CIK 1540235
Creative Planning
Institutional 13F holdings & portfolio
Holdings
3,811
Portfolio Value
$1M+
Latest Report
Sep 30, 2025
Report Periods
2
Holdings
13F filings as of Sep 30, 2025 · Showing 2901–2950 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRY | BERRY CORP | 17K | $50K–$100K | SH |
| UPWK | UPWORK INC | 3K | $50K–$100K | SH |
| BNS | BANK NOVA SCOTIA HALIFAX | 983 | $50K–$100K | SH |
| MOD | MODINE MFG CO | 446 | $50K–$100K | SH |
| AXSM | AXSOME THERAPEUTICS INC | 522 | $50K–$100K | SH |
| TGT | TARGET CORP | 50K | $50K–$100K | SH (Call) |
| BMI | BADGER METER INC | 353 | $50K–$100K | SH |
| AVTR | AVANTOR INC | 5K | $50K–$100K | SH |
| IDN | INTELLICHECK INC | 12K | $50K–$100K | SH |
| REKR | REKOR SYSTEMS INC | 40K | $50K–$100K | SH |
| KRMD | KORU MEDICAL SYSTEMS INC | 16K | $50K–$100K | SH |
| GLDG | GOLDMINING INC | 50K | $50K–$100K | SH |
| PI | IMPINJ INC | 343 | $50K–$100K | SH |
| CART | MAPLEBEAR INC | 13K | $50K–$100K | SH (Put) |
| OUT | OUTFRONT MEDIA INC | 3K | $50K–$100K | SH |
| APA | APA CORPORATION | 3K | $50K–$100K | SH |
| ARKK | ARK ETF TR | 709 | $50K–$100K | SH |
| OCFC | OCEANFIRST FINL CORP | 3K | $50K–$100K | SH |
| MDYV | SPDR SERIES TRUST | 723 | $50K–$100K | SH |
| GLDD | GREAT LAKES DREDGE & DOCK CO | 5K | $50K–$100K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 720 | $50K–$100K | SH |
| BBDC | BARINGS BDC INC | 7K | $50K–$100K | SH |
| KOS | KOSMOS ENERGY LTD | 36K | $50K–$100K | SH |
| A | AGILENT TECHNOLOGIES INC | 464 | $50K–$100K | SH |
| STRA | STRATEGIC ED INC | 690 | $50K–$100K | SH |
| GTN | GRAY MEDIA INC | 10K | $50K–$100K | SH |
| SR | SPIRE INC | 727 | $50K–$100K | SH |
| VICI | VICI PPTYS INC | 2K | $50K–$100K | SH |
| MCRI | MONARCH CASINO & RESORT INC | 558 | $50K–$100K | SH |
| CAE | CAE INC | 2K | $50K–$100K | SH |
| FUTU | FUTU HLDGS LTD | 338 | $50K–$100K | SH |
| CLSK | CLEANSPARK INC | 4K | $50K–$100K | SH |
| WTI | W & T OFFSHORE INC | 32K | $50K–$100K | SH |
| ONB | OLD NATL BANCORP IND | 3K | $50K–$100K | SH |
| KN | KNOWLES CORP | 3K | $50K–$100K | SH |
| ACMR | ACM RESH INC | 1K | $50K–$100K | SH |
| KRNY | KEARNY FINL CORP MD | 9K | $50K–$100K | SH |
| IVA | INVENTIVA SA | 10K | $50K–$100K | SH |
| HSIC | HENRY SCHEIN INC | 869 | $50K–$100K | SH |
| TEF | TELEFONICA S A | 11K | $50K–$100K | SH |
| INVA | INNOVIVA INC | 3K | $50K–$100K | SH |
| HURA | TUHURA BIOSCIENCES INC | 23K | $50K–$100K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 2K | $50K–$100K | SH |
| AMPY | AMPLIFY ENERGY CORP NEW | 11K | $50K–$100K | SH |
| WVVI | WILLAMETTE VY VINEYARD INC | 16K | $50K–$100K | SH |
| MOFG | MIDWESTONE FINL GROUP INC NE | 2K | $50K–$100K | SH |
| FHB | FIRST HAWAIIAN INC | 2K | $50K–$100K | SH |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | 7K | $50K–$100K | SH |
| ORA | ORMAT TECHNOLOGIES INC | 584 | $50K–$100K | SH |
| QCRH | QCR HOLDINGS INC | 743 | $50K–$100K | SH |