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 3051–3100 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FISI | FINANCIAL INSTNS INC | 2K | $15K–$50K | SH |
| COLM | COLUMBIA SPORTSWEAR CO | 824 | $15K–$50K | SH |
| IBP | INSTALLED BLDG PRODS INC | 174 | $15K–$50K | SH |
| MXL | MAXLINEAR INC | 3K | $15K–$50K | SH |
| MSBI | MIDLAND STATES BANCORP INC | 2K | $15K–$50K | SH |
| JHG | JANUS HENDERSON GROUP PLC | 954 | $15K–$50K | SH |
| OBIO | ORCHESTRA BIOMED HLDGS INC | 17K | $15K–$50K | SH |
| WNS | WNS HLDGS LTD | 552 | $15K–$50K | SH |
| RGR | STURM RUGER & CO INC | 962 | $15K–$50K | SH |
| BCAL | CALIFORNIA BANCORP | 2K | $15K–$50K | SH |
| NPO | ENPRO INC | 184 | $15K–$50K | SH |
| MGA | MAGNA INTL INC | 877 | $15K–$50K | SH |
| HMY | HARMONY GOLD MINING CO LTD | 2K | $15K–$50K | SH |
| XCEM | COLUMBIA ETF TR II | 1K | $15K–$50K | SH |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | 1K | $15K–$50K | SH |
| INCY | INCYTE CORP | 481 | $15K–$50K | SH |
| PJT | PJT PARTNERS INC | 229 | $15K–$50K | SH |
| FLS | FLOWSERVE CORP | 765 | $15K–$50K | SH |
| PNFP | PINNACLE FINL PARTNERS INC | 433 | $15K–$50K | SH |
| CGTX | COGNITION THERAPEUTICS INC | 30K | $15K–$50K | SH |
| CNOB | CONNECTONE BANCORP INC | 2K | $15K–$50K | SH |
| JEF | JEFFERIES FINL GROUP INC | 614 | $15K–$50K | SH |
| NEWT | NEWTEKONE INC | 4K | $15K–$50K | SH |
| NBR | NABORS INDUSTRIES LTD | 981 | $15K–$50K | SH |
| STE | STERIS PLC | 162 | $15K–$50K | SH |
| POWI | POWER INTEGRATIONS INC | 993 | $15K–$50K | SH |
| AEO | AMERICAN EAGLE OUTFITTERS IN | 2K | $15K–$50K | SH |
| BTOG | BIT ORIGIN LTD | 104K | $15K–$50K | SH |
| PDFS | PDF SOLUTIONS INC | 2K | $15K–$50K | SH |
| YOU | CLEAR SECURE INC | 1K | $15K–$50K | SH |
| CON | CONCENTRA GROUP HOLDINGS PAR | 2K | $15K–$50K | SH |
| ILCV | ISHARES TR | 438 | $15K–$50K | SH |
| MQ | MARQETA INC | 7K | $15K–$50K | SH |
| UPST | UPSTART HLDGS INC | 774 | $15K–$50K | SH |
| OBK | ORIGIN BANCORP INC | 1K | $15K–$50K | SH |
| BFLY | BUTTERFLY NETWORK INC | 20K | $15K–$50K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 538 | $15K–$50K | SH |
| AGM | FEDERAL AGRIC MTG CORP | 232 | $15K–$50K | SH |
| HRI | HERC HLDGS INC | 334 | $15K–$50K | SH |
| DEA | EASTERLY GOVT PPTYS INC | 2K | $15K–$50K | SH |
| DAR | DARLING INGREDIENTS INC | 1K | $15K–$50K | SH |
| GHC | GRAHAM HLDGS CO | 33 | $15K–$50K | SH |
| ESQ | ESQUIRE FINL HLDGS INC | 380 | $15K–$50K | SH |
| JBTM | JBT MAREL CORPORATION | 276 | $15K–$50K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 788 | $15K–$50K | SH |
| CFR | CULLEN FROST BANKERS INC | 304 | $15K–$50K | SH |
| CCK | CROWN HLDGS INC | 398 | $15K–$50K | SH |
| BWA | BORGWARNER INC | 870 | $15K–$50K | SH |
| ONTO | ONTO INNOVATION INC | 296 | $15K–$50K | SH |
| MAA | MID-AMER APT CMNTYS INC | 271 | $15K–$50K | SH |