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 2451–2500 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PSO | PEARSON PLC | 13K | $190K | SH |
| KEP | KOREA ELEC PWR CORP | 15K | $190K | SH |
| HSY | HERSHEY CO | 1K | $189K | SH |
| NODK | NI HLDGS INC | 14K | $189K | SH |
| TBPH | THERAVANCE BIOPHARMA INC | 13K | $188K | SH |
| ICVT | ISHARES TR | 2K | $187K | SH |
| BAND | BANDWIDTH INC | 11K | $187K | SH |
| USMV | ISHARES TR | 2K | $187K | SH |
| SHO | SUNSTONE HOTEL INVS INC NEW | 20K | $186K | SH |
| COR | CENCORA INC | 596 | $186K | SH |
| MFA | MFA FINL INC | 20K | $186K | SH |
| SDRL | SEADRILL LTD | 6K | $186K | SH |
| RGTI | RIGETTI COMPUTING INC | 6K | $185K | SH |
| NNN | NNN REIT INC | 4K | $185K | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 15K | $185K | SH |
| NCA | NUVEEN CALIFORNIA MUNI VLU F | 21K | $184K | SH |
| AXTI | AXT INC | 41K | $184K | SH |
| ALC | ALCON AG | 2K | $184K | SH |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | 17K | $184K | SH |
| DEO | DIAGEO PLC | 2K | $184K | SH |
| DELL | DELL TECHNOLOGIES INC | 1K | $183K | SH |
| GOVT | ISHARES TR | 8K | $183K | SH |
| PGY | PAGAYA TECHNOLOGIES LTD | 6K | $183K | SH |
| EOSE | EOS ENERGY ENTERPRISES INC | 16K | $183K | SH |
| HLX | HELIX ENERGY SOLUTIONS GRP I | 28K | $183K | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 3K | $182K | SH |
| UFPI | UFP INDUSTRIES INC | 2K | $182K | SH |
| UGP | ULTRAPAR PARTICIPACOES SA | 44K | $182K | SH |
| INN | SUMMIT HOTEL PPTYS INC | 33K | $181K | SH |
| CNTY | CENTURY CASINOS INC | 69K | $180K | SH |
| FNDF | SCHWAB STRATEGIC TR | 4K | $180K | SH |
| RMBS | RAMBUS INC DEL | 2K | $180K | SH |
| CRVS | CORVUS PHARMACEUTICALS INC | 24K | $180K | SH |
| FITB | FIFTH THIRD BANCORP | 4K | $180K | SH |
| BBIO | BRIDGEBIO PHARMA INC | 3K | $179K | SH |
| NCMI | NATIONAL CINEMEDIA INC | 39K | $178K | SH |
| RVT | ROYCE SMALL CAP TRUST INC | 11K | $177K | SH |
| ACIC | AMERICAN COASTAL INS CORP | 16K | $177K | SH |
| ESRT | EMPIRE ST RLTY TR INC | 23K | $176K | SH |
| ADEA | ADEIA INC | 10K | $176K | SH |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | 26K | $176K | SH |
| PCT | PURECYCLE TECHNOLOGIES INC | 13K | $175K | SH |
| REYN | REYNOLDS CONSUMER PRODS INC | 7K | $175K | SH |
| GNT | GAMCO NAT RES GOLD & INCOME | 25K | $174K | SH |
| CLNE | CLEAN ENERGY FUELS CORP | 67K | $173K | SH |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIG | 15K | $173K | SH |
| HAS | HASBRO INC | 2K | $173K | SH |
| GCMG | GCM GROSVENOR INC | 14K | $170K | SH |
| BIIB | BIOGEN INC | 1K | $169K | SH |
| BSM | BLACK STONE MINERALS L P | 13K | $168K | SH |