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 2551–2600 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NUV | NUVEEN MUN VALUE FD INC | 17K | $150K | SH |
| HMC | HONDA MOTOR LTD | 5K | $150K | SH |
| OFIX | ORTHOFIX MED INC | 10K | $150K | SH |
| NWG | NATWEST GROUP PLC | 11K | $150K | SH |
| XNCR | XENCOR INC | 13K | $149K | SH |
| DHY | CREDIT SUISSE HIGH YIELD CRE | 72K | $149K | SH |
| PINC | PREMIER INC | 5K | $148K | SH |
| AGL | AGILON HEALTH INC | 143K | $147K | SH |
| OGN | ORGANON & CO | 14K | $147K | SH |
| SHM | SPDR SERIES TRUST | 3K | $147K | SH |
| WSR | WHITESTONE REIT | 12K | $146K | SH |
| CVLT | COMMVAULT SYS INC | 772 | $146K | SH |
| VIAV | VIAVI SOLUTIONS INC | 11K | $145K | SH |
| NOAH | NOAH HLDGS LTD | 13K | $145K | SH |
| BUR | BURFORD CAP LTD | 12K | $145K | SH |
| ADNT | ADIENT PLC | 6K | $144K | SH |
| EBAY | EBAY INC. | 2K | $144K | SH |
| CATX | PERSPECTIVE THERAPEUTICS INC | 42K | $143K | SH |
| HDSN | HUDSON TECHNOLOGIES INC | 14K | $143K | SH |
| RIG | TRANSOCEAN LTD | 46K | $143K | SH |
| ICFI | ICF INTL INC | 2K | $141K | SH |
| DAWN | DAY ONE BIOPHARMACEUTICALS I | 20K | $141K | SH |
| BTX | BLACKROCK TECH AND PRIVATE E | 21K | $140K | SH |
| MNMD | MIND MEDICINE MINDMED INC | 12K | $140K | SH |
| CORZW | CORE SCIENTIFIC INC NEW | 12K | $140K | SH |
| VREX | VAREX IMAGING CORP | 11K | $139K | SH |
| SXT | SENSIENT TECHNOLOGIES CORP | 1K | $139K | SH |
| VKI | INVESCO ADVANTAGE MUN INCOME | 16K | $138K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 993 | $138K | SH |
| ITRI | ITRON INC | 1K | $138K | SH |
| AOS | SMITH A O CORP | 2K | $137K | SH |
| CTLP | CANTALOUPE INC | 13K | $137K | SH |
| ATAI | ATAI LIFE SCIENCES NV | 26K | $136K | SH |
| BLNE | BEELINE HOLDINGS INC | 34K | $136K | SH |
| GSBC | GREAT SOUTHN BANCORP INC | 2K | $136K | SH |
| CCB | COASTAL FINL CORP WA | 1K | $136K | SH |
| AVY | AVERY DENNISON CORP | 836 | $136K | SH |
| IHG | INTERCONTINENTAL HOTELS GROU | 1K | $135K | SH |
| SPXC | SPX TECHNOLOGIES INC | 723 | $135K | SH |
| ALT | ALTIMMUNE INC | 36K | $135K | SH |
| HLN | HALEON PLC | 15K | $135K | SH |
| BRSP | BRIGHTSPIRE CAPITAL INC | 25K | $135K | SH |
| VNET | VNET GROUP INC | 13K | $135K | SH |
| ARCC | ARES CAPITAL CORP | 7K | $135K | SH |
| ESBA | EMPIRE ST RLTY OP L P | 18K | $134K | SH |
| SCCO | SOUTHERN COPPER CORP | 1K | $134K | SH |
| SWIM | LATHAM GROUP INC | 18K | $134K | SH |
| ARDX | ARDELYX INC | 24K | $134K | SH |
| WOOF | PETCO HEALTH & WELLNESS CO I | 34K | $133K | SH |
| ESPR | ESPERION THERAPEUTICS INC NE | 50K | $132K | SH |