC | PHIBRO ANIMAL HEALTH CORP | 5K | $216K | SH |
| FDT | FIRST TR EXCH TRD ALPHDX FD | 3K | $216K | SH |
| AAOI | APPLIED OPTOELECTRONICS INC | 8K | $216K | SH |
| HIPO | HIPPO HLDGS INC | 6K | $216K | SH |
| UNTY | UNITY BANCORP INC | 4K | $216K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 26K | $216K | SH |
| SPTL | SPDR SERIES TRUST | 8K | $215K | SH |
| AKR | ACADIA RLTY TR | 11K | $215K | SH |
| TRTX | TPG RE FIN TR INC | 25K | $214K | SH |
| NMR | NOMURA HLDGS INC | 29K | $213K | SH |
| TECB | ISHARES TR | 4K | $213K | SH |
| MAX | MEDIAALPHA INC | 19K | $213K | SH |
| EGBN | EAGLE BANCORP INC MD | 11K | $213K | SH |
| CCLD | CARECLOUD INC | 66K | $213K | SH |
| TBLA | TABOOLA.COM LTD | 62K | $213K | SH |