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 3101–3150 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CPT | CAMDEN PPTY TR | 354 | $15K–$50K | SH |
| GNL | GLOBAL NET LEASE INC | 5K | $15K–$50K | SH |
| KALV | KALVISTA PHARMACEUTICALS INC | 3K | $15K–$50K | SH |
| SSB | SOUTHSTATE BK CORP | 377 | $15K–$50K | SH |
| DRVN | DRIVEN BRANDS HLDGS INC | 2K | $15K–$50K | SH |
| MAC | MACERICH CO | 2K | $15K–$50K | SH |
| RM | REGIONAL MGMT CORP | 949 | $15K–$50K | SH |
| BWMN | BOWMAN CONSULTING GROUP LTD | 872 | $15K–$50K | SH |
| ACCO | ACCO BRANDS CORP | 9K | $15K–$50K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 3K | $15K–$50K | SH |
| NOVT | NOVANTA INC | 367 | $15K–$50K | SH |
| NVAX | NOVAVAX INC | 4K | $15K–$50K | SH |
| TFX | TELEFLEX INCORPORATED | 300 | $15K–$50K | SH |
| NJR | NEW JERSEY RES CORP | 755 | $15K–$50K | SH |
| PFSI | PENNYMAC FINL SVCS INC NEW | 291 | $15K–$50K | SH |
| CVCO | CAVCO INDS INC DEL | 62 | $15K–$50K | SH |
| SRCE | 1ST SOURCE CORP | 584 | $15K–$50K | SH |
| GABC | GERMAN AMERN BANCORP INC | 911 | $15K–$50K | SH |
| RSI | RUSH STREET INTERACTIVE INC | 2K | $15K–$50K | SH |
| ELP | COMPANHIA PARANAENSE DE ENER | 4K | $15K–$50K | SH |
| WLY | WILEY JOHN & SONS INC | 878 | $15K–$50K | SH |
| MHO | M/I HOMES INC | 246 | $15K–$50K | SH |
| ACT | ENACT HLDGS INC | 926 | $15K–$50K | SH |
| AUPH | AURINIA PHARMACEUTICALS INC | 3K | $15K–$50K | SH |
| FSLY | FASTLY INC | 4K | $15K–$50K | SH |
| NNDM | NANO DIMENSION LTD | 22K | $15K–$50K | SH |
| ITT | ITT INC | 197 | $15K–$50K | SH |
| NDSN | NORDSON CORP | 155 | $15K–$50K | SH |
| GHM | GRAHAM CORP | 640 | $15K–$50K | SH |
| RELY | REMITLY GLOBAL INC | 2K | $15K–$50K | SH |
| MBC | MASTERBRAND INC | 3K | $15K–$50K | SH |
| ZIMV | ZIMVIE INC | 2K | $15K–$50K | SH |
| NVNO | ENVVENO MEDICAL CORPORATION | 38K | $15K–$50K | SH |
| SCHB | SCHWAB STRATEGIC TR | 1K | $15K–$50K | SH |
| ZD | ZIFF DAVIS INC | 910 | $15K–$50K | SH |
| LZB | LA Z BOY INC | 1K | $15K–$50K | SH |
| EXPE | EXPEDIA GROUP INC | 162 | $15K–$50K | SH |
| BRO | BROWN & BROWN INC | 369 | $15K–$50K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 584 | $15K–$50K | SH |
| YORW | YORK WTR CO | 1K | $15K–$50K | SH |
| YEXT | YEXT INC | 4K | $15K–$50K | SH |
| QDEL | QUIDELORTHO CORP | 1K | $15K–$50K | SH |
| PDN | INVESCO EXCH TRADED FD TR II | 830 | $15K–$50K | SH |
| APOG | APOGEE ENTERPRISES INC | 779 | $15K–$50K | SH |
| NXRT | NEXPOINT RESIDENTIAL TR INC | 1K | $15K–$50K | SH |
| PSA | PUBLIC STORAGE OPER CO | 117 | $15K–$50K | SH |
| DEI | DOUGLAS EMMETT INC | 2K | $15K–$50K | SH |
| AVB | AVALONBAY CMNTYS INC | 175 | $15K–$50K | SH |
| NMIH | NMI HLDGS INC | 876 | $15K–$50K | SH |
| AISPW | AIRSHIP AI HLDGS INC | 20K | $15K–$50K | SH |